The Analysis of Scheer, Rowlett & Associates Investment Management Ltd.'s Holdings


Currently, Scheer, Rowlett & Associates Investment Management Ltd. holds 32 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BN (+466.8K shares, valued at $21.4M), AGI (+436.9K shares, valued at $16.9M), TFII (+104.7K shares, valued at $10.8M); decreased their positions in RY (-260.1K shares, valued at $44.3M), TD (-370.1K shares, valued at $34.9M), TRP (-553.8K shares, valued at $30.5M); initiated new positions in AGI (+436.9K shares, valued at $16.9M), CNH (+12.7K shares, valued at $116.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RY ROYAL BK CDA1.0M shares-20.34%2025-12-312026-02-10history
TD TORONTO DOMINION BK ONT1.6M shares-18.85%2025-12-312026-02-10history
BARRICK MNG CORP BARRICK MNG CORP2.3M shares-20.57%2025-12-312026-02-10history
BN BROOKFIELD CORP2.0M shares29.83%2025-12-312026-02-10history
CNI CANADIAN NATL RY CO761.5K shares-13.49%2025-12-312026-02-10history
BNS BANK NOVA SCOTIA HALIFAX940.5K shares-19.38%2025-12-312026-02-10history
SU SUNCOR ENERGY INC NEW1.4M shares-12.32%2025-12-312026-02-10history
BMO BANK MONTREAL QUE464.6K shares-21.82%2025-12-312026-02-10history
Sponsored
CVE CENOVUS ENERGY INC3.4M shares-12.51%2025-12-312026-02-10history
TRP TC ENERGY CORP934.9K shares-37.20%2025-12-312026-02-10history
MFC MANULIFE FINL CORP1.3M shares-13.46%2025-12-312026-02-10history
RCI ROGERS COMMUNICATIONS INC1.2M shares-37.44%2025-12-312026-02-10history
TU TELUS CORPORATION3.4M shares4.13%2025-12-312026-02-10history
GIB CGI INC395.1K shares-13.47%2025-12-312026-02-10history
ATS ATS CORPORATION1.2M shares0.76%2025-12-312026-02-10history
CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY441.3K shares-24.04%2025-12-312026-02-10history
Sponsored
OR ROYALTIES INC. OR ROYALTIES INC.877.2K shares-13.16%2025-12-312026-02-10history
ENB ENBRIDGE INC638.6K shares-25.36%2025-12-312026-02-10history
FNV FRANCO NEV CORP143.3K shares-0.73%2025-12-312026-02-10history
NTR NUTRIEN LTD458.5K shares-24.05%2025-12-312026-02-10history
TFII TFI INTL INC270.2K shares63.26%2025-12-312026-02-10history
MEOH METHANEX CORP685.5K shares-12.05%2025-12-312026-02-10history
CNQ CANADIAN NAT RES LTD791.8K shares-17.19%2025-12-312026-02-10history
QSR RESTAURANT BRANDS INTL INC373.6K shares-13.14%2025-12-312026-02-10history
Sponsored
MGA MAGNA INTL INC410.4K shares-48.43%2025-12-312026-02-10history
AGI ALAMOS GOLD INC NEW436.9K sharesnew addition2025-12-312026-02-10history
GIL GILDAN ACTIVEWEAR INC268.5K shares-12.66%2025-12-312026-02-10history
TECK TECK RESOURCES LTD288.1K shares-13.27%2025-12-312026-02-10history
ASTL ALGOMA STL GROUP INC3.3M shares-12.86%2025-12-312026-02-10history
OTEX OPEN TEXT CORP279.4K shares-36.66%2025-12-312026-02-10history
AEM AGNICO EAGLE MINES LTD9.1K shares2.24%2025-12-312026-02-10history
CNH CNH INDL N V12.7K sharesnew addition2025-12-312026-02-10history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available