Fund Holdings — LETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.82B
Total Bought
$352.68M
Total Sold
$463.57M
Net Transaction
-$110.89M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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BARRICK MNG CORP(B)5,016,0254,900,075-115,950104,217160,9762.76%+56,759
ALPHABET INC(GOOG)866,925857,620-9,305153,784208,8733.59%+55,090
OPEN TEXT CORP(OTEX)5,649,8185,653,268+3,450164,754211,3583.63%+46,604
BCE INC(BCE)5,647,9347,045,751+1,397,817125,004164,6742.83%+39,671
MAGNA INTL INC(MGA)4,051,4304,124,045+72,615156,297195,4433.36%+39,146
INTEL CORP(INTC)2,981,5453,024,170+42,62566,787101,4611.74%+34,674
BANK NOVA SCOTIA HALIFAX4,052,0953,980,065-72,030223,615257,4144.42%+33,799
BANK MONTREAL QUE1,809,2991,774,869-34,430200,104231,3303.97%+31,226
ROGERS COMMUNICATIONS INC(RCI)6,753,9876,691,022-62,965199,922230,3923.96%+30,470
UNITED PARCEL SERVICE INC(UPS)6,150340,075+333,92562128,4060.49%+27,786
CHEVRON CORP NEW(CVX)0133,429+133,429020,7200.36%+20,720
ROYAL BK CDA(RY)1,528,5351,501,190-27,345201,045221,3053.80%+20,260
CENOVUS ENERGY INC(CVE)6,057,3286,005,443-51,88582,259101,9901.75%+19,731
LULULEMON ATHLETICA INC(LULU)66,284193,634+127,35015,74834,4530.59%+18,706
ADOBE INC(ADBE)167,255236,110+68,85564,70883,2881.43%+18,580
ENERFLEX LTD(EFXT)5,055,9114,974,436-81,47539,83253,6630.92%+13,830
CANADIAN IMPERIAL BANK OF CO(CM)1,953,6021,891,602-62,000138,391151,1892.60%+12,798
ABBVIE INC(ABBV)296,984290,909-6,07555,12667,3571.16%+12,231
INVESCO LTD(IVZ)1,602,4381,601,138-1,30025,27036,7300.63%+11,460
CIRRUS LOGIC INC(CRUS)449,054452,079+3,02546,81656,6410.97%+9,825
SUN LIFE FINANCIAL INC.(SLF)2,748,7943,195,004+446,210182,534191,8983.30%+9,363
TORONTO DOMINION BK ONT(TD)3,184,6483,032,023-152,625233,766242,4924.16%+8,726
SUNCOR ENERGY INC NEW(SU)2,085,2272,067,377-17,85077,95386,5341.49%+8,581
GSK PLC(GSK)1,661,2681,675,968+14,70063,79372,3351.24%+8,542
EASTMAN CHEM CO(EMN)850,5961,132,471+281,87563,50571,4021.23%+7,897
GRAPHIC PACKAGING HLDG CO(GPK)1,552,7602,074,935+522,17532,71740,6060.70%+7,890
CVS HEALTH CORP(CVS)1,112,0851,115,585+3,50076,71284,1041.44%+7,392
CEMEX SAB DE CV(CX)3,730,3003,697,525-32,77525,85133,2410.57%+7,390
RESTAURANT BRANDS INTL INC(QSR)472,917600,517+127,60031,30738,5330.66%+7,225
ADIENT PLC(ADNT)1,481,9631,496,836+14,87328,83936,0440.62%+7,205
COMPANHIA DE SANEAMENTO BASI(SBS)2,253,5892,248,029-5,56049,51155,9530.96%+6,442
MACERICH CO(MAC)1,670,2951,837,120+166,82527,02533,4360.57%+6,410
PFIZER INC(PFE)3,985,8884,038,438+52,55096,618102,8991.77%+6,281
STATE STR CORP(STT)691,061682,126-8,93573,48779,1331.36%+5,646
TECK RESOURCES LTD(TECK)1,450,1031,438,342-11,76158,52563,1101.08%+4,585
COMPANHIA PARANAENSE DE ENER6,704,4466,696,046-8,40061,21265,6211.13%+4,410
CREDICORP LTD(BAP)96,94697,271+32521,66925,9010.44%+4,232
TRUIST FINL CORP(TFC)1,672,4811,664,556-7,92571,90076,1041.31%+4,204
BANK AMERICA CORP987,262985,170-2,09246,71750,8250.87%+4,108
FEDEX CORP(FDX)208,982216,737+7,75547,50451,1090.88%+3,605
SKYWORKS SOLUTIONS INC(SWKS)769,616781,697+12,08157,35260,1751.03%+2,823
COMCAST CORP NEW(CCZ)1,827,5812,163,246+335,66565,22667,9691.17%+2,743
MERCK & CO INC(MRK)347,289353,989+6,70027,49129,7100.51%+2,219
BIOGEN INC(BIIB)117,655120,620+2,96514,77616,8960.29%+2,120
CONOCOPHILLIPS(COP)425,685425,194-49138,20140,2190.69%+2,018
