Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.49B
Total Bought
$235.11M
Total Sold
$459.58M
Net Transaction
-$224.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ROYAL BK CDA(RY)2,000,3342,075,188+74,854175,621210,8873.84%+35,266
MANULIFE FINL CORP(MFC)12,337,49411,672,374-665,120226,492259,1894.72%+32,698
MODERNA INC(MRNA)0319,430+319,430031,7670.58%+31,767
ROGERS COMMUNICATIONS INC(RCI)3,948,9463,900,404-48,542152,321183,4843.34%+31,163
OPEN TEXT CORP(OTEX)2,558,6132,863,290+304,67790,214120,9292.20%+30,715
BANK MONTREAL QUE2,019,6302,007,450-12,180171,161199,6033.64%+28,443
BANK NOVA SCOTIA HALIFAX4,213,2294,384,022+170,793189,720214,4473.91%+24,727
CANADIAN IMPERIAL BK COMM TO(CM)2,422,4352,399,275-23,16093,941116,0882.11%+22,147
EASTMAN CHEM CO(EMN)769,274857,119+87,84559,01976,9861.40%+17,968
PFIZER INC(PFE)2,109,2353,048,168+938,93369,96387,7571.60%+17,793
SPIRIT AEROSYSTEMS HLDGS INC1,099,6351,083,410-16,22517,74834,4310.63%+16,683
MAGNA INTL INC(MGA)2,887,9462,888,090+144155,482171,4743.12%+15,992
WEST FRASER TIMBER CO LTD(WFG)1,125,1661,134,502+9,33682,06697,5331.78%+15,468
CITIGROUP INC(C)1,604,9251,572,678-32,24766,01180,8991.47%+14,888
TRUIST FINL CORP(TFC)1,681,2561,673,201-8,05548,10161,7751.13%+13,674
HUDBAY MINERALS INC(HBM)16,455,69216,569,958+114,26680,45391,6091.67%+11,156
TORONTO DOMINION BK ONT(TD)3,144,8423,095,244-49,598190,342200,9823.66%+10,640
META PLATFORMS INC(META)376,939348,482-28,457113,161123,3492.25%+10,188
TENET HEALTHCARE CORP(THC)1,166,7811,149,576-17,20576,87986,8731.58%+9,994
MACERICH CO(MAC)3,527,5153,106,715-420,80038,48547,9370.87%+9,451
SKYWORKS SOLUTIONS INC(SWKS)662,857660,048-2,80965,35174,2031.35%+8,852
SKECHERS U S A INC791,555762,630-28,92538,74747,5420.87%+8,796
TELUS CORPORATION(TU)6,991,4426,903,537-87,905114,697123,4532.25%+8,756
COMPANHIA DE SANEAMENTO BASI(SBS)3,038,4152,988,490-49,92536,82645,5150.83%+8,689
WELLS FARGO CO NEW(WFC)1,107,4991,088,059-19,44045,25253,5540.98%+8,302
STATE STR CORP(STT)913,715895,641-18,07461,18269,3761.26%+8,194
BANK AMERICA CORP1,382,4031,358,068-24,33537,85045,7260.83%+7,876
COMPANHIA PARANAENSE DE ENER5,545,9955,460,545-85,45048,63856,4071.03%+7,768
VERIZON COMMUNICATIONS INC(VZ)1,583,9051,563,706-20,19951,33458,9521.07%+7,617
CVS HEALTH CORP(CVS)771,110760,840-10,27053,83960,0761.09%+6,237
DICKS SPORTING GOODS INC(DKS)169,206161,928-7,27818,37223,7950.43%+5,423
INVESCO LTD(IVZ)1,713,3631,669,663-43,70024,87829,7870.54%+4,909
CIRRUS LOGIC INC(CRUS)614,374603,734-10,64045,43950,2250.91%+4,786
CEMEX SAB DE CV(CX)3,763,1963,761,746-1,45024,46129,1540.53%+4,693
SUN LIFE FINANCIAL INC.(SLF)2,889,1322,804,207-84,925141,614146,1442.66%+4,529
GILEAD SCIENCES INC(GILD)970,915947,128-23,78772,76076,7271.40%+3,966
CAE INC(CAE)3,089,6043,508,379+418,77572,46476,0961.39%+3,632
BERRY GLOBAL GROUP INC955,760931,900-23,86059,17162,8011.14%+3,630
CREDICORP LTD(BAP)103,200112,200+9,00013,20716,8220.31%+3,616
COPA HOLDINGS SA(CPA)191,450192,175+72517,06220,4300.37%+3,368
FIDELITY NATL INFORMATION SV(FIS)561,000564,055+3,05531,00633,8830.62%+2,876
GRAPHIC PACKAGING HLDG CO(GPK)1,136,3751,123,025-13,35025,31827,6830.50%+2,364
RESTAURANT BRANDS INTL INC(QSR)608,299547,649-60,65040,69642,9990.78%+2,303
BCE INC(BCE)3,427,4223,376,448-50,974131,444133,5882.43%+2,144
