WIM
SUM

Waycross Investment Management’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Waycross Investment 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
-36,763
Closed -$1.86M – 42
2024
Q4 		$1.86M Sell
36,763
-726
-2% -$33.9K 1.96% 14
2024
Q3 		$1.46M Sell
37,489
-3,587
-9% -$138K 1.35% 22
2024
Q2 		$1.5M Buy
41,076
+412
+1% +$16.2K 1.45% 21
2024
Q1 		$1.81M Buy
40,664
+3,965
+11% +$157K 1.69% 18
2023
Q4 		$1.41M Sell
36,699
-198
-0.5% -$6.87K 1.55% 21
2023
Q3 		$1.15M Hold
36,897
– – 1.32% 21
2023
Q2 		$1.4M Sell
36,897
-497
-1% -$15.4K 1.46% 17
2023
Q1 		$1.07M Sell
37,394
-385
-1% -$11.6K 1.07% 24
2022
Q4 		$1.07M Buy
+37,779
New +$1.04M 1.08% 24

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Waycross Investment Management's SUM Position: Q1 2025 in Review

Waycross Investment Management sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 36,763 shares — an estimated $1.86M sold.

Waycross Investment Management first reported a position in SUM in Q4 2022 and held it in 9 quarters. The position peaked at $1.86M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Waycross Investment Management reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Waycross Investment Management sold 36,763 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.86M.
  • Waycross Investment Management first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2022 and held it in 9 quarters.
  • Waycross Investment Management's Summit Materials, Inc. Class A Common Stock position peaked at $1.86M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Waycross Investment Management's 13F filing for Q1 2025, filed 8 Apr 2025.