Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$5.17B
Total Bought
$223.04M
Total Sold
$387.47M
Net Transaction
-$164.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CAE INC(CAE)4,112,4544,075,479-36,97577,290103,4312.00%+26,141
ENERFLEX LTD(EFXT)6,623,4116,415,261-208,15039,51663,8311.23%+24,315
ALPHABET INC(GOOG)767,011764,681-2,330128,237145,6262.81%+17,389
PFIZER INC(PFE)2,991,4583,863,988+872,53086,573102,5121.98%+15,939
MAGNA INTL INC(MGA)3,773,2004,011,380+238,180154,955167,5733.24%+12,618
BANK MONTREAL QUE1,919,9501,878,964-40,986173,441182,3183.52%+8,876
LULULEMON ATHLETICA INC(LULU)63,30064,170+87017,17624,5390.47%+7,363
BANK AMERICA CORP1,374,3181,355,052-19,26654,53359,5551.15%+5,022
GSK PLC(GSK)1,224,7701,623,203+398,43350,06954,8971.06%+4,828
MODERNA INC(MRNA)511,145923,345+412,20034,16038,3930.74%+4,233
AT&T INC(T)4,553,8254,543,425-10,400100,184103,4542.00%+3,270
ILLUMINA INC(ILMN)687,705685,773-1,93289,68491,6401.77%+1,956
FEDEX CORP(FDX)193,650194,100+45052,99854,6061.06%+1,608
SUN LIFE FINANCIAL INC.(SLF)2,686,6232,653,564-33,059156,013157,4763.04%+1,463
DICKS SPORTING GOODS INC(DKS)54,58054,220-36011,39112,4080.24%+1,017
NUTRIEN LTD(NTR)2,855,6173,086,940+231,323137,375138,0562.67%+681
HDFC BANK LTD(HDB)44,30053,100+8,8002,7713,3910.07%+620
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
011,275+11,27504270.01%+427
TRUIST FINL CORP(TFC)1,709,0161,691,761-17,25573,09573,3891.42%+294
SMURFIT WESTROCK PLC(SW)83,82581,850-1,9754,1434,4080.09%+266
META PLATFORMS INC(META)308,645302,196-6,449176,681176,9393.42%+258
ALPHABET INC(GOOG)01,092+1,09202070.00%+207
SCHWAB CHARLES CORP(SCHW)21,84621,84601,4161,6170.03%+201
CANADIAN IMPERIAL BK COMM(CM)2,463,9622,396,332-67,630151,309151,5082.93%+199
ARCADIUM LITHIUM PLC73,25073,25002093760.01%+167
MEIRAGTX HLDGS PLC(MGTX)45,30045,30001892760.01%+87
ALDEYRA THERAPEUTICS INC017,300+17,3000860.00%+86
SKECHERS U S A INC709,725707,400-2,32547,49547,5660.92%+71
MINERALYS THERAPEUTICS INC(MLYS)11,40016,500+5,1001382030.00%+65
SPDR S&P 500 ETF TR(SPY)1,7201,72009871,0080.02%+21
PLIANT THERAPEUTICS INC10,40010,40001171370.00%+20
PEMBINA PIPELINE CORP(PBA)11,88213,682+1,8004905050.01%+15
TSCAN THERAPEUTICS INC20,70036,200+15,5001031100.00%+7
OUTSET MED INC13,55013,55009150.00%+6
89BIO INC10,70010,700079840.00%+4
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,0007,00006266250.01%-0
METLIFE INC(MET)2,9002,90002392370.00%-2
PROKIDNEY CORP15,90015,900031270.00%-4
MICROSOFT CORP(MSFT)63863802752690.01%-6
ISHARES INC7,4007,40001,1611,1510.02%-10
AURA BIOSCIENCES INC21,20021,20001891740.00%-15
ALBEMARLE CORP(ALB)2,4752,47502342130.00%-21
DUKE ENERGY CORP NEW(DUK)4,1004,10004734420.01%-31
FORTIS INC(FTS)8,5008,50003873530.01%-34
KIMBERLY-CLARK CORP(KMB)3,0253,02504303960.01%-34
ARS PHARMACEUTICALS INC24,70024,70003582610.01%-98
VALE S A36,65036,65004283250.01%-103
ING GROEP N.V.(ING)49,55149,55109007760.02%-123
ICICI BANK LIMITED(IBN)485,625480,450-5,17514,49614,3460.28%-150
DENALI THERAPEUTICS INC(DNLI)11,3500-11,3503310-331
VANGUARD INTL EQUITY INDEX F3,2500-3,2503890-389
INVESCO LTD(IVZ)1,626,0881,609,738-16,35028,55428,1380.54%-416
HESS CORP0135,742+135,742018,0550.35%+18,055
