Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Scheer, Rowlett & Associates Investment Management Ltd. (CIK 1426327) reported $1.39B across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RY ($168.3M, 12.10%), TD ($127.6M, 9.18%), SU ($89.1M, 6.41%), B ($83.6M, 6.02%), CVE ($81.7M, 5.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BK CDA | $168.3M | 12.10% | 1.0M | Added |
| 2 | TD | TORONTO DOMINION BK ONT | $127.6M | 9.18% | 1.4M | Trimmed |
| 3 | SU | SUNCOR ENERGY INC NEW | $89.1M | 6.41% | 1.3M | Trimmed |
| 4 | B | BARRICK MNG CORP | $83.6M | 6.02% | 2.0M | Trimmed |
| 5 | CVE | CENOVUS ENERGY INC | $81.7M | 5.88% | 3.1M | Trimmed |
| 6 | BMO | BANK MONTREAL MEDIUM | $80.8M | 5.81% | 596,325 | Added |
| 7 | BN | BROOKFIELD CORP | $79.3M | 5.70% | 2.0M | Trimmed |
| 8 | CNI | CANADIAN NATL RY CO | $75.5M | 5.43% | 733,191 | Trimmed |
| 9 | TRP | TC ENERGY CORP | $50.2M | 3.61% | 803,654 | Trimmed |
| 10 | TU | TELUS CORPORATION | $41.5M | 2.98% | 3.2M | Trimmed |
| 11 | RCI | ROGERS COMMUNICATIONS INC | $40.1M | 2.88% | 1.0M | Trimmed |
| 12 | FNV | FRANCO NEV CORP | $39.6M | 2.85% | 160,054 | Added |
| 13 | MFC | MANULIFE FINL CORP | $37.7M | 2.71% | 1.1M | Trimmed |
| 14 | CNQ | CANADIAN NAT RES LTD MED TER | $37.2M | 2.67% | 762,030 | Trimmed |
| 15 | AGI | ALAMOS GOLD INC | $33.7M | 2.42% | 756,989 | Added |
| 16 | ENB | ENBRIDGE INC | $33.5M | 2.41% | 617,581 | Trimmed |
| 17 | CP | CANADIAN PACIFIC KANSAS CITY | $33.4M | 2.40% | 424,696 | Trimmed |
| 18 | ATS | ATS CORPORATION | $33.3M | 2.40% | 1.2M | Trimmed |
| 19 | OR | OR ROYALTIES INC. | $32.0M | 2.30% | 840,453 | Trimmed |
| 20 | GIB | CGI INC | $28.1M | 2.02% | 383,925 | Trimmed |
| 21 | QSR | RESTAURANT BRANDS INTL INC | $26.6M | 1.91% | 359,229 | Trimmed |
| 22 | TFII | TRANSFORCE INC | $26.4M | 1.90% | 242,180 | Trimmed |
| 23 | NTR | NUTRIEN LTD | $21.7M | 1.56% | 287,859 | Trimmed |
| 24 | GIL | GILDAN ACTIVEWEAR INC | $14.4M | 1.03% | 258,258 | Trimmed |
| 25 | TECK | TECK RESOURCES LTD | $14.3M | 1.03% | 277,200 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31