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 |
---|---|---|---|
MACMacerich Co
| 1.09% | $59.64M 3.27M shares@ $18.25 avg price | Increased 0.25% |
BACBank America Corp
| 0.99% | $54.533M 1.374M shares@ $39.68 avg price | Increased 0.61% |
FDXFedex Corp
| 0.97% | $52.998M 193,650 shares@ $273.68 avg price | Increased 29.84% |
GSKGsk Plc
| 0.91% | $50.069M 1.225M shares@ $40.89 avg price | Increased 3.44% |
ELPCompanhia Paranaense De Ener
| 0.88% | $48.183M 6.476M shares@ $7.45 avg price | Increased 17.22% |
SBSCompanhia De Saneamento Basi
| 0.86% | $46.902M 2.836M shares@ $16.54 avg price | Increased 2.35% |
INTCIntel Corp
| 0.76% | $41.776M 1.781M shares@ $23.47 avg price | Increased 129.48% |
MRNAModerna Inc
| 0.62% | $34.16M 511,145 shares@ $66.83 avg price | Increased 62.07% |
GPKGraphic Packaging Hldg Co
| 0.62% | $33.94M 1.147M shares@ $29.6 avg price | Increased 0.91% |
BIIBBiogen Inc
| 0.47% | $25.764M 132,912 shares@ $193.84 avg price | Increased 17.97% |