SEC 13F Intelligence

Recurrent Investment Advisors LLC / SU

Recurrent Investment Advisors LLC’s Suncor Energy Inc New Position

Does Recurrent Investment Advisors LLC own Suncor Energy Inc New (SU)? Yes1.52M shares worth $102M (+6.14% of its 13F portfolio) as of Q1 2026, down from 1.76M shares the prior filed quarter.

Position Value
$102M
Q1 2026
Shares
1.52M
% of Portfolio
+6.14%
Quarters Held
24
currently held

Position History SU

Reported value by quarter
Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $3MQ1 ’21: $6MQ1 ’21Q2 ’21: $8MQ3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $14MQ2 ’22: $16MQ3 ’22: $17MQ3 ’22Q4 ’22: $24MQ1 ’23: $25MQ2 ’23: $32MQ2 ’23Q3 ’23: $40MQ4 ’23: $35MQ1 ’24: $54MQ1 ’24Q2 ’24: $57MQ3 ’24: $62MQ4 ’24: $62MQ4 ’24Q1 ’25: $70MQ2 ’25: $68MQ3 ’25: $76MQ3 ’25Q4 ’25: $79MQ1 ’26: $102Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.52M$102M+6.14%
Q4 20251.76M$79M+5.85%
Q3 20251.79M$76M+5.81%
Q2 20251.79M$68M+5.50%
Q1 20251.79M$70M+5.96%
Q4 20241.72M$62M+5.72%
Q3 20241.66M$62M+6.16%
Q2 20241.46M$57M+5.97%
Q1 20241.44M$54M+6.25%
Q4 20231.10M$35M+5.15%
Q3 20231.13M$40M+5.86%
Q2 20231.05M$32M+5.35%
Q1 2023804.4K$25M+4.94%
Q4 2022743.0K$24M+5.03%
Q3 2022608.3K$17M+4.62%
Q2 2022461.0K$16M+4.90%
Q1 2022433.0K$14M+4.48%
Q4 2021477.1K$12M+4.82%
Q3 2021458.4K$10M+4.17%
Q2 2021346.8K$8M+4.19%
Q1 2021280.6K$6M+3.71%
Q4 2020180.9K$3M+2.25%
Q3 2020136.6K$2M+1.78%
Q2 2020124.0K$2M+1.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Recurrent Investment Advisors LLC’s full portfolio or all institutional holders of SU.