Fund HoldingsScheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.43B
Total Bought
$72.69M
Total Sold
$172.38M
Net Transaction
-$99.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ROYAL BK CDA(RY)1,244,5961,229,055-15,541132,523153,38010.70%+20,857
TC ENERGY CORP(TRP)2,032,9952,018,506-14,48977,07695,9406.69%+18,864
BROOKFIELD CORP(BN)1,528,0801,495,654-32,42663,56479,4265.54%+15,862
TORONTO DOMINION BK ONT(TD)1,897,4091,896,008-1,401104,311119,8768.36%+15,565
BANK NOVA SCOTIA HALIFAX1,492,9471,468,670-24,27768,30280,0135.58%+11,711
CANADIAN IMPERIAL BK COMM(CM)1,260,2581,167,732-92,52659,93271,6214.99%+11,689
MAGNA INTL INC(MGA)676,385926,411+250,02628,35337,9982.65%+9,645
TELUS CORPORATION(TU)2,970,1703,233,944+263,77444,96954,2493.78%+9,280
CANADIAN NATL RY CO(CNI)420,233494,511+74,27849,66457,9004.04%+8,235
OSISKO GOLD ROYALTIES LTD627,447965,801+338,3549,78017,8861.25%+8,107
BARRICK GOLD CORP2,592,2552,561,865-30,39043,24650,9493.55%+7,703
ALGOMA STL GROUP INC2,181,2832,157,313-23,97015,13322,1061.54%+6,972
CENOVUS ENERGY INC(CVE)2,373,4653,163,034+789,56946,65852,8963.69%+6,238
CGI INC(GIB)393,732389,188-4,54439,30544,7773.12%+5,472
RESTAURANT BRANDS INTL INC(QSR)552,662610,343+57,68138,94844,0363.07%+5,087
ROGERS COMMUNICATIONS INC(RCI)1,128,1661,163,098+34,93241,73346,7613.26%+5,028
BROOKFIELD BUSINESS PARTNERS559,463641,835+82,37210,59715,0471.05%+4,450
MANULIFE FINL CORP(MFC)1,367,6081,382,077+14,46936,42340,8412.85%+4,418
ENBRIDGE INC(ENB)845,773838,313-7,46030,09334,0502.37%+3,957
NEWMONT CORP(NEM)268,026268,080+5411,21814,3311.00%+3,114
BANK MONTREAL QUE205,577214,070+8,49317,25819,3151.35%+2,057
ENERFLEX LTD(EFXT)1,006,4441,036,274+29,8305,4306,1750.43%+745
OPEN TEXT CORP(OTEX)194,659196,899+2,2405,8466,5540.46%+708
LIBERTY BROADBAND CORP(LBRDA)03,290+3,29002530.02%+253
WILLIS TOWERS WATSON PLC LTD(WTW)0693+69302040.01%+204
CNH INDL N V
SHS
012,420+12,42001380.01%+138
AGNICO EAGLE MINES LTD(AEM)4,6054,805+2003013870.03%+86
WARNER BROS DISCOVERY INC(WBD)12,78512,7850951050.01%+10
CANADA GOOSE HLDGS INC(GOOS)1,224,9731,203,985-20,98815,84215,0791.05%-763
NUTRIEN LTD(NTR)608,575602,723-5,85230,98828,9592.02%-2,028
CANADIAN NAT RES LTD(CNQ)889,424878,345-11,07931,68529,1632.03%-2,522
METHANEX CORP(MEOH)436,772433,122-3,65021,09017,8931.25%-3,197
WEST FRASER TIMBER CO LTD(WFG)140,67772,785-67,89210,8067,0910.49%-3,715
TELUS INTL CDA INC2,977,7863,151,263+173,47717,19812,3010.86%-4,897
CANADIAN PACIFIC KANSAS CITY(CP)667,092551,626-115,46652,54347,1733.29%-5,370
TECK RESOURCES LTD(TECK)345,542171,333-174,20916,5618,9480.62%-7,613
GILDAN ACTIVEWEAR INC(GIL)1,097,330677,833-419,49741,62731,9022.22%-9,725
SUNCOR ENERGY INC NEW(SU)2,284,6981,850,781-433,91787,10468,3064.76%-18,798
Page 1 of 1