Isabelle Godin
@Letko, Brosseau & Associates Inc
Latest period2024 - Q3ReportedManaged Assets$5.515BTotal holdings101
Assets growth rate4.58%Assets growth rate (2-Q avg)-1.87%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Letko, Brosseau & Associates Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 101 positions.
Assets under management
The assets under management (AUM) of Letko, Brosseau & Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.515B in assets, with a quarterly growth rate of 4.58% and a 2-quarter average growth rate of -1.87%. The portfolio is managed by Isabelle Godin, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
RCIRogers Communications Inc
| 3.08% | $169.772M 4.218M shares@ $40.26 avg price | Increased 5.34% |
MGAMagna Intl Inc
| 2.81% | $154.955M 3.773M shares@ $41.07 avg price | Increased 14.89% |
CMCanadian Imperial Bk Comm
| 2.75% | $151.309M 2.464M shares@ $61.41 avg price | Increased 4.77% |
OTEXOpen Text Corp
| 2.6% | $143.286M 4.3M shares@ $33.33 avg price | Increased 9.44% |
NTRNutrien Ltd
| 2.5% | $137.375M 2.856M shares@ $48.11 avg price | Increased 8.02% |
GOOGAlphabet Inc
| 2.33% | $128.237M 767,011 shares@ $167.19 avg price | Increased 0.05% |
BCEBce Inc
| 2.27% | $124.863M 3.587M shares@ $34.81 avg price | Increased 2.08% |
WFGWest Fraser Timber Co Ltd
| 2.01% | $110.767M 1.136M shares@ $97.54 avg price | Increased 0.54% |
TAt&t Inc
| 1.82% | $100.184M 4.554M shares@ $22.0 avg price | Increased 3.34% |
EMNEastman Chem Co
| 1.73% | $95.281M 851,101 shares@ $111.96 avg price | Increased 0.28% |