Scheer, Rowlett & Associates Investment Management Ltd.
Top Portfolio Positions
33 positions ·
$1,389,702,740 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
1,040,618 | $168,351,180 | 12.11% | |
| TD |
Toronto Dominion Bank
Financial Services
|
1,368,213 | $127,667,955 | 9.19% | |
| SU |
Suncor Energy Inc
Energy
|
1,347,051 | $89,053,541 | 6.41% | |
| B |
Barrick Mining Corp
Basic Materials
|
2,046,425 | $83,473,675 | 6.01% | |
| CVE |
Cenovus Energy Inc.
Energy
|
3,088,546 | $81,939,125 | 5.90% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
596,325 | $80,706,625 | 5.81% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
1,956,028 | $79,160,453 | 5.70% | |
| CNI |
Canadian National Railway Co
Industrials
|
733,191 | $75,350,039 | 5.42% | |
| TRP |
Tc Energy Corp
Energy
|
803,654 | $50,308,740 | 3.62% | |
| TU |
Telus Corp
Communication Services
|
3,224,096 | $41,365,151 | 2.98% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,706,625 | 596,325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,303,938 | 464,627 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $77,407,965 | 594,303 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $67,229,961 | 607,701 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,780,057 | 563,083 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $34,639,474 | 356,924 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,309,114 | 214,070 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,237,631 | 205,577 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,237,049 | 207,177 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $20,540,537 | 207,606 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $17,860,200 | 211,689 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,435,615 | 215,210 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,793,299 | 210,900 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $19,250,325 | 212,476 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,875,903 | 215,380 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,404,172 | 222,566 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $26,711,947 | 226,430 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,973,804 | 231,840 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,432,512 | 164,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,689,588 | 162,730 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,691,432 | 164,850 | Shares | Sole | 2021-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||