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Goehring & Rozencwajg Associates’s Suncor Energy SU Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106M Buy
1,974,700
+134,545
+7% +$8.52M 6.1% 4
2026
Q1 		$122M Buy
1,840,155
+1,112,774
+153% +$61.5M 6.54% 4
2025
Q4 		$0 Buy
+727,381
New +$30.7M ﹤0.01% 43

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goehring & Rozencwajg Associates's SU Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Suncor Energy (SU) stake by 7.3% in Q2 2026, buying an estimated $8.52M and bringing the position to 1,974,700 shares worth $106M. The position accounts for 6.1% of the portfolio, ranked #4.

Goehring & Rozencwajg Associates first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $122M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Goehring & Rozencwajg Associates held 1,974,700 shares of Suncor Energy worth $106M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 134,545 Suncor Energy shares in Q2 2026, an estimated $8.52M.
  • Suncor Energy made up 6.1% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #4 holding.
  • Goehring & Rozencwajg Associates first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • Goehring & Rozencwajg Associates's Suncor Energy position peaked at $122M in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.