Scheer, Rowlett & Associates Investment Management Ltd. — 13F holdings

Scheer, Rowlett & Associates Investment Management Ltd. reported 30 holdings worth $1.39B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. RY ROYAL BK CDA — $206M (14.8%)
2. TD TORONTO DOMINION BK ONT — $159M (11.4%)
3. CNI CANADIAN NATL RY CO — $86.8M (6.2%)
4. BN Brookfield Corp — $82.8M (6.0%)
5. BMO BANK MONTREAL QUE — $78.9M (5.7%)
6. B BARRICK MNG CORP — $74.8M (5.4%)
7. SU SUNCOR ENERGY INC NEW — $68.8M (4.9%)
8. CVE Cenovus Energy Inc — $66.8M (4.8%)
9. MFC MANULIFE FINL CORP — $44.3M (3.2%)
10. TU TELUS CORPORATION — $42.8M (3.1%)