SEC 13F Intelligence

Letko, Brosseau & Associates Inc / CVE

Letko, Brosseau & Associates Inc’s Cenovus Energy Inc Position

Does Letko, Brosseau & Associates Inc own Cenovus Energy Inc (CVE)? Yes — 5.71M shares worth $151M (+2.44% of its 13F portfolio) as of Q1 2026, down from 5.95M shares the prior filed quarter.

Position Value
$151M
Q1 2026
Shares
5.71M
% of Portfolio
+2.44%
Quarters Held
30
currently held

Position History CVE

Reported value by quarter
Q4 ’18: $290MQ4 ’18Q1 ’19: $358MQ2 ’19: $364MQ3 ’19: $383MQ4 ’19: $398MQ4 ’19Q1 ’20: $73MQ2 ’20: $157MQ3 ’20: $121MQ4 ’20: $176MQ4 ’20Q1 ’21: $246MQ2 ’21: $281MQ3 ’21: $264MQ4 ’21: $182MQ4 ’21Q1 ’22: $151MQ2 ’22: $170MQ3 ’22: $116MQ4 ’22: $120,407Q4 ’22Q1 ’23: $105MQ2 ’23: $100MQ3 ’23: $118MQ4 ’23: $89MQ4 ’23Q1 ’24: $103MQ2 ’24: $98MQ3 ’24: $83MQ4 ’24: $76MQ4 ’24Q1 ’25: $79MQ2 ’25: $82MQ3 ’25: $102MQ4 ’25: $101MQ4 ’25Q1 ’26: $151Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.71M$151M+2.44%
Q4 20255.95M$101M+1.65%
Q3 20256.01M$102M+1.75%
Q2 20256.06M$82M+1.57%
Q1 20255.71M$79M+1.69%
Q4 20244.99M$76M+1.46%
Q3 20244.98M$83M+1.51%
Q2 20244.98M$98M+1.86%
Q1 20245.17M$103M+1.80%
Q4 20235.32M$89M+1.62%
Q3 20235.64M$118M+2.31%
Q2 20235.86M$100M+1.86%
Q1 20236.04M$105M+1.97%
Q4 20226.21M$120,407+2.17%
Q3 20227.50M$116M+2.30%
Q2 20228.97M$170M+3.01%
Q1 20229.04M$151M+2.25%
Q4 202114.84M$182M+2.61%
Q3 202126.15M$264M+3.82%
Q2 202129.39M$281M+3.75%
Q1 202132.78M$246M+3.36%
Q4 202028.87M$176M+2.41%
Q3 202031.26M$121M+1.89%
Q2 202033.71M$157M+2.32%
Q1 202036.67M$73M+1.25%
Q4 201939.08M$398M+3.96%
Q3 201940.81M$383M+3.91%
Q2 201941.18M$364M+3.67%
Q1 201941.26M$358M+3.57%
Q4 201841.30M$290M+3.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Letko, Brosseau & Associates Inc’s full portfolio or all institutional holders of CVE.