Fund HoldingsScheer, Rowlett & Associates Investment Management Ltd.

Total Portfolio Value
$1.37B
Total Bought
$130.34M
Total Sold
$84.36M
Net Transaction
+$45.98M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BANK MONTREAL QUE214,070356,924+142,85419,31534,6062.53%+15,292
CANADIAN NATL RY CO(CNI)494,511710,796+216,28557,90072,0875.26%+14,187
SOUTH BOW CORP(SOBO)0391,457+391,45709,2250.67%+9,225
CGI INC(GIB)389,188490,663+101,47544,77753,6173.91%+8,841
BROOKFIELD CORP(BN)1,495,6541,511,750+16,09679,42686,7796.33%+7,353
ATS CORPORATION(ATS)0148,984+148,98404,5380.33%+4,538
CENOVUS ENERGY INC(CVE)3,163,0343,786,011+622,97752,89657,3174.18%+4,422
METHANEX CORP(MEOH)433,122439,069+5,94717,89321,9121.60%+4,019
MAGNA INTL INC(MGA)926,411984,755+58,34437,99841,1063.00%+3,108
ENBRIDGE INC(ENB)838,313857,666+19,35334,05036,3552.65%+2,305
NUTRIEN LTD(NTR)602,723671,989+69,26628,95930,0302.19%+1,071
OPEN TEXT CORP(OTEX)196,899264,108+67,2096,5547,4650.54%+911
TELUS INTL CDA INC3,151,2633,189,850+38,58712,30112,5220.91%+221
CNH INDL N V
SHS
12,42015,240+2,8201381730.01%+35
WARNER BROS DISCOVERY INC(WBD)12,78512,78501051350.01%+30
WILLIS TOWERS WATSON PLC LTD(WTW)69369302042170.02%+13
AGNICO EAGLE MINES LTD(AEM)4,8054,976+1713873890.03%+2
LIBERTY BROADBAND CORP(LBRDA)3,2903,29002532450.02%-8
OSISKO GOLD ROYALTIES LTD965,801980,133+14,33217,88617,7261.29%-160
MANULIFE FINL CORP(MFC)1,382,0771,312,537-69,54040,84140,2712.94%-570
ALGOMA STL GROUP INC2,157,3132,179,362+22,04922,10621,3201.56%-786
CANADIAN NAT RES LTD(CNQ)878,345890,610+12,26529,16327,4612.00%-1,702
TECK RESOURCES LTD(TECK)171,333174,703+3,3708,9487,0740.52%-1,874
RESTAURANT BRANDS INTL INC(QSR)610,343645,072+34,72944,03641,9903.06%-2,045
ROGERS COMMUNICATIONS INC(RCI)1,163,0981,443,877+280,77946,76144,3303.23%-2,430
CANADIAN PACIFIC KANSAS CITY(CP)551,626615,873+64,24747,17344,5363.25%-2,637
CANADA GOOSE HLDGS INC(GOOS)1,203,9851,218,326+14,34115,07912,2230.89%-2,856
ROYAL BK CDA(RY)1,229,0551,242,836+13,781153,380149,66210.92%-3,719
NEWMONT CORP(NEM)268,080273,653+5,57314,33110,1760.74%-4,156
BROOKFIELD BUSINESS PARTNERS641,835460,629-181,20615,04710,8490.79%-4,198
BANK NOVA SCOTIA HALIFAX1,468,6701,396,185-72,48580,01374,8785.46%-5,135
SUNCOR ENERGY INC NEW(SU)1,850,7811,754,555-96,22668,30662,5494.56%-5,757
ENERFLEX LTD(EFXT)1,036,2740-1,036,2746,1750-6,175
WEST FRASER TIMBER CO LTD(WFG)72,7850-72,7857,0910-7,091
TELUS CORPORATION(TU)3,233,9443,403,521+169,57754,24946,0883.36%-8,161
TC ENERGY CORP(TRP)2,018,5061,851,112-167,39495,94086,1576.29%-9,783
BARRICK GOLD CORP2,561,8652,592,213+30,34850,94940,1452.93%-10,804
TORONTO DOMINION BK ONT(TD)1,896,0082,000,901+104,893119,876106,3917.76%-13,485
CANADIAN IMPERIAL BK COMM(CM)1,167,732916,026-251,70671,62157,8714.22%-13,749
GILDAN ACTIVEWEAR INC(GIL)677,8330-677,83331,9020-31,902
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