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 |
---|---|---|---|
GOLDBarrick Gold Corp
| 1.69% | $92.831M 4.662M shares@ $19.92 avg price | Increased 16.36% |
CVECenovus Energy Inc
| 1.52% | $83.444M 4.984M shares@ $16.75 avg price | Increased 0.02% |
GILDGilead Sciences Inc
| 1.49% | $81.843M 976,178 shares@ $83.85 avg price | Increased 0.9% |
CMCSAComcast Corp New
| 1.47% | $80.762M 1.933M shares@ $41.77 avg price | Increased 1.01% |
CAECae Inc
| 1.41% | $77.29M 4.112M shares@ $18.8 avg price | Increased 5.08% |
VZVerizon Communications Inc
| 1.37% | $75.542M 1.682M shares@ $44.92 avg price | Increased 1.41% |
TFCTruist Finl Corp
| 1.33% | $73.095M 1.709M shares@ $42.77 avg price | Increased 0.29% |
CVSCvs Health Corp
| 1.25% | $68.381M 1.087M shares@ $62.88 avg price | Increased 4.85% |
SWKSSkyworks Solutions Inc
| 1.24% | $68.256M 691,060 shares@ $98.77 avg price | Increased 1.72% |
BERYBerry Global Group Inc
| 1.19% | $65.241M 959,702 shares@ $67.99 avg price | Increased 0.61% |