Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.75B
Total Bought
$260.80M
Total Sold
$289.47M
Net Transaction
-$28.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
META PLATFORMS INC(META)348,482333,051-15,431123,349161,7232.81%+38,374
TENET HEALTHCARE CORP(THC)1,149,5761,128,951-20,62586,873118,6642.06%+31,791
HUDBAY MINERALS INC(HBM)16,569,95816,462,258-107,70091,609115,3242.00%+23,715
AT&T INC(T)3,446,7304,325,385+878,65557,83676,1271.32%+18,291
CITIGROUP INC(C)1,572,6781,560,914-11,76480,89998,7121.72%+17,814
SPRINKLR INC(CXM)01,302,975+1,302,975015,9880.28%+15,988
SUNCOR ENERGY INC NEW(SU)3,837,2383,770,054-67,184123,533139,2682.42%+15,735
BANK NOVA SCOTIA HALIFAX4,384,0224,444,697+60,675214,447230,1424.00%+15,695
CENOVUS ENERGY INC(CVE)5,322,2455,166,688-155,55789,121103,3911.80%+14,270
MANULIFE FINL CORP(MFC)11,672,37410,849,809-822,565259,189271,2354.71%+12,046
NUTRIEN LTD(NTR)2,333,0372,615,522+282,485132,080142,2322.47%+10,153
OPEN TEXT CORP(OTEX)2,863,2903,362,890+499,600120,929130,6142.27%+9,685
WELLS FARGO CO NEW(WFC)1,088,0591,085,499-2,56053,55462,9161.09%+9,361
EASTMAN CHEM CO(EMN)857,119858,016+89776,98685,9901.49%+9,004
TECK RESOURCES LTD(TECK)3,402,5013,350,001-52,500144,528153,4822.67%+8,955
MACERICH CO(MAC)3,106,7153,300,020+193,30547,93756,8590.99%+8,923
FIDELITY NATL INFORMATION SV(FIS)564,055565,080+1,02533,88341,9180.73%+8,035
ORACLE CORP(ORCL)403,702401,797-1,90542,56250,4700.88%+7,907
ALPHABET INC(GOOG)846,601834,151-12,450119,311127,0082.21%+7,696
ABBVIE INC(ABBV)335,634326,729-8,90552,01359,4971.03%+7,484
VERIZON COMMUNICATIONS INC(VZ)1,563,7061,579,410+15,70458,95266,2721.15%+7,320
ENERFLEX LTD(EFXT)6,872,8366,739,086-133,75031,95139,2420.68%+7,291
WALMART INC(WMT)354,8501,049,305+694,45555,94263,1371.10%+7,195
COMPANHIA PARANAENSE DE ENER(ELPC)01,053,745+1,053,74507,0920.12%+7,092
GSK PLC(GSK)1,179,9351,178,195-1,74043,72850,5090.88%+6,781
SUN LIFE FINANCIAL INC.(SLF)2,804,2072,795,492-8,715146,144152,6802.65%+6,537
CAE INC(CAE)3,508,3793,975,754+467,37576,09682,1741.43%+6,078
BANK AMERICA CORP1,358,0681,358,973+90545,72651,5320.90%+5,806
MERCK & CO INC(MRK)261,449259,419-2,03028,50334,2300.60%+5,727
CIRRUS LOGIC INC(CRUS)603,734604,129+39550,22555,9180.97%+5,694
FEDEX CORP(FDX)144,735145,580+84536,61442,1800.73%+5,567
GRAPHIC PACKAGING HLDG CO(GPK)1,123,0251,123,110+8527,68332,7720.57%+5,090
CEMEX SAB DE CV(CX)3,761,7463,759,146-2,60029,15433,8700.59%+4,716
CANADIAN IMPERIAL BK COMM TO(CM)2,399,2752,380,445-18,830116,088120,7952.10%+4,706
SPIRIT AEROSYSTEMS HLDGS INC1,083,4101,083,355-5534,43139,0770.68%+4,646
CONOCOPHILLIPS(COP)442,064439,134-2,93051,31055,8930.97%+4,583
TRUIST FINL CORP(TFC)1,673,2011,674,466+1,26561,77565,2711.13%+3,496
MODERNA INC(MRNA)319,430320,050+62031,76734,1050.59%+2,337
COMPANHIA DE SANEAMENTO BASI(SBS)2,988,4902,835,315-153,17545,51547,7180.83%+2,204
CREDICORP LTD(BAP)112,200112,200016,82219,0100.33%+2,188
ICICI BANK LIMITED(IBN)799,975795,600-4,37519,07121,0120.37%+1,940
DEVON ENERGY CORP NEW(DVN)394,165392,815-1,35017,85619,7110.34%+1,856
HESS CORP264,859260,904-3,95538,18239,8240.69%+1,642
COPA HOLDINGS SA(CPA)192,175205,000+12,82520,43021,3530.37%+923
SHELL PLC(SHEL)891,772887,077-4,69558,67959,4701.03%+791
