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Summit Materials, Inc.

SUMDelisted Feb 11, 2025
Industry
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
SEC CIK
0001621563

Summit Materials, Inc. was delisted on Feb 11, 2025; its insiders filed their last Form 4 on Feb 10, 2025; 396 institutions reported holding it in 13F filings for Q4 2024, worth $6.07B in total; no superinvestor held it.

Q4 2021 vs. Q3 2021

How the institutions holding Summit Materials, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SUM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2402260+22
Shares120.9M8.05K119.8M−1.11M (−0.9%)
Value$3.87B$257.0K$4.81B+$940.4M (+24.3%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Summit Materials, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SUM in Q4 2021
InstitutionSharesValue% of portfolio
Interval Partners, LP326,350$13.1M0.89%
Congress Wealth Management LLC274,647$11.0M0.22%
Intrinsic Edge Capital Management LLC154,807$6.21M0.47%
EFG Asset Management (North America) Corp.80,083$3.21M0.42%
EAM Investors, LLC50,634$2.03M0.33%
Allspring Global Investments Holdings, LLC34,142$1.37M0.00%
Sandbar Asset Management LLP29,504$1.18M0.59%
Alberta Investment Management Corp27,425$1.10M0.01%
Strengthening Families & Communities, LLC20,912$840.0K0.64%
Renaissance Technologies LLC20,402$819.0K0.00%
Susquehanna International Group, LLP19,425$780.0K0.00%
New England Research & Management, Inc.16,150$648.0K0.31%
Belvedere Trading LLC16,412$567.0K0.14%
Schonfeld Strategic Advisors LLC13,600$546.0K0.01%
Gyon Technologies Capital Management, LP12,938$519.0K0.10%
Level Four Advisory Services, LLC11,340$455.0K0.03%
Brown Advisory Inc10,078$404.0K0.00%
CarsonAllaria Wealth Management, Ltd.10,000$401.0K0.35%
Henshaw Capital LLC9,912$397.9K0.02%
Benjamin Edwards Inc9,460$380.0K0.12%
Fca Corp8,535$343.0K0.12%
American Trust7,330$294.0K0.02%
State of Wisconsin Investment Board6,800$273.0K0.00%
Cetera Advisor Networks LLC6,070$244.0K0.00%
Truist Financial Corp5,834$234.0K0.00%
Xponance, Inc.5,618$226.0K0.00%
Rather & Kittrell, Inc.5,445$218.0K0.19%
Banque Pictet & Cie SA5,191$208.0K0.00%
Oppenheimer & Co Inc5,000$201.0K0.00%
Welch Capital Partners LLC5,000$201.0K0.04%
Millennium Capital Advisors, LLC5,000$200.7K0.16%
Point72 Hong Kong Ltd1,909$77.0K0.01%
Lazard Asset Management LLC1,194$47.0K0.00%
Stephens Consulting, LLC1,000$40.1K0.03%
Umb Bank N A868$35.0K0.00%
Godsey & Gibb Associates520$21.0K0.01%
EverSource Wealth Advisors, LLC319$13.0K0.00%
Federated Hermes, Inc.288$12.0K0.00%
Washington Trust Advisors, Inc.309$12.0K0.00%
WFA Asset Management Corp185$7.43K0.00%
Signet Financial Management, LLC63$3.00K0.00%
South State Corp.40$2.00K0.00%
Meeder Asset Management Inc27$1.00K0.00%
Toronto Dominion Bank14$1.00K0.00%
JFS Wealth Advisors, LLC37$1.00K0.00%
Bell Investment Advisors, Inc13$1.00K0.00%
Schubert & Co23$1.00K0.00%
Covestor Ltd23$1.00K0.00%
CWM, LLC5$00.00%

Sold out (27)

Institutions that held Summit Materials, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (2)

Institutions that held Summit Materials, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
First Mercantile Trust Co7,833$250.0K
Berman Capital Advisors, LLC220$7.00K