Summerhill Capital Management Lnc. Portfolio Holdings by Sector
Summerhill Capital Management Lnc.
- $96.3 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$21.2 Million
24.13% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY 2 stocks |
$17.8 Million
20.19% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$9.55 Million
10.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$8.44 Million
9.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$7.69 Million
8.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7.68 Million
8.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$4.1 Million
4.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CAE 1 stocks |
$3.66 Million
4.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL 1 stocks |
$3.15 Million
3.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$2.44 Million
2.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$2.29 Million
2.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|