Filed: 7/25/2025ACC: 0001140361-25-027283
📋 What this filing means
LINCLUDEN MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $905.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$905.4K
Total AUM (reported)
18.70M
Total Shares
Allocation by class
COM$653.4K72.2%
COM NEW$102.9K11.4%
CLA LTD VTSH$36.6K4.0%
LP INT UNIT$19.3K2.1%
PARTNERSHIP UNIT$16.9K1.9%
SPON ADR$12.3K1.4%
CAP STK CL A$8.8K1.0%
Portfolio Concentration
Top 3$182.3K20.1%
4–10$260.7K28.8%
11–25$274.5K30.3%
Rest$187.9K20.8%
Top 3 weight
20.1%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 18.70M
Sole
Full voting authority
18.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings77
Rows:
TORONTO DOMINION BK ONT
SOLEShares1M
TypeSH
Market value$73.6K
8.13%
Sole
1M
Shared
0.00
None
0.00
ROYAL BANK OF CANADA
SOLEShares495.71K
TypeSH
Market value$65.3K
7.21%
Sole
495.71K
Shared
0.00
None
0.00
CANADIAN NATIONAL RAILWAY CO
SOLEShares417.09K
TypeSH
Market value$43.4K
4.80%
Sole
417.09K
Shared
0.00
None
0.00
TC ENERGY CORP.
SOLEShares887.60K
TypeSH
Market value$43.3K
4.78%
Sole
887.60K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares764.86K
TypeSH
Market value$42.3K
4.67%
Sole
764.86K
Shared
0.00
None
0.00
BCE INC
SOLEShares1.86M
TypeSH
Market value$41.2K
4.55%
Sole
1.86M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares591.22K
TypeSH
Market value$36.6K
4.04%
Sole
591.22K
Shared
0.00
None
0.00
NUTRIEN LTD.
SOLEShares592.03K
TypeSH
Market value$34.5K
3.81%
Sole
592.03K
Shared
0.00
None
0.00
PEMBINA PIPELINE CORP.
SOLEShares859.88K
TypeSH
Market value$32.3K
3.56%
Sole
859.88K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF COMMERCE
SOLEShares433.14K
TypeSH
Market value$30.7K
3.39%
Sole
433.14K
Shared
0.00
None
0.00
TELUS CORP.
SOLEShares1.91M
TypeSH
Market value$30.7K
3.39%
Sole
1.91M
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC.
SOLEShares462.96K
TypeSH
Market value$30.7K
3.39%
Sole
462.96K
Shared
0.00
None
0.00
MANULIFE FINL CORP COM
SOLEShares938.33K
TypeSH
Market value$30.0K
3.31%
Sole
938.33K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares721.11K
TypeSH
Market value$27.9K
3.08%
Sole
721.11K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares748.30K
TypeSH
Market value$23.5K
2.60%
Sole
748.30K
Shared
0.00
None
0.00
SUNCOR ENERGY INC
SOLEShares605.59K
TypeSH
Market value$22.7K
2.50%
Sole
605.59K
Shared
0.00
None
0.00
BROOKFIELD INFRASTRUCTURE PA
SOLEShares576.85K
TypeSH
Market value$19.3K
2.13%
Sole
576.85K
Shared
0.00
None
0.00
BROOKFIELD RENEWABLE PARTNERS LP
SOLEShares663.45K
TypeSH
Market value$16.9K
1.87%
Sole
663.45K
Shared
0.00
None
0.00
CISCO SYSTEMS INC.
SOLEShares192.28K
TypeSH
Market value$13.3K
1.47%
Sole
192.28K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares52.46K
TypeSH
Market value$11.5K
1.27%
Sole
52.46K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS
SOLEShares255.53K
TypeSH
Market value$11.1K
1.22%
Sole
255.53K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares413.56K
TypeSH
Market value$10.0K
1.11%
Sole
413.56K
Shared
0.00
None
0.00
MICROSOFT CORP.
SOLEShares18.80K
TypeSH
Market value$9.3K
1.03%
Sole
18.80K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares40.40K
TypeSH
Market value$8.9K
0.99%
Sole
40.40K
Shared
0.00
None
0.00
ALPHABET INC.
SOLEShares49.87K
TypeSH
Market value$8.8K
0.97%
Sole
49.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 1M | SH | $73.6K 8.13% | 1M | 0.00 | 0.00 |
ROYAL BANK OF CANADASOLE | COM | 495.71K | SH | $65.3K 7.21% | 495.71K | 0.00 | 0.00 |
CANADIAN NATIONAL RAILWAY COSOLE | COM | 417.09K | SH | $43.4K 4.80% | 417.09K | 0.00 | 0.00 |
TC ENERGY CORP.SOLE | COM | 887.60K | SH | $43.3K 4.78% | 887.60K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 764.86K | SH | $42.3K 4.67% | 764.86K | 0.00 | 0.00 |
BCE INCSOLE | COM | 1.86M | SH | $41.2K 4.55% | 1.86M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CLA LTD VTSH | 591.22K | SH | $36.6K 4.04% | 591.22K | 0.00 | 0.00 |
NUTRIEN LTD.SOLE | COM | 592.03K | SH | $34.5K 3.81% | 592.03K | 0.00 | 0.00 |
PEMBINA PIPELINE CORP.SOLE | COM | 859.88K | SH | $32.3K 3.56% | 859.88K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COMMERCESOLE | COM | 433.14K | SH | $30.7K 3.39% | 433.14K | 0.00 | 0.00 |
TELUS CORP.SOLE | COM | 1.91M | SH | $30.7K 3.39% | 1.91M | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INC.SOLE | COM | 462.96K | SH | $30.7K 3.39% | 462.96K | 0.00 | 0.00 |
MANULIFE FINL CORP COMSOLE | COM | 938.33K | SH | $30.0K 3.31% | 938.33K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 721.11K | SH | $27.9K 3.08% | 721.11K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 748.30K | SH | $23.5K 2.60% | 748.30K | 0.00 | 0.00 |
SUNCOR ENERGY INCSOLE | COM NEW | 605.59K | SH | $22.7K 2.50% | 605.59K | 0.00 | 0.00 |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 576.85K | SH | $19.3K 2.13% | 576.85K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE PARTNERS LPSOLE | PARTNERSHIP UNIT | 663.45K | SH | $16.9K 1.87% | 663.45K | 0.00 | 0.00 |
CISCO SYSTEMS INC.SOLE | COM | 192.28K | SH | $13.3K 1.47% | 192.28K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 52.46K | SH | $11.5K 1.27% | 52.46K | 0.00 | 0.00 |
VERIZON COMMUNICATIONSSOLE | COM | 255.53K | SH | $11.1K 1.22% | 255.53K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 413.56K | SH | $10.0K 1.11% | 413.56K | 0.00 | 0.00 |
MICROSOFT CORP.SOLE | COM | 18.80K | SH | $9.3K 1.03% | 18.80K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 40.40K | SH | $8.9K 0.99% | 40.40K | 0.00 | 0.00 |
ALPHABET INC.SOLE | CAP STK CL A | 49.87K | SH | $8.8K 0.97% | 49.87K | 0.00 | 0.00 |
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