account_balance
Investment manager · 13F filer · SEC CIK 1715635
Ninepoint Partners LP
Reported value$1.12Bas of Jun 30, 2026
Positions162 38 new, 23 sold out
Top 10 weight55.8%SU alone is 12%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SUSuncor Energy Inc
11.7%Added +23%
CVECenovus Energy
11.3%Added +13%
DVNDevon Energy Corp
6.3%New
FANGDiamondback Energy Inc
6.2%New
BTEBaytex Energy Corp
6.1%New
CCJCameco Corp
3.2%Added +22%
RIGTransocean Ltd
3.0%
SPYSPDR S&P 500
2.7%Trimmed −11%
TDToronto Dominion Bk
2.7%Added +42%
RYRoyal Bank of Canada
2.7%Added +42%
SHOPShopify Inc
2.6%Added +44%
CNICanadian National Railway
2.5%Added +14%
SUSuncor Energy Inc
11.7%Added +23%
CVECenovus Energy
11.3%Added +13%
DVN6.3%FANG6.2%BTEBaytex Energy Corp
6.1%New
CCJ3.2%RIG3.0%SPY2.7%TD2.7%RY2.7%SHOP2.6%CNI2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SU Suncor Energy Inc 11.7% Added +23%CVE Cenovus Energy 11.3% Added +13%DVN Devon Energy Corp 6.3% NewFANG Diamondback Energy Inc 6.2% NewBTE Baytex Energy Corp 6.1% NewCCJ Cameco Corp 3.2% Added +22%RIG Transocean Ltd 3.0% HeldSPY SPDR S&P 500 2.7% Trimmed −11%TD Toronto Dominion Bk 2.7% Added +42%RY Royal Bank of Canada 2.7% Added +42%SHOP Shopify Inc 2.6% Added +44%CNI Canadian National Railway 2.5% Added +14%
What changed