Scheer, Rowlett & Associates Investment Management Ltd. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held a total of 28 distinct positions in its portfolio at the end of the reporting period.
The largest holding disclosed in the filing is Toronto-Dominion Bank, for which the firm reported ownership of 1,281,538 shares. Another significant position is Telus Corporation, with 4,501,459 shares. The firm also holds substantial stakes in Royal Bank of Canada, with 955,741 shares, and Rogers Communications Inc., with 1,032,146 shares.
The portfolio includes a mix of major Canadian financial institutions, energy companies, and industrial firms. Notable energy positions include Suncor Energy Inc., with 1,193,273 shares, and Cenovus Energy Inc., with 2,198,532 shares. The filing also lists holdings in Brookfield Corporation, Manulife Financial Corporation, and Canadian National Railway Company.
According to the information table provided in the filing, Scheer, Rowlett & Associates holds the majority of these positions as sole voting power, with no shared voting or dispositive rights reported for the listed securities.
