Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.27B
Total Bought
$304.22M
Total Sold
$640.37M
Net Transaction
-$336.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CELESTICA INC(CLS)01,256,871+1,256,871071,9581.36%+71,958
BARRICK GOLD CORP04,006,700+4,006,700066,8201.27%+66,820
INTEL CORP(INTC)0776,000+776,000024,0330.46%+24,033
ALPHABET INC(GOOG)834,151766,701-67,450127,008140,6282.67%+13,620
AT&T INC(T)4,325,3854,406,910+81,52576,12784,2161.60%+8,089
CIRRUS LOGIC INC(CRUS)604,129493,709-110,42055,91863,0271.20%+7,109
WALMART INC(WMT)1,049,3051,000,086-49,21963,13767,7161.28%+4,579
SPRINKLR INC(CXM)1,302,9752,130,350+827,37515,98820,4940.39%+4,506
SKECHERS U S A INC730,365712,000-18,36544,74249,2130.93%+4,471
PFIZER INC(PFE)3,129,0983,243,383+114,28586,83290,7501.72%+3,917
SHELL PLC(SHEL)887,077871,697-15,38059,47062,9191.19%+3,449
BIOGEN INC(BIIB)105,307112,672+7,36522,70726,1200.50%+3,412
MODERNA INC(MRNA)320,050315,400-4,65034,10537,4540.71%+3,349
BANK AMERICA CORP1,358,9731,366,048+7,07551,53254,3281.03%+2,795
FEDEX CORP(FDX)145,580149,150+3,57042,18044,7210.85%+2,541
VERIZON COMMUNICATIONS INC(VZ)1,579,4101,658,745+79,33566,27268,4071.30%+2,135
ORACLE CORP(ORCL)401,797369,417-32,38050,47052,1620.99%+1,692
TRUIST FINL CORP(TFC)1,674,4661,704,091+29,62565,27166,2041.26%+933
SKYWORKS SOLUTIONS INC(SWKS)660,900679,405+18,50571,58972,4111.37%+822
MORGAN STANLEY INDIA INVT FD193,375193,37504,4365,1730.10%+737
CVS HEALTH CORP(CVS)759,1551,037,265+278,11060,55061,2611.16%+711
HDFC BANK LTD(HDB)21,02525,200+4,1751,1771,6210.03%+444
VALE S A031,875+31,87503560.01%+356
DENALI THERAPEUTICS INC(DNLI)011,350+11,35002640.00%+264
ARCADIUM LITHIUM PLC058,500+58,50001970.00%+197
FIDELITY NATL INFORMATION SV(FIS)565,080557,915-7,16541,91842,0440.80%+127
PROFOUND MED CORP1,231,4251,198,775-32,6509,94910,0740.19%+126
PEMBINA PIPELINE CORP(PBA)10,75011,882+1,1323804410.01%+61
FORTIS INC(FTS)215,928220,928+5,0008,5408,5850.16%+45
SCHWAB CHARLES CORP(SCHW)21,84621,84601,5801,6100.03%+29
KIMBERLY-CLARK CORP(KMB)3,0253,02503914180.01%+27
OUTSET MED INC13,55013,550030520.00%+22
ISHARES INC7,4007,40001,0721,0910.02%+19
DUKE ENERGY CORP NEW(DUK)3,1003,169+693003180.01%+18
MICROSOFT CORP(MSFT)63863802682850.01%+17
PROKIDNEY CORP15,90015,900026390.00%+13
VANGUARD INTL EQUITY INDEX F3,2503,25003593660.01%+7
AURA BIOSCIENCES INC21,20021,20001661600.00%-6
MEIRAGTX HLDGS PLC(MGTX)32,70045,300+12,6001981910.00%-8
METLIFE INC(MET)2,9002,90002152040.00%-11
ATARA BIOTHERAPEUTICS INC17,5000-17,500120-12
MINERALYS THERAPEUTICS INC(MLYS)11,40011,40001471330.00%-14
ALPHABET INC(GOOG)2,5201,980-5403803610.01%-20
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00005955740.01%-22
NXP SEMICONDUCTORS N V
COM
975750-2252422020.00%-40
TSCAN THERAPEUTICS INC20,70020,70001641210.00%-43
ING GROEP N.V.(ING)56,49449,551-6,9439328490.02%-82
GLYCOMIMETICS INC45,25045,2500136130.00%-123
ARS PHARMACEUTICALS INC36,00024,700-11,3003682100.00%-158
LYRA THERAPEUTICS INC31,90031,900019890.00%-190
CENOVUS ENERGY INC(CVE)13,5140-13,5142050-205
SPDR S&P 500 ETF TR(SPY)2,4901,720-7701,3029360.02%-366
DEVON ENERGY CORP NEW(DVN)392,815407,590+14,77519,71119,3200.37%-392
ISHARES TR5,0250-5,0254010-401
