Merewether Investment Management’s Suncor Energy SU Stock Holding History

Merewether 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
2026 Q2	$151M	Sell	2,814,167 -289,684	-9%	-$18.3M	2.85%	8
2026 Q1	$205M	Sell	3,103,851 -173,653	-5%	-$9.6M	3.97%	4
2025 Q4	$145M	Sell	3,277,504 -403,800	-11%	-$17.1M	3.35%	4
2025 Q3	$154M	Buy	3,681,304 +553,600	+18%	+$22.2M	3.68%	6
2025 Q2	$117M	Sell	3,127,704 -311,711	-9%	-$11.3M	3.38%	8
2025 Q1	$133M	Buy	+3,439,415	New	+$131M	4.84%	3
2024 Q3	–	Sell	-1,109,400	Closed	-$42.3M	–	54
2024 Q2	$42.3M	Buy	+1,109,400	New	+$42.9M	2.23%	17
2023 Q1	–	Sell	-842,048	Closed	-$26.7M	–	43
2022 Q4	$26.7M	Sell	842,048 -762,608	-48%	-$25.1M	2.61%	16
2022 Q3	$45.2M	Sell	1,604,656 -22,698	-1%	-$717K	4.53%	7
2022 Q2	$57.1M	Buy	+1,627,354	New	+$59.2M	7.4%	3
2022 Q1	–	Sell	-1,715,000	Closed	-$42.9M	–	44
2021 Q4	$42.9M	Buy	+1,715,000	New	+$41.8M	4.55%	8

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Merewether Investment Management's SU Position: Q2 2026 in Review

Merewether Investment Management reduced its Suncor Energy (SU) stake by 9.3% in Q2 2026, selling an estimated $18.3M and leaving 2,814,167 shares worth $151M. The position accounts for 2.85% of the portfolio, ranked #8.

Merewether Investment Management first reported a position in SU in Q4 2021 and has held it in 11 quarters since. The position peaked at $205M in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Merewether Investment Management held 2,814,167 shares of Suncor Energy worth $151M as of Q2 2026.
Merewether Investment Management sold 289,684 Suncor Energy shares in Q2 2026, an estimated $18.3M.
Suncor Energy made up 2.85% of Merewether Investment Management's portfolio in Q2 2026, its #8 holding.
Merewether Investment Management first reported a position in Suncor Energy in Q4 2021 and has held it in 11 quarters since.
Merewether Investment Management's Suncor Energy position peaked at $205M in Q1 2026.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Merewether Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.