Summerhill Capital Management lnc. has filed its Form 13F-HR, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 17 individual positions held by the firm.
The largest holding disclosed in the portfolio is Brookfield Infrastructure Partners L.P., for which the firm holds 234,757 units. Other significant positions include Royal Bank of Canada, which comprises 5,466,658 shares, and Canadian National Railway Company, which holds 2,639,800 shares.
The filing also details positions in several other major companies, including CAE Inc., Canadian Pacific Kansas City Ltd., and Celestica Inc. Technology holdings in the portfolio include Microsoft, Amazon.com Inc., Alphabet Inc. Class A, and Advanced Micro Devices Ltd. Additionally, the filing lists stakes in First Solar Inc., Vertiv Holding Co. Class A, Eaton Corp. plc, Birkenstock Holdings Inc., RELX plc, and Ferrari N.V.
