Summerhill Capital Management lnc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Summerhill Capital Management lnc. reported 17 stock positions worth $108.3 million. Its top holding was Alphabet Class A (GOOGL) at 14.2% of the portfolio, followed by First Solar (FSLR, 10.5%) and JPMorgan Chase (JPM, 9.1%). Compared with Q3 2025, it opened 2 new positions, added to 9 and reduced 6. The biggest buy was a new position in Advanced Micro Devices (AMD) and the biggest sale Celestica (CLS, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002017598
- Portfolio Value
- $108.3M (Q4 2025)
- SEC Filing
- 0001062993-26-000564 ↗ filed Feb 3, 2026
Holdings Value
Holdings 17 stocks · $108.3M
| GOOGL Alphabet Inc. Class A | 14.19% | 49,116 | $15.4M | Add +0.1% |
| FSLR First Solar Inc. | 10.55% | 43,738 | $11.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 9.15% | 30,746 | $9.9M | Add +0.2% |
| RY Royal Bank of Canada | 8.63% | 54,727 | $9.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 7.78% | 12,761 | $8.4M | Add +0.8% |
| AMZN Amazon.com Inc. | 7.47% | 35,068 | $8.1M | Add +0.3% |
| BIP Brookfield Infrastructure Pa | 7.46% | 232,424 | $8.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 7.28% | 16,298 | $7.9M | Add +0.1% |
| AMD Advanced Micro Devices | 3.77% | 19,069 | $4.1M | New |
| BIRK Birkenstock Holding PLC | 3.60% | 95,436 | $3.9M | New |
| CAE Cae Inc. | 3.46% | 123,223 | $3.7M | Reduce -0.3% |
| CP Canadian Pacific Kansas City | 3.44% | 50,607 | $3.7M | Add +0.0% |
| ETN Eaton Corp. PLC | 3.42% | 11,617 | $3.7M | Add +77.9% |
| CLS Celestica Inc. | 2.70% | 9,868 | $2.9M | Reduce -46.7% |
| PYPL PayPal Holdings Inc. | 2.55% | 47,304 | $2.8M | Add +0.6% |
| VRT Vertiv Holdings Co. Class A | 2.35% | 15,679 | $2.5M | Reduce -42.4% |
| CNI Canadian Natl Railway Co. | 2.21% | 24,124 | $2.4M | Reduce -0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| CLS Celestica Inc. | Reduce -46.7% | 2.70% | −2.03 |
| VRT Vertiv Holdings Co. Class A | Reduce -42.4% | 2.35% | −1.91 |
| BIP Brookfield Infrastructure Pa | Reduce -0.5% | 7.46% | −0.53 |
| CAE Cae Inc. | Reduce -0.3% | 3.46% | −0.34 |
| CNI Canadian Natl Railway Co. | Reduce -0.8% | 2.21% | −0.18 |
| RY Royal Bank of Canada | Reduce -0.3% | 8.63% | +0.23 |
Portfolio Buys Q3 2025 → Q4 2025
| AMD Advanced Micro Devices | New | 3.77% | +3.77 |
| BIRK Birkenstock Holding PLC | New | 3.60% | +3.60 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 14.19% | +1.81 |
| ETN Eaton Corp. PLC | Add +77.9% | 3.42% | +0.88 |
| FSLR First Solar Inc. | Add +1.1% | 10.55% | +0.64 |
| CP Canadian Pacific Kansas City | Add +0.0% | 3.44% | −0.47 |
| AMZN Amazon.com Inc. | Add +0.3% | 7.47% | −0.50 |
| PYPL PayPal Holdings Inc. | Add +0.6% | 2.55% | −0.72 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 9.15% | −0.90 |
| MSFT Microsoft Corp. | Add +0.1% | 7.28% | −1.48 |
| META Meta Platforms Inc. Class A | Add +0.8% | 7.78% | −1.88 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $125.3M | GOOGL, AMD, RY, JPM, BIP |
| Q1 2026 | 35 | $114.6M | GOOGL, JPM, RY, BIP, AMZN |
| Q4 2025 | 17 | $108.3M | GOOGL, FSLR, JPM, RY, META |
| Q3 2025 | 15 | $96.3M | GOOGL, JPM, FSLR, META, MSFT |
| Q2 2025 | 19 | $89.1M | META, JPM, GOOGL, MSFT, BIP |
| Q1 2025 | 21 | $74.6M | GOOGL, JPM, META, BIP, AMZN |
| Q4 2024 | 20 | $134.0M | GOOGL, AMZN, MSFT, BIP, PYPL |
| Q3 2024 | 20 | $145.7M | MSFT, SN, AMD, BIP, AMZN |
| Q2 2024 | 20 | $141.2M | GOOGL, MSFT, AMD, AMZN, BIP |
| Q1 2024 | 23 | $157.2M | AMD, GOOGL, MSFT, AMZN, BIP |