Fund HoldingsLETKO, BROSSEAU & ASSOCIATES INC

Total Portfolio Value
$6.11B
Total Bought
$424.76M
Total Sold
$610.51M
Net Transaction
-$185.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CANADIAN NATL RY CO(CNI)0773,340+773,340076,5861.25%+76,586
TOTALENERGIES SE(TTE)01,106,404+1,106,404072,2351.18%+72,235
COMPANHIA PARANAENSE DE ENER(ELPC)65,7567,276,402+7,210,64658969,1991.13%+68,609
ALPHABET INC(GOOG)857,620837,666-19,954208,873262,8604.30%+53,986
BARRICK MNG CORP(B)4,900,0754,587,350-312,725160,976200,0933.28%+39,117
ILLUMINA INC(ILMN)854,318858,993+4,67581,135112,6661.84%+31,531
MANULIFE FINL CORP(MFC)6,214,4676,151,217-63,250193,661223,6563.66%+29,996
ROYAL BK CDA(RY)1,501,1901,465,322-35,868221,305250,1344.10%+28,828
MAGNA INTL INC(MGA)4,124,0454,067,800-56,245195,443217,1373.56%+21,694
ROGERS COMMUNICATIONS INC(RCI)6,691,0226,621,447-69,575230,392250,2704.10%+19,878
BANK NOVA SCOTIA HALIFAX3,980,0653,725,790-254,275257,414275,1504.51%+17,736
TORONTO DOMINION BK ONT(TD)3,032,0232,742,748-289,275242,492258,8384.24%+16,346
FEDEX CORP(FDX)216,737223,597+6,86051,10964,5881.06%+13,479
CANADIAN IMPERIAL BANK OF CO(CM)1,891,6021,812,262-79,340151,189164,5082.69%+13,319
GRAPHIC PACKAGING HLDG CO(GPK)2,074,9353,451,510+1,376,57540,60651,9800.85%+11,373
CITIGROUP INC(C)821,495810,460-11,03583,38294,5731.55%+11,191
CEMEX SAB DE CV(CX)3,697,5253,823,500+125,97533,24143,9320.72%+10,691
BCE INC(BCE)7,045,7517,338,441+292,690164,674175,2772.87%+10,602
GSK PLC(GSK)1,675,9681,674,863-1,10572,33582,1351.34%+9,801
MERCK & CO INC(MRK)353,989370,534+16,54529,71039,0020.64%+9,292
INTEL CORP(INTC)3,024,1702,993,420-30,750101,461110,4571.81%+8,996
SUN LIFE FINANCIAL INC.(SLF)3,195,0043,208,223+13,219191,898200,5333.28%+8,635
NUTRIEN LTD(NTR)2,915,0692,910,084-4,985171,229179,8592.94%+8,630
TRUIST FINL CORP(TFC)1,664,5561,696,756+32,20076,10483,4971.37%+7,394
UNITED PARCEL SERVICE INC(UPS)340,075358,175+18,10028,40635,5270.58%+7,121
STATE STR CORP(STT)682,126668,226-13,90079,13386,2081.41%+7,074
BIOGEN INC(BIIB)120,620129,780+9,16016,89622,8400.37%+5,944
EASTMAN CHEM CO(EMN)1,132,4711,194,421+61,95071,40276,2401.25%+4,838
INVESCO LTD(IVZ)1,601,1381,575,463-25,67536,73041,3870.68%+4,657
CVS HEALTH CORP(CVS)1,115,5851,111,860-3,72584,10488,2371.44%+4,133
SPDR SERIES TRUST
ST STR SP BIOT
032,825+32,82503,7000.06%+3,700
CREDICORP LTD(BAP)97,271101,221+3,95025,90129,0500.48%+3,149
BANK AMERICA CORP985,170979,815-5,35550,82553,8900.88%+3,065
PROFOUND MED CORP986,250970,675-15,5754,8247,6270.12%+2,803
RESTAURANT BRANDS INTL INC(QSR)600,517604,192+3,67538,53341,2830.68%+2,750
LULULEMON ATHLETICA INC(LULU)193,634176,638-16,99634,45336,7070.60%+2,254
HDFC BANK LTD(HDB)130,260177,035+46,7754,4506,4690.11%+2,019
CAE INC(CAE)3,251,1403,219,140-32,00096,29198,0241.60%+1,733
COPA HOLDINGS SA(CPA)187,753195,203+7,45022,30923,5430.39%+1,235
MACERICH CO(MAC)1,837,1201,876,270+39,15033,43634,6360.57%+1,200
SALESFORCE INC(CRM)03,400+3,40009010.01%+901
PEMBINA PIPELINE CORP(PBA)14,65023,250+8,6005928870.01%+294
AQUESTIVE THERAPEUTICS INC035,325+35,32502280.00%+228
FREEPORT-MCMORAN INC(FCX)6,9259,625+2,7002724890.01%+217
CABALETTA BIO INC090,475+90,47501980.00%+198
BICARA THERAPEUTICS INC011,175+11,17501880.00%+188
