The Analysis of Scheer, Rowlett & Associates Investment Management Ltd.'s Holdings


Currently, Scheer, Rowlett & Associates Investment Management Ltd. holds 32 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in FNV (+144.4K shares, valued at $32.1M), GIL (+307.4K shares, valued at $17.8M), TFII (+165.5K shares, valued at $14.6M); decreased their positions in TD (-150.5K shares, valued at $12.0M), MGA (-214.1K shares, valued at $10.1M), TRP (-154.9K shares, valued at $8.4M); initiated new positions in FNV (+144.4K shares, valued at $32.1M), GIL (+307.4K shares, valued at $17.8M), TFII (+165.5K shares, valued at $14.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RY ROYAL BK CDA1.3M shares-3.02%2025-09-302025-11-13history
TD TORONTO DOMINION BK ONT2.0M shares-7.12%2025-09-302025-11-13history
BN BROOKFIELD CORP1.6M shares-1.76%2025-09-302025-11-13history
B BARRICK MNG CORP3.0M shares-1.59%2025-09-302025-11-13history
CNI CANADIAN NATL RY CO880.2K shares9.71%2025-09-302025-11-13history
TRP TC ENERGY CORP1.5M shares-9.43%2025-09-302025-11-13history
BMO BANK MONTREAL QUE594.3K shares-2.20%2025-09-302025-11-13history
BNS BANK NOVA SCOTIA HALIFAX1.2M shares-1.83%2025-09-302025-11-13history
Sponsored
RCI ROGERS COMMUNICATIONS INC2.0M shares-1.89%2025-09-302025-11-13history
CVE CENOVUS ENERGY INC3.9M shares-1.30%2025-09-302025-11-13history
SU SUNCOR ENERGY INC NEW1.6M shares-6.89%2025-09-302025-11-13history
TU TELUS CORPORATION3.2M shares-1.75%2025-09-302025-11-13history
MFC MANULIFE FINL CORP1.5M shares8.63%2025-09-302025-11-13history
CP CANADIAN PACIFIC KANSAS CITY581.0K shares-10.39%2025-09-302025-11-13history
ENB ENBRIDGE INC855.5K shares-5.10%2025-09-302025-11-13history
GIB CGI INC456.7K shares-11.69%2025-09-302025-11-13history
Sponsored
OR OR ROYALTIES INC.1.0M shares-1.66%2025-09-302025-11-13history
MGA MAGNA INTL INC795.7K shares-21.20%2025-09-302025-11-13history
NTR NUTRIEN LTD603.7K shares-1.76%2025-09-302025-11-13history
CM CANADIAN IMPERIAL BANK OF CO411.7K shares-1.53%2025-09-302025-11-13history
FNV FRANCO NEV CORP144.4K sharesnew addition2025-09-302025-11-13history
ATS ATS CORPORATION1.2M shares53.63%2025-09-302025-11-13history
MEOH METHANEX CORP779.4K shares-1.87%2025-09-302025-11-13history
CNQ CANADIAN NAT RES LTD956.1K shares1.89%2025-09-302025-11-13history
Sponsored
QSR RESTAURANT BRANDS INTL INC430.1K shares-9.49%2025-09-302025-11-13history
GIL GILDAN ACTIVEWEAR INC307.4K sharesnew addition2025-09-302025-11-13history
OTEX OPEN TEXT CORP441.1K shares59.27%2025-09-302025-11-13history
TECK TECK RESOURCES LTD332.2K shares80.71%2025-09-302025-11-13history
TFII TFI INTL INC165.5K sharesnew addition2025-09-302025-11-13history
ASTL ALGOMA STL GROUP INC3.8M shares-1.78%2025-09-302025-11-13history
IAG IAMGOLD CORP513.5K sharesnew addition2025-09-302025-11-13history
AEM AGNICO EAGLE MINES LTD8.9K shares91.82%2025-09-302025-11-13history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available