ALPHABET INC(GOOG)892,796846,601-46,195117,715119,3112.17%+1,596
ABBVIE INC(ABBV)340,744335,634-5,11050,79152,0130.95%+1,222
SPDR SER TR
ST STR SP BIOT
65,80065,80004,8055,8750.11%+1,071
MERCK & CO INC(MRK)269,209261,449-7,76027,71528,5030.52%+788
FORTIS INC(FTS)212,403211,703-7008,1058,7520.16%+647
ICICI BANK LIMITED(IBN)800,950799,975-97518,51819,0710.35%+553
HDFC BANK LTD(HDB)9,90013,375+3,4755848980.02%+313
SCHWAB CHARLES CORP(SCHW)21,84621,84601,1991,5030.03%+304
GSK PLC(GSK)1,197,9681,179,935-18,03343,42643,7280.80%+302
NXP SEMICONDUCTORS N V
COM
0975+97502240.00%+224
MEIRAGTX HLDGS PLC(MGTX)22,70032,700+10,0001112300.00%+118
ISHARES INC7,4007,40008899840.02%+95
KIMBERLY-CLARK CORP(KMB)2,0252,725+7002453310.01%+86
SPDR S&P 500 ETF TR(SPY)1,7201,72007358180.01%+82
ING GROEP N.V.(ING)67,22963,910-3,3198869600.02%+74
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00005005680.01%+68
ARS PHARMACEUTICALS INC36,00036,00001361970.00%+61
LYRA THERAPEUTICS INC31,90031,90001251670.00%+42
GLYCOMIMETICS INC45,25045,2500681070.00%+39
MICROSOFT CORP(MSFT)63863802012400.00%+38
TSCAN THERAPEUTICS INC32,40020,700-11,700831210.00%+38
DUKE ENERGY CORP NEW(DUK)3,1003,10002743010.01%+27
ALPHABET INC(GOOG)2,5202,52003303520.01%+22
VANGUARD INTL EQUITY INDEX F3,4503,250-2003213340.01%+13
MINERALYS THERAPEUTICS INC(MLYS)11,40011,4000108980.00%-10
ATARA BIOTHERAPEUTICS INC17,50017,50002690.00%-17
MEDICENNA THERAPEUTICS CORP120,0000-120,000350-35
PROKIDNEY CORP15,90015,900073280.00%-45
OUTSET MED INC13,55013,5500147730.00%-74
CENOVUS ENERGY INC(CVE)15,25713,514-1,7432311570.00%-74
ENBRIDGE INC(ENB)7,6500-7,6502550-255
YATRA ONLINE INC1,574,1201,574,12003,1642,5660.05%-598
MORGAN STANLEY INDIA INVT FD215,000193,375-21,6254,8054,1520.08%-653
UNITED PARCEL SERVICE INC(UPS)220,306214,096-6,21034,33933,6620.61%-677
SHELL PLC(SHEL)923,432891,772-31,66059,45158,6791.07%-772
BIOGEN INC(BIIB)108,219104,414-3,80527,81327,0190.49%-794
METLIFE INC(MET)12,9490-12,9498150-815
DEVON ENERGY CORP NEW(DVN)400,105394,165-5,94019,08517,8560.33%-1,229
PROFOUND MED CORP1,164,1251,177,850+13,72511,3529,4630.17%-1,889
ORACLE CORP(ORCL)420,137403,702-16,43544,50142,5620.78%-1,939
FEDEX CORP(FDX)148,955144,735-4,22039,46136,6140.67%-2,848
VODAFONE GROUP PLC NEW(VOD)1,897,1561,721,613-175,54317,98514,9780.27%-3,007
CONOCOPHILLIPS(COP)454,405442,064-12,34154,43851,3100.93%-3,127
COMCAST CORP NEW(CCZ)1,901,1061,850,016-51,09084,29581,1231.48%-3,172
HESS CORP273,897264,859-9,03841,90638,1820.70%-3,724
WALMART INC(WMT)376,485354,850-21,63560,21155,9421.02%-4,269
OVINTIV INC(OVV)548,638488,357-60,28126,21021,5400.39%-4,670
TECK RESOURCES LTD(TECK)3,465,4853,402,501-62,984149,846144,5282.63%-5,319
CELESTICA INC(CLS)5,857,6614,668,101-1,189,560144,015137,3952.50%-6,620
AT&T INC(T)4,346,5823,446,730-899,85265,28657,8361.05%-7,450
ENERFLEX LTD(EFXT)6,863,4566,872,836+9,38039,59731,9510.58%-7,646
NUTRIEN LTD(NTR)2,298,0282,333,037+35,009142,572132,0802.41%-10,493
CANADIAN NAT RES LTD(CNQ)1,560,0431,359,028-201,015101,35789,4721.63%-11,885
SUNCOR ENERGY INC NEW(SU)4,011,1533,837,238-173,915138,581123,5332.25%-15,047
SPIRIT AIRLS INC1,650,6200-1,650,62027,2350-27,235
CENOVUS ENERGY INC(CVE)5,643,6145,322,245-321,369118,04889,1211.62%-28,927
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