LETKO, BROSSEAU & ASSOCIATES INC

Fundamental diversified ★Signal CIK 1297496
League rank
#612
in Fundamental diversified · #4501 overall
Long book
$6.20B
Q1 2026
Positions
101
Top-10 weight
36%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
3%
of book per quarter

Strategy in plain words

auto-generated from filings

LETKO, BROSSEAU & ASSOCIATES INC is a diversified fundamental manager, running a $6.20B US long book across 101 positions.

The portfolio is moderately concentrated (top 10 ≈ 36% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ROGERS COMMUNICATIONS INC-B, BANK OF NOVA SCOTIA, ALPHABET INC-CL C, TORONTO-DOMINION BANK, ROYAL BANK OF CANADA.

Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.8%
Q2 2024
+7.8%
Q3 2024
-2.5%
Q4 2024
-2.7%
Q1 2025
+9.3%
Q2 2025
+11.5%
Q3 2025
+7.9%
Q4 2025
+3.3%
Q1 2026
+10.7%

Sector allocation

Financials
32%
Technology
18%
Communications
14%
Industrials
9%
Healthcare
8%
Other
6%
Energy
6%
Materials
6%

Long book by quarter

$5.75B
Q1 2024
$5.27B
Q2 2024
$5.51B
Q3 2024
$5.17B
Q4 2024
$4.70B
Q1 2025
$5.23B
Q2 2025
$5.82B
Q3 2025
$6.11B
Q4 2025
$6.20B
Q1 2026

What does LETKO, BROSSEAU own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
RCI ROGERS COMMUNICATIONS INC-BCommunications6.5M$249.6M4.0%-1.7%
BNS BANK OF NOVA SCOTIAFinancials3.5M$242.7M3.9%-5.8%
GOOG ALPHABET INC-CL CTechnology833.1K$239.0M3.9%-0.5%
TD TORONTO-DOMINION BANKFinancials2.5M$234.2M3.8%-8.3%
RY ROYAL BANK OF CANADAFinancials1.4M$229.3M3.7%-2.9%
MGA MAGNA INTERNATIONAL INCIndustrials3.9M$219.8M3.5%-2.9%
BMO BANK OF MONTREALFinancials1.6M$213.3M3.4%-5.6%
NTR NUTRIEN LTDOther2.8M$207.4M3.3%-5.3%
MFC MANULIFE FINANCIAL CORPFinancials6.0M$207.3M3.3%-1.8%
SLF SUN LIFE FINANCIAL INCFinancials3.3M$203.9M3.3%+1.8%
BCE BCE INCCommunications7.6M$190.3M3.1%+3.1%
OTEX OPEN TEXT CORPTechnology7.8M$173.1M2.8%+37.1%
B BARRICK MINING CORPMaterials3.9M$158.2M2.6%-15.3%
CVE CENOVUS ENERGY INCEnergy5.7M$151.1M2.4%-4.0%
CM CAN IMPERIAL BK OF COMMERCEFinancials1.6M$147.9M2.4%-13.6%
T AT&T INCCommunications4.1M$119.5M1.9%-0.2%
PFE PFIZER INCHealthcare4.1M$114.8M1.9%+5.5%
META META PLATFORMS INC-CLASS ATechnology200.6K$114.8M1.9%+1.1%
CNI CANADIAN NATL RAILWAY COIndustrials1.1M$107.9M1.7%+36.0%
ILMN ILLUMINA INCHealthcare852.9K$105.1M1.7%-0.7%
TTE TOTALENERGIES SEEnergy1.1M$100.8M1.6%-2.3%
TU TELUS CORPCommunications7.4M$95.3M1.5%+9.8%
ADBE ADOBE INCTechnology382.5K$93.0M1.5%+68.7%
WFG WEST FRASER TIMBER CO LTDOther1.4M$92.3M1.5%+21.0%
EMN EASTMAN CHEMICAL COMaterials1.2M$91.1M1.5%-0.1%
INTC INTEL CORPTechnology2.0M$89.5M1.4%-32.2%
VZ VERIZON COMMUNICATIONS INCCommunications1.7M$85.5M1.4%-0.6%
CAE CAE INCTechnology3.1M$81.0M1.3%-3.0%
CVS CVS HEALTH CORPHealthcare1.1M$80.1M1.3%+0.3%
FDX FEDEX CORPIndustrials217.5K$77.5M1.2%-2.7%
TFC TRUIST FINANCIAL CORPFinancials1.6M$72.1M1.2%-7.6%
C CITIGROUP INCFinancials631.5K$71.6M1.2%-22.1%
STT STATE STREET CORPFinancials544.5K$68.9M1.1%-18.5%
CRM SALESFORCE INCTechnology356.7K$66.6M1.1%+10391.5%
CMCSA COMCAST CORP-CLASS ACommunications2.3M$65.6M1.1%+0.9%
CRUS CIRRUS LOGIC INCTechnology449.5K$65.0M1.0%-0.2%
MSFT MICROSOFT CORPTechnology171.0K$63.3M1.0%+26662.6%
ABBV ABBVIE INCHealthcare275.1K$59.8M1.0%-3.5%
TECK TECK RESOURCES LTD-CLS BMaterials1.1M$55.9M0.9%-11.0%
COP CONOCOPHILLIPSEnergy420.6K$55.5M0.9%-2.3%
EFXT ENERFLEX LTDIndustrials2.6M$53.8M0.9%-8.4%
QSR RESTAURANT BRANDS INTERNConsumer discretionary669.6K$49.4M0.8%+10.8%
SWKS SKYWORKS SOLUTIONS INCTechnology912.7K$48.9M0.8%+35.9%
BAC BANK OF AMERICA CORPFinancials975.4K$47.6M0.8%-0.4%
WFC WELLS FARGO & COFinancials573.8K$45.7M0.7%-0.6%
MRK MERCK & CO. INC.Healthcare358.0K$43.1M0.7%-3.4%
MRNA MODERNA INCHealthcare748.8K$38.0M0.6%+3.1%
UPS UNITED PARCEL SERVICE-CL BIndustrials361.6K$35.6M0.6%+0.9%
GPK GRAPHIC PACKAGING HOLDING COOther3.5M$34.5M0.6%+0.6%
ADNT ADIENT PLCIndustrials1.6M$32.7M0.5%+2.6%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 2026101$6.20B canonicalSEC ↗
Q4 202513F-HRFeb 11, 2026100$6.11B canonicalSEC ↗
Q3 202513F-HRNov 12, 202598$5.82B canonicalSEC ↗
Q2 202513F-HRAug 8, 202593$5.23B canonicalSEC ↗
Q1 202513F-HRMay 8, 202589$4.70B canonicalSEC ↗
Q4 202413F-HRFeb 14, 2025100$5.17B canonicalSEC ↗
Q3 202413F-HRNov 7, 2024101$5.51B canonicalSEC ↗
Q2 202413F-HRAug 6, 2024104$5.27B canonicalSEC ↗
Q1 202413F-HRMay 8, 2024102$5.75B canonicalSEC ↗