Fund Holdings — Scheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.39B
Total Bought
$72.49M
Total Sold
$264.24M
Net Transaction
-$191.75M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SUNCOR ENERGY INC NEW(SU)1,398,0021,347,051-50,95162,05189,1136.41%+27,063
CENOVUS ENERGY INC(CVE)3,448,6363,088,546-360,09058,34381,7205.88%+23,376
BANK MONTREAL MEDIUM464,627596,325+131,69860,34180,7865.81%+20,444
ALAMOS GOLD INC436,945756,989+320,04416,87333,6852.42%+16,812
DESCARTES SYS GROUP INC(DSGX)0158,694+158,694011,3690.82%+11,369
CANADIAN NAT RES LTD MED TER(CNQ)791,781762,030-29,75126,81937,1752.67%+10,355
FRANCO NEV CORP(FNV)143,350160,054+16,70429,71539,6382.85%+9,923
THOMSON REUTERS CORP(TRI)094,951+94,95108,5740.62%+8,574
ENBRIDGE INC(ENB)638,571617,581-20,99030,55833,4852.41%+2,927
RESTAURANT BRANDS INTL INC(QSR)373,562359,229-14,33325,49226,5881.91%+1,096
CANADIAN PACIFIC KANSAS CITY(CP)441,304424,696-16,60832,49033,4272.40%+937
OR ROYALTIES INC.(OR)877,209840,453-36,75631,07432,0092.30%+935
TECK RESOURCES LTD(TECK)288,130277,200-10,93013,79414,3441.03%+550
AGNICO EAGLE MINES LTD(AEM)9,1128,587-5251,5451,7430.13%+198
CANADIAN NATL RY CO(CNI)761,487733,191-28,29675,31575,4795.43%+163
CNH INDL N V
SHS
12,68012,68001171390.01%+23
ATS CORPORATION(ATS)1,226,4501,181,937-44,51333,78633,3212.40%-465
ALGOMA STL GROUP INC3,336,5253,207,480-129,04513,73513,2370.95%-498
TC ENERGY CORP(TRP)934,851803,654-131,19751,47950,2473.61%-1,232
TRANSFORCE INC(TFII)270,163242,180-27,98327,92526,3661.90%-1,559
GILDAN ACTIVEWEAR INC(GIL)268,471258,258-10,21316,78114,3851.03%-2,396
TELUS CORPORATION(TU)3,350,4603,224,096-126,36444,15941,4712.98%-2,689
OPEN TEXT CORP(OTEX)279,352256,800-22,5529,0985,7240.41%-3,374
ROYAL BK CDA(RY)1,018,4091,040,618+22,209173,620168,25412.10%-5,366
ROGERS COMMUNICATIONS INC(RCI)1,229,7581,042,339-187,41946,42140,0952.88%-6,326
NUTRIEN LTD(NTR)458,531287,859-170,67228,30321,7341.56%-6,569
CGI INC(GIB)395,129383,925-11,20436,49828,0732.02%-8,425
MANULIFE FINL CORP(MFC)1,302,1101,094,428-207,68247,28337,7082.71%-9,576
MAGNA INTL INC(MGA)410,369185,467-224,90221,87710,3600.75%-11,517
BROOKFIELD CORP(BN)2,031,4801,956,028-75,45293,27679,2775.70%-13,999
METHANEX CORP(MEOH)685,524162,425-523,09927,1919,6800.70%-17,511
BARRICK MNG CORP(B)2,347,7312,046,425-301,306102,27283,6476.02%-18,625
TORONTO DOMINION BK ONT(TD)1,593,1761,368,213-224,963150,157127,6409.18%-22,517
BANK NOVA SCOTIA HALIFAX940,4850-940,48569,3650—-69,365
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Scheer, Rowlett & Associates Investment Management Ltd. — 13F Holdings — Q1 2026 | TickerTrail