Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.51B
Total Bought
$470.54M
Total Sold
$501.79M
Net Transaction
-$31.25M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ILLUMINA INC(ILMN)0687,705+687,705089,6841.63%+89,684
CANADIAN IMPERIAL BK COMM(CM)2,351,8252,463,962+112,137111,803151,3092.74%+39,505
BANK NOVA SCOTIA HALIFAX04,244,832+4,244,8320231,5424.20%+231,542
BARRICK GOLD CORP4,006,7004,662,075+655,37566,82092,8311.68%+26,011
OPEN TEXT CORP(OTEX)3,929,0404,299,690+370,650117,956143,2862.60%+25,330
WEST FRASER TIMBER CO LTD(WFG)1,129,5261,135,616+6,09086,732110,7672.01%+24,035
ROYAL BK CDA(RY)1,940,6071,837,342-103,265206,562229,5744.16%+23,012
ROGERS COMMUNICATIONS INC(RCI)4,004,0744,217,600+213,526148,066169,7723.08%+21,706
META PLATFORMS INC(META)311,252308,645-2,607156,939176,6813.20%+19,741
SUN LIFE FINANCIAL INC.(SLF)2,781,0172,686,623-94,394136,333156,0132.83%+19,680
TORONTO DOMINION BK ONT(TD)3,350,2043,214,035-136,169184,116203,4603.69%+19,344
INTEL CORP(INTC)776,0001,780,725+1,004,72524,03341,7760.76%+17,743
MAGNA INTL INC(MGA)03,773,200+3,773,2000154,9552.81%+154,955
LULULEMON ATHLETICA INC(LULU)063,300+63,300017,1760.31%+17,176
AT&T INC(T)4,406,9104,553,825+146,91584,216100,1841.82%+15,968
GILEAD SCIENCES INC(GILD)967,533976,178+8,64566,38281,8431.48%+15,460
STATE STR CORP(STT)913,296911,596-1,70067,58480,6491.46%+13,065
EASTMAN CHEM CO(EMN)848,751851,101+2,35083,15295,2811.73%+12,129
COMPANHIA PARANAENSE DE ENER5,524,9956,476,145+951,15036,96248,1830.87%+11,220
BCE INC(BCE)3,514,6623,587,487+72,825113,812124,8632.26%+11,051
ORACLE CORP(ORCL)369,417366,457-2,96052,16262,4441.13%+10,283
BANK MONTREAL QUE01,919,950+1,919,9500173,4413.15%+173,441
COMPANHIA DE SANEAMENTO BASI(SBS)2,770,5902,835,665+65,07537,26446,9020.85%+9,637
MACERICH CO(MAC)3,261,7953,269,745+7,95050,36259,6401.08%+9,278
BERRY GLOBAL GROUP INC953,937959,702+5,76556,13965,2411.18%+9,101
FEDEX CORP(FDX)149,150193,650+44,50044,72152,9980.96%+8,277
ABBVIE INC(ABBV)318,834316,834-2,00054,68662,5681.13%+7,882
VERIZON COMMUNICATIONS INC(VZ)1,658,7451,682,080+23,33568,40775,5421.37%+7,136
CVS HEALTH CORP(CVS)1,037,2651,087,480+50,21561,26168,3811.24%+7,120
TRUIST FINL CORP(TFC)1,704,0911,709,016+4,92566,20473,0951.33%+6,891
TECK RESOURCES LTD(TECK)01,819,996+1,819,996095,1661.73%+95,166
COMCAST CORP NEW(CCZ)1,914,1961,933,481+19,28574,96080,7621.46%+5,802
CAE INC(CAE)3,913,8294,112,454+198,62572,67977,2901.40%+4,611
GSK PLC(GSK)1,184,0951,224,770+40,67545,58850,0690.91%+4,481
GRAPHIC PACKAGING HLDG CO(GPK)1,136,7351,147,010+10,27529,79433,9400.62%+4,146
SMURFIT WESTROCK PLC(SW)083,825+83,82504,1430.08%+4,143
INVESCO LTD(IVZ)1,639,9381,626,088-13,85024,53328,5540.52%+4,021
ENERFLEX LTD(EFXT)6,628,2866,623,411-4,87535,74939,5160.72%+3,768
TELUS CORPORATION(TU)6,823,6026,372,358-451,244103,275107,0281.94%+3,752
NUTRIEN LTD(NTR)2,643,8132,855,617+211,804134,572137,3752.49%+2,803
CREDICORP LTD(BAP)112,950114,850+1,90018,22220,7840.38%+2,562
HDFC BANK LTD(HDB)25,20044,300+19,1001,6212,7710.05%+1,150
YATRA ONLINE INC1,574,1201,574,12001,8732,6840.05%+811
RESTAURANT BRANDS INTL INC(QSR)450,175448,675-1,50031,71532,4110.59%+697
