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Waratah Capital Advisors’s Suncor Energy SU Stock Holding History

Waratah Capital Advisors’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
Q1 		$33.3M Buy
+503,049
New +$27.8M 1.27% 15
2024
Q1 		– Sell
-8,370
Closed -$268K – 207
2023
Q4 		$268K Buy
+8,370
New +$273K 0.01% 139
2022
Q3 		– Sell
-243,297
Closed -$8.53M – 190
2022
Q2 		$8.53M Buy
243,297
+158,749
+188% +$5.78M 0.19% 81
2022
Q1 		$2.75M Buy
+84,548
New +$2.51M 0.04% 124
2021
Q2 		– Sell
-52,836
Closed -$1.1M – 320
2021
Q1 		$1.1M Buy
+52,836
New +$1.04M 0.02% 149
2019
Q4 		– Sell
-189,558
Closed -$5.98M – 197
2019
Q3 		$5.98M Buy
189,558
+53,337
+39% +$1.6M 0.67% 37
2019
Q2 		$4.25M Buy
136,221
+76,505
+128% +$2.45M 0.47% 44
2019
Q1 		$1.94M Buy
+59,716
New +$1.94M 0.2% 73
2018
Q4 		– Sell
-193,332
Closed -$7.46M – 151
2018
Q3 		$7.46M Buy
+193,332
New +$7.82M 0.75% 42
2018
Q1 		– Sell
-306,114
Closed -$11.3M – 151
2017
Q4 		$11.3M Buy
306,114
+171,770
+128% +$5.97M 1.31% 28
2017
Q3 		$4.71M Buy
134,344
+41,648
+45% +$1.33M 0.6% 46
2017
Q2 		$2.71M Buy
92,696
+29,582
+47% +$910K 0.38% 50
2017
Q1 		$1.89M Sell
63,114
-229,436
-78% -$7.23M 0.25% 73
2016
Q4 		$9.56M Buy
+292,550
New +$8.97M 1.43% 23
2016
Q1 		– Sell
-200,255
Closed -$5.17M – 210
2015
Q4 		$5.17M Buy
200,255
+74,885
+60% +$2.07M 0.96% 30
2015
Q3 		$3.36M Buy
125,370
+90,170
+256% +$2.42M 0.71% 39
2015
Q2 		$969K Buy
+35,200
New +$1.06M 0.22% 73
2014
Q4 		– Sell
-17,000
Closed -$615K – 88
2014
Q3 		$615K Buy
+17,000
New +$682K 0.44% 39
2014
Q2 		– Sell
-35,100
Closed -$1.23M – 86
2014
Q1 		$1.23M Buy
+35,100
New +$1.17M 0.68% 32
2013
Q4 		– Sell
-156,100
Closed -$5.57M – 110
2013
Q3 		$5.57M Buy
+156,100
New +$5.19M 3.11% 10

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Waratah Capital Advisors's SU Position: Q1 2026 in Review

Waratah Capital Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 503,049 shares worth $33.3M. The stake represents 1.27% of the portfolio and ranks #15 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in SU as recently as Q4 2023.

Waratah Capital Advisors first reported a position in SU in Q3 2013 and has held it in 20 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Waratah Capital Advisors held 503,049 shares of Suncor Energy worth $33.3M as of Q1 2026.
  • Suncor Energy was a new Waratah Capital Advisors position in Q1 2026.
  • Suncor Energy made up 1.27% of Waratah Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • Waratah Capital Advisors first reported a position in Suncor Energy in Q3 2013 and has held it in 20 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.