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 MGA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,350,913 | 185,467 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,872,667 | 410,369 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,699,365 | 795,681 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38,986,370 | 1,009,748 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,442,930 | 983,905 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $41,152,911 | 984,755 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $38,019,907 | 926,411 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $28,340,531 | 676,385 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $40,613,423 | 745,474 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $44,199,697 | 748,133 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,905,716 | 763,024 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $43,836,327 | 776,689 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $40,338,959 | 753,014 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $38,282,063 | 681,418 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $32,756,218 | 690,768 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,216,442 | 714,325 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $47,676,540 | 741,355 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $42,478,526 | 524,815 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $36,865,719 | 489,975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $39,277,970 | 423,985 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $52,896,633 | 600,825 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $50,695,278 | 716,035 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $43,237,638 | 945,085 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $45,629,668 | 1,024,695 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $32,731,566 | 1,025,425 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||