CG
SUM

Carmignac Gestion’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Carmignac Gestion’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,150
Closed -$1.68M – 176
2024
Q4 		$1.68M Buy
+33,150
New +$1.55M 0.03% 106

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carmignac Gestion's SUM Position: Q1 2025 in Review

Carmignac Gestion sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 33,150 shares — an estimated $1.68M sold.

Carmignac Gestion first reported a position in SUM in Q4 2024 and held it in 1 quarter. The position peaked at $1.68M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Carmignac Gestion reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carmignac Gestion sold 33,150 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.68M.
  • Carmignac Gestion first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
  • Carmignac Gestion's Summit Materials, Inc. Class A Common Stock position peaked at $1.68M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Carmignac Gestion's 13F filing for Q1 2025, filed 14 May 2025.