Position in SU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$163,713,961
-$26,332,323 QoQ
Shares Held
3,049,813
+6.1% QoQ
Ownership
0.258%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#58
of 750 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $315,945,052 across 8 Oil & Gas Integrated names. SU ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
This page
|
3,049,813 | $163,713,961 | |
| 2 | CVE |
Cenovus Energy Inc.
|
5,987,906 | $148,559,947 | |
| 3 | IMO |
Imperial Oil Ltd
|
13,276 | $1,487,177 | |
| 4 | TTE |
TotalEnergies SE
|
18,600 | $1,446,336 | |
| 5 | SHEL |
Shell plc
|
8,075 | $626,135 | |
| 6 | XOM |
ExxonMobil Holdings Corp
|
440 | $60,156 | |
| 7 | CVX |
Chevron Corp
|
272 | $45,086 | |
| 8 | NFG |
National Fuel Gas Co
|
81 | $6,254 |
All Filings in SU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,713,961 | 3,049,813 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $190,046,284 | 2,874,698 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $42,354,306 | 954,786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,227,956 | 627,313 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,663,788 | 151,236 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||