Scheer, Rowlett & Associates Investment Management Ltd. 13F 持仓 · 2026年Q2
Scheer, Rowlett & Associates Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 13.91 亿美元。前几大持仓：RY（14.83%）、TD（11.44%）、CNI（6.24%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BK CDA | $206.3M | 14.83% | 997,064 | 减持 |
| 2 | TD | TORONTO DOMINION BK ONT | $159.2M | 11.44% | 1.3M | 减持 |
| 3 | CNI | CANADIAN NATL RY CO | $86.8M | 6.24% | 727,812 | 减持 |
| 4 | BN | BROOKFIELD CORP | $82.8M | 5.95% | 1.9M | 减持 |
| 5 | BMO | BANK MONTREAL MEDIUM | $78.9M | 5.67% | 447,594 | 减持 |
| 6 | B | BARRICK MNG CORP | $74.8M | 5.37% | 2.0M | 减持 |
| 7 | SU | SUNCOR ENERGY INC NEW | $68.8M | 4.94% | 1.3M | 减持 |
| 8 | CVE | CENOVUS ENERGY INC | $66.8M | 4.80% | 2.7M | 减持 |
| 9 | MFC | MANULIFE FINL CORP | $44.3M | 3.18% | 1.1M | 减持 |
| 10 | TU | TELUS CORPORATION | $42.8M | 3.07% | 4.0M | 增持 |
| 11 | TRP | TC ENERGY CORP | $42.4M | 3.05% | 641,071 | 减持 |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | $36.4M | 2.62% | 420,738 | 减持 |
| 13 | FNV | FRANCO NEV CORP | $35.8M | 2.57% | 171,766 | 增持 |
| 14 | ATS | ATS CORPORATION | $33.8M | 2.43% | 1.2M | 减持 |
| 15 | RCI | ROGERS COMMUNICATIONS INC | $33.6M | 2.41% | 1.0M | 减持 |
| 16 | ENB | ENBRIDGE INC | $33.3M | 2.39% | 613,996 | 减持 |
| 17 | AEM | AGNICO EAGLE MINES LTD | $32.3M | 2.32% | 208,743 | 增持 |
| 18 | TFII | TFI INTERNATIONAL INC | $30.0M | 2.15% | 208,421 | 减持 |
| 19 | OR | OR ROYALTIES INC. | $26.3M | 1.89% | 832,658 | 减持 |
| 20 | QSR | RESTAURANT BRANDS INTL INC | $25.8M | 1.85% | 355,630 | 减持 |
| 21 | CNQ | CANADIAN NAT RES LTD MED TER | $25.4M | 1.83% | 643,233 | 减持 |
| 22 | GIB | CGI INC | $24.4M | 1.76% | 378,430 | 减持 |
| 23 | GIL | GILDAN ACTIVEWEAR INC | $23.9M | 1.72% | 464,399 | 增持 |
| 24 | NTR | NUTRIEN LTD | $20.6M | 1.48% | 328,425 | 增持 |
| 25 | ASTL | ALGOMA STL GROUP INC | $15.7M | 1.13% | 3.8M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR