Joel Greenblatt's SU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,546 shares of Suncor Energy Inc. (SU) worth $900,838, representing 0.00% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SU, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 264,522 shares. Largest reduction occurred in Q2 2020, reducing 249,599 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Suncor Energy (SU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Suncor Energy (SU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +11,373 | New Buy | 11,373 | $36.14 |
| Q4 2014 | -11,373 | Sold Out | 0 | $0.00 |
| Q1 2017 | +150,796 | New Buy | 150,796 | $30.75 |
| Q2 2017 | -150,796 | Sold Out | 0 | $0.00 |
| Q4 2017 | +8,008 | New Buy | 8,008 | $36.71 |
| Q1 2018 | -8,008 | Sold Out | 0 | $0.00 |
| Q4 2018 | +264,522 | New Buy | 264,522 | $27.97 |
| Q1 2019 | -73,493 | Reduce 27.78% | 191,029 | $32.43 |
| Q2 2019 | -141,661 | Reduce 74.16% | 49,368 | $31.15 |
| Q3 2019 | +44,371 | Add 89.88% | 93,739 | $31.58 |
| Q4 2019 | -25,124 | Reduce 26.80% | 68,615 | $32.81 |
| Q1 2020 | +180,984 | Add 263.77% | 249,599 | $15.80 |
| Q2 2020 | -249,599 | Sold Out | 0 | $0.00 |
| Q2 2021 | +89,385 | New Buy | 89,385 | $23.97 |
| Q3 2021 | -45,070 | Reduce 50.42% | 44,315 | $20.74 |
| Q4 2021 | +76,923 | Add 173.58% | 121,238 | $25.03 |
| Q1 2022 | -42,559 | Reduce 35.10% | 78,679 | $32.59 |
| Q2 2022 | -22,746 | Reduce 28.91% | 55,933 | $35.08 |
| Q3 2022 | +35,470 | Add 63.42% | 91,403 | $28.15 |
| Q4 2022 | +9,385 | Add 10.27% | 100,788 | $31.73 |
| Q1 2023 | -67,042 | Reduce 66.52% | 33,746 | $31.05 |
| Q2 2023 | -19,981 | Reduce 59.21% | 13,765 | $29.32 |
| Q3 2023 | -7,604 | Reduce 55.24% | 6,161 | $34.38 |
| Q4 2023 | +29,526 | Add 479.24% | 35,687 | $32.04 |
| Q1 2024 | -35,687 | Sold Out | 0 | $0.00 |
| Q2 2024 | +28,510 | New Buy | 28,510 | $38.10 |
| Q3 2024 | +71,099 | Add 249.38% | 99,609 | $36.92 |
| Q4 2024 | -99,609 | Sold Out | 0 | $0.00 |
| Q1 2025 | +108,755 | New Buy | 108,755 | $38.72 |
| Q2 2025 | -88,059 | Reduce 80.97% | 20,696 | $37.45 |
| Q3 2025 | +850 | Add 4.11% | 21,546 | $41.81 |
Joel Greenblatt's Suncor Energy Investment FAQs
Joel Greenblatt first purchased Suncor Energy Inc. (SU) in Q3 2014, acquiring 11,373 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Suncor Energy Inc. (SU) for 31 quarters since Q3 2014.
Joel Greenblatt's largest addition to Suncor Energy Inc. (SU) was in Q4 2018, adding 264,522 shares worth $7.4 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,546 shares of Suncor Energy Inc. (SU), valued at approximately $900,838.
As of the Q3 2025 filing, Suncor Energy Inc. (SU) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Suncor Energy Inc. (SU) was 264,522 shares, as reported at the end of Q4 2018.