Nexus Investment Management

Nexus Investment Management as of Sept. 30, 2013

Portfolio Holdings for Nexus Investment Management

Nexus Investment Management holds 69 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tor Dom Bk Cad (TD) 7.0 $33M 365k 90.17
Rbc Cad (RY) 6.0 $28M 437k 64.17
Bk Nova Cad (BNS) 5.3 $25M 436k 57.37
Enbridge (ENB) 4.1 $19M 457k 41.83
Pfizer (PFE) 3.9 $18M 629k 28.71
Thomson Reuters Corp 3.6 $17M 489k 35.02
Progressive Waste Solutions 3.5 $16M 628k 25.80
Microsoft Corporation (MSFT) 3.4 $16M 475k 33.28
Suncor Energy (SU) 3.2 $15M 417k 35.81
CarMax (KMX) 3.2 $15M 307k 48.47
J.M. Smucker Company (SJM) 3.1 $14M 137k 105.04
Rogers Communications -cl B (RCI) 3.0 $14M 327k 43.06
DaVita (DVA) 2.9 $14M 242k 56.90
JPMorgan Chase & Co. (JPM) 2.9 $13M 259k 51.69
Citigroup (C) 2.8 $13M 275k 48.51
Covidien 2.8 $13M 216k 60.94
Transcanada Corp 2.8 $13M 295k 44.00
Telus Ord (TU) 2.8 $13M 393k 33.19
Google 2.7 $13M 15k 875.94
Cisco Systems (CSCO) 2.7 $13M 541k 23.43
Brookfield Infrastructure Part (BIP) 2.7 $13M 333k 38.09
Wal-Mart Stores (WMT) 2.7 $13M 171k 73.96
Western Digital (WDC) 2.7 $13M 198k 63.40
Apple (AAPL) 2.5 $12M 25k 476.75
Cenovus Energy (CVE) 2.2 $10M 339k 29.89
Cae (CAE) 2.0 $9.5M 870k 10.97
Encana Corp 2.0 $9.4M 541k 17.31
Gilead Sciences (GILD) 1.9 $8.8M 141k 62.87
Hewlett-Packard Company 1.6 $7.6M 360k 20.98
Sirona Dental Systems 1.5 $7.1M 106k 66.93
Valeant Pharmaceuticals Int 0.8 $3.7M 35k 104.41
Bce (BCE) 0.5 $2.5M 60k 42.80
Walter Energy 0.5 $2.4M 169k 14.03
T. Rowe Price (TROW) 0.4 $1.9M 26k 71.95
Danaher Corporation (DHR) 0.4 $1.8M 26k 69.34
General Electric Company 0.3 $1.5M 62k 23.89
Cibc Cad (CM) 0.3 $1.3M 17k 79.77
Tim Hortons Inc Com Stk 0.3 $1.2M 21k 58.10
Wells Fargo & Company (WFC) 0.2 $1.1M 27k 41.34
Ford Motor Company (F) 0.2 $1.1M 67k 16.87
Starbucks Corporation (SBUX) 0.2 $1.1M 14k 77.00
Pembina Pipeline Corp (PBA) 0.2 $929k 28k 33.18
Open Text Corp (OTEX) 0.2 $907k 12k 74.80
Canadian Natural Resources (CNQ) 0.2 $856k 27k 31.47
Johnson & Johnson (JNJ) 0.2 $768k 8.9k 86.68
United Parcel Service (UPS) 0.2 $751k 8.2k 91.36
Brookfield Asset Management 0.1 $713k 19k 37.48
Pioneer Natural Resources (PXD) 0.1 $661k 3.5k 188.86
Teck Resources Ltd cl b (TECK) 0.1 $627k 23k 26.91
M&T Bank Corporation (MTB) 0.1 $547k 4.9k 111.86
At&t (T) 0.1 $510k 15k 33.82
SYSCO Corporation (SYY) 0.1 $509k 16k 31.81
Bank of America Corporation (BAC) 0.1 $392k 28k 13.80
Kimberly-Clark Corporation (KMB) 0.1 $372k 4.0k 94.18
Royal Dutch Shell 0.1 $328k 5.0k 65.60
3M Company (MMM) 0.1 $295k 2.5k 119.43
Total (TTE) 0.1 $290k 5.0k 58.00
Imperial Oil (IMO) 0.1 $301k 6.9k 43.94
Southern Copper Corporation (SCCO) 0.1 $272k 10k 27.20
Canadian Natl Ry (CNI) 0.1 $258k 2.5k 101.57
Costco Wholesale Corporation (COST) 0.1 $230k 2.0k 115.00
Exxon Mobil Corporation (XOM) 0.1 $224k 2.6k 86.15
Eli Lilly & Co. (LLY) 0.1 $237k 4.7k 50.32
Chevron Corporation (CVX) 0.1 $231k 1.9k 121.58
Pepsi (PEP) 0.1 $221k 2.8k 79.50
Crown Holdings (CCK) 0.0 $211k 5.0k 42.20
Yamana Gold 0.0 $208k 20k 10.40
Windstream Hldgs 0.0 $153k 19k 8.05
Frontier Communications 0.0 $88k 21k 4.19