Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.10B
Total Bought
$217.05M
Total Sold
$362.40M
Net Transaction
-$145.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIDELITY NATL INFORMATION SV(FIS)0561,000+561,000031,0060.61%+31,006
CENOVUS ENERGY INC(CVE)5,860,6285,643,614-217,01499,652118,0482.31%+18,397
CVS HEALTH CORP(CVS)516,210771,110+254,90035,68653,8391.05%+18,153
SUNCOR ENERGY INC NEW(SU)4,132,0884,011,153-120,935121,347138,5812.72%+17,233
NUTRIEN LTD(NTR)2,134,4092,298,028+163,619126,153142,5722.79%+16,419
CANADIAN NAT RES LTD(CNQ)1,618,0381,560,043-57,99591,072101,3571.99%+10,284
ALPHABET INC(GOOG)912,491892,796-19,695110,384117,7152.31%+7,331
CONOCOPHILLIPS(COP)462,032454,405-7,62747,87154,4381.07%+6,567
OVINTIV INC(OVV)562,774548,638-14,13621,44326,2100.51%+4,767
ABBVIE INC(ABBV)343,284340,744-2,54046,25150,7911.00%+4,541
HESS CORP277,923273,897-4,02637,78441,9060.82%+4,123
COMCAST CORP NEW(CCZ)1,930,5561,901,106-29,45080,21584,2951.65%+4,080
SHELL PLC(SHEL)937,114923,432-13,68256,58359,4511.16%+2,868
SKYWORKS SOLUTIONS INC(SWKS)570,957662,857+91,90063,19965,3511.28%+2,152
CAE INC(CAE)3,149,0443,089,604-59,44070,56072,4641.42%+1,904
FEDEX CORP(FDX)152,225148,955-3,27037,73739,4610.77%+1,725
HUDBAY MINERALS INC(HBM)16,455,19216,455,692+50078,96580,4531.58%+1,488
TECK RESOURCES LTD(TECK)3,523,2543,465,485-57,769148,412149,8462.94%+1,434
META PLATFORMS INC(META)389,901376,939-12,962111,894113,1612.22%+1,267
GSK PLC(GSK)1,187,4531,197,968+10,51542,32143,4260.85%+1,106
HDFC BANK LTD(HDB)09,900+9,90005840.01%+584
WALMART INC(WMT)381,537376,485-5,05259,97060,2111.18%+241
MORGAN STANLEY INDIA INVT FD215,000215,00004,6594,8050.09%+146
ARS PHARMACEUTICALS INC036,000+36,00001360.00%+136
MEIRAGTX HLDGS PLC(MGTX)022,700+22,70001110.00%+111
TSCAN THERAPEUTICS INC032,400+32,4000830.00%+83
METLIFE INC(MET)12,94912,94907328150.02%+83
CENOVUS ENERGY INC(CVE)15,25715,25701702310.00%+61
ALPHABET INC(GOOG)2,5202,52003023300.01%+28
ATARA BIOTHERAPEUTICS INC17,50017,500028260.00%-2
DUKE ENERGY CORP NEW(DUK)3,1003,10002782740.01%-5
LYRA THERAPEUTICS INC31,90031,90001311250.00%-6
GLYCOMIMETICS INC45,25045,250079680.00%-11
MICROSOFT CORP(MSFT)648638-102212010.00%-19
MEDICENNA THERAPEUTICS CORP120,000120,000058350.00%-22
ING GROEP N.V.(ING)67,59767,229-3689118860.02%-24
SPDR S&P 500 ETF TR(SPY)1,7201,72007627350.01%-27
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00005295000.01%-29
ENBRIDGE INC(ENB)7,6507,65002852550.00%-30
ISHARES INC7,4007,40009218890.02%-32
KIMBERLY-CLARK CORP(KMB)2,0252,02502802450.00%-35
SCHWAB CHARLES CORP(SCHW)21,84621,84601,2381,1990.02%-39
MINERALYS THERAPEUTICS INC(MLYS)11,40011,40001941080.00%-86
PROKIDNEY CORP15,90015,9000178730.00%-105
OUTSET MED INC13,55013,55002961470.00%-149
TRUIST FINL CORP(TFC)1,591,7911,681,256+89,46548,31148,1010.94%-210
VODAFONE GROUP PLC NEW(VOD)1,928,7961,897,156-31,64018,22717,9850.35%-242
ICICI BANK LIMITED(IBN)818,950800,950-18,00018,90118,5180.36%-383
DEVON ENERGY CORP NEW(DVN)405,765400,105-5,66019,61519,0850.37%-530
YATRA ONLINE INC1,875,0201,574,120-300,9003,7133,1640.06%-549
VANGUARD INTL EQUITY INDEX F9,7503,450-6,3009463210.01%-624
GRAPHIC PACKAGING HLDG CO(GPK)1,082,3001,136,375+54,07526,00825,3180.50%-689
