Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$4.70B
Total Bought
$176.92M
Total Sold
$810.73M
Net Transaction
-$633.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ADOBE INC(ADBE)0160,141+160,141061,4191.31%+61,419
INTEL CORP(INTC)1,947,2002,904,325+957,12539,04165,9571.40%+26,916
CVS HEALTH CORP(CVS)1,114,6601,112,190-2,47050,03775,3511.60%+25,314
BARRICK GOLD CORP4,806,5004,997,850+191,35074,49497,0232.06%+22,529
TORONTO DOMINION BK ONT(TD)03,261,565+3,261,5650195,4114.16%+195,411
AT&T INC(T)4,543,4254,225,100-318,325103,454119,4862.54%+16,032
BCE INC(BCE)4,634,5495,202,254+567,705107,373119,3892.54%+12,016
NUTRIEN LTD(NTR)3,086,9403,001,478-85,462138,056148,9433.17%+10,887
COMPANHIA PARANAENSE DE ENER6,524,6956,714,721+190,02638,69149,0851.04%+10,393
GSK PLC(GSK)1,623,2031,619,418-3,78554,89762,7361.33%+7,840
ABBVIE INC(ABBV)314,459299,639-14,82055,87962,7801.34%+6,901
VERIZON COMMUNICATIONS INC(VZ)1,710,9121,651,143-59,76968,41974,8961.59%+6,476
GILEAD SCIENCES INC(GILD)0548,673+548,673061,4791.31%+61,479
SHELL PLC(SHEL)658,852646,677-12,17541,27747,3881.01%+6,111
TELUS CORPORATION(TU)6,531,7176,456,317-75,40088,51692,5891.97%+4,073
CENOVUS ENERGY INC(CVE)4,986,1765,713,129+726,95375,54579,3901.69%+3,845
HESS CORP135,742132,672-3,07018,05521,1920.45%+3,137
SUNCOR ENERGY INC NEW(SU)02,087,905+2,087,905080,8321.72%+80,832
COMPANHIA DE SANEAMENTO BASI(SBS)2,784,8652,352,339-432,52639,90742,0130.89%+2,106
CONOCOPHILLIPS(COP)428,484419,329-9,15542,49344,0380.94%+1,545
SUN LIFE FINANCIAL INC.(SLF)2,653,5642,769,959+116,395157,476158,5093.37%+1,033
COPA HOLDINGS SA(CPA)184,750185,478+72816,23617,1490.36%+913
ICICI BANK LIMITED(IBN)480,450477,852-2,59814,34615,0620.32%+716
HDFC BANK LTD(HDB)53,10057,330+4,2303,3913,8090.08%+418
WELLS FARGO CO NEW(WFC)733,099720,639-12,46051,49351,7351.10%+242
RESTAURANT BRANDS INTL INC(QSR)458,730451,905-6,82529,88330,1210.64%+237
CIRRUS LOGIC INC(CRUS)445,999447,989+1,99044,41344,6440.95%+232
ING GROEP N.V.(ING)49,55149,459-927769690.02%+192
ERO COPPER CORP(ERO)014,500+14,50001760.00%+176
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
11,27516,100+4,8254275930.01%+166
SCHWAB CHARLES CORP(SCHW)21,84621,84601,6171,7100.04%+93
MINERALYS THERAPEUTICS INC(MLYS)16,50016,50002032620.01%+59
ARS PHARMACEUTICALS INC24,70024,70002613110.01%+50
HUMACYTE INC024,800+24,8000420.00%+42
VALE S A36,65036,65003253660.01%+41
FORTIS INC(FTS)8,5008,50003533870.01%+34
MEIRAGTX HLDGS PLC(MGTX)45,30045,30002763070.01%+31
ALDEYRA THERAPEUTICS INC17,30017,300086990.00%+13
TSCAN THERAPEUTICS INC36,20077,100+40,9001101060.00%-4
89BIO INC10,70010,700084780.00%-6
PEMBINA PIPELINE CORP(PBA)13,68212,475-1,2075054990.01%-6
PROKIDNEY CORP15,90015,900027140.00%-13
OUTSET MED INC13,5500-13,550150-15
SPRINKLR INC(CXM)1,731,6001,748,875+17,27514,63214,6030.31%-29
MICROSOFT CORP(MSFT)63863802692390.01%-29
AURA BIOSCIENCES INC21,20021,20001741240.00%-50
PLIANT THERAPEUTICS INC10,40010,4000137140.00%-123
MORGAN STANLEY INDIA INVT FD114,500113,375-1,1252,8932,7650.06%-128
KIMBERLY-CLARK CORP(KMB)3,0251,515-1,5103962150.00%-181
DUKE ENERGY CORP NEW(DUK)4,1002,050-2,0504422500.01%-192
ALPHABET INC(GOOG)1,0920-1,0922070-207
ALBEMARLE CORP(ALB)2,4750-2,4752130-213
METLIFE INC(MET)2,9000-2,9002370-237
CREDICORP LTD(BAP)99,65096,446-3,20418,26817,9540.38%-313
OPEN TEXT CORP(OTEX)4,348,7554,860,805+512,050123,006122,6642.61%-342
ARCADIUM LITHIUM PLC73,2500-73,2503760-376
CEMEX SAB DE CV(CX)3,780,4963,714,400-66,09621,32220,8380.44%-484
SPDR SER TR
ST STR SP BIOT
42,95040,000-2,9503,8683,2440.07%-624
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0000-7,0006250-625
SMURFIT WESTROCK PLC(SW)81,85081,85004,4083,6880.08%-720
SPDR S&P 500 ETF TR(SPY)1,7200-1,7201,0080-1,008
ISHARES INC7,4000-7,4001,1510-1,151
COMPANHIA PARANAENSE DE ENER(ELPC)381,10669,956-311,1501,9874570.01%-1,530
GRAPHIC PACKAGING HLDG CO(GPK)1,144,1601,128,235-15,92531,07529,2890.62%-1,786
MERCK & CO INC(MRK)235,734240,909+5,17523,45121,6240.46%-1,827
YATRA ONLINE INC1,531,8200-1,531,8201,9300-1,930
BIOGEN INC(BIIB)119,582115,610-3,97218,28615,8200.34%-2,466
PROFOUND MED CORP1,211,1501,207,850-3,3008,6895,9170.13%-2,772
ROGERS COMMUNICATIONS INC(RCI)5,210,3805,885,187+674,807160,094157,1433.34%-2,951
EASTMAN CHEM CO(EMN)843,066829,526-13,54076,98973,0901.55%-3,899
INVESCO LTD(IVZ)1,609,7381,592,863-16,87528,13824,1640.51%-3,974
PFIZER INC(PFE)3,863,9883,847,588-16,400102,51297,4982.07%-5,014
COMCAST CORP NEW(CCZ)1,933,4811,816,351-117,13072,56467,0231.43%-5,540
TRUIST FINL CORP(TFC)1,691,7611,647,146-44,61573,38967,7801.44%-5,609
LULULEMON ATHLETICA INC(LULU)64,17063,945-22524,53918,1000.38%-6,439
STATE STR CORP(STT)696,521691,476-5,04568,36461,9081.32%-6,456
FEDEX CORP(FDX)194,100195,295+1,19554,60647,6091.01%-6,997
BANK MONTREAL QUE1,878,9641,826,599-52,365182,318174,4043.71%-7,914
TECK RESOURCES LTD(TECK)01,461,713+1,461,713053,2381.13%+53,238
HUDBAY MINERALS INC(HBM)9,083,6338,393,308-690,32573,64463,6241.35%-10,020
SKECHERS U S A INC707,400654,800-52,60047,56637,1800.79%-10,386
WEST FRASER TIMBER CO LTD(WFG)1,111,4061,092,802-18,60496,24983,9241.78%-12,325
DICKS SPORTING GOODS INC(DKS)54,2200-54,22012,4080-12,408
CITIGROUP INC(C)1,198,8621,008,287-190,57584,38871,5781.52%-12,810
MODERNA INC(MRNA)923,345896,425-26,92038,39325,4140.54%-12,979
BANK AMERICA CORP1,355,052988,402-366,65059,55541,2460.88%-18,309
UNITED PARCEL SERVICE INC(UPS)154,3690-154,36919,4660-19,466
MACERICH CO(MAC)2,407,5951,658,320-749,27547,95928,4730.61%-19,486
SKYWORKS SOLUTIONS INC(SWKS)752,675731,087-21,58866,74747,2501.00%-19,497
CAE INC(CAE)4,075,4793,384,874-690,605103,43183,2081.77%-20,224
CELESTICA INC(CLS)245,8430-245,84322,6770-22,677
ILLUMINA INC(ILMN)685,773844,098+158,32591,64066,9711.42%-24,669
ENERFLEX LTD(EFXT)6,415,2615,049,686-1,365,57563,83139,0150.83%-24,816
WALMART INC(WMT)713,626433,311-280,31564,47638,0400.81%-26,436
ALPHABET INC(GOOG)764,681760,373-4,308145,626118,7932.53%-26,833
MANULIFE FINL CORP(MFC)7,377,1476,274,747-1,102,400226,516195,4904.16%-31,025
BANK NOVA SCOTIA HALIFAX4,127,3704,011,525-115,845221,521190,1734.04%-31,348
MAGNA INTL INC(MGA)4,011,3803,959,210-52,170167,573134,5462.86%-33,028
CANADIAN IMPERIAL BK COMM(CM)2,396,3321,978,257-418,075151,508111,2662.37%-40,242
ROYAL BK CDA(RY)1,798,7601,546,167-252,593216,772174,1423.70%-42,630
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