SU β€” SUNCOR ENERGY INC NEW

Ownership history in Murchinson Ltd.  Β·  14 quarters on record

This page tracks every 13F SEC filing in which Murchinson Ltd. reported a position in SUNCOR ENERGY INC NEW (SU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.04% (2024 Q2)
πŸ“Š Avg. % of fund
0.68%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
14

Position Intelligence

Murchinson Ltd. Γ— SU AI Analytics

πŸ“‰ Murchinson Ltd. underperformed the S&P 500 by –0.3% annually on this SU position. Timing score: 38% (3/8 decisions correct). Average cost basis: $35.36. Maximum drawdown during holding period: –2.1%.

πŸ“ˆ Position Alpha vs SPY
-0.3%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
13 quarters analyzed

⏱️ Timing Score
38%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct

πŸ’° Entry Quality
$35.36
+17.3% vs current ($41.49)

Best entry: $26.63 (2023 Q2)  Β·  Worst: $37.99 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–2.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.13% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 25,000 β€” 0% 0.13% $1.0M $41.49
2025 Q3 REDUCED 25,000 -225,000 -90.0% 0.13% $1.0M $41.49
2025 Q1 UNCHANGED 250,000 β€” 0% 0.51% $9.7M $37.99
2025 Q1 ADDED 250,000 +140,000 +127.3% 0.51% $9.7M $37.99
2024 Q3 UNCHANGED 110,000 β€” 0% 1.10% $4.1M $35.46
2024 Q3 REDUCED 110,000 -180,000 -62.1% 1.10% $4.1M $35.46
2024 Q2 UNCHANGED 290,000 β€” 0% 2.04% $11.0M $36.22
2024 Q2 ADDED 290,000 +269,089 +1286.8% 2.04% $11.0M $36.22
2024 Q1 REDUCED 20,911 -133,589 -86.5% 0.08% $772K $34.73
2023 Q3 UNCHANGED 154,500 β€” 0% 0.93% $7.2M $31.58
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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