First Manhattan’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

First Manhattan’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	-8,200	Closed	-$415K	–	717
2024 Q4	$415K	Hold	8,200	–	–	﹤0.01%	537
2024 Q3	$320K	Hold	8,200	–	–	﹤0.01%	572
2024 Q2	$300K	Buy	+8,200	New	+$322K	﹤0.01%	570
2021 Q4	–	Sell	-142	Closed	-$4K	–	1703
2021 Q3	$4K	Buy	+142	New	+$4.64K	﹤0.01%	1456
2018 Q3	–	Sell	-5,156	Closed	-$133K	–	1453
2018 Q2	$133K	Hold	5,156	–	–	﹤0.01%	767
2018 Q1	$153K	Hold	5,156	–	–	﹤0.01%	723
2017 Q4	$159K	Hold	5,156	–	–	﹤0.01%	761
2017 Q3	$160K	Buy	+5,156	New	+$146K	﹤0.01%	720

Other funds holding SUM

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

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

First Manhattan's SUM Position: Q1 2025 in Review

First Manhattan sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 8,200 shares — an estimated $415K sold.

First Manhattan first reported a position in SUM in Q3 2017 and held it in 8 quarters. The position peaked at $415K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

First Manhattan reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
First Manhattan sold 8,200 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $415K.
First Manhattan first reported a position in Summit Materials, Inc. Class A Common Stock in Q3 2017 and held it in 8 quarters.
First Manhattan's Summit Materials, Inc. Class A Common Stock position peaked at $415K in Q4 2024.
7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on First Manhattan's 13F filing for Q1 2025, filed 15 May 2025.