LWCA
SU icon

Locust Wood Capital Advisers’s Suncor Energy SU Stock Holding History

Locust Wood Capital Advisers’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 		$47.3M Sell
881,307
-7,474
-0.8% -$473K 1.14% 27
2026
Q1 		$58.8M Sell
888,781
-895,308
-50% -$49.5M 1.49% 24
2025
Q4 		$79.1M Sell
1,784,089
-466,337
-21% -$19.7M 1.91% 24
2025
Q3 		$94.1M Sell
2,250,426
-51,260
-2% -$2.06M 2.35% 20
2025
Q2 		$86.2M Sell
2,301,686
-139,971
-6% -$5.06M 2.3% 23
2025
Q1 		$94.5M Sell
2,441,657
-298,980
-11% -$11.4M 3% 16
2024
Q4 		$97.8M Sell
2,740,637
-22,556
-0.8% -$868K 3.37% 13
2024
Q3 		$102M Sell
2,763,193
-605,746
-18% -$23.4M 3.41% 13
2024
Q2 		$128M Buy
3,368,939
+284,804
+9% +$11M 4.6% 6
2024
Q1 		$114M Buy
3,084,135
+335,516
+12% +$11.3M 4.08% 5
2023
Q4 		$88.1M Buy
2,748,619
+114,368
+4% +$3.73M 3.35% 13
2023
Q3 		$90.6M Buy
2,634,251
+344,978
+15% +$11.1M 3.85% 9
2023
Q2 		$67.1M Buy
2,289,273
+331,886
+17% +$9.93M 3.12% 11
2023
Q1 		$60.8M Buy
1,957,387
+223,038
+13% +$7.25M 3.56% 8
2022
Q4 		$55M Buy
1,734,349
+312,043
+22% +$10.3M 3.09% 13
2022
Q3 		$40M Sell
1,422,306
-339,540
-19% -$10.7M 2.76% 15
2022
Q2 		$61.8M Sell
1,761,846
-42,881
-2% -$1.56M 3.82% 8
2022
Q1 		$58.8M Sell
1,804,727
-537,585
-23% -$16M 3.23% 12
2021
Q4 		$58.6M Buy
2,342,312
+163,901
+8% +$3.99M 2.93% 15
2021
Q3 		$45.2M Buy
2,178,411
+77,694
+4% +$1.55M 2.45% 19
2021
Q2 		$50.4M Sell
2,100,717
-180,661
-8% -$4.14M 2.9% 15
2021
Q1 		$47.7M Buy
2,281,378
+548,252
+32% +$10.7M 2.8% 14
2020
Q4 		$29.1M Buy
1,733,126
+990,095
+133% +$14.5M 1.66% 25
2020
Q3 		$9.09M Sell
743,031
-933,775
-56% -$14.6M 0.59% 43
2020
Q2 		$28.3M Sell
1,676,806
-1,310
-0.1% -$22.4K 1.75% 20
2020
Q1 		$26.5M Buy
1,678,116
+235,295
+16% +$6.17M 2.24% 21
2019
Q4 		$47.3M Sell
1,442,821
-66,445
-4% -$2.07M 3.51% 10
2019
Q3 		$47.7M Buy
1,509,266
+319,515
+27% +$9.61M 4.02% 9
2019
Q2 		$37.1M Buy
1,189,751
+142,460
+14% +$4.56M 2.74% 13
2019
Q1 		$34M Buy
1,047,291
+118,023
+13% +$3.84M 2.65% 15
2018
Q4 		$26M Sell
929,268
-60,345
-6% -$2.01M 2% 17
2018
Q3 		$38.3M Buy
989,613
+11,945
+1% +$483K 2.65% 15
2018
Q2 		$39.8M Sell
977,668
-366,723
-27% -$14.3M 3.16% 12
2018
Q1 		$46.4M Buy
1,344,391
+51,068
+4% +$1.78M 4.74% 7
2017
Q4 		$47.5M Sell
1,293,323
-151,938
-11% -$5.28M 4.39% 8
2017
Q3 		$50.6M Buy
1,445,261
+136,910
+10% +$4.37M 4.8% 4
2017
Q2 		$38.2M Sell
1,308,351
-678,625
-34% -$20.9M 4.15% 7
2017
Q1 		$61.1M Sell
1,986,976
-100,505
-5% -$3.17M 7.25% 1
2016
Q4 		$68.2M Sell
2,087,481
-643,053
-24% -$19.7M 7.69% 1
2016
Q3 		$75.9M Buy
2,730,534
+255,545
+10% +$6.98M 8.75% 1
2016
Q2 		$68.6M Buy
2,474,989
+206,355
+9% +$5.66M 7.67% 1
2016
Q1 		$63.1M Buy
2,268,634
+1,285,133
+131% +$31.1M 6.7% 2
2015
Q4 		$25.4M Buy
+983,501
New +$27.2M 3.14% 14

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

Locust Wood Capital Advisers's SU Position: Q2 2026 in Review

Locust Wood Capital Advisers reduced its Suncor Energy (SU) stake by 0.84% in Q2 2026, selling an estimated $473K and leaving 881,307 shares worth $47.3M. The position accounts for 1.14% of the portfolio, ranked #27.

Locust Wood Capital Advisers first reported a position in SU in Q4 2015 and has held it in 43 quarters since. The position peaked at $128M in Q2 2024. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Locust Wood Capital Advisers held 881,307 shares of Suncor Energy worth $47.3M as of Q2 2026.
  • Locust Wood Capital Advisers sold 7,474 Suncor Energy shares in Q2 2026, an estimated $473K.
  • Suncor Energy made up 1.14% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #27 holding.
  • Locust Wood Capital Advisers first reported a position in Suncor Energy in Q4 2015 and has held it in 43 quarters since.
  • Locust Wood Capital Advisers's Suncor Energy position peaked at $128M in Q2 2024.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.