River Road Asset Management’s Suncor Energy SU Stock Holding History

River Road Asset 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 Q2	–	Sell	-642,500	Closed	-$24.9M	–	202
2025 Q1	$24.9M	Sell	642,500 -23,624	-4%	-$901K	0.34%	89
2024 Q4	$23.8M	Sell	666,124 -77,297	-10%	-$2.97M	0.32%	91
2024 Q3	$27.4M	Buy	743,421 +350,113	+89%	+$13.5M	0.36%	87
2024 Q2	$15M	Sell	393,308 -323,995	-45%	-$12.5M	0.22%	113
2024 Q1	$26.5M	Sell	717,303 -25,730	-3%	-$866K	0.36%	86
2023 Q4	$23.8M	Sell	743,033 -57,838	-7%	-$1.89M	0.33%	90
2023 Q3	$27.5M	Sell	800,871 -328,257	-29%	-$10.5M	0.39%	80
2023 Q2	$33.1M	Sell	1,129,128 -35,685	-3%	-$1.07M	0.46%	76
2023 Q1	$36.2M	Buy	1,164,813 +198,818	+21%	+$6.47M	0.49%	71
2022 Q4	$30.7M	Buy	965,995 +192,788	+25%	+$6.34M	0.42%	82
2022 Q3	$21.8M	Sell	773,207 -938	-0.1%	-$29.6K	0.32%	92
2022 Q2	$27.1M	Buy	+774,145	New	+$28.2M	0.38%	78

Other funds holding SU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

River Road Asset Management's SU Position: Q2 2025 in Review

River Road Asset Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 642,500 shares — an estimated $24.9M sold.

River Road Asset Management first reported a position in SU in Q2 2022 and held it in 12 quarters. The position peaked at $36.2M in Q1 2023. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

River Road Asset Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
River Road Asset Management sold 642,500 Suncor Energy shares in Q2 2025, an estimated $24.9M.
River Road Asset Management first reported a position in Suncor Energy in Q2 2022 and held it in 12 quarters.
River Road Asset Management's Suncor Energy position peaked at $36.2M in Q1 2023.
644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on River Road Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.