ALBEMARLE CORP(ALB)2,4752,47502013500.01%+149
TENAX THERAPEUTICS INC010,650+10,65001300.00%+130
CONOCOPHILLIPS(COP)425,194430,664+5,47040,21940,3140.66%+95
ING GROEP N.V.(ING)49,12548,925-2001,2811,3700.02%+89
SCHWAB CHARLES CORP(SCHW)19,74619,74601,8851,9730.03%+88
VALE S A36,65036,65003984780.01%+80
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
11,77511,77503354130.01%+78
ALPHABET INC(GOOG)1,0921,09202653420.01%+76
REPLIMUNE GROUP INC(REPL)10,80010,8000451050.00%+60
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
22,17522,950+7758278860.01%+59
ERO COPPER CORP(ERO)18,00014,700-3,3003654160.01%+52
PALVELLA THERAPEUTICS INC NE(PVLA)5,2003,500-1,7003263660.01%+40
ARS PHARMACEUTICALS INC24,70024,70002482880.00%+40
GOSSAMER BIO INC39,40039,40001041220.00%+19
AMRIZE LTD(AMRZ)5,3164,941-3752562720.00%+15
EMERA INC(EMA)8,4858,48504074190.01%+12
FORTIS INC(FTS)7,9007,90004014110.01%+10
ALDEYRA THERAPEUTICS INC17,30017,300090900.00%-1
PROKIDNEY CORP15,90015,900038360.00%-3
MEIRAGTX HLDGS PLC(MGTX)32,00032,00002632540.00%-9
NXP SEMICONDUCTORS N V
COM
1,7751,77504043850.01%-19
AURA BIOSCIENCES INC28,30028,30001751540.00%-21
MICROSOFT CORP(MSFT)638639+13303090.01%-21
HUMACYTE INC45,95045,950080440.00%-36
TSCAN THERAPEUTICS INC95,87595,8750174960.00%-79
SMURFIT WESTROCK PLC(SW)91,48497,909+6,4253,8943,7860.06%-108
89BIO INC10,7000-10,7001570-157
MINERALYS THERAPEUTICS INC(MLYS)5,4750-5,4752080-208
COMCAST CORP NEW(CCZ)2,163,2462,265,221+101,97567,96967,7071.11%-262
ORACLE CORP(ORCL)2,4201,420-1,0006812770.00%-404
ICICI BANK LIMITED(IBN)437,752427,852-9,90013,23312,7500.21%-483
CHEVRON CORP NEW(CVX)133,429132,485-94420,72020,1920.33%-528
NVIDIA CORPORATION(NVDA)6,2500-6,2501,1660-1,166
CENOVUS ENERGY INC(CVE)6,005,4435,949,541-55,902101,990100,7831.65%-1,207
SPRINKLR INC(CXM)1,699,5751,435,075-264,50013,12111,1650.18%-1,956
MODERNA INC(MRNA)913,390726,440-186,95023,59321,4230.35%-2,170
ABBVIE INC(ABBV)290,909285,104-5,80567,35765,1431.07%-2,214
COMPANHIA DE SANEAMENTO BASI(SBS)2,248,0292,216,854-31,17555,95352,8720.87%-3,081
VERIZON COMMUNICATIONS INC(VZ)1,657,7161,712,944+55,22872,85769,7681.14%-3,088
CIRRUS LOGIC INC(CRUS)452,079450,284-1,79556,64153,3590.87%-3,282
WELLS FARGO CO NEW(WFC)681,494577,544-103,95057,12353,8270.88%-3,296
SPDR SERIES TRUST
ST STR SP BIOT
35,3250-35,3253,5400-3,540
ADOBE INC(ADBE)236,110226,696-9,41483,28879,3411.30%-3,946
TECK RESOURCES LTD(TECK)1,438,3421,216,592-221,75063,11058,3200.95%-4,790
ADIENT PLC(ADNT)1,496,8361,576,385+79,54936,04430,2190.49%-5,825
PFIZER INC(PFE)4,038,4383,878,438-160,000102,89996,5731.58%-6,326
WEST FRASER TIMBER CO LTD(WFG)1,149,1691,171,348+22,17978,13971,7551.17%-6,384
ENERFLEX LTD(EFXT)4,974,4362,815,688-2,158,74853,66343,4650.71%-10,197
SUNCOR ENERGY INC NEW(SU)2,067,3771,661,252-406,12586,53473,8311.21%-12,704
AT&T INC(T)4,103,4754,130,100+26,625115,882102,5921.68%-13,290
BANK MONTREAL QUE1,774,8691,674,225-100,644231,330217,7133.56%-13,617
META PLATFORMS INC(META)198,596198,547-49145,845131,0592.15%-14,786
TELUS CORPORATION(TU)6,627,0626,775,387+148,325104,40289,4161.46%-14,986
SKYWORKS SOLUTIONS INC(SWKS)781,697671,432-110,26560,17542,5760.70%-17,600
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