Bill Nygren - Oakmark Funds
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    156
Portfolio value:    $74,879,237,060
Holdings Activity Buys Sells    History
Holding/activity history for  Cenovus Energy Inc. (CVE)
← All CVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q4 0 0.00 Sell 100.00% 0.50 $9.99–13.48 · VW $11.91i SEC
2021   Q3 31,414,185 0.50 Reduce 42.39% 0.35 $7.20–10.29 · VW $8.70i $316,340,000 SEC
2021   Q2 54,531,807 0.83 Reduce 30.85% 0.31 $7.16–10.55 · VW $8.56i $521,650,000 SEC
2021   Q1 78,859,707 1.01 Reduce 19.77% 0.23 $5.56–8.57 · VW $6.98i $592,327,000 SEC
2020   Q4 98,287,307 1.16 Add 7.87% 0.08 $3.15–6.45 · VW $4.60i $598,371,000 SEC
2020   Q3 91,118,307 0.86 Add 0.76% <0.01 $3.73–5.34 · VW $4.50i $354,036,000 SEC
2020   Q2 90,432,876 1.03 Add 0.42% <0.01 $1.78–5.83 · VW $3.86i $421,621,000 SEC
2020   Q1 90,053,821 0.50 Add 38.19% 0.14 $1.41–10.52 · VW $5.53i $179,684,000 SEC
2019   Q4 65,164,463 1.18 Add 9.37% 0.10 $8.01–10.24 · VW $9.04i $663,328,000 SEC
2019   Q3 59,579,429 1.09 Reduce 0.42% <0.01 $8.06–10.82 · VW $9.19i $559,344,000 SEC
2019   Q2 59,832,619 0.97 Reduce 13.34% 0.15 $7.67–10.60 · VW $9.11i $528,844,000 SEC
2019   Q1 69,041,460 1.10 Reduce 6.56% 0.07 $6.75–9.32 · VW $8.30i $599,484,000 SEC
2018   Q4 73,886,985 1.05 Add 9.96% 0.10 $6.15–10.65 · VW $8.07i $519,340,000 SEC
2018   Q3 67,192,709 1.06 Add 186.05% 0.69 $8.25–11.29 · VW $9.74i $674,214,000 SEC
2018   Q2 23,489,502 0.39 Add 140.79% 0.23 $8.17–11.47 · VW $10.06i $243,743,000 SEC
2018   Q1 9,755,372 0.14 Buy 0.14 $7.09–11.11 · VW $8.65i $83,007,000 SEC
2015   Q2 0 0.00 Sell 100.00% <0.01 $15.69–19.72 · VW $17.39i SEC
2015   Q1 52,367 <0.01 Reduce 72.29% <0.01 $16.29–21.12 · VW $18.24i $884,000 SEC
2014   Q4 188,992 0.01 Reduce 95.80% 0.19 $16.11–26.89 · VW $22.26i $3,897,000 SEC
2014   Q3 4,496,217 0.20 Reduce 11.32% 0.03 $26.57–32.64 · VW $30.13i $120,858,000 SEC
2014   Q2 5,070,184 0.28 Reduce 33.28% 0.14 $28.35–32.44 · VW $30.11i $164,122,000 SEC
2014   Q1 7,599,589 0.41 Reduce 6.95% 0.03 $25.52–28.96 · VW $26.93i $220,084,000 SEC
2013   Q4 8,166,812 0.43 Reduce 48.61% 0.46 $27.60–30.34 · VW $29.12i $233,979,000 SEC
2013   Q3 15,890,753 0.95 Reduce 25.75% 0.34 $28.00–31.60 · VW $29.42i $474,339,000 SEC
2013   Q2 21,402,112 1.31 Reduce 17.99% 0.33 $27.25–31.58 · VW $29.50i $610,388,000 SEC
2013   Q1 26,097,463 1.84 Reduce 5.05% 0.11 $30.58–34.50 · VW $32.41i $808,760,000 SEC
2012   Q4 27,486,442 2.27 Reduce 1.33% 0.03 $31.74–36.11 · VW $34.01i $921,895,000 SEC
2012   Q3 27,856,195 2.47 Reduce 0.80% 0.02 $30.20–37.31 · VW $32.60i $970,788,000 SEC
2012   Q2 28,079,711 2.37 Add 1.39% 0.03 $28.83–37.26 · VW $33.09i $892,935,000 SEC
2012   Q1 27,693,461 2.78 Reduce 7.76% 0.26 $32.45–39.81 · VW $36.85i $995,303,000 SEC
2011   Q4 30,023,661 3.31 Reduce 0.16% <0.01 $27.15–37.35 · VW $32.60i $996,786,000 SEC
2011   Q3 30,070,961 3.38 Add 1.41% 0.05 $29.02–40.61 · VW $35.42i $923,479,000 SEC
2011   Q2 29,653,494 3.68 Add 0.17% <0.01 $32.48–40.73 · VW $36.78i $1,116,750,000 SEC
2011   Q1 29,604,094 3.92 Reduce 0.53% 0.02 $31.11–40.06 · VW $36.44i $1,165,808,000 SEC
2010   Q4 29,762,929 3.15 Reduce 0.58% 0.02 $27.78–33.37 · VW $30.10i $989,319,000 SEC
2010   Q3 29,936,729 3.74 Reduce 1.38% 0.05 $24.61–30.12 · VW $27.61i $861,280,000 SEC
2010   Q2 30,356,429 3.53 Add 1.49% 0.05 $23.84–30.66 · VW $27.43i $782,892,000 SEC
2010   Q1 29,911,763 2.87 Add 18.92% 0.46 $22.87–26.79 · VW $24.73i $783,987,000 SEC
2009   Q4 25,152,279 2.59 Buy 2.59 $23.37–26.00 · VW $24.86i
IPO/listing quarter
$633,838,000 SEC
Price snapshot:
Current price$27.61
52-week low$13.74
52-week high$31.89