
SUMMERHILL CAPITAL MANAGEMENT LNC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BIP | 232K | $8.08M |
![]() | CAE | 123K | $3.75M |
![]() | BIRK | 95K | $3.90M |
![]() | RY | 55K | $9.34M |
![]() | CP | 51K | $3.73M |
![]() | GOOGL | 49K | $15.37M |
![]() | PYPL | 47K | $2.76M |
![]() | FSLR | 44K | $11.43M |
![]() | AMZN | 35K | $8.09M |
![]() | JPM | 31K | $9.91M |
![]() | CNI | 24K | $2.39M |
![]() | AMD | 19K | $4.08M |
![]() | MSFT | 16K | $7.88M |
![]() | VRT | 16K | $2.54M |
![]() | META | 13K | $8.42M |
![]() | ETN | 12K | $3.70M |
![]() | CLS | 10K | $2.92M |

Brookfield Infrastructure Partners L.P.
BIP
Shares Held
232K
Value
$8.08M

CAE Inc.
CAE
Shares Held
123K
Value
$3.75M

Birkenstock Holding plc
BIRK
Shares Held
95K
Value
$3.90M

Royal Bank of Canada
RY
Shares Held
55K
Value
$9.34M

Canadian Pacific Kansas City Ltd.
CP
Shares Held
51K
Value
$3.73M

Alphabet Inc.
GOOGL
Shares Held
49K
Value
$15.37M

PayPal Holdings, Inc.
PYPL
Shares Held
47K
Value
$2.76M

First Solar, Inc.
FSLR
Shares Held
44K
Value
$11.43M

Amazon.com, Inc.
AMZN
Shares Held
35K
Value
$8.09M

JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.91M

Canadian National Railway Company
CNI
Shares Held
24K
Value
$2.39M

Advanced Micro Devices, Inc.
AMD
Shares Held
19K
Value
$4.08M

Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.88M

Vertiv Holdings Co
VRT
Shares Held
16K
Value
$2.54M

Meta Platforms, Inc.
META
Shares Held
13K
Value
$8.42M

Eaton Corporation plc
ETN
Shares Held
12K
Value
$3.70M

Celestica Inc.
CLS
Shares Held
10K
Value
$2.92M
