Nexus Investment Management

Nexus Investment Management as of June 30, 2014

Portfolio Holdings for Nexus Investment Management

Nexus Investment Management holds 68 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tor Dom Bk Cad (TD) 6.8 $36M 707k 51.45
Rbc Cad (RY) 5.6 $30M 421k 71.45
Bk Nova Cad (BNS) 5.5 $29M 441k 66.64
Enbridge (ENB) 3.8 $20M 431k 47.42
Covidien 3.8 $20M 225k 90.18
Microsoft Corporation (MSFT) 3.5 $19M 453k 41.70
Suncor Energy (SU) 3.4 $18M 433k 42.62
Apple (AAPL) 3.3 $18M 192k 92.93
Pfizer (PFE) 3.3 $18M 590k 29.68
Western Digital (WDC) 3.1 $17M 184k 92.30
JPMorgan Chase & Co. (JPM) 3.1 $17M 292k 57.62
DaVita (DVA) 3.1 $17M 231k 72.32
Gilead Sciences (GILD) 3.1 $17M 199k 82.91
CarMax (KMX) 3.0 $16M 307k 52.01
Progressive Waste Solutions 3.0 $16M 618k 25.66
Thomson Reuters Corp 2.8 $15M 420k 36.39
Telus Ord (TU) 2.8 $15M 403k 37.25
J.M. Smucker Company (SJM) 2.8 $15M 139k 106.57
Brookfield Infrastructure Part (BIP) 2.7 $14M 344k 41.71
Transcanada Corp 2.6 $14M 299k 47.71
Cisco Systems (CSCO) 2.6 $14M 567k 24.85
Citigroup (C) 2.6 $14M 294k 47.10
Encana Corp 2.4 $13M 555k 23.68
Wal-Mart Stores (WMT) 2.4 $13M 175k 75.07
Hewlett-Packard Company 2.4 $13M 388k 33.68
Cenovus Energy (CVE) 2.3 $13M 387k 32.40
Cae (CAE) 2.2 $12M 892k 13.08
Sirona Dental Systems 2.0 $11M 129k 82.46
Google Inc Class C 1.6 $8.8M 15k 575.29
Google 1.5 $8.1M 14k 584.65
Valeant Pharmaceuticals Int 0.7 $3.8M 30k 126.40
General Electric Company 0.5 $2.9M 109k 26.28
Bce (BCE) 0.5 $2.6M 57k 45.33
T. Rowe Price (TROW) 0.4 $2.2M 26k 84.43
Danaher Corporation (DHR) 0.4 $2.0M 26k 78.75
Cibc Cad (CM) 0.4 $2.0M 22k 90.97
Wells Fargo & Company (WFC) 0.3 $1.4M 27k 52.57
Open Text Corp (OTEX) 0.2 $1.3M 26k 47.96
Tim Hortons Inc Com Stk 0.2 $1.1M 21k 54.67
Pembina Pipeline Corp (PBA) 0.2 $1.1M 27k 43.02
Starbucks Corporation (SBUX) 0.2 $1.1M 14k 77.36
Rogers Communications -cl B (RCI) 0.2 $1.1M 27k 40.22
Canadian Natural Resources (CNQ) 0.2 $1.0M 23k 45.90
Rite Aid Corporation 0.2 $1.0M 140k 7.17
United Parcel Service (UPS) 0.2 $986k 9.6k 102.71
Johnson & Johnson (JNJ) 0.2 $858k 8.2k 104.63
Brookfield Asset Management 0.2 $838k 19k 44.06
Ford Motor Company (F) 0.1 $810k 47k 17.23
Pioneer Natural Resources 0.1 $781k 3.4k 229.71
At&t (T) 0.1 $779k 22k 35.36
3M Company (MMM) 0.1 $723k 5.1k 143.17
Exxon Mobil Corporation (XOM) 0.1 $594k 5.9k 100.68
Chevron Corporation (CVX) 0.1 $615k 4.7k 130.57
Kimberly-Clark Corporation (KMB) 0.1 $612k 5.5k 111.27
Pepsi (PEP) 0.1 $603k 6.8k 89.33
M&T Bank Corporation (MTB) 0.1 $546k 4.4k 124.09
SYSCO Corporation (SYY) 0.1 $513k 14k 37.45
Teck Resources Ltd cl b (TECK) 0.1 $532k 23k 22.83
Exelon Corporation (EXC) 0.1 $489k 13k 36.49
PPL Corporation (PPL) 0.1 $469k 13k 35.53
Bank of America Corporation (BAC) 0.1 $424k 28k 15.36
Crown Holdings (CCK) 0.1 $249k 5.0k 49.80
Eli Lilly & Co. (LLY) 0.1 $249k 4.0k 62.25
Magna Intl Inc cl a (MGA) 0.1 $258k 2.4k 107.50
Costco Wholesale Corporation (COST) 0.0 $230k 2.0k 115.00
Total (TTE) 0.0 $217k 3.0k 72.33
Imperial Oil (IMO) 0.0 $224k 4.3k 52.71
Abbvie (ABBV) 0.0 $220k 3.9k 56.41