Merewether Investment Management, LP

Position in SU — Suncor Energy Inc

CIK 1736852 DALLAS, TX

Position in SU

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

Position Value

$151,064,484

-$54,131,105 QoQ

Shares Held

2,814,167

-9.3% QoQ

Ownership

0.238%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#60

of 753 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Merewether Investment Management, LP holds $456,898,432 across 5 Oil & Gas Integrated names. SU ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SU	Suncor Energy Inc This page	2,814,167	$151,064,484
2	CVE	Cenovus Energy Inc.	4,871,447	$120,860,600
3	TTE	TotalEnergies SE	971,338	$75,531,242
4	BP	Bp PLC	1,842,007	$68,062,158
5	XOM	ExxonMobil Holdings Corp	302,662	$41,379,948

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,064,484	2,814,167	-9.3%	Shares	Sole	2026-08-14
2026-03-31	$205,195,589	3,103,851	-5.3%	Shares	Sole	2026-05-15
2025-12-31	$145,390,077	3,277,504	-11.0%	Shares	Sole	2026-02-17
2025-09-30	$153,915,320	3,681,304	+17.7%	Shares	Sole	2025-11-14
2025-06-30	$117,132,514	3,127,704	-9.1%	Shares	Sole	2025-08-14
2025-03-31	$133,174,148	3,439,415	+210.0%	Shares	Sole	2025-05-15
2024-06-30	$42,268,140	1,109,400	+31.8%	Shares	Sole	2024-08-14
2022-12-31	$26,718,183	842,048	-47.5%	Shares	Sole	2023-02-14
2022-09-30	$45,171,066	1,604,656	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$57,071,304	1,627,354	-5.1%	Shares	Sole	2022-08-16
2021-12-31	$42,926,450	1,715,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.