IMO.TO Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q1	Apr 28, 2026	Diamond Hill International	3.5%	3.5%	005930 KS, 028260 KS, 0700.HK, CFR SW, CNQ.TO, DGE.L, HDFCBANK.NS, IMO.TO, RTO.L	AI, energy, Geopolitical, international, semiconductors, technology, value		9435.T RTO.L 028260.KS DEO IMO.TO CNQ.TO 005930.KS	View
2024 Q3	Oct 30, 2024	Guinness Global Energy	-	7.8%	0857.HK, BP, CNQ.TO, COP, CVE.TO, CVX, DVN, E, EOG, EQNR, FANG, GALP.LS, IMO.TO, OMV.VI, PXD, REP.MC, SHEL, SU.TO, TTE, XOM	CashFlow, dividends, energy, Gas, oil, Opec, valuation	Brent and WTI oil prices strengthened in September on OPEC+ supply cuts and declining inventories. Saudi Arabia and Russia extended voluntary production cuts through year-end, keeping markets undersupplied at 1.5m b/day. Global oil inventories declined 300m barrels over six months to late 2022 lows.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 29, 2026	Fund Letters	Diamond Hill International	Imperial Oil	Oil & Gas Integrated	Oil, Gas & Consumable Fuels	Bull	New York Stock Exchange	Canada, Cyclical, Disciplined Management, energy, Integrated Oil, refining, Upstream	View Pitch
Apr 27, 2026	Fund Letters	Capicraft Investment Partners	Imperial Oil	Energy	Oil & Gas Exploration & Production	Bull	Toronto Stock Exchange	asymmetric risk-reward, Canadian Energy, Defensive Energy, Energy Recovery, free cash flow yield, Integrated Oil Producer, Oil Inventories, OPEC Cuts	View Pitch

BSD Shareholders of IMO-TO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

IMO-TO

IMO-TO

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of IMO-TO

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