Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summerhill Capital Management lnc. (CIK 2017598) reported $114.6M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($14.4M, 12.60%), JPM ($9.4M, 8.21%), RY ($9.2M, 8.05%), BIP ($8.4M, 7.33%), AMZN ($7.6M, 6.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC. CL-A | $14.4M | 12.60% | 50,210 | Added |
| 2 | JPM | JPMORGAN CHASE & COMPANY | $9.4M | 8.21% | 31,974 | Added |
| 3 | RY | ROYAL BANK CDA | $9.2M | 8.05% | 57,207 | Added |
| 4 | BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $8.4M | 7.33% | 232,410 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $7.6M | 6.66% | 36,645 | Added |
| 6 | META | META PLATFORMS INC | $7.3M | 6.36% | 12,748 | Trimmed |
| 7 | AMD | ADVANCED MICRO DEVICE LTD. | $6.6M | 5.78% | 32,552 | Added |
| 8 | MSFT | MICROSOFT | $6.3M | 5.54% | 17,141 | Added |
| 9 | ETN | EATON CORP PLC | $5.9M | 5.15% | 16,491 | Added |
| 10 | CP | CANADIAN PACIFIC KANSAS CITY LTD | $4.3M | 3.79% | 55,281 | Added |
| 11 | FSLR | FIRST SOLAR INC. | $4.2M | 3.69% | 21,410 | Trimmed |
| 12 | VRT | VERTIV HOLDING | $3.9M | 3.43% | 15,679 | Hold |
| 13 | BIRK | BIRKENSTOCK HOLDINGS | $3.4M | 2.99% | 95,480 | Added |
| 14 | CAE | CAE INC. | $3.2M | 2.80% | 123,302 | Added |
| 15 | CNI | CN RAIL | $2.8M | 2.48% | 27,620 | Added |
| 16 | CLS | CELESTICA INC | $2.8M | 2.45% | 9,959 | Added |
| 17 | CVE | CENOVUS ENERGY | $2.2M | 1.91% | 82,822 | New |
| 18 | RELX | RELX PLC ADR | $1.9M | 1.64% | 56,707 | New |
| 19 | GLD | SPDR GOLD SHARES | $1.6M | 1.41% | 3,755 | New |
| 20 | XOM | EXXON MOBIL | $1.0M | 0.91% | 6,131 | New |
| 21 | CNQ | CANADIAN NATURAL RESOURCES LTD | $853,763 | 0.74% | 17,537 | New |
| 22 | SU | SUNCOR ENERGY INC | $842,341 | 0.74% | 12,761 | New |
| 23 | XLE | ENERGY SELECT SECTOR SPDR FUND | $838,404 | 0.73% | 13,686 | New |
| 24 | BRK/B | BERKSHIRE HATHAWAY | $682,381 | 0.60% | 1,424 | New |
| 25 | TRP | TC ENERGY CORP | $666,371 | 0.58% | 10,663 | New |
Source: SEC Form 13F filings · as of 2026-03-31