Fund HoldingsScheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.54B
Total Bought
$298.42M
Total Sold
$108.59M
Net Transaction
+$189.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BARRICK MNG CORP(B)03,003,438+3,003,438062,5684.05%+62,568
TORONTO DOMINION BK ONT(TD)2,056,9702,113,730+56,760123,277155,57010.07%+32,292
ROYAL BK CDA(RY)1,283,0711,318,261+35,190144,554173,85011.26%+29,296
OR ROYALTIES INC.(OR)01,027,209+1,027,209026,4181.71%+26,418
BROOKFIELD CORP(BN)1,550,2751,592,795+42,52081,14498,6436.39%+17,498
BANK MONTREAL QUE563,083607,701+44,61853,78067,3894.36%+13,609
CANADIAN NATL RY CO(CNI)730,893802,257+71,36471,13883,6465.42%+12,508
ROGERS COMMUNICATIONS INC(RCI)1,768,9482,003,712+234,76447,24859,4693.85%+12,221
ALGOMA STL GROUP INC2,908,5723,898,205+989,63315,78826,9831.75%+11,195
BANK NOVA SCOTIA HALIFAX1,154,5761,188,376+33,80054,75165,7554.26%+11,004
METHANEX CORP(MEOH)452,943794,279+341,33615,88526,3521.71%+10,467
ATS CORPORATION(ATS)632,491792,305+159,81415,76825,2851.64%+9,517
CANADIAN IMPERIAL BK COMM(CM)404,539418,123+13,58422,76029,6981.92%+6,938
CANADIAN PACIFIC KANSAS CITY(CP)634,083648,343+14,26044,50651,4103.33%+6,904
NUTRIEN LTD(NTR)598,217614,526+16,30929,69435,8322.32%+6,137
MAGNA INTL INC(MGA)983,9051,009,748+25,84333,44639,0582.53%+5,612
NEWMONT CORP(NEM)374,441401,777+27,33618,07423,4301.52%+5,356
CGI INC(GIB)505,237517,087+11,85050,44654,3393.52%+3,893
TELUS INTL CDA INC3,579,7403,667,490+87,7509,60413,3940.87%+3,790
CANADA GOOSE HLDGS INC(GOOS)1,020,8011,047,971+27,1708,09511,7280.76%+3,633
TELUS CORPORATION(TU)3,501,2313,274,703-226,52850,22652,6503.41%+2,424
MANULIFE FINL CORP(MFC)1,351,6671,385,074+33,40742,12444,3142.87%+2,190
ENBRIDGE INC(ENB)883,680901,510+17,83039,11740,9062.65%+1,789
CANADIAN NAT RES LTD(CNQ)917,170938,400+21,23028,22629,5131.91%+1,287
OPEN TEXT CORP(OTEX)273,038276,928+3,8906,8928,0970.52%+1,205
TECK RESOURCES LTD(TECK)178,803183,843+5,0406,5147,4390.48%+925
CENOVUS ENERGY INC(CVE)3,895,9763,993,810+97,83454,15654,3223.52%+166
TC ENERGY CORP(TRP)1,697,2661,643,567-53,69980,16880,1935.19%+25
AGNICO EAGLE MINES LTD(AEM)5,7464,646-1,1006235540.04%-69
WARNER BROS DISCOVERY INC(WBD)12,7850-12,7851370-137
TYSON FOODS INC(TSN)3,3500-3,3502140-214
CNH INDL N V
SHS
17,9700-17,9702210-221
WILLIS TOWERS WATSON PLC LTD(WTW)6930-6932340-234
LIBERTY BROADBAND CORP(LBRDA)3,2900-3,2902800-280
SUNCOR ENERGY INC NEW(SU)1,804,2121,712,566-91,64669,87164,2274.16%-5,644
RESTAURANT BRANDS INTL INC(QSR)621,300475,142-146,15841,42431,5382.04%-9,886
SOUTH BOW CORP(SOBO)402,9340-402,93410,2950-10,295
OSISKO GOLD ROYALTIES LTD1,050,5990-1,050,59922,1760-22,176
BARRICK GOLD CORP2,934,3400-2,934,34056,9810-56,981
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