Scheer, Rowlett & Associates Investment Management Ltd. Top Holdings and 13F Report (2021) → Wall Street Legend Warns: 'A Strange Day Is Coming to America' (From Chaikin Analytics) (Ad) About Scheer, Rowlett & Associates Investment Management Ltd.Investment ActivityScheer, Rowlett & Associates Investment Management Ltd. has $1.35 billion in total holdings as of September 30, 2021.Scheer, Rowlett & Associates Investment Management Ltd. owns shares of 33 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Scheer, Rowlett & Associates Investment Management Ltd. has purchased 32 new stocks and bought additional shares in 3 stocks.Scheer, Rowlett & Associates Investment Management Ltd. sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings Royal Bank of Canada $126,289,976Toronto-Dominion Bank $115,103,541Suncor Energy $84,829,148TC Energy $82,220,905Bank of Nova Scotia $77,669,667 Largest New Holdings this Quarter Warner Bros. Discovery $91,098 Holding Largest Purchases this Quarter Royal Bank of Canada 164,776 shares (about $16.63M)Nutrien 85,852 shares (about $4.67M)Canada Goose 310,881 shares (about $3.75M)Warner Bros. Discovery 10,435 shares (about $91.10K) Largest Sales this Quarter Canadian Imperial Bank of Commerce 145,332 shares (about $7.37M)Gildan Activewear 130,436 shares (about $4.84M)Bank of Nova Scotia 76,086 shares (about $3.94M)Rogers Communications 78,896 shares (about $3.23M)Canadian National Railway 14,664 shares (about $1.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScheer, Rowlett & Associates Investment Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRYRoyal Bank of Canada$126,289,976$16,626,683 ▲15.2%1,251,5769.3%FinanceTDToronto-Dominion Bank$115,103,541$148,230 ▼-0.1%1,906,3548.5%FinanceSUSuncor Energy$84,829,148$196,534 ▼-0.2%2,297,5486.3%Oils/EnergyTRPTC Energy$82,220,905$347,359 ▼-0.4%2,044,8756.1%Oils/EnergyBNSBank of Nova Scotia$77,669,667$3,937,624 ▼-4.8%1,500,7975.7%FinanceCMCanadian Imperial Bank of Commerce$64,275,769$7,370,987 ▼-10.3%1,267,3104.8%FinanceBNBrookfield$64,260,916$233,510 ▼-0.4%1,535,0404.8%FinanceCPCanadian Pacific Kansas City$59,164,314$1,904,247 ▼-3.1%670,7324.4%TransportationCNICanadian National Railway$55,667,328$1,931,842 ▼-3.4%422,5534.1%TransportationGIBCGI$47,744,091$108,276 ▼-0.2%432,5693.5%Computer and TechnologyCVECenovus Energy$47,716,062$99,364 ▼-0.2%2,385,7153.5%Oils/EnergyQSRRestaurant Brands International$44,157,924$115,201 ▼-0.3%555,8023.3%Retail/WholesaleGILGildan Activewear$40,993,469$4,842,880 ▼-10.6%1,104,1003.0%Consumer DiscretionaryRCIRogers Communications$40,790,973$3,234,040 ▼-7.3%995,1163.0%Consumer DiscretionaryMGAMagna International$40,628,182$144,915 ▼-0.4%745,4743.0%Auto/Tires/TrucksGOLDBarrick Gold$38,945,442$310,190 ▼-0.8%2,340,4432.9%Basic MaterialsENBEnbridge$35,342,301$6,255 ▼0.0%977,5632.6%Oils/EnergyMFCManulife Financial$34,302,938$113,312 ▼-0.3%1,372,8782.5%FinanceCNQCanadian Natural Resources$34,046,508$73,723 ▼-0.2%446,1172.5%Oils/EnergyNTRNutrien$33,307,227$4,666,235 ▲16.3%612,8052.5%Basic MaterialsMEOHMethanex$30,108,442$59,971 ▼-0.2%675,2582.2%Basic MaterialsTUTELUS$25,479,996$34,699 ▼-0.1%1,592,0001.9%UtilitiesBMOBank of Montreal$20,236,462$41,904 ▼-0.2%207,1771.5%FinanceTIXTTELUS International (Cda)$16,851,916$37,808 ▼-0.2%1,989,2461.2%Business ServicesTECKTeck Resources$15,871,121$32,329 ▼-0.2%346,5921.2%Basic MaterialsGOOSCanada Goose$14,916,366$3,749,538 ▲33.6%1,236,7431.1%Retail/WholesaleBBUBrookfield Business Partners$12,442,106$52,513 ▼-0.4%561,5330.9%Business ServicesASTLAlgoma Steel Group$12,419,012$21,054 ▼-0.2%1,455,8200.9%Basic MaterialsWFGWest Fraser Timber$12,179,925$1,288,508 ▼-9.6%140,9970.9%Basic MaterialsNEMNewmont$9,922,028$120,293 ▼-1.2%276,6460.7%Basic MaterialsAEMAgnico Eagle Mines$8,587,170$174,074 ▼-2.0%143,9470.6%Basic MaterialsEFXTEnerflex$5,924,966$38,104 ▼-0.6%1,018,0340.4%Oils/EnergyWBDWarner Bros. Discovery$91,098$91,098 ▲New Holding10,4350.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. 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