COPA HOLDINGS SA(CPA)186,803187,753+95020,54322,3090.38%+1,766
WELLS FARGO CO NEW(WFC)694,154681,494-12,66055,61657,1230.98%+1,507
VERIZON COMMUNICATIONS INC(VZ)1,650,6431,657,716+7,07371,42372,8571.25%+1,433
NVIDIA CORPORATION(NVDA)06,250+6,25001,1660.02%+1,166
WALMART INC(WMT)406,121396,511-9,61039,71140,8640.70%+1,154
SHELL PLC(SHEL)635,852634,977-87544,77045,4200.78%+650
CITIGROUP INC(C)974,477821,495-152,98282,94783,3821.43%+434
SPDR SERIES TRUST
ST STR SP BIOT
38,32535,325-3,0003,1783,5400.06%+361
PALVELLA THERAPEUTICS INC NE(PVLA)05,200+5,20003260.01%+326
ALPHABET INC(GOOG)01,092+1,09202650.00%+265
ALBEMARLE CORP(ALB)02,475+2,47502010.00%+201
ING GROEP N.V.(ING)49,45949,125-3341,0821,2810.02%+200
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
11,77511,77502133350.01%+122
ERO COPPER CORP(ERO)14,50018,000+3,5002443650.01%+120
PEMBINA PIPELINE CORP(PBA)12,87514,650+1,7754825920.01%+110
GOSSAMER BIO INC(GOSS)039,400+39,40001040.00%+104
NUTRIEN LTD(NTR)2,942,7632,915,069-27,694171,131171,2292.94%+98
SCHWAB CHARLES CORP(SCHW)19,74619,74601,8021,8850.03%+84
89BIO INC10,70010,70001051570.00%+52
AURA BIOSCIENCES INC(AURA)21,20028,300+7,1001331750.00%+42
VALE S A36,65036,65003563980.01%+42
PROKIDNEY CORP(PROK)015,900+15,9000380.00%+38
TSCAN THERAPEUTICS INC(TCRX)95,87595,87501391740.00%+35
ALDEYRA THERAPEUTICS INC(ALDX)17,30017,300066900.00%+24
EMERA INC(EMA)8,4858,48503884070.01%+19
NXP SEMICONDUCTORS N V
COM
1,7751,77503884040.01%+16
MICROSOFT CORP(MSFT)63863803173300.01%+13
COMPANHIA PARANAENSE DE ENER(ELPC)68,10665,756-2,3505805890.01%+9
ORACLE CORP(ORCL)3,0952,420-6756776810.01%+4
FORTIS INC(FTS)8,5007,900-6004054010.01%-4
SMURFIT WESTROCK PLC(SW)90,45091,484+1,0343,9033,8940.07%-8
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
20,97522,175+1,2008358270.01%-9
MINERALYS THERAPEUTICS INC(MLYS)16,5005,475-11,0252232080.00%-16
HUMACYTE INC(HUMA)45,95045,950096800.00%-16
FREEPORT-MCMORAN INC(FCX)6,9256,92503002720.00%-29
MEIRAGTX HLDGS PLC(MGTX)45,30032,000-13,3002952630.00%-32
REPLIMUNE GROUP INC(REPL)10,80010,8000100450.00%-55
HDFC BANK LTD(HDB)58,980130,260+71,2804,5224,4500.08%-72
ARS PHARMACEUTICALS INC(SPRY)24,70024,70004312480.00%-183
ILLUMINA INC(ILMN)853,568854,318+75081,43981,1351.39%-304
SKECHERS U S A INC6,7250-6,7254240—-424
CAE INC(CAE)3,323,7653,251,140-72,62597,21696,2911.65%-925
TELUS CORPORATION(TU)6,595,4376,627,062+31,625105,711104,4021.79%-1,308
MODERNA INC(MRNA)918,190913,390-4,80025,33323,5930.41%-1,740
SPRINKLR INC(CXM)1,760,5001,699,575-60,92514,89413,1210.23%-1,773
PROFOUND MED CORP(PROF)1,204,250986,250-218,0007,1474,8240.08%-2,323
ICICI BANK LIMITED(IBN)467,102437,752-29,35015,71313,2330.23%-2,480
WEST FRASER TIMBER CO LTD(WFG)1,118,8541,149,169+30,31581,88378,1391.34%-3,743
AT&T INC(T)4,171,1254,103,475-67,650120,712115,8821.99%-4,830
MANULIFE FINL CORP(MFC)6,254,2426,214,467-39,775199,567193,6613.33%-5,907
META PLATFORMS INC(META)210,251198,596-11,655155,184145,8452.50%-9,339
GILEAD SCIENCES INC(GILD)533,520423,520-110,00059,15147,0110.81%-12,141
AMRIZE LTD(AMRZ)274,1485,316-268,83213,6322560.00%-13,375
HESS CORP131,4170-131,41718,2070—-18,207
HUDBAY MINERALS INC(HBM)8,062,7333,531,808-4,530,92585,38453,5080.92%-31,876
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LETKO, BROSSEAU & ASSOCIATES INC — 13F Holdings — Q3 2025 | TickerTrail