BERRY GLOBAL GROUP INC935,062953,937+18,87556,55356,1391.06%-413
YATRA ONLINE INC1,574,1201,574,12002,5031,8730.04%-630
CREDICORP LTD(BAP)112,200112,950+75019,01018,2220.35%-788
SPDR SER TR
ST STR SP BIOT
65,80056,900-8,9006,2445,2750.10%-969
WELLS FARGO CO NEW(WFC)1,085,4991,042,579-42,92062,91661,9191.17%-997
SUNCOR ENERGY INC NEW(SU)3,770,0543,622,651-147,403139,268138,0652.62%-1,203
STATE STR CORP(STT)895,036913,296+18,26069,20467,5841.28%-1,620
VODAFONE GROUP PLC NEW(VOD)1,681,2351,450,750-230,48514,96312,8680.24%-2,095
ROYAL BK CDA(RY)2,068,0761,940,607-127,469208,787206,5623.92%-2,224
UNITED PARCEL SERVICE INC(UPS)212,555213,777+1,22231,59229,2550.55%-2,337
EASTMAN CHEM CO(EMN)858,016848,751-9,26585,99083,1521.58%-2,838
INVESCO LTD(IVZ)1,654,8631,639,938-14,92527,45424,5330.47%-2,921
GRAPHIC PACKAGING HLDG CO(GPK)1,123,1101,136,735+13,62532,77229,7940.57%-2,979
GILEAD SCIENCES INC(GILD)950,458967,533+17,07569,62166,3821.26%-3,239
BCE INC(BCE)03,514,662+3,514,6620113,8122.16%+113,812
ENERFLEX LTD(EFXT)6,739,0866,628,286-110,80039,24235,7490.68%-3,493
DICKS SPORTING GOODS INC(DKS)71,65856,768-14,89016,11312,1970.23%-3,916
SPIRIT AEROSYSTEMS HLDGS INC1,083,3551,058,255-25,10039,07734,7850.66%-4,292
COMPANHIA PARANAENSE DE ENER(ELPC)1,053,745463,720-590,0257,0922,6990.05%-4,393
CITIGROUP INC(C)1,560,9141,484,054-76,86098,71294,1781.79%-4,534
COPA HOLDINGS SA(CPA)205,000174,975-30,02521,35316,6540.32%-4,699
META PLATFORMS INC(META)333,051311,252-21,799161,723156,9392.98%-4,783
ABBVIE INC(ABBV)326,729318,834-7,89559,49754,6861.04%-4,811
GSK PLC(GSK)1,178,1951,184,095+5,90050,50945,5880.86%-4,922
HESS CORP260,904235,787-25,11739,82434,7830.66%-5,041
MERCK & CO INC(MRK)259,419234,239-25,18034,23028,9990.55%-5,232
ICICI BANK LIMITED(IBN)795,600539,575-256,02521,01215,5450.29%-5,467
CENOVUS ENERGY INC(CVE)5,166,6884,982,825-183,863103,39197,9201.86%-5,472
COMPANHIA PARANAENSE DE ENER5,511,4455,524,995+13,55042,54836,9620.70%-5,586
COMCAST CORP NEW(CCZ)1,862,9511,914,196+51,24580,75974,9601.42%-5,799
MACERICH CO(MAC)3,300,0203,261,795-38,22556,85950,3620.96%-6,497
CONOCOPHILLIPS(COP)439,134431,059-8,07555,89349,3050.94%-6,588
OVINTIV INC(OVV)404,746297,591-107,15521,02013,9470.26%-7,073
NUTRIEN LTD(NTR)2,615,5222,643,813+28,291142,232134,5722.55%-7,660
TORONTO DOMINION BK ONT(TD)3,175,3593,350,204+174,845191,824184,1163.49%-7,708
TELUS CORPORATION(TU)6,965,3676,823,602-141,765111,539103,2751.96%-8,263
CANADIAN IMPERIAL BK COMM TO(CM)2,380,4452,351,825-28,620120,795111,8032.12%-8,991
RESTAURANT BRANDS INTL INC(QSR)512,499450,175-62,32440,73931,7150.60%-9,024
CAE INC(CAE)3,975,7543,913,829-61,92582,17472,6791.38%-9,495
COMPANHIA DE SANEAMENTO BASI(SBS)2,835,3152,770,590-64,72547,71837,2640.71%-10,454
CANADIAN NAT RES LTD(CNQ)990,5671,830,240+839,67375,63765,1791.24%-10,458
CEMEX SAB DE CV(CX)3,759,1463,572,821-186,32533,87022,8300.43%-11,040
WEST FRASER TIMBER CO LTD(WFG)1,136,3301,129,526-6,80498,21286,7321.64%-11,480
OPEN TEXT CORP(OTEX)3,362,8903,929,040+566,150130,614117,9562.24%-12,658
ROGERS COMMUNICATIONS INC(RCI)04,004,074+4,004,0740148,0662.81%+148,066
SUN LIFE FINANCIAL INC.(SLF)2,795,4922,781,017-14,475152,680136,3332.59%-16,348
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