13F Insight
DOSSIER · 13F-HR · Q1 2026

LETKO, BROSSEAU & ASSOCIATES INC

$6.2B in tracked AUM across 101 positions as of Q1 2026.

LB
CIK 0001297496 · last filed Mar 31, 2026
Total AUM
$6.2B
as of Q1 2026
Holdings
101
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LETKO, BROSSEAU & ASSOCIATES INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RCI
ROGERS COMMUNICATIONS INC
$250M6.5M4.0%02
BNS
BANK NOVA SCOTIA B C
$243M3.5M3.9%03
GOOG
ALPHABET INC
$239M833K3.9%04
TD
TORONTO DOMINION BK ONT
$234M2.5M3.8%05
RY
ROYAL BK CDA
$229M1.4M3.7%06
MGA
MAGNA INTL INC
$220M3.9M3.5%07
BMO
BANK MONTREAL MEDIUM
$213M1.6M3.4%08
NTR
NUTRIEN LTD
$207M2.8M3.3%09
MFC
MANULIFE FINL CORP
$207M6.0M3.3%10
SLF
SUN LIFE FINANCIAL INC.
$204M3.3M3.3%

Filing history

2026Q1Mar 31
$6.2B▲ 1.6%
101 positionsView →2025Q4Dec 31
$6.1B▲ 4.9%
100 positionsView →2025Q3Sep 30
$5.8B▲ 11.4%
98 positionsView →2025Q2Jun 30
$5.2B▲ 11.2%
93 positionsLocked2025Q1Mar 31
$4.7B▼ 9.1%
89 positionsLocked2024Q4Dec 31
$5.2B▼ 6.2%
100 positionsLocked2024Q3Sep 30
$5.5B▲ 4.6%
101 positionsLocked2024Q2Jun 30
$5.3B▼ 8.3%
104 positionsLocked2024Q1Mar 31
$5.8B▲ 4.8%
102 positionsLocked2023Q4Dec 31
$5.5B▲ 7.6%
96 positionsLocked2023Q3Sep 30
$5.1B▼ 4.9%
98 positionsLocked2023Q2Jun 30
$5.4B▲ 0.4%
94 positionsLocked
Showing 12 of 83