Summit Materials Inc (SUM)

Sector:
INDUSTRIALS
Industry:
CONSTRUCTION & ENGINEERING
SIC:
MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS)
CEO:
Anne P. Noonan
Employees:
4,800
1550 WYNKOOP STREET, 3RD FLOOR, DENVER, CO 80202
303-893-0012

Summit Materials, Inc. produces and sells construction materials and related downstream products. It operates through three segments: West, East, and Cement. Its products include aggregates, cement, ready-mix concrete, asphalt paving mixes, and concrete products. Summit Materials was founded in 2009 and is headquartered in Denver, Colorado.

Data derived from most recent annual or quarterly report
Market Cap 3.655 Billion Shares Outstanding120.748 Million Avg 30-day Volume 1.277 Million
P/E Ratio26.7151 Dividend Yield0.0 EPS3.16
Price to Revenue1.8299 Debt to Equity0.7196 EBITDA541.041 Million
Price to Book Value2.1931 Operating Margin12.4016 Enterprise Value5.795 Billion
Current Ratio2.612 EPS Growth-0.386 Quick Ratio1.731
1 Yr BETA 1.3284 52-week High/Low 39.56 / 22.8 Profit Margin6.9443
Operating Cash Flow Growth19.225 Free Cash Flow to Firm (FCFF) TTM -103.098 Million Free Cash Flow to Equity (FCFE) TTM36.529 Million
Altman Z-Score2.3318
Earnings Report2023-11-01
View SEC Filings from SUM instead.

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Summit Materials Inc YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding SUM (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SUM

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-09-18 by GHELANI KEKIN
  • 4: filed on 2023-03-02 by ANDERSON CRAIG SCOTT
  • 3: filed on 2023-03-02 by ANDERSON CRAIG SCOTT
  • 4: filed on 2023-03-01 by ANDERSON KARLI S.
  • 4: filed on 2023-03-01 by GASKILL CHRISTOPHER BURKE
  • 4: filed on 2023-03-01 by HARRIS BRIAN JAMES
  • 4: filed on 2023-03-01 by NOONAN ANNE P
  • 4: filed on 2023-03-01 by OATES-FORNEY TAMLA
  • 4: filed on 2023-03-01 by WADE ANNE K.
  • 4: filed on 2023-03-01 by CANTIE JOSEPH S

    • Events (8k)

  • 8-K: filed on 2023-09-13:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 3.02: Unregistered Sales of Equity Securities
    Item 3.03: Material Modifications to Rights of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-08:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-09-07:
    Item 7.01: Regulation FD Disclosure
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-22:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-08-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-06-23:
    Item 1.04: Mine Safety - Reporting of Shutdowns and Patterns of Violations
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-25:
    Item 5.07: Submission of Matters to a Vote of Security Holders
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-05-03:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-15:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-01-10:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    9.7 Thousand total shares from 1 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    GHELANI KEKIN CHIEF STRATEGY&GROWTH OFFICER

    • Officer
    		 7,876 2023-09-15 2

    NOONAN ANNE P PRESIDENT & CEO

    • Officer
    • Director
    		 179,849 2023-07-20 3

    ANDERSON CRAIG SCOTT EVP & CHIEF FINANCIAL OFFICER

    • Officer
    		 0 2023-03-01 2

    WUNNING STEVEN H

    • Director
    		 34,455 2023-02-28 2

    LANCE HOWARD L

    • Director
    		 12,325 2023-02-28 2

    MURPHY JOHN RAYMOND

    • Director
    		 17,225 2023-02-28 2

    CANTIE JOSEPH S

    • Director
    		 40,185 2023-02-28 2

    ANDERSON KARLI S. SEE REMARKS

    • Officer
    		 18,407 2023-02-28 2

    HARRIS BRIAN JAMES EVP & CHIEF FINANCIAL OFFICER

    • Officer
    		 220,418 2023-02-28 1

    WADE ANNE K.

