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Martin Investment Management’s Suncor Energy SU Stock Holding History

Martin Investment Management’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
2025
Q4 		– Sell
-6,920
Closed -$289K – 54
2025
Q3 		$289K Hold
6,920
– – 0.07% 47
2025
Q2 		$259K Buy
6,920
+1,520
+28% +$55K 0.07% 45
2025
Q1 		$209K Buy
+5,400
New +$206K 0.05% 50

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Martin Investment Management's SU Position: Q4 2025 in Review

Martin Investment Management sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 6,920 shares — an estimated $289K sold.

Martin Investment Management first reported a position in SU in Q1 2025 and held it in 3 quarters. The position peaked at $289K in Q3 2025. 682 funds tracked by Wall St. Rank hold SU as of Q4 2025.

  • Martin Investment Management reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
  • Martin Investment Management sold 6,920 Suncor Energy shares in Q4 2025, an estimated $289K.
  • Martin Investment Management first reported a position in Suncor Energy in Q1 2025 and held it in 3 quarters.
  • Martin Investment Management's Suncor Energy position peaked at $289K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Martin Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.