CITIGROUP INC(C)1,357,9091,198,862-159,04785,00584,3881.63%-617
YATRA ONLINE INC1,574,1201,531,820-42,3002,6841,9300.04%-754
PROFOUND MED CORP1,198,7751,211,150+12,3759,5488,6890.17%-858
SPDR SER TR
ST STR SP BIOT
47,95042,950-5,0004,7373,8680.07%-869
COMPANHIA PARANAENSE DE ENER(ELPC)459,445381,106-78,3392,8721,9870.04%-884
COPA HOLDINGS SA(CPA)182,575184,750+2,17517,13316,2360.31%-897
CEMEX SAB DE CV(CX)3,721,6213,780,496+58,87522,70221,3220.41%-1,380
SKYWORKS SOLUTIONS INC(SWKS)691,060752,675+61,61568,25666,7471.29%-1,509
UNITED PARCEL SERVICE INC(UPS)155,202154,369-83321,16019,4660.38%-1,694
SHELL PLC(SHEL)0658,852+658,852041,2770.80%+41,277
CREDICORP LTD(BAP)114,85099,650-15,20020,78418,2680.35%-2,517
RESTAURANT BRANDS INTL INC(QSR)448,675458,730+10,05532,41129,8830.58%-2,528
INTEL CORP(INTC)1,780,7251,947,200+166,47541,77639,0410.75%-2,734
CONOCOPHILLIPS(COP)430,744428,484-2,26045,34942,4930.82%-2,856
GRAPHIC PACKAGING HLDG CO(GPK)1,147,0101,144,160-2,85033,94031,0750.60%-2,865
MORGAN STANLEY INDIA INVT FD192,375114,500-77,8755,7872,8930.06%-2,893
MERCK & CO INC(MRK)232,309235,734+3,42526,38123,4510.45%-2,930
SPRINKLR INC(CXM)2,274,7751,731,600-543,17517,58414,6320.28%-2,952
ORACLE CORP(ORCL)366,457356,762-9,69562,44459,4511.15%-2,993
BERRY GLOBAL GROUP INC959,702955,487-4,21565,24161,7911.19%-3,449
WALMART INC(WMT)846,311713,626-132,68568,34064,4761.25%-3,864
ABBVIE INC(ABBV)316,834314,459-2,37562,56855,8791.08%-6,689
COMPANHIA DE SANEAMENTO BASI(SBS)2,835,6652,784,865-50,80046,90239,9070.77%-6,995
VERIZON COMMUNICATIONS INC(VZ)1,682,0801,710,912+28,83275,54268,4191.32%-7,123
WELLS FARGO CO NEW(WFC)1,037,804733,099-304,70558,62651,4931.00%-7,133
BIOGEN INC(BIIB)132,912119,582-13,33025,76418,2860.35%-7,477
CENOVUS ENERGY INC(CVE)04,986,176+4,986,176075,5451.46%+75,545
CANADIAN NAT RES LTD(CNQ)000000
COMCAST CORP NEW(CCZ)1,933,4811,933,481080,76272,5641.40%-8,198
CIRRUS LOGIC INC(CRUS)432,299445,999+13,70053,69644,4130.86%-9,283
COMPANHIA PARANAENSE DE ENER6,476,1456,524,695+48,55048,18338,6910.75%-9,491
ROGERS COMMUNICATIONS INC(RCI)4,217,6005,210,380+992,780169,772160,0943.09%-9,678
BANK NOVA SCOTIA HALIFAX4,244,8324,127,370-117,462231,542221,5214.28%-10,021
MACERICH CO(MAC)3,269,7452,407,595-862,15059,64047,9590.93%-11,681
STATE STR CORP(STT)911,596696,521-215,07580,64968,3641.32%-12,285
MANULIFE FINL CORP(MFC)8,084,8077,377,147-707,660239,202226,5164.38%-12,686
ROYAL BK CDA(RY)1,837,3421,798,760-38,582229,574216,7724.19%-12,803
HUDBAY MINERALS INC(HBM)9,457,4089,083,633-373,77587,08773,6441.42%-13,443
VODAFONE GROUP PLC NEW(VOD)1,352,9580-1,352,95813,5570-13,557
WEST FRASER TIMBER CO LTD(WFG)1,135,6161,111,406-24,210110,76796,2491.86%-14,517
BCE INC(BCE)3,587,4874,634,549+1,047,062124,863107,3732.08%-17,490
EASTMAN CHEM CO(EMN)851,101843,066-8,03595,28176,9891.49%-18,292
BARRICK GOLD CORP4,662,0754,806,500+144,42592,83174,4941.44%-18,337
CVS HEALTH CORP(CVS)1,087,4801,114,660+27,18068,38150,0370.97%-18,344
TELUS CORPORATION(TU)6,372,3586,531,717+159,359107,02888,5161.71%-18,512
OPEN TEXT CORP(OTEX)4,299,6904,348,755+49,065143,286123,0062.38%-20,280
CELESTICA INC(CLS)0245,843+245,843022,6770.44%+22,677
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