Tim Bradshaw
Scheer, Rowlett & Associates Investment Management Ltd.
Assets Managed
$1.39B
Holdings
33
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-4.61%(2Q avg: -8.84%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Scheer, Rowlett & Associates Investment Management Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 33 positions.
Assets under management
The assets under management (AUM) of Scheer, Rowlett & Associates Investment Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.39B in assets, with a quarterly growth rate of -4.61% and a 2-quarter average growth rate of -8.84%. The portfolio is managed by Tim Bradshaw, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
RY Royal Bank Of Canada
| 12.11% | $168.254M 1.041M shares@ $161.69 avg price | Increased 2.19% |
TD Toronto-dominion Bank
| 9.18% | $127.64M 1.368M shares@ $93.29 avg price | Decreased -14.12% |
SU Suncor Energy Inc
| 6.41% | $89.113M 1.347M shares@ $66.16 avg price | Decreased -3.64% |
B Barrick Mining Corp
| 6.02% | $83.647M 2.046M shares@ $40.88 avg price | Decreased -12.83% |
CVE Cenovus Energy Inc
| 5.88% | $81.72M 3.089M shares@ $26.46 avg price | Decreased -10.44% |
BMO Bank Of Montreal
| 5.81% | $80.786M 596,325 shares@ $135.48 avg price | Increased 28.35% |
BN Brookfield Corp
| 5.71% | $79.277M 1.956M shares@ $40.53 avg price | Decreased -3.71% |
CNI Canadian Natl Railway Co
| 5.43% | $75.479M 733,191 shares@ $102.95 avg price | Decreased -3.71% |
TRP Tc Energy Corp
| 3.62% | $50.247M 803,654 shares@ $62.53 avg price | Decreased -14.03% |
TU Telus Corp
| 2.99% | $41.471M 3.224M shares@ $12.87 avg price | Decreased -3.77% |
1-10 of 33