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 |
---|---|---|---|
CLSCelestica Inc
| 0.84% | $45.871M 896,296 shares@ $51.18 avg price | Decreased -28.68% |
COPConocophillips
| 0.83% | $45.349M 430,744 shares@ $105.28 avg price | Decreased -0.07% |
SHELShell Plc
| 0.8% | $43.763M 663,577 shares@ $65.95 avg price | Decreased -23.87% |
EFXTEnerflex Ltd
| 0.72% | $39.516M 6.623M shares@ $5.97 avg price | Decreased -0.07% |
QSRRestaurant Brands Intl Inc
| 0.59% | $32.411M 448,675 shares@ $72.24 avg price | Decreased -0.33% |
IVZInvesco Ltd
| 0.52% | $28.554M 1.626M shares@ $17.56 avg price | Decreased -0.84% |
MRKMerck & Co Inc
| 0.48% | $26.381M 232,309 shares@ $113.56 avg price | Decreased -0.82% |
UPSUnited Parcel Service Inc
| 0.39% | $21.16M 155,202 shares@ $136.35 avg price | Decreased -27.4% |
HESHess Corp
| 0.34% | $18.585M 136,857 shares@ $135.81 avg price | Decreased -41.95% |
IBNIcici Bank Limited
| 0.27% | $14.496M 485,625 shares@ $29.85 avg price | Decreased -9.99% |