HCM
SUM

Harvey Capital Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Harvey Capital Management’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
-27,592
Closed -$1.4M – 85
2024
Q4 		$1.4M Sell
27,592
-21,456
-44% -$1M 0.33% 48
2024
Q3 		$1.91M Buy
49,048
+8,550
+21% +$329K 0.48% 44
2024
Q2 		$1.48M Sell
40,498
-652
-2% -$25.6K 0.39% 47
2024
Q1 		$1.83M Buy
41,150
+10,800
+36% +$427K 0.54% 42
2023
Q4 		$1.17M Buy
+30,350
New +$1.05M 0.39% 48

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Harvey Capital Management's SUM Position: Q1 2025 in Review

Harvey Capital Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 27,592 shares — an estimated $1.4M sold.

Harvey Capital Management first reported a position in SUM in Q4 2023 and held it in 5 quarters. The position peaked at $1.91M in Q3 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Harvey Capital Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Harvey Capital Management sold 27,592 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.4M.
  • Harvey Capital Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2023 and held it in 5 quarters.
  • Harvey Capital Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.91M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Harvey Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.