Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LETKO, BROSSEAU & ASSOCIATES INC (CIK 1297496) reported $6.20B across 101 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RCI ($249.6M, 4.02%), BNS ($242.7M, 3.91%), GOOG ($239.0M, 3.85%), TD ($234.2M, 3.78%), RY ($229.3M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RCI | ROGERS COMMUNICATIONS INC | $249.6M | 4.02% | 6.5M | Trimmed |
| 2 | BNS | BANK NOVA SCOTIA B C | $242.7M | 3.91% | 3.5M | Trimmed |
| 3 | GOOG | ALPHABET INC | $239.0M | 3.85% | 833,098 | Trimmed |
| 4 | TD | TORONTO DOMINION BK ONT | $234.2M | 3.78% | 2.5M | Trimmed |
| 5 | RY | ROYAL BK CDA | $229.3M | 3.70% | 1.4M | Trimmed |
| 6 | MGA | MAGNA INTL INC | $219.8M | 3.54% | 3.9M | Trimmed |
| 7 | BMO | BANK MONTREAL MEDIUM | $213.3M | 3.44% | 1.6M | Trimmed |
| 8 | NTR | NUTRIEN LTD | $207.4M | 3.34% | 2.8M | Trimmed |
| 9 | MFC | MANULIFE FINL CORP | $207.3M | 3.34% | 6.0M | Trimmed |
| 10 | SLF | SUN LIFE FINANCIAL INC. | $203.9M | 3.29% | 3.3M | Added |
| 11 | BCE | BCE INC | $190.3M | 3.07% | 7.6M | Added |
| 12 | OTEX | OPEN TEXT CORP | $173.1M | 2.79% | 7.8M | Added |
| 13 | B | BARRICK MNG CORP | $158.2M | 2.55% | 3.9M | Trimmed |
| 14 | CVE | CENOVUS ENERGY INC | $151.1M | 2.44% | 5.7M | Trimmed |
| 15 | CM | CANADIAN IMPERIAL BANK OF CO | $147.9M | 2.38% | 1.6M | Trimmed |
| 16 | T | AT&T INC | $119.5M | 1.93% | 4.1M | Trimmed |
| 17 | META | META PLATFORMS INC | $114.8M | 1.85% | 200,645 | Added |
| 18 | PFE | PFIZER INC | $114.8M | 1.85% | 4.1M | Added |
| 19 | CNI | CANADIAN NATL RY CO | $107.9M | 1.74% | 1.1M | Added |
| 20 | ILMN | ILLUMINA INC | $105.1M | 1.69% | 852,903 | Trimmed |
| 21 | TTFNF | TOTALENERGIES SE | $100.8M | 1.62% | 1.1M | Trimmed |
| 22 | TU | TELUS CORPORATION | $95.3M | 1.54% | 7.4M | Added |
| 23 | ELPC | COMPANHIA PARANAENSE DE ENER | $94.5M | 1.52% | 7.9M | Added |
| 24 | ADBE | ADOBE INC | $93.0M | 1.50% | 382,493 | Added |
| 25 | WFG | WEST FRASER TIMBER LTD | $92.3M | 1.49% | 1.4M | Added |
Source: SEC Form 13F filings · as of 2026-03-31