Harvey Capital Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,592
| Closed | -$1.4M | – | 85 |
|
|
2024
Q4 | $1.4M | Sell |
27,592
-21,456
| -44% | -$1.09M | 0.33% | 48 |
|
|
2024
Q3 | $1.91M | Buy |
49,048
+8,550
| +21% | +$334K | 0.48% | 44 |
|
|
2024
Q2 | $1.48M | Sell |
40,498
-652
| -2% | -$23.9K | 0.39% | 47 |
|
|
2024
Q1 | $1.83M | Buy |
41,150
+10,800
| +36% | +$481K | 0.54% | 42 |
|
|
2023
Q4 | $1.17M | Buy |
+30,350
| New | +$1.17M | 0.39% | 48 |
|