Kerrisdale Advisers’s Cenovus Energy CVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.5M Buy
141,350
+30,400
+27% +$839K 0.88% 21
2026
Q1
$2.94M Buy
+110,950
New +$2.37M 1.12% 26

Other funds holding CVE

Kerrisdale Advisers's CVE Position: Q2 2026 in Review

Kerrisdale Advisers increased its Cenovus Energy (CVE) stake by 27% in Q2 2026, buying an estimated $839K and bringing the position to 141,350 shares worth $3.5M. The position accounts for 0.88% of the portfolio, ranked #21.

Kerrisdale Advisers first reported a position in CVE in Q1 2026 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

  • Kerrisdale Advisers held 141,350 shares of Cenovus Energy worth $3.5M as of Q2 2026.
  • Kerrisdale Advisers bought 30,400 Cenovus Energy shares in Q2 2026, an estimated $839K.
  • Cenovus Energy made up 0.88% of Kerrisdale Advisers's portfolio in Q2 2026, its #21 holding.
  • Kerrisdale Advisers first reported a position in Cenovus Energy in Q1 2026 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Kerrisdale Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.