SPIRIT AIRLS INC1,646,8451,650,620+3,77528,26027,2350.53%-1,025
SPDR SER TR
ST STR SP BIOT
70,30065,800-4,5005,8494,8050.09%-1,044
FORTIS INC(FTS)212,403212,40309,1648,1050.16%-1,059
MACERICH CO(MAC)3,527,8403,527,515-32539,75938,4850.75%-1,274
BANK AMERICA CORP1,374,3431,382,403+8,06039,43037,8500.74%-1,580
CREDICORP LTD(BAP)103,250103,200-5015,24413,2070.26%-2,037
WELLS FARGO CO NEW(WFC)1,108,5841,107,499-1,08547,31445,2520.89%-2,062
GILEAD SCIENCES INC(GILD)972,840970,915-1,92574,97772,7601.43%-2,216
BERRY GLOBAL GROUP INC961,565955,760-5,80561,86759,1711.16%-2,696
COMPANHIA PARANAENSE ENERG C5,974,3705,545,995-428,37551,43948,6380.95%-2,801
SKECHERS U S A INC790,935791,555+62041,65138,7470.76%-2,904
CIRRUS LOGIC INC(CRUS)597,439614,374+16,93548,39945,4390.89%-2,959
BIOGEN INC(BIIB)109,185108,219-96631,10127,8130.54%-3,288
AT&T INC(T)4,303,2824,346,582+43,30068,63765,2861.28%-3,352
COMPANHIA DE SANEAMENTO BASI(SBS)3,410,6903,038,415-372,27540,38336,8260.72%-3,557
PROFOUND MED CORP1,168,2751,164,125-4,15014,99111,3520.22%-3,638
MERCK & CO INC(MRK)272,299269,209-3,09031,42127,7150.54%-3,706
INVESCO LTD(IVZ)1,736,8381,713,363-23,47529,19624,8780.49%-4,318
COPA HOLDINGS SA(CPA)195,000191,450-3,55021,56317,0620.33%-4,501
EASTMAN CHEM CO(EMN)762,549769,274+6,72563,84159,0191.16%-4,822
DICKS SPORTING GOODS INC(DKS)175,802169,206-6,59623,23918,3720.36%-4,867
TORONTO DOMINION BK ONT(TD)3,146,2673,144,842-1,425195,231190,3423.73%-4,889
STATE STR CORP(STT)908,845913,715+4,87066,50961,1821.20%-5,327
UNITED PARCEL SERVICE INC(UPS)222,700220,306-2,39439,91934,3390.67%-5,580
CEMEX SAB DE CV(CX)4,323,0963,763,196-559,90030,60824,4610.48%-6,147
PFIZER INC(PFE)2,075,2452,109,235+33,99076,12069,9631.37%-6,157
CITIGROUP INC(C)1,571,5251,604,925+33,40072,35366,0111.29%-6,342
ORACLE CORP(ORCL)428,422420,137-8,28551,02144,5010.87%-6,520
VERIZON COMMUNICATIONS INC(VZ)1,563,7521,583,905+20,15358,15651,3341.01%-6,822
CANADIAN IMPERIAL BK COMM TO(CM)2,368,5002,422,435+53,935101,23793,9411.84%-7,296
ENERFLEX LTD(EFXT)6,909,8116,863,456-46,35547,10139,5970.78%-7,504
RESTAURANT BRANDS INTL INC(QSR)641,379608,299-33,08049,78440,6960.80%-9,088
MAGNA INTL INC(MGA)2,923,2412,887,946-35,295165,221155,4823.05%-9,739
BANK MONTREAL QUE2,007,7672,019,630+11,863181,530171,1613.35%-10,369
SUN LIFE FINANCIAL INC.(SLF)2,914,6872,889,132-25,555152,117141,6142.77%-10,502
MANULIFE FINL CORP(MFC)12,573,78612,337,494-236,292237,935226,4924.44%-11,444
SPIRIT AEROSYSTEMS HLDGS INC1,057,9601,099,635+41,67530,88217,7480.35%-13,134
ROYAL BK CDA(RY)1,985,1912,000,334+15,143189,810175,6213.44%-14,189
WEST FRASER TIMBER CO LTD(WFG)1,119,5341,125,166+5,63296,28982,0661.61%-14,223
OPEN TEXT CORP(OTEX)2,602,5032,558,613-43,890108,36890,2141.77%-18,154
TENET HEALTHCARE CORP(THC)1,179,8811,166,781-13,10096,01976,8791.51%-19,140
BANK NOVA SCOTIA HALIFAX4,170,8434,213,229+42,386208,913189,7203.72%-19,193
TELUS CORPORATION(TU)6,999,6086,991,442-8,166136,369114,6972.25%-21,672
ROGERS COMMUNICATIONS INC(RCI)3,886,9163,948,946+62,030177,537152,3212.98%-25,216
BCE INC(BCE)3,447,8743,427,422-20,452157,379131,4442.58%-25,935
CELESTICA INC(CLS)12,001,0055,857,661-6,143,344174,403144,0152.82%-30,388
VMWARE INC310,1340-310,13444,5630-44,563
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