Westerkirk Capital’s Suncor Energy SU Stock Holding History

Westerkirk Capital’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	$2.29M	Hold	42,610	–	–	0.22%	77
2026 Q1	$2.82M	Buy	42,610 +2,000	+5%	+$111K	0.3%	64
2025 Q4	$1.8M	Sell	40,610 -44,600	-52%	-$1.88M	0.18%	87
2025 Q3	$3.56M	Buy	85,210 +10,400	+14%	+$417K	0.41%	52
2025 Q2	$2.8M	Buy	+74,810	New	+$2.71M	0.35%	59

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

Westerkirk Capital's SU Position: Q2 2026 in Review

Westerkirk Capital held its Suncor Energy (SU) position steady in Q2 2026 at 42,610 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #77.

Westerkirk Capital first reported a position in SU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q3 2025. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Westerkirk Capital held 42,610 shares of Suncor Energy worth $2.29M as of Q2 2026.
Westerkirk Capital left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.22% of Westerkirk Capital's portfolio in Q2 2026, its #77 holding.
Westerkirk Capital first reported a position in Suncor Energy in Q2 2025 and has held it in 5 quarters since.
Westerkirk Capital's Suncor Energy position peaked at $3.56M in Q3 2025.
756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.