Summerhill Capital Management lnc.
Summerhill Capital Management lnc. reported 17 US-listed holdings worth $132.3 million in its 13F for the quarter ended 30 September 2026, filed 2 November 2026. Its largest: Advanced Micro Devices Inc. (13.7%), Alphabet Inc. (12.7%) and Microsoft Corp. (8.4%). Against the quarter before, it opened 0 positions, added to 4, trimmed 13 and sold out of 1.
The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Added to 4
- Celestica Inc. CLS+19,087 shares · +190%
- Vertiv Holdings Co. VRT+10,591 shares · +121%
- Ferrari N.V. RACE+5,426 shares · +85%
- Amazon.com Inc. AMZN+6,320 shares · +18%
Trimmed 13
- Alphabet Inc. GOOGL-539 shares · -1%
- Royal Bank of Canada RY-924 shares · -2%
- Advanced Micro Devices Inc. AMD-230 shares · -1%
- Microsoft Corp. MSFT-226 shares · -1%
- JPMorgan Chase & Co. JPM-331 shares · -1%
- Eaton Corp. plc ETN-179 shares · -1%
- Canadian Pacific Kansas City Ltd. CP-561 shares · -1%
- Brookfield Infrast Partners BIP-1,324 shares · -1%
and 5 more in the table below
Sold out of 1
- Meta Platforms, Inc. META$5.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Advanced Micro Devices Inc. AMD | 29.7K | $18.2 million | 13.72% | -230 |
| Alphabet Inc. GOOGL | 48.8K | $16.8 million | 12.69% | -539 |
| Microsoft Corp. MSFT | 21.7K | $11.1 million | 8.40% | -226 |
| Royal Bank of Canada RY | 54.7K | $10.8 million | 8.20% | -924 |
| Celestica Inc. CLS | 29.1K | $10.5 million | 7.96% | +19.1K |
| Amazon.com Inc. AMZN | 41.9K | $10.4 million | 7.89% | +6.3K |
| JPMorgan Chase & Co. JPM | 30.9K | $10.2 million | 7.73% | -331 |
| Brookfield Infrast Partners BIP | 234.8K | $8.4 million | 6.31% | -1.3K |
| Eaton Corp. plc ETN | 16.8K | $7.2 million | 5.45% | -179 |
| Vertiv Holdings Co. VRT | 19.3K | $4.7 million | 3.52% | +10.6K |
| Ferrari N.V. RACE | 11.8K | $4.6 million | 3.51% | +5.4K |
| Canadian Pacific Kansas City Ltd. CP | 52.4K | $4.5 million | 3.37% | -561 |
| First Solar, Inc. FSLR | 20.8K | $3.7 million | 2.76% | -174 |
| Canadian Natl Ry Co. CNI | 26.4K | $3.1 million | 2.37% | -323 |
| Birkenstock Holding plc BIRK | 96.8K | $3.1 million | 2.37% | -479 |
| Cae Inc. CAE | 123.4K | $3.0 million | 2.24% | -1.1K |
| RELX PLC RELX | 59.5K | $2.0 million | 1.49% | -197 |