Summerhill Capital Management LNC.
Summerhill Capital Management is a Canadian-based investment management firm headquartered in Toronto, Ontario. Founded to serve ultra-high-net-worth individuals, families, and foundations, the firm offers segregated account management with an emphasis on global investment portfolios and close client relationships. With approximately 5 employees, Summerhill Capital Management focuses on delivering highly personalized investment solutions backed by strong corporate governance and ethics.
Investment Strategy
Summerhill Capital Management invests in companies with strong competitive advantages, proven management teams, financial strength, and superior growth prospects. The firm manages all client accounts on a segregated basis and emphasizes global investment expertise, exclusivity in client service, and a close, long-term partnership model. Their approach centers on rigorous company selection and long-term value creation for ultra-high-net-worth clients, families, and foundations.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 10.50% | $9.4M | 12,681 | $585.51 | $738.09 | +$2.0M |
J JPM | JPMORGAN CHASE & COMPANY | 10.00% | $8.9M | 30,741 | $199.89 | $289.91 | +$1.3M |
G GOOGL | ALPHABET INC. CL-A | 9.72% | $8.7M | 49,166 | $170.04 | $176.23 | +$1.0M |
M MSFT | MICROSOFT | 9.10% | $8.1M | 16,311 | $424.55 | $497.41 | +$2.0M |
B BIP | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | 8.79% | $7.8M | 233,844 | $30.50 | $33.50 | +$830.1K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Junior Portfolio Manager | Canada | |
G Garrett Inculet | Portfolio Manager | Canada | |
 | Partner | Toronto, ON , Canada |