Triasima Portfolio Management inc.

Position in CVE — Cenovus Energy Inc.

CIK 1938757 MONTREAL, A8

Position in CVE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,035,512

-$1,126,676 QoQ

Shares Held

323,882

-6.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#131

of 485 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Energy · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $15,909,304 across 3 Oil & Gas Integrated names. CVE ranks #1 (50.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVE	Cenovus Energy Inc. This page	323,882	$8,035,512
2	IMO	Imperial Oil Ltd	50,745	$5,684,454
3	SU	Suncor Energy Inc	40,785	$2,189,338

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,035,512	323,882	-6.2%	Shares	Sole	2026-07-21
2026-03-31	$9,162,188	345,352	-24.2%	Shares	Sole	2026-04-24
2025-12-31	$7,708,024	455,557	+179.9%	Shares	Sole	2026-02-02
2025-09-30	$2,765,547	162,775	-82.1%	Shares	Sole	2025-10-29
2024-03-31	$18,220,885	911,500	-14.8%	Shares	Sole	2024-04-26
2023-09-30	$22,277,400	1,070,000	-6.2%	Shares	Sole	2023-11-14
2023-03-31	$19,914,352	1,140,570	-23.8%	Shares	Sole	2023-04-28
2022-12-31	$29,060,943	1,497,215	-1.6%	Shares	Sole	2023-02-21
2022-09-30	$23,387,529	1,521,635	+16.8%	Shares	Sole	2023-03-10
2022-06-30	$24,758,110	1,302,373	-1.1%	Shares	Sole	2023-03-10
2022-03-31	$21,957,101	1,316,373	—	Shares	Sole	2023-03-10
No filing history on record for this holder in this stock.