Picton Mahoney Asset Management’s Cenovus Energy CVE Stock Holding History

Picton Mahoney Asset Management’s Portfolio CVE Stock Details CVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$148M	Buy	5,987,906 +1,120,504	+23%	+$30.9M	1.1%	19
2026 Q1	$129M	Sell	4,867,402 -1,957,036	-29%	-$41.7M	0.95%	19
2025 Q4	$116M	Buy	6,824,438 +434,735	+7%	+$7.55M	0.9%	19
2025 Q3	$108M	Buy	6,389,703 +863,647	+16%	+$13.5M	0.98%	18
2025 Q2	$74.9M	Buy	+5,526,056	New	+$71.8M	0.77%	26
2019 Q3	–	Sell	-13,900	Closed	-$123K	–	200
2019 Q2	$123K	Buy	+13,900	New	+$125K	0.01%	171

Other funds holding CVE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Picton Mahoney Asset Management's CVE Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Cenovus Energy (CVE) stake by 23% in Q2 2026, buying an estimated $30.9M and bringing the position to 5,987,906 shares worth $148M. The position accounts for 1.1% of the portfolio, ranked #19.

Picton Mahoney Asset Management first reported a position in CVE in Q2 2019 and has held it in 6 quarters since. 493 funds tracked by Wall St. Rank hold CVE as of Q2 2026.

Picton Mahoney Asset Management held 5,987,906 shares of Cenovus Energy worth $148M as of Q2 2026.
Picton Mahoney Asset Management bought 1,120,504 Cenovus Energy shares in Q2 2026, an estimated $30.9M.
Cenovus Energy made up 1.1% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #19 holding.
Picton Mahoney Asset Management first reported a position in Cenovus Energy in Q2 2019 and has held it in 6 quarters since.
493 funds tracked by Wall St. Rank held Cenovus Energy as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.