Summerhill Capital Management Lnc. Portfolio Holdings by Sector
Summerhill Capital Management Lnc.
- $89.1 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$18 Million
22.36% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM RY 2 stocks |
$16.1 Million
20.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$8.11 Million
10.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$7.83 Million
9.72% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7.69 Million
9.53% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Solar | Technology
FSLR 1 stocks |
$7.18 Million
8.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
CAE 1 stocks |
$3.62 Million
4.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$3.5 Million
4.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$3.5 Million
4.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
CNI 1 stocks |
$2.54 Million
3.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$2.33 Million
2.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
TU 1 stocks |
$147,318
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$2,300
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
MSI 1 stocks |
$851
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|