§ 13F · FUND PROFILE
Scheer, Rowlett & Associates Investment Management Ltd..
AUM · $1.4B (13F)Positions · 30Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BK CDA | 997K | $206M | 14.8% | −4% |
| 2 | TD | TORONTO DOMINION BK ONT | 1.31M | $159M | 11.4% | −4% |
| 3 | CNI | CANADIAN NATL RY CO | 728K | $87M | 6.2% | −1% |
| 4 | BN | BROOKFIELD CORP | 1.94M | $83M | 6.0% | −1% |
| 5 | BMO | BANK MONTREAL MEDIUM | 448K | $79M | 5.7% | −25% |
| 6 | B | BARRICK MNG CORP | 2.04M | $75M | 5.4% | −1% |
| 7 | SU | SUNCOR ENERGY INC NEW | 1.28M | $69M | 4.9% | −5% |
| 8 | CVE | CENOVUS ENERGY INC | 2.68M | $67M | 4.8% | −13% |
| 9 | MFC | MANULIFE FINL CORP | 1.09M | $44M | 3.2% | ±0% |
| 10 | TU | TELUS CORPORATION | 3.99M | $43M | 3.1% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCHEER, SIGNAL
AC read
Scheer, Rowlett & Associates Investment Management Ltd. is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 30 positions.
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