Summerhill Capital Management lnc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Summerhill Capital Management lnc. reported 35 stock positions worth $114.6 million. Its top holding was Alphabet Class A (GOOGL) at 12.6% of the portfolio, followed by JPMorgan Chase (JPM, 8.2%) and Royal Bank of Canada (RY, 8.1%). Compared with Q4 2025, it opened 19 new positions, sold out of 1, added to 12 and reduced 3. The biggest buy was Advanced Micro Devices (AMD, shares +71%) and the biggest sale First Solar (FSLR, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002017598
- Portfolio Value
- $114.6M (Q1 2026)
- SEC Filing
- 0001062993-26-002089 ↗ filed Apr 22, 2026
Holdings Value
Holdings 35 stocks · $114.6M
| GOOGL Alphabet Inc. Class A | 12.60% | 50,210 | $14.4M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 8.21% | 31,974 | $9.4M | Add +4.0% |
| RY Royal Bank of Canada | 8.05% | 57,207 | $9.2M | Add +4.5% |
| BIP Brookfield Infrastructure Pa | 7.33% | 232,410 | $8.4M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 6.66% | 36,645 | $7.6M | Add +4.5% |
| META Meta Platforms Inc. Class A | 6.36% | 12,748 | $7.3M | Reduce -0.1% |
| AMD Advanced Micro Devices | 5.78% | 32,552 | $6.6M | Add +70.7% |
| MSFT Microsoft Corp. | 5.54% | 17,141 | $6.3M | Add +5.2% |
| ETN Eaton Corp. PLC | 5.15% | 16,491 | $5.9M | Add +42.0% |
| CP Canadian Pacific Kansas City | 3.79% | 55,281 | $4.3M | Add +9.2% |
| FSLR First Solar Inc. | 3.69% | 21,410 | $4.2M | Reduce -51.0% |
| VRT Vertiv Holdings Co. Class A | 3.43% | 15,679 | $3.9M | No change |
| BIRK Birkenstock Holding PLC | 2.99% | 95,480 | $3.4M | Add +0.1% |
| CAE Cae Inc. | 2.80% | 123,302 | $3.2M | Add +0.1% |
| CNI Canadian Natl Railway Co. | 2.48% | 27,620 | $2.8M | Add +14.5% |
| CLS Celestica Inc. | 2.45% | 9,959 | $2.8M | Add +0.9% |
| CVE Cenovus Energy Inc. | 1.91% | 82,822 | $2.2M | New |
| RELX Relx PLC - Spon ADR | 1.64% | 56,707 | $1.9M | New |
| GLD SPDR Gold Shares | 1.41% | 3,755 | $1.6M | New |
| XOM Exxon Mobil Corp. | 0.91% | 6,131 | $1.0M | New |
| CNQ Canadian Natural Resources | 0.74% | 17,537 | $854K | New |
| SU Suncor Energy Inc. | 0.73% | 12,761 | $842K | New |
| XLE SS Energy Select Sector | 0.73% | 13,686 | $838K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.60% | 1,424 | $682K | New |
| TRP TC Energy Corp. | 0.58% | 10,663 | $666K | New |
| PBA Pembina Pipeline Corp. | 0.53% | 13,662 | $610K | New |
| CVX Chevron Corp. | 0.43% | 2,375 | $491K | New |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.36% | 4,352 | $412K | New |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.34% | 2,907 | $393K | New |
| SLF Sun Life Financial Inc. | 0.33% | 6,081 | $380K | New |
| AAPL Apple Inc. | 0.33% | 1,483 | $376K | New |
| TXN Texas Instruments Inc. | 0.31% | 1,815 | $352K | New |
| MA Mastercard Inc. Class A | 0.30% | 687 | $343K | New |
| BN Brookfield Corp. | 0.28% | 7,802 | $316K | New |
| BAM Brookfield Asset Mgmt-A | 0.26% | 6,652 | $295K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| AMD Advanced Micro Devices | Add +70.7% | 5.78% | +2.01 |
| CVE Cenovus Energy Inc. | New | 1.91% | +1.91 |
| ETN Eaton Corp. PLC | Add +42.0% | 5.15% | +1.73 |
| RELX Relx PLC - Spon ADR | New | 1.64% | +1.64 |
| GLD SPDR Gold Shares | New | 1.41% | +1.41 |
| XOM Exxon Mobil Corp. | New | 0.91% | +0.91 |
| CNQ Canadian Natural Resources | New | 0.74% | +0.74 |
| SU Suncor Energy Inc. | New | 0.73% | +0.73 |
| XLE SS Energy Select Sector | New | 0.73% | +0.73 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.60% | +0.60 |
| TRP TC Energy Corp. | New | 0.58% | +0.58 |
| PBA Pembina Pipeline Corp. | New | 0.53% | +0.53 |
| CVX Chevron Corp. | New | 0.43% | +0.43 |
| CM Can Imperial BK of Commerce | New | 0.36% | +0.36 |
| CP Canadian Pacific Kansas City | Add +9.2% | 3.79% | +0.34 |
| BMO Bank of Montreal | New | 0.34% | +0.34 |
| SLF Sun Life Financial Inc. | New | 0.33% | +0.33 |
| AAPL Apple Inc. | New | 0.33% | +0.33 |
| TXN Texas Instruments Inc. | New | 0.31% | +0.31 |
| MA Mastercard Inc. Class A | New | 0.30% | +0.30 |
| BN Brookfield Corp. | New | 0.28% | +0.28 |
| CNI Canadian Natl Railway Co. | Add +14.5% | 2.48% | +0.27 |
| BAM Brookfield Asset Mgmt-A | New | 0.26% | +0.26 |
| CLS Celestica Inc. | Add +0.9% | 2.45% | −0.25 |
| RY Royal Bank of Canada | Add +4.5% | 8.05% | −0.57 |
| BIRK Birkenstock Holding PLC | Add +0.1% | 2.99% | −0.62 |
| CAE Cae Inc. | Add +0.1% | 2.80% | −0.67 |
| AMZN Amazon.com Inc. | Add +4.5% | 6.66% | −0.81 |
| JPM JPMorgan Chase & Co. | Add +4.0% | 8.21% | −0.94 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 12.60% | −1.60 |
| MSFT Microsoft Corp. | Add +5.2% | 5.54% | −1.74 |
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 |