Funds › Scheer, Rowlett & Associates Investment Management Ltd.
Scheer, Rowlett & Associates Investment Management Ltd.
13F for Q3 2026, filed Nov 10, 2026. 28 positions worth $1.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | RY Royal Bank of Canada | 955,741 | $188.0M | 13.7% | -4.1% | 13F ↗ |
| 2 | TD Toronto Dominion Bank | 1.28M | $150.7M | 11.0% | -2.2% | 13F ↗ |
| 3 | B Barrick Mining Corporation | 2.02M | $82.3M | 6.0% | -0.6% | 13F ↗ |
| 4 | CNI Canadian National Railway Company | 681,784 | $81.2M | 5.9% | -6.3% | 13F ↗ |
| 5 | SU Suncor Energy Inc. | 1.19M | $80.9M | 5.9% | -6.7% | 13F ↗ |
| 6 | BMO Bank of Montreal | 439,609 | $73.5M | 5.4% | -1.8% | 13F ↗ |
| 7 | BN Brookfield Corporation | 1.93M | $70.5M | 5.2% | -0.5% | 13F ↗ |
| 8 | CVE Cenovus Energy Inc | 2.20M | $68.3M | 5.0% | -18.0% | 13F ↗ |
| 9 | MFC Manulife Financial Corporation | 1.07M | $45.6M | 3.3% | -2.2% | 13F ↗ |
| 10 | AEM Agnico Eagle Mines Limited | 242,502 | $44.4M | 3.2% | +16.2% | 13F ↗ |
| 11 | FNV Franco-Nevada Corporation | 171,048 | $40.7M | 3.0% | -0.4% | 13F ↗ |
| 12 | TU Telus Corporation | 4.50M | $37.8M | 2.8% | +12.7% | 13F ↗ |
| 13 | ATS ATS Corporation | 2.07M | $37.5M | 2.7% | +76.4% | 13F ↗ |
| 14 | CP Canadian Pacific Kansas City Limited | 418,386 | $35.6M | 2.6% | -0.6% | 13F ↗ |
| 15 | TRP TC Energy Corporation | 553,888 | $32.1M | 2.3% | -13.6% | 13F ↗ |
| 16 | RCI Rogers Communication, Inc. | 1.03M | $31.8M | 2.3% | -0.1% | 13F ↗ |
| 17 | GIL Gildan Activewear, Inc. | 713,035 | $30.4M | 2.2% | +53.5% | 13F ↗ |
| 18 | DSGX The Descartes Systems Group Inc. | 372,060 | $30.1M | 2.2% | +70.3% | 13F ↗ |
| 19 | GFL GFL Environmental Inc. · Sub Vtg Shs | 688,942 | $28.8M | 2.1% | New | 13F ↗ |
| 20 | ENB Enbridge Inc | 618,651 | $28.8M | 2.1% | +0.8% | 13F ↗ |
| 21 | OR OR Royalties Inc. | 827,919 | $28.4M | 2.1% | -0.6% | 13F ↗ |
| 22 | QSR Restaurant Brands International Inc. | 357,048 | $25.4M | 1.9% | +0.4% | 13F ↗ |
| 23 | TFII TFI International Inc. | 207,373 | $24.9M | 1.8% | -0.5% | 13F ↗ |
| 24 | CNQ Canadian Natural Resources Limited | 495,610 | $23.3M | 1.7% | -23.0% | 13F ↗ |
| 25 | NTR Nutrien Ltd. | 303,690 | $21.3M | 1.6% | -7.5% | 13F ↗ |
| 26 | ASTL Algoma Steel Group Inc. | 3.83M | $16.0M | 1.2% | -0.5% | 13F ↗ |
| 27 | CAE CAE Inc | 410,382 | $9.9M | 0.7% | +0.1% | 13F ↗ |
| 28 | MEOH Methanex Corporation | 5,617 | $329.5K | <0.1% | New | 13F ↗ |
Changes since Q2 2026
2 new, 8 added to, 18 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (8)
| ATS ATS Corporation | 2.07M | +76.4% | $16.2M |
| DSGX The Descartes Systems Group Inc. | 372,060 | +70.3% | $12.4M |
| GIL Gildan Activewear, Inc. | 713,035 | +53.5% | $10.6M |
| AEM Agnico Eagle Mines Limited | 242,502 | +16.2% | $6.2M |
| TU Telus Corporation | 4.50M | +12.7% | $4.3M |
| ENB Enbridge Inc | 618,651 | +0.8% | $216.4K |
| QSR Restaurant Brands International Inc. | 357,048 | +0.4% | $100.9K |
| CAE CAE Inc | 410,382 | +0.1% | $6,062 |
Trimmed (18)
| CVE Cenovus Energy Inc | 2.20M | -18.0% | -$15.0M |
| RY Royal Bank of Canada | 955,741 | -4.1% | -$8.1M |
| CNQ Canadian Natural Resources Limited | 495,610 | -23.0% | -$6.9M |
| SU Suncor Energy Inc. | 1.19M | -6.7% | -$5.8M |
| CNI Canadian National Railway Company | 681,784 | -6.3% | -$5.5M |
| TRP TC Energy Corporation | 553,888 | -13.6% | -$5.0M |
| TD Toronto Dominion Bank | 1.28M | -2.2% | -$3.4M |
| NTR Nutrien Ltd. | 303,690 | -7.5% | -$1.7M |
| BMO Bank of Montreal | 439,609 | -1.8% | -$1.3M |
| MFC Manulife Financial Corporation | 1.07M | -2.2% | -$1.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 28 | $1.4B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 30 | $1.4B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 33 | $1.4B | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 32 | $1.5B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 32 | $1.7B | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 31 | $1.5B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 37 | $1.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer