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Lincluden Management Ltd

Portfolio Manager
Lincluden Management Ltd
Performance
+7.26% (2025 Q4)
AUM (13F)
$938.95M
# of Holdings
70
Performance Rank
Allocation (Top 20)
74.85%

Lincluden Management Ltd Holdings Map

Top 50 Lincluden Management Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RY
ROYAL BANK OF CANADA
7.12%407.3K$66.9M
-4.68%(-19.99K)
2025-Q1: 543.3K shares2025-Q2: 495.7K shares2025-Q3: 443.8K shares2025-Q4: 427.3K shares2026-Q1: 407.3K shares
$72.55(+153.38%)
2026-03-31
TD
TORONTO DOMINION BK ONT
6.97%690.4K$65.5M
-16.75%(-138.95K)
2025-Q1: 1.18M shares2025-Q2: 1.00M shares2025-Q3: 906.6K shares2025-Q4: 829.4K shares2026-Q1: 690.4K shares
$51.89(+108.60%)
2026-03-31
TRP
TC ENERGY CORP.
5.2%767.8K$48.8M
-3.26%(-25.84K)
2025-Q1: 1.01M shares2025-Q2: 887.6K shares2025-Q3: 825.9K shares2025-Q4: 793.6K shares2026-Q1: 767.8K shares
$39.21(+73.79%)
2026-03-31
BCE
BCE INC
5.03%1.84M$47.2M
-2.20%(-41.57K)
2025-Q1: 1.90M shares2025-Q2: 1.86M shares2025-Q3: 1.95M shares2025-Q4: 1.89M shares2026-Q1: 1.84M shares
$36.67(-34.04%)
2026-03-31
PBA
PEMBINA PIPELINE CORP.
4.84%999.5K$45.4M
+11.78%(+105.36K)
2025-Q1: 759.4K shares2025-Q2: 859.9K shares2025-Q3: 927.9K shares2025-Q4: 894.2K shares2026-Q1: 999.5K shares
$33.85(+43.55%)
2026-03-31
CNI
CANADIAN NATL RY CO COM
4.5%404.3K$42.3M
-3.55%(-14.86K)
2025-Q1: 408.2K shares2025-Q2: 417.1K shares2025-Q3: 434.3K shares2025-Q4: 419.1K shares2026-Q1: 404.3K shares
$98.55(+14.09%)
2026-03-31
BNS
BANK NOVA SCOTIA HALIFAX
4.33%577.5K$40.7M
-13.96%(-93.72K)
2025-Q1: 782.1K shares2025-Q2: 764.9K shares2025-Q3: 698.4K shares2025-Q4: 671.2K shares2026-Q1: 577.5K shares
$54.65(+41.51%)
2026-03-31
CNQ
CANADIAN NAT RES LTD COM
3.68%697.0K$34.5M
+3.49%(+23.53K)
2025-Q1: 112.9K shares2025-Q2: 748.3K shares2025-Q3: 700.1K shares2025-Q4: 673.5K shares2026-Q1: 697.0K shares
$31.36(+51.68%)
2026-03-31
SU
SUNCOR ENERGY INC
3.67%513.2K$34.5M
-4.32%(-23.16K)
2025-Q1: 618.3K shares2025-Q2: 605.6K shares2025-Q3: 557.7K shares2025-Q4: 536.3K shares2026-Q1: 513.2K shares
$15.53(+330.02%)
2026-03-31
QSR
RESTAURANT BRANDS INTL INC.
3.63%453.4K$34.1M
-2.94%(-13.75K)
2025-Q1: 255.3K shares2025-Q2: 463.0K shares2025-Q3: 484.1K shares2025-Q4: 467.2K shares2026-Q1: 453.4K shares
$59.83(+27.76%)
2026-03-31

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