Kerrisdale Advisers, LLC

Position in CVE — Cenovus Energy Inc.

CIK 1569688 Miami, FL

Position in CVE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,506,893

+$563,390 QoQ

Shares Held

141,350

+27.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#166

of 486 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Kerrisdale Advisers, LLC holds $6,588,094 across 4 Oil & Gas Integrated names. CVE ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVE	Cenovus Energy Inc. This page	141,350	$3,506,893
2	PBR	Petrobras - Petroleo Brasileiro SA	111,126	$1,795,796
3	EC	Ecopetrol S.A.	67,555	$961,983
4	SU	Suncor Energy Inc	6,025	$323,422

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,506,893	141,350	+27.4%	Shares	Sole	2026-08-14
2026-03-31	$2,943,503	110,950	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.