Scheer, Rowlett & Associates Investment Management Ltd. 13F Holdings

CIK 0001426327 · TORONTO, A6

As of Sep 30, 2025, Scheer, Rowlett & Associates Investment Management Ltd. reported 32 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ROYAL BANK OF CANADARYFinancial Services1,278,474 88.4M11.23%
TORONTO DOMINION BANKTDFinancial Services1,963,233 56.9M9.36%
BROOKFIELD CORPBNFinancial Services1,564,730 07.3M6.40%
BARRICK MINING CORPBBasic Materials2,955,763$97.1M5.79%
CANADIAN NATIONAL RAILWAY COCNIIndustrials880,187$83.0M4.95%
TC ENERGY CORPTRPEnergy1,488,624$80.9M4.83%
BANK OF MONTREALBMOFinancial Services594,303$77.4M4.62%
BANK OF NOVA SCOTIABNSFinancial Services1,166,583$75.4M4.50%
ROGERS COMMUNICATIONS INCRCICommunication Services1,965,762$67.7M4.03%
CENOVUS ENERGY INCCVEEnergy3,941,852$66.9M3.99%
SUNCOR ENERGY INCSUEnergy1,594,490$66.7M3.98%
TELUS CORPTUCommunication Services3,217,494$50.7M3.02%
MANULIFE FINANCIAL CORPMFCFinancial Services1,504,581$46.9M2.79%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials581,004$43.3M2.58%
ENBRIDGE INCENBEnergy855,493$43.1M2.57%
CGI INCGIB/ATechnology456,651$40.7M2.42%
OR ROYALTIES INCORBasic Materials1,010,109$40.5M2.41%
MAGNA INTERNATIONAL INCMGAConsumer Cyclical795,681$37.7M2.25%
NUTRIEN LTDNTRBasic Materials603,738$35.4M2.11%
CANADIAN IMPERIAL BANK OF COMMERCECMFinancial Services411,706$32.9M1.96%
FRANCO NEVADA CORPFNVBasic Materials144,405$32.1M1.92%
ATS CORPATSIndustrials1,217,184$31.8M1.90%
METHANEX CORPMEOHBasic Materials779,424$31.0M1.85%
CANADIAN NATURAL RESOURCES LTDCNQEnergy956,117$30.6M1.82%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical430,062$27.6M1.64%