WEST FRASER TIMBER CO LTD(WFG)1,134,5021,136,330+1,82897,53398,2121.71%+679
PROFOUND MED CORP1,177,8501,231,425+53,5759,4639,9490.17%+486
SPDR S&P 500 ETF TR(SPY)1,7202,490+7708181,3020.02%+485
CVS HEALTH CORP(CVS)760,840759,155-1,68560,07660,5501.05%+474
ISHARES TR05,025+5,02504010.01%+401
PEMBINA PIPELINE CORP(PBA)010,750+10,75003800.01%+380
SPDR SER TR
ST STR SP BIOT
65,80065,80005,8756,2440.11%+368
MORGAN STANLEY INDIA INVT FD193,375193,37504,1524,4360.08%+284
HDFC BANK LTD(HDB)13,37521,025+7,6508981,1770.02%+279
METLIFE INC(MET)02,900+2,90002150.00%+215
ARS PHARMACEUTICALS INC36,00036,00001973680.01%+171
AURA BIOSCIENCES INC021,200+21,20001660.00%+166
ISHARES INC7,4007,40009841,0720.02%+88
SCHWAB CHARLES CORP(SCHW)21,84621,84601,5031,5800.03%+77
KIMBERLY-CLARK CORP(KMB)2,7253,025+3003313910.01%+60
MINERALYS THERAPEUTICS INC(MLYS)11,40011,4000981470.00%+49
CENOVUS ENERGY INC(CVE)13,51413,51401572050.00%+48
TSCAN THERAPEUTICS INC20,70020,70001211640.00%+44
LYRA THERAPEUTICS INC31,90031,90001671980.00%+31
GLYCOMIMETICS INC45,25045,25001071360.00%+29
MICROSOFT CORP(MSFT)63863802402680.00%+29
ALPHABET INC(GOOG)2,5202,52003523800.01%+28
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00005685950.01%+28
VANGUARD INTL EQUITY INDEX F3,2503,25003343590.01%+25
NXP SEMICONDUCTORS N V
COM
97597502242420.00%+18
ATARA BIOTHERAPEUTICS INC17,50017,50009120.00%+3
DUKE ENERGY CORP NEW(DUK)3,1003,10003013000.01%-1
PROKIDNEY CORP15,90015,900028260.00%-2
VODAFONE GROUP PLC NEW(VOD)1,721,6131,681,235-40,37814,97814,9630.26%-15
ING GROEP N.V.(ING)63,91056,494-7,4169609320.02%-28
MEIRAGTX HLDGS PLC(MGTX)32,70032,70002301980.00%-31
OUTSET MED INC13,55013,550073300.00%-43
YATRA ONLINE INC1,574,1201,574,12002,5662,5030.04%-63
STATE STR CORP(STT)895,641895,036-60569,37669,2041.20%-172
FORTIS INC(FTS)211,703215,928+4,2258,7528,5400.15%-212
COMCAST CORP NEW(CCZ)1,850,0161,862,951+12,93581,12380,7591.40%-364
OVINTIV INC(OVV)488,357404,746-83,61121,54021,0200.37%-520
PFIZER INC(PFE)3,048,1683,129,098+80,93087,75786,8321.51%-924
UNITED PARCEL SERVICE INC(UPS)214,096212,555-1,54133,66231,5920.55%-2,070
ROYAL BK CDA(RY)2,075,1882,068,076-7,112210,887208,7873.63%-2,100
RESTAURANT BRANDS INTL INC(QSR)547,649512,499-35,15042,99940,7390.71%-2,260
INVESCO LTD(IVZ)1,669,6631,654,863-14,80029,78727,4540.48%-2,333
SKYWORKS SOLUTIONS INC(SWKS)660,048660,900+85274,20371,5891.24%-2,614
SKECHERS U S A INC762,630730,365-32,26547,54244,7420.78%-2,800
BANK MONTREAL QUE2,007,4502,010,348+2,898199,603196,4673.42%-3,137
BIOGEN INC(BIIB)104,414105,307+89327,01922,7070.39%-4,312
BERRY GLOBAL GROUP INC931,900935,062+3,16262,80156,5530.98%-6,248
CELESTICA INC(CLS)4,668,1012,908,126-1,759,975137,395130,7882.27%-6,607
GILEAD SCIENCES INC(GILD)947,128950,458+3,33076,72769,6211.21%-7,106
MAGNA INTL INC(MGA)2,888,0903,010,202+122,112171,474164,1402.85%-7,334
DICKS SPORTING GOODS INC(DKS)161,92871,658-90,27023,79516,1130.28%-7,682
TORONTO DOMINION BK ONT(TD)3,095,2443,175,359+80,115200,982191,8243.33%-9,158
TELUS CORPORATION(TU)6,903,5376,965,367+61,830123,453111,5391.94%-11,915
CANADIAN NAT RES LTD(CNQ)1,359,028990,567-368,46189,47275,6371.31%-13,835
COMPANHIA PARANAENSE DE ENER5,460,5455,511,445+50,90056,40742,5480.74%-13,858
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