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METC · CNQ in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

METCCNQ
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • METC
  • CNQ
0102030202120222023202420252026
Holders and value by quarter
QuarterMETCCNQ
Q3 2020none listed holders, n.a.10 holders, $3.6bn
Q4 2020none listed holders, n.a.12 holders, $6.6bn
Q1 2021none listed holders, n.a.16 holders, $9.4bn
Q2 2021none listed holders, n.a.15 holders, $11.4bn
Q3 2021none listed holders, n.a.16 holders, $11.6bn
Q4 2021none listed holders, n.a.15 holders, $14.1bn
Q1 2022none listed holders, n.a.17 holders, $23.2bn
Q2 2022none listed holders, n.a.18 holders, $19.8bn
Q3 2022none listed holders, n.a.20 holders, $15.6bn
Q4 2022none listed holders, n.a.16 holders, $19.0bn
Q1 2023none listed holders, n.a.14 holders, $18.3bn
Q2 2023none listed holders, n.a.14 holders, $17.5bn
Q3 2023none listed holders, n.a.15 holders, $20.0bn
Q4 20231 holders, $15m13 holders, $19.1bn
Q1 20243 holders, $34m19 holders, $22.3bn
Q2 2024none listed holders, n.a.17 holders, $19.1bn
Q3 2024none listed holders, n.a.20 holders, $17.1bn
Q4 20242 holders, $10m19 holders, $15.5bn
Q1 20252 holders, $10m22 holders, $13.9bn
Q2 20252 holders, $18m17 holders, $13.9bn
Q3 20254 holders, $239m13 holders, $13.9bn
Q4 20256 holders, $150m14 holders, $16.3bn
Q1 20262 holders, $87m13 holders, $25.7bn
Q2 20262 holders, $72m16 holders, $19.1bn
METC

Ramaco Res Inc

Holders
2
Reported value
$87m
Buyers
10
Sellers
17

Breadth -7 among 91 comparable managers.

Energy
CNQ

Canadian Nat Res LTD Med Ter

Holders
13
Reported value
$25.7bn
Buyers
19
Sellers
13

Breadth +6 among 91 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas

Who holds both, Q1 2026

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only METC (2)

Discovery Capital Management LLC, Polen Capital Management LLC

Only CNQ (13)

AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Egerton Capital UK LLP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, PDT Partners LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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