Back to Scheer, Rowlett & Associates Investment Management Ltd.
Scheer, Rowlett & Associates Investment Management Ltd.
Q2 2026 13F filing
Updated 28 days ago30 disclosed positions worth $1.4B
Portfolio value
$1.4B
Total holdings
30
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RYLBF ROYAL BK CDA | $206.3M | 997.1K | 14.83% | — |
| 2 | T TDBCP TORONTO DOMINION BK ONT | $159.2M | 1.31M | 11.44% | — |
| 3 | C CNI CANADIAN NATL RY CO | $86.8M | 727.8K | 6.24% | — |
| 4 | B BXDIF BROOKFIELD CORP | $82.8M | 1.94M | 5.95% | — |
| 5 | O OILD BANK MONTREAL MEDIUM | $78.9M | 447.6K | 5.67% | — |
| 6 | B B BARRICK MNG CORP | $74.8M | 2.04M | 5.37% | — |
| 7 | S SU SUNCOR ENERGY INC NEW | $68.8M | 1.28M | 4.94% | — |
| 8 | C CVE CENOVUS ENERGY INC | $66.8M | 2.68M | 4.80% | — |
| 9 | M MNUFF MANULIFE FINL CORP | $44.3M | 1.09M | 3.18% | — |
| 10 | T TU TELUS CORPORATION | $42.8M | 3.99M | 3.07% | — |
| 11 | T TRPRF TC ENERGY CORP | $42.4M | 641.1K | 3.05% | — |
| 12 | C CP CANADIAN PACIFIC KANSAS CITY | $36.4M | 420.7K | 2.62% | — |
| 13 | F FNV FRANCO NEV CORP | $35.8M | 171.8K | 2.57% | — |
| 14 | A AZZ ATS CORPORATION | $33.8M | 1.18M | 2.43% | — |
| 15 | R RCIAF ROGERS COMMUNICATIONS INC | $33.6M | 1.03M | 2.41% | — |
| 16 | E EBBGF ENBRIDGE INC | $33.3M | 614.0K | 2.39% | — |
| 17 | A AEM AGNICO EAGLE MINES LTD | $32.3M | 208.7K | 2.32% | — |
| 18 | T TFII TFI INTERNATIONAL INC | $30M | 208.4K | 2.15% | — |
| 19 | O OR OR ROYALTIES INC. | $26.3M | 832.7K | 1.89% | — |
| 20 | Q QSR RESTAURANT BRANDS INTL INC | $25.8M | 355.6K | 1.85% | — |
| 21 | C CNQ CANADIAN NAT RES LTD MED TER | $25.4M | 643.2K | 1.83% | — |
| 22 | G GIB CGI INC | $24.4M | 378.4K | 1.76% | — |
| 23 | G GIL GILDAN ACTIVEWEAR INC | $23.9M | 464.4K | 1.72% | — |
| 24 | N NTR NUTRIEN LTD | $20.6M | 328.4K | 1.48% | — |
| 25 | A ASTLW ALGOMA STL GROUP INC | $15.7M | 3.85M | 1.13% | — |
| 26 | D DSGX DESCARTES SYS GROUP INC | $15.1M | 218.5K | 1.09% | — |
| 27 | C CAE CAE INC | $10.3M | 410.1K | 0.74% | — |
| 28 | T TMSOF THOMSON REUTERS CORP | $9.2M | 112.2K | 0.66% | — |
| 29 | A AGI ALAMOS GOLD INC | $5.4M | 179.6K | 0.39% | — |
| 30 | C CNH CNH INDL N V | $142K | 12.7K | 0.01% | — |