Fund HoldingsScheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.25B
Total Bought
$138.87M
Total Sold
$64.44M
Net Transaction
+$74.42M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
CANADIAN PACIFIC KANSAS CITY(CP)0739,162+739,162059,6934.78%+59,693
TORONTO DOMINION BK ONT(TD)2,022,7422,114,838+92,096121,148131,06010.49%+9,912
ALGOMA STL GROUP INC01,143,860+1,143,86008,0810.65%+8,081
RESTAURANT BRANDS INTL INC(QSR)560,433577,733+17,30037,62144,7863.58%+7,164
WEST FRASER TIMBER CO LTD(WFG)54,636113,706+59,0703,8979,7670.78%+5,870
CGI INC(GIB)436,166449,631+13,46542,03347,4083.79%+5,375
TELUS INTL CDA INC0337,676+337,67605,1200.41%+5,120
TC ENERGY CORP(TRP)1,806,6211,865,011+58,39070,26975,3636.03%+5,094
MAGNA INTL INC(MGA)753,014776,689+23,67540,33143,8423.51%+3,511
CANADIAN NATL RY CO(CNI)439,907453,292+13,38551,90454,8834.39%+2,979
BROOKFIELD CORP(BN)1,568,7571,599,437+30,68051,10553,8394.31%+2,734
ENERFLEX LTD(EFXT)1,822,6281,880,073+57,44510,85612,7991.02%+1,943
CANADIAN IMPERIAL BK COMM TO(CM)1,447,6711,476,876+29,20561,38563,0455.05%+1,660
CANADIAN NAT RES LTD(CNQ)449,089463,004+13,91524,85126,0272.08%+1,176
BANK NOVA SCOTIA HALIFAX1,607,5611,635,756+28,19580,96281,8276.55%+865
ROGERS COMMUNICATIONS INC(RCI)1,080,1831,113,258+33,07550,06250,7834.06%+721
BANK MONTREAL QUE210,900215,210+4,31018,78419,4331.56%+649
ENBRIDGE INC(ENB)984,0291,013,744+29,71537,51737,6743.01%+157
TELUS CORPORATION(TU)1,126,9881,157,593+30,60522,37222,5241.80%+152
CENOVUS ENERGY INC(CVE)2,262,0732,332,098+70,02539,46539,6033.17%+138
AGNICO EAGLE MINES LTD(AEM)152,740157,155+4,4157,7867,8460.63%+60
GILDAN ACTIVEWEAR INC(GIL)1,243,2001,281,525+38,32541,30041,3103.31%+10
CANADA GOOSE HLDGS INC(GOOS)616,388635,303+18,91511,85311,3060.90%-546
NEWMONT CORP(NEM)271,010279,315+8,30513,27611,9070.95%-1,369
SUNCOR ENERGY INC NEW(SU)2,226,9992,296,004+69,00569,13867,3405.39%-1,798
MANULIFE FINL CORP(MFC)1,442,0701,289,340-152,73026,46024,3671.95%-2,094
BARRICK GOLD CORP2,345,3032,418,978+73,67543,53740,9143.27%-2,623
METHANEX CORP(MEOH)680,352701,182+20,83031,65728,9692.32%-2,688
TECK RESOURCES LTD(TECK)628,296467,651-160,64522,94119,6741.57%-3,267
ROYAL BK CDA(RY)837,425798,275-39,15080,08276,2276.10%-3,855
NUTRIEN LTD(NTR)528,001545,746+17,74538,99132,2142.58%-6,777
CANADIAN PAC RY LTD717,2320-717,23255,2260-55,226
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