WCMNY
SUM

Westchester Capital Management (New York)’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Westchester Capital Management (New York)’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
-815,477
Closed -$41.3M – 209
2024
Q4 		$41.3M Buy
+815,477
New +$38.1M 2.24% 12

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 $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 $18.1B AUM 24.69% 1-Year Est. Return

Westchester Capital Management (New York)'s SUM Position: Q1 2025 in Review

Westchester Capital Management (New York) sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 815,477 shares — an estimated $41.3M sold.

Westchester Capital Management (New York) first reported a position in SUM in Q4 2024 and held it in 1 quarter. The position peaked at $41.3M in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Westchester Capital Management (New York) reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 815,477 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $41.3M.
  • Westchester Capital Management (New York) first reported a position in Summit Materials, Inc. Class A Common Stock in Q4 2024 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Summit Materials, Inc. Class A Common Stock position peaked at $41.3M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2025, filed 14 May 2025.