EdgeMarket › What Scheer, Rowlett & Associates Investment Management Ltd. reported owning
What Scheer, Rowlett & Associates Investment Management Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
33Quarter
2026-03-31Shown below
33largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RY ROYAL BANK OF CANADA | 168.3M | 12.1% | 1.0M | 205.23 | +50.4% |
| TD TORONTO DOMINION BANK | 127.6M | 9.2% | 1.4M | 117.15 | +58.9% |
| SU SUNCOR ENERGY INC | 89.1M | 6.4% | 1.3M | 68.42 | +77.3% |
| B BARRICK MINING CORP | 83.6M | 6.0% | 2.0M | 47.60 | +91.6% |
| CVE CENOVUS ENERGY INC. | 81.7M | 5.9% | 3.1M | 32.93 | +119.8% |
| BMO BANK OF MONTREAL /CAN/ | 80.8M | 5.8% | 596.3K | 174.43 | +54.7% |
| BN BROOKFIELD Corp /ON/ | 79.3M | 5.7% | 2.0M | 41.69 | -2.4% |
| CNI CANADIAN NATIONAL RAILWAY CO | 75.5M | 5.4% | 733.2K | 129.84 | +38.4% |
| TRP TC ENERGY CORP | 50.2M | 3.6% | 803.7K | 62.02 | +19.6% |
| TU TELUS CORP | 41.5M | 3.0% | 3.2M | 9.90 | -40.2% |
| RCI ROGERS COMMUNICATIONS INC | 40.1M | 2.9% | 1.0M | 36.27 | +2.6% |
| FNV FRANCO NEVADA Corp | 39.6M | 2.9% | 160.1K | 265.74 | +49.0% |
| MFC MANULIFE FINANCIAL CORP | 37.7M | 2.7% | 1.1M | 42.51 | +41.3% |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 37.2M | 2.7% | 762.0K | 51.40 | +73.5% |
| AGI ALAMOS GOLD INC | 33.7M | 2.4% | 757.0K | 37.86 | +42.8% |
| ENB ENBRIDGE INC | 33.5M | 2.4% | 617.6K | 50.46 | +5.1% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 33.4M | 2.4% | 424.7K | 96.69 | +30.2% |
| ATS ATS Corp /ATS | 33.3M | 2.4% | 1.2M | 19.74 | -26.6% |
| OR OR Royalties Inc. | 32.0M | 2.3% | 840.5K | 36.09 | +19.5% |
| GIB CGI INC | 28.1M | 2.0% | 383.9K | 74.98 | -20.9% |
| QSR Restaurant Brands International Inc. | 26.6M | 1.9% | 359.2K | 80.86 | +26.8% |
| TFII TFI International Inc. | 26.4M | 1.9% | 242.2K | 141.35 | +56.5% |
| NTR Nutrien Ltd. | 21.7M | 1.6% | 287.9K | 75.27 | +32.0% |
| GIL Gildan Activewear Inc. | 14.4M | 1.0% | 258.3K | 56.17 | +2.9% |
| TECK TECK RESOURCES LTD | 14.3M | 1.0% | 277.2K | 69.20 | +121.3% |
| ASTL Algoma Steel Group Inc. | 13.2M | 1.0% | 3.2M | 4.65 | +6.7% |
| DSGX DESCARTES SYSTEMS GROUP INC | 11.4M | 0.8% | 158.7K | 78.21 | -20.2% |
| MGA MAGNA INTERNATIONAL INC | 10.4M | 0.7% | 185.5K | 73.05 | +64.8% |
| MEOH METHANEX CORP | 9.7M | 0.7% | 162.4K | 60.10 | +78.2% |
| TRI THOMSON REUTERS CORP /CAN/ | 8.6M | 0.6% | 95.0K | 105.53 | -40.9% |
| OTEX OPEN TEXT CORP | 5.7M | 0.4% | 256.8K | 24.66 | -23.0% |
| AEM AGNICO EAGLE MINES LTD | 1.7M | 0.1% | 8.6K | 216.06 | +60.4% |
| CNH CNH Industrial N.V. | 139.5K | 0.0% | 12.7K | 11.87 | -2.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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