Scheer, Rowlett & Associates Investment Management Ltd.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALAMOS GOLD INC NEW | 0 | 436,945 | +436,945 | 0 | 16,872,651 | +16,872,651 |
| TFI INTL INC | 165,482 | 270,163 | +104,681 | 14,560,420 | 27,925,254 | +13,364,834 |
| BARRICK MNG CORP | 2,955,763 | 2,347,731 | -608,032 | 97,059,665 | 102,272,194 | +5,212,529 |
| ATS CORPORATION | 1,217,184 | 1,226,450 | +9,266 | 31,837,200 | 33,786,034 | +1,948,834 |
| MANULIFE FINL CORP | 1,504,581 | 1,302,110 | -202,471 | 46,866,530 | 47,283,149 | +416,619 |
| ALGOMA STL GROUP INC | 3,828,929 | 3,336,525 | -492,404 | 13,588,209 | 13,734,837 | +146,628 |
| CNH INDL N V | 0 | 12,680 | +12,680 | 0 | 116,910 | +116,910 |
| AGNICO EAGLE MINES LTD | 8,912 | 9,112 | +200 | 1,500,689 | 1,545,264 | +44,575 |
| TECK RESOURCES LTD | 332,230 | 288,130 | -44,100 | 14,570,769 | 13,794,331 | -776,438 |
| GILDAN ACTIVEWEAR INC | 307,371 | 268,471 | -38,900 | 17,753,210 | 16,780,880 | -972,330 |
| RESTAURANT BRANDS INTL INC | 430,062 | 373,562 | -56,500 | 27,583,109 | 25,491,626 | -2,091,483 |
| FRANCO NEV CORP | 144,405 | 143,350 | -1,055 | 32,135,092 | 29,715,013 | -2,420,079 |
| CANADIAN NAT RES LTD | 956,117 | 791,781 | -164,336 | 30,565,324 | 26,819,168 | -3,746,156 |
| METHANEX CORP | 779,424 | 685,524 | -93,900 | 30,980,784 | 27,190,767 | -3,790,017 |
| CGI INC | 456,651 | 395,129 | -61,522 | 40,665,296 | 36,498,107 | -4,167,189 |
| SUNCOR ENERGY INC NEW | 1,594,490 | 1,398,002 | -196,488 | 66,711,564 | 62,050,941 | -4,660,623 |
| BANK NOVA SCOTIA HALIFAX | 1,166,583 | 940,485 | -226,098 | 75,416,757 | 69,365,224 | -6,051,533 |
| TELUS CORPORATION | 3,217,494 | 3,350,460 | +132,966 | 50,665,957 | 44,159,453 | -6,506,504 |
| IAMGOLD CORP | 513,516 | 0 | -513,516 | 6,632,872 | 0 | -6,632,872 |
| TORONTO DOMINION BK ONT | 1,963,233 | 1,593,176 | -370,057 | 156,944,796 | 150,156,608 | -6,788,188 |
| NUTRIEN LTD | 603,738 | 458,531 | -145,207 | 35,447,692 | 28,303,187 | -7,144,505 |
| OPEN TEXT CORP | 441,051 | 279,352 | -161,699 | 16,482,273 | 9,097,876 | -7,384,397 |
| CANADIAN NATL RY CO | 880,187 | 761,487 | -118,700 | 82,984,910 | 75,315,267 | -7,669,643 |
| CENOVUS ENERGY INC | 3,941,852 | 3,448,636 | -493,216 | 66,914,770 | 58,343,202 | -8,571,568 |
| OR ROYALTIES INC. | 1,010,109 | 877,209 | -132,900 | 40,476,664 | 31,074,111 | -9,402,553 |
| CANADIAN PACIFIC KANSAS CITY | 581,004 | 441,304 | -139,700 | 43,261,979 | 32,490,386 | -10,771,593 |
| ENBRIDGE INC | 855,493 | 638,571 | -216,922 | 43,149,264 | 30,557,866 | -12,591,398 |
| BROOKFIELD CORP | 1,564,730 | 2,031,480 | +466,750 | 107,338,435 | 93,276,370 | -14,062,065 |
| ROYAL BK CDA | 1,278,474 | 1,018,409 | -260,065 | 188,390,008 | 173,620,184 | -14,769,824 |
| MAGNA INTL INC | 795,681 | 410,369 | -385,312 | 37,691,714 | 21,877,026 | -15,814,688 |
| BANK MONTREAL QUE | 594,303 | 464,627 | -129,676 | 77,425,397 | 60,341,301 | -17,084,096 |
| ROGERS COMMUNICATIONS INC | 1,965,762 | 1,229,758 | -736,004 | 67,657,362 | 46,420,940 | -21,236,422 |
| TC ENERGY CORP | 1,488,624 | 934,851 | -553,773 | 80,922,019 | 51,478,984 | -29,443,035 |
| CANADIAN IMPERIAL BANK OF CO | 411,706 | 0 | -411,706 | 32,891,902 | 0 | -32,891,902 |