Scheer, Rowlett & Associates Investment Management Ltd. Long-Term Concentrated

Location: Toronto, Ontario, Canada

CIK: 0001426327 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 16, 2015

Total Value: $1.624B (100.0% shares, 0.0% debt)

Holdings (27)

BNS Bank of Nova Scotia 10.6%
Value $173M Shares 3,939,625 Est. Cost $30.36 Unrealized -8.8%
CM Canadian Imperial Bank of Commerce 8.9%
Value $145M Shares 2,027,707 Est. Cost $20.76 Unrealized +4.0%
CNI Canadian National Railway 8.4%
Value $136M Shares 2,410,555 Est. Cost $41.82 Unrealized +15.1%
SU Suncor Energy Inc. 7.8%
Value $127M Shares 4,762,843 Est. Cost $19.64 Unrealized -5.6%
RY Royal Bank of Canada 7.7%
Value $126M Shares 2,286,026 Est. Cost $59.91 Unrealized -5.0%
TD Toronto-Dominion Bank 7.2%
Value $117M Shares 2,979,018 Est. Cost $42.37 Unrealized -6.0%
CNQ Canadian Natural Resources Ltd. 5.8%
Value $94.51M Shares 4,875,214 Est. Cost $8.73 Unrealized -19.1%
MGA Magna International Inc. Class A 5.4%
Value $87.15M Shares 1,825,344 Est. Cost $29.56 Unrealized +29.3%
Agrium Inc. 4.7%
Value $76.76M Shares 860,508 Est. Cost $91.31 Unrealized
MFC Manulife Financial Corp. 4.3%
Value $70.46M Shares 4,577,000 Est. Cost $15.47 Unrealized +8.4%
CVE Cenovus Energy Inc. 3.9%
Value $63.89M Shares 4,232,019 Est. Cost $22.46 Unrealized -48.1%
SLF Sun Life Financial Inc. 3.6%
Value $58.28M Shares 1,815,537 Est. Cost $31.17 Unrealized +4.0%
RCI Rogers Comm Inc. Class B 3.5%
Value $56.08M Shares 1,635,163 Est. Cost $47.22 Unrealized -27.1%
TU Telus Corp. 3.4%
Value $56M Shares 1,785,475 Est. Cost $17.27 Unrealized -3.8%
BMO Bank of Montreal 3.1%
Value $49.96M Shares 920,385 Est. Cost $36.08 Unrealized 0.0%
GIL Gildan Activewear Class A 2.4%
Value $38.26M Shares 1,273,532 Est. Cost $20.83 Unrealized +31.0%
Barrick Gold Corp. 1.8%
Value $28.86M Shares 4,557,947 Est. Cost $16.60 Unrealized
Potash Corp. of Saskatchewan 1.7%
Value $26.83M Shares 1,311,409 Est. Cost $40.12 Unrealized
TECK Teck Resources Ltd. 1.0%
Value $16.73M Shares 3,520,779 Est. Cost $25.86 Unrealized -72.6%
Precision Drilling Corp. 0.9%
Value $15.41M Shares 4,181,301 Est. Cost $8.83 Unrealized
Thomson Reuters Corporation 0.8%
Value $13.49M Shares 337,171 Est. Cost $34.35 Unrealized
BCE BCE Inc. 0.7%
Value $10.88M Shares 267,049 Est. Cost $22.29 Unrealized +0.1%
TAC Transalta Corp. 0.6%
Value $9.909M Shares 2,142,770 Est. Cost $5.70 Unrealized 0.0%
CCJ Cameco Corp. 0.5%
Value $8.688M Shares 715,910 Est. Cost $17.60 Unrealized -30.6%
Domtar Corp 0.4%
Value $6.47M Shares 181,740 Est. Cost $35.40 Unrealized
Celestica Inc. 0.4%
Value $6.311M Shares 492,490 Est. Cost $9.94 Unrealized
MEOH Methanex Corp. 0.3%
Value $5.06M Shares 153,400 Est. Cost $42.81 Unrealized 0.0%