account_balance
Investment manager · 13F filer · SEC CIK 1426327
Scheer, Rowlett & Associates Investment Management Ltd.
Reported value$1.37Bas of Sep 30, 2026
Positions28 2 new, 4 sold out
Top 10 weight64.7%RY alone is 14%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
RYRoyal Bk Cda
13.7%Trimmed −4%
TDToronto Dominion Bk Ont
11.0%Trimmed −2%
BBarrick MNG Corp
6.0%
CNICanadian Natl Ry Co
5.9%Trimmed −6%
SUSuncor Energy Inc New
5.9%Trimmed −7%
BMOBank of Montreal
5.4%
BNBrookfield Corp
5.2%
CVECenovus Energy Inc
5.0%Trimmed −18%
MFCManulife Finl Corp
3.3%Trimmed −2%
AEMAgnico Eagle Mines Ltd
3.2%Added +16%
FNVFranco Nev Corp
3.0%
TUTelus Corporation
2.8%Added +13%
RYRoyal Bk Cda
13.7%Trimmed −4%
TDToronto Dominion Bk Ont
11.0%Trimmed −2%
BBarrick MNG Corp
6.0%
CNICanadian Natl Ry Co
5.9%Trimmed −6%
SUSuncor Energy Inc New
5.9%Trimmed −7%
BMO5.4%BN5.2%CVE5.0%MFC3.3%AEM3.2%FNV3.0%TU2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RY Royal Bk Cda 13.7% Trimmed −4%TD Toronto Dominion Bk Ont 11.0% Trimmed −2%B Barrick MNG Corp 6.0% HeldCNI Canadian Natl Ry Co 5.9% Trimmed −6%SU Suncor Energy Inc New 5.9% Trimmed −7%BMO Bank of Montreal 5.4% HeldBN Brookfield Corp 5.2% HeldCVE Cenovus Energy Inc 5.0% Trimmed −18%MFC Manulife Finl Corp 3.3% Trimmed −2%AEM Agnico Eagle Mines Ltd 3.2% Added +16%FNV Franco Nev Corp 3.0% HeldTU Telus Corporation 2.8% Added +13%
What changed