Fund HoldingsScheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.32B
Total Bought
$95.68M
Total Sold
$84.95M
Net Transaction
+$10.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ROYAL BK CDA(RY)785,1841,086,800+301,61668,615109,9118.30%+41,296
BROOKFIELD CORP(BN)1,572,1571,540,618-31,53949,15661,8004.67%+12,644
TC ENERGY CORP(TRP)1,980,0582,053,514+73,45668,09080,2196.06%+12,129
MANULIFE FINL CORP(MFC)1,139,0741,377,413+238,33920,81430,4382.30%+9,625
CANADIAN IMPERIAL BK COMM TO(CM)1,533,8971,412,642-121,25559,20768,0215.14%+8,814
ROGERS COMMUNICATIONS INC(RCI)1,094,3871,074,012-20,37542,01750,2803.80%+8,264
BARRICK GOLD CORP2,394,6962,359,084-35,61234,78442,6243.22%+7,841
ALGOMA STL GROUP INC1,143,7311,458,288+314,5577,75514,6381.11%+6,883
CANADIAN NATL RY CO(CNI)446,076437,217-8,85948,30554,9584.15%+6,653
TELUS CORPORATION(TU)1,377,9091,594,168+216,25922,50028,3702.14%+5,871
RESTAURANT BRANDS INTL INC(QSR)568,088557,252-10,83637,82943,5423.29%+5,713
GILDAN ACTIVEWEAR INC(GIL)1,259,6241,234,536-25,08835,30440,8293.08%+5,525
BANK NOVA SCOTIA HALIFAX1,607,9201,576,883-31,03772,06776,7625.80%+4,695
BROOKFIELD BUSINESS PARTNERS469,422563,903+94,4817,12611,6400.88%+4,514
MAGNA INTL INC(MGA)763,024748,133-14,89140,88944,2053.34%+3,316
CGI INC(GIB)442,202433,550-8,65243,58546,4473.51%+2,863
BANK MONTREAL QUE211,689207,606-4,08317,85720,5431.55%+2,686
ENBRIDGE INC(ENB)996,760977,736-19,02433,05835,1992.66%+2,140
WEST FRASER TIMBER CO LTD(WFG)158,880155,913-2,96711,53413,3391.01%+1,805
TELUS INTL CDA INC2,028,1931,993,709-34,48415,42417,1231.29%+1,699
AGNICO EAGLE MINES LTD(AEM)144,380146,865+2,4856,5608,0530.61%+1,492
NEWMONT CORP(NEM)280,667280,000-66710,36411,5910.88%+1,227
METHANEX CORP(MEOH)689,056676,603-12,45331,05132,0072.42%+957
CANADIAN PACIFIC KANSAS CITY(CP)726,656692,320-34,33654,01054,7804.14%+770
CANADIAN NAT RES LTD(CNQ)455,260447,083-8,17729,44129,2922.21%-149
TECK RESOURCES LTD(TECK)354,260347,298-6,96215,24714,6811.11%-566
ENERFLEX LTD(EFXT)1,044,4951,024,581-19,9145,9984,7400.36%-1,258
TORONTO DOMINION BK ONT(TD)2,079,2081,908,809-170,399125,258123,3469.32%-1,912
CANADA GOOSE HLDGS INC(GOOS)894,902925,862+30,96013,12410,9990.83%-2,125
NUTRIEN LTD(NTR)536,702526,953-9,74933,14329,6892.24%-3,454
SUNCOR ENERGY INC NEW(SU)2,257,2562,302,871+45,61577,62273,7795.57%-3,843
CENOVUS ENERGY INC(CVE)2,293,0422,390,683+97,64147,74139,8393.01%-7,902
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