    • Director
    		 22,862 2023-02-28 2

    OATES-FORNEY TAMLA

    • Director
    		 7,937 2023-02-28 2

    GASKILL CHRISTOPHER BURKE SEE REMARKS

    • Officer
    		 25,715 2023-02-28 2

    COONEY ANNE M

    • Director
    		 0 2023-02-22 1

    ELLERBUSCH SUSAN A

    • Director
    		 0 2023-02-22 1

    MACMILLAN DEON SEE REMARKS

    • Officer
    		 12,923 2022-03-10 0

    BENEDICT ANNE LEE SEE REMARKS

    • Officer
    		 73,585 2021-03-18 0

    BRADY MICHAEL JOHN SEE REMARKS

    • Officer
    		 48,307 2021-02-28 0

    HILL THOMAS W. PRESIDENT & CEO

    • Officer
    • Director
    		 0 2020-07-20 0

    GARDNER TED A

    • Director
    		 22,738 2020-02-28 0

    EVANS MIKEL SHANE SEE REMARKS

    • Officer
    		 6,288 2019-11-01 0

    LONGLEAF PARTNERS FUNDS TRUST

    • 10% Owner
    		 12,699,444 2019-06-17 0

    SOUTHEASTERN ASSET MANAGEMENT INC/TN/

    • 10% Owner
    		 12,820,469 2019-06-17 0

    BECK THOMAS A. SEE REMARKS

    • Officer
    		 17,615 2019-02-28 0

    WATSON KARL EVP & CHIEF OPERATING OFFICER

    • Officer
    		 0 2019-02-28 0

    SIMPKINS NEIL P

    • Director
    		 4,098 2018-02-28 0

    MURPHY DAMIAN JOHN EVP & EAST DIVISION PRESIDENT

    • Officer
    		 6,246 2017-12-11 0

    RAUH DOUGLAS CHARLES SEE REMARKS

    • Officer
    		 3,594 2017-11-01 0

    GILL KEVIN A SEE REMARKS

    • Officer
    		 1,450 2017-02-24 0

    KENNEDY MICHAEL N. SR. V.P. FINANCE

    • Officer
    		 201,449 2016-12-15 0

    BLACKSTONE HOLDINGS II L.P.

    BLACKSTONE HOLDINGS I/II GP INC

    BLACKSTONE GROUP L.P.

    BLACKSTONE GROUP MANAGEMENT L.L.C.

    SCHWARZMAN STEPHEN A

    • 10% Owner
    		 No longer subject to file 2016-11-16 0

    BLACKSTONE CAPITAL PARTNERS (DELAWARE) V-NQ L.P.

    BLACKSTONE CAPITAL PARTNERS (DELAWARE) NQ V-AC L.P.

    SUMMIT BCP INTERMEDIATE HOLDINGS L.P.

    SUMMIT BCP INTERMEDIATE HOLDINGS GP, LTD.

    BLACKSTONE FAMILY INVESTMENT PARTNERSHIP (DELAWARE) V-NQ L.P.

    BLACKSTONE PARTICIPATION PARTNERSHIP (DELAWARE) V-NQ L.P.

    BLACKSTONE MANAGEMENT ASSOCIATES (CAYMAN) V-NQ L.P.

    BCP V-NQ GP L.L.C.

    BLACKSTONE LR ASSOCIATES (CAYMAN) V-NQ LTD.

    • 10% Owner
    		 No longer subject to file 2016-11-16 0

    BARCLAYS PLC

    • 10% Owner
    		 13,958,332 2016-07-19 0

    KAHR JULIA

    • Director
    		 0 2015-03-12 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    GHELANI KEKIN - Officer CHIEF STRATEGY&GROWTH OFFICER

    		2023-09-18 16:32:10 -0400 2023-09-15 F 2,780 $32.00 d 7,876 direct 0.0311 0.0311 2 0.0 1

    GHELANI KEKIN - Officer CHIEF STRATEGY&GROWTH OFFICER

    		2023-09-18 16:32:10 -0400 2023-09-15 M 9,667 a 10,656 direct 0.0311 0.0311 2 0.0 1

    GHELANI KEKIN - Officer CHIEF STRATEGY&GROWTH OFFICER

    		2023-09-18 16:32:10 -0400 2023-09-15 M 9,667 d 19,334 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    SUMMIT MATERIALS INC -CL A SUM 2023-09-26 13:45:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-26 13:15:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-26 12:45:05 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 22:15:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 21:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 21:15:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 20:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 20:15:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 19:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 19:15:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 18:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 18:15:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 17:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 17:15:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 16:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 16:15:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 15:45:03 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 15:15:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 14:45:04 UTC 5.07 0.25 8300000
    SUMMIT MATERIALS INC -CL A SUM 2023-09-25 14:15:04 UTC 5.07 0.25 8300000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    INVESTMENT MANAGERS SERIES TRUST- AAM HIMCO Global Enhanced Dividend Fund SUM -6118.0 shares, $-171426.36 2021-03-31 N-PORT
    RBB Fund, Inc.- Boston Partners Global Long/Short Fund SUM -18154.06 shares, $-574212.91 2023-05-31 N-PORT
    SEI INSTITUTIONAL INVESTMENTS TRUST- SIIT MULTI-ASSET REAL RETURN FUND SUM -1325.0 shares, $-41909.75 2023-05-31 N-PORT
    SEI INSTITUTIONAL MANAGED TRUST- SIMT Multi-Asset Inflation Managed Fund SUM -1197.0 shares, $-45306.45 2023-06-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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