VODAFONE GROUP PLC NEW(VOD)1,450,7501,352,958-97,79212,86813,5570.25%+688
WALMART INC(WMT)1,000,086846,311-153,77567,71668,3401.24%+624
MORGAN STANLEY INDIA INVT FD193,375192,375-1,0005,1735,7870.10%+614
COPA HOLDINGS SA(CPA)174,975182,575+7,60016,65417,1330.31%+479
HUDBAY MINERALS INC(HBM)09,457,408+9,457,408087,0871.58%+87,087
ALBEMARLE CORP(ALB)02,475+2,47502340.00%+234
BANK AMERICA CORP1,366,0481,374,318+8,27054,32854,5330.99%+205
COMPANHIA PARANAENSE DE ENER(ELPC)463,720459,445-4,2752,6992,8720.05%+173
DUKE ENERGY CORP NEW(DUK)3,1694,100+9313184730.01%+155
ARS PHARMACEUTICALS INC24,70024,70002103580.01%+148
PLIANT THERAPEUTICS INC010,400+10,40001170.00%+117
89BIO INC010,700+10,7000790.00%+79
VALE S A31,87536,650+4,7753564280.01%+72
ISHARES INC7,4007,40001,0911,1610.02%+70
DENALI THERAPEUTICS INC(DNLI)11,35011,35002643310.01%+67
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00005746260.01%+52
SPDR S&P 500 ETF TR(SPY)1,7201,72009369870.02%+51
ING GROEP N.V.(ING)49,55149,55108499000.02%+51
PEMBINA PIPELINE CORP(PBA)11,88211,88204414900.01%+50
METLIFE INC(MET)2,9002,90002042390.00%+36
AURA BIOSCIENCES INC21,20021,20001601890.00%+29
VANGUARD INTL EQUITY INDEX F3,2503,25003663890.01%+23
KIMBERLY-CLARK CORP(KMB)3,0253,02504184300.01%+12
ARCADIUM LITHIUM PLC58,50073,250+14,7501972090.00%+12
MINERALYS THERAPEUTICS INC(MLYS)11,40011,40001331380.00%+5
MEIRAGTX HLDGS PLC(MGTX)45,30045,30001911890.00%-2
PROKIDNEY CORP15,90015,900039310.00%-9
LYRA THERAPEUTICS INC31,9000-31,90090-9
MICROSOFT CORP(MSFT)63863802852750.00%-11
GLYCOMIMETICS INC45,2500-45,250130-13
TSCAN THERAPEUTICS INC20,70020,70001211030.00%-18
OUTSET MED INC13,55013,55005290.00%-43
CEMEX SAB DE CV(CX)3,572,8213,721,621+148,80022,83022,7020.41%-128
SCHWAB CHARLES CORP(SCHW)21,84621,84601,6101,4160.03%-194
NXP SEMICONDUCTORS N V
COM
7500-7502020-202
BIOGEN INC(BIIB)112,672132,912+20,24026,12025,7640.47%-356
ALPHABET INC(GOOG)1,9800-1,9803610-361
PROFOUND MED CORP1,198,7751,198,775010,0749,5480.17%-526
SPDR SER TR
ST STR SP BIOT
56,90047,950-8,9505,2754,7370.09%-538
TENET HEALTHCARE CORP(THC)000000
DICKS SPORTING GOODS INC(DKS)56,76854,580-2,18812,19711,3910.21%-806
ICICI BANK LIMITED(IBN)539,575485,625-53,95015,54514,4960.26%-1,049
SKECHERS U S A INC712,000709,725-2,27549,21347,4950.86%-1,719
MERCK & CO INC(MRK)234,239232,309-1,93028,99926,3810.48%-2,618
SPRINKLR INC(CXM)2,130,3502,274,775+144,42520,49417,5840.32%-2,910
WELLS FARGO CO NEW(WFC)1,042,5791,037,804-4,77561,91958,6261.06%-3,293
MODERNA INC(MRNA)315,400511,145+195,74537,45434,1600.62%-3,294
CONOCOPHILLIPS(COP)431,059430,744-31549,30545,3490.82%-3,956
SKYWORKS SOLUTIONS INC(SWKS)679,405691,060+11,65572,41168,2561.24%-4,155
PFIZER INC(PFE)3,243,3832,991,458-251,92590,75086,5731.57%-4,177
UNITED PARCEL SERVICE INC(UPS)213,777155,202-58,57529,25521,1600.38%-8,095
FORTIS INC(FTS)220,9288,500-212,4288,5853870.01%-8,198
CITIGROUP INC(C)1,484,0541,357,909-126,14594,17885,0051.54%-9,173
CIRRUS LOGIC INC(CRUS)493,709432,299-61,41063,02753,6960.97%-9,331
MANULIFE FINL CORP(MFC)08,084,807+8,084,8070239,2024.34%+239,202
ALPHABET INC(GOOG)766,701767,011+310140,628128,2372.33%-12,392
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