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 RCI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,077,934 | 1,042,339 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $46,398,769 | 1,229,758 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $67,759,816 | 1,965,762 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $59,430,097 | 2,003,712 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $47,283,980 | 1,768,948 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $44,370,340 | 1,443,877 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $46,768,170 | 1,163,098 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,719,578 | 1,128,166 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $40,799,756 | 995,116 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $50,274,501 | 1,074,012 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,013,516 | 1,094,387 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $50,809,095 | 1,113,258 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $50,077,283 | 1,080,183 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $50,905,758 | 1,086,801 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $42,906,543 | 1,113,299 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $55,132,756 | 1,150,997 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $69,465,007 | 1,224,053 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $59,955,834 | 1,258,783 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $57,671,899 | 1,236,533 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $64,928,737 | 1,221,843 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $57,022,150 | 1,236,923 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,451,883 | 1,318,993 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $54,095,803 | 1,364,333 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $51,040,616 | 1,269,983 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $54,339,139 | 1,308,431 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||