Institutions / Scheer, Rowlett & Associates Investment Management Ltd.
Scheer, Rowlett & Associates Investment Management Ltd.
CIK 1426327 · Institution · as of Dec 31, 2025
Portfolio value
$1.46B
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Royal Bk Cda | $173.62M | 11.9% |
| Toronto Dominion Bk Ont | $150.16M | 10.3% |
| Barrick Mng Corp | $102.27M | 7.0% |
| Brookfield Corp | $93.28M | 6.4% |
| Canadian Natl Ry Co | $75.32M | 5.2% |
| Bank Nova Scotia Halifax | $69.37M | 4.8% |
| Suncor Energy Inc New | $62.05M | 4.3% |
| Bank Montreal Que | $60.34M | 4.1% |
| Cenovus Energy Inc | $58.34M | 4.0% |
| Tc Energy Corp | $51.48M | 3.5% |
| Manulife Finl Corp | $47.28M | 3.2% |
| Rogers Communications Inc | $46.42M | 3.2% |
| Telus Corporation | $44.16M | 3.0% |
| Cgi Inc | $36.50M | 2.5% |
| ATS Corp /ATS | $33.79M | 2.3% |
| Canadian Pacific Kansas City | $32.49M | 2.2% |
| Or Royalties Inc. | $31.07M | 2.1% |
| Enbridge Inc | $30.56M | 2.1% |
| Franco Nev Corp | $29.72M | 2.0% |
| Nutrien Ltd | $28.30M | 1.9% |
| Tfi Intl Inc | $27.93M | 1.9% |
| Methanex Corp | $27.19M | 1.9% |
| Canadian Nat Res Ltd | $26.82M | 1.8% |
| Restaurant Brands International Inc.QSR | $25.49M | 1.7% |
| Magna Intl Inc | $21.88M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.