SC

Summerhill Capital Management lnc.

13F
Summerhill Capital Management lnc.
Last update 2024-11-05 20 Stocks (0 new)
Value $146.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(7.95%)SN(7.85%)AMD(7.82%)BIP(7.45%)AMZN(6.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
Summerhill Capital Management ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
26,933
11589.270
+0.68%
7.950
+0.05%
0.000
+4.17%
+13.11%
3146664.593
Software
SN 		SharkNinja Inc
105,158
11431.730
+0.66%
7.850
+0.05%
0.070
+13.40%
+99.36%
14261.773
Furnishings, Fixtures & Appliances
AMD 		Advanced Micro Devices Inc
69,475
11399.460
+0.74%
7.820
+0.06%
0.000
+5.02%
-2.56%
233067.595
Semiconductors
BIP 		Brookfield Infrastructure Partners LP
309,249
10855.460
+1.44%
7.450
+0.11%
0.070
+17.36%
+14.95%
16053.588
Utilities - Regulated
AMZN 		Amazon.com Inc
54,199
10098.900
+0.74%
6.930
+0.05%
0.000
+25.25%
+37.50%
2197111.550
Retail - Cyclical
FSLR 		First Solar Inc
36,667
9146.220
+0.76%
6.280
+0.05%
0.030
-16.86%
+5.79%
19512.342
Semiconductors
CP 		Canadian Pacific Kansas City Ltd
103,449
8848.460
+1.40%
6.070
+0.08%
0.010
-0.24%
-2.26%
71866.896
Transportation
JPM 		JPMorgan Chase & Co
39,224
8270.770
+0.74%
5.680
+0.04%
0.000
+17.01%
+44.34%
674442.952
Banks
PYPL 		PayPal Holdings Inc
92,701
7233.460
+1.52%
4.960
+0.07%
0.010
+36.15%
+40.69%
86609.327
Credit Services
RY 		Royal Bank of Canada
56,261
7022.640
+1.44%
4.820
+0.07%
0.000
+15.38%
+27.26%
175491.520
Banks

Summerhill Capital Management lnc.'s Historical Top Holdings Breakdowns

Summerhill Capital Management lnc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL 		Alphabet Inc2024-09-30Reduce
-5.12%
●
148.66 ($167.74) 191.18
$181.62
8.27%
Reduce -50.65%
38,627
-39,649
BIP 		Brookfield Infrastructure Partners LP2024-09-30Add
+0.11%
●
27.14 ($31.42) 35.19
$34.79
10.73%
Add 1.44%
309,249
4,375
CP 		Canadian Pacific Kansas City Ltd2024-09-30Add
+0.08%
●
77.06 ($82.22) 87.28
$76.89
-6.48%
Add 1.4%
103,449
1,433
PYPL 		PayPal Holdings Inc2024-09-30Add
+0.07%
●
57.22 ($66.89) 80.08
$86.40
29.17%
Add 1.52%
92,701
1,389
RY 		Royal Bank of Canada2024-09-30Add
+0.07%
●
105.65 ($114.81) 124.73
$123.89
7.91%
Add 1.44%
56,261
797
VRT 		Vertiv Holdings Co2024-09-30Add
+0.07%
●
67.22 ($82.9) 100.74
$123.81
49.35%
Add 1.6%
62,760
991
ADBE 		Adobe Inc2024-09-30Add
+0.06%
●
508.13 ($548.46) 586.55
$526.42
-4.02%
Add 1.46%
11,506
166
AMD 		Advanced Micro Devices Inc2024-09-30Add
+0.06%
●
128.67 ($151.94) 183.96
$143.63
-5.47%
Add 0.74%
69,475
513
TU 		TELUS Corp2024-09-30Add
+0.06%
●
14.91 ($16.15) 17.02
$15.67
-2.97%
Add 1.38%
400,837
5,469
AMZN 		Amazon.com Inc2024-09-30Add
+0.05%
●
161.02 ($182.46) 200
$208.91
14.50%
Add 0.74%
54,199
399

Summerhill Capital Management lnc. Total Holding History ($B)

To

Summerhill Capital Management lnc.'s Asset Allocation

To

Summerhill Capital Management lnc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Summerhill Capital Management lnc.'s Hypothetical Growth since 2024-09-30

Summerhill Capital Management lnc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Summerhill Capital Management lnc.'s Holdings Heat Map

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Summerhill Capital Management lnc.'s Holdings Bubble Chart

Summerhill Capital Management lnc. News

  • 1

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