LETKO, BROSSEAU & ASSOCIATES INC
MONTREAL A8 · SEC CIK 0001297496
$67.66亿2026Q2 申报市值
112持仓数
37.6%前十大占比 · 第一大 4.3%
14 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GEHC 新建仓+$5,623.76万
GIL 新建仓+$4,881.19万
EXC 新建仓+$4,154.31万
TU 加仓+$2,939.04万
CMCSA 加仓+$2,887.09万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$2.56亿
BMO 减仓-$2,707.77万
TD 减仓-$1,487.49万
MGA 减仓-$1,446.06万
EFXT 减仓-$1,429.84万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP | $1.36亿 | 2.01% | 3,703,017 | -181,548 | -4.7% | -$667.33万 | 减仓 |
| ILMN | ILLUMINA INC | $1.46亿 | 2.16% | 830,293 | -22,610 | -2.7% | -$397.55万 | 减仓 |
| BCE | BCE INC | $1.64亿 | 2.43% | 7,626,060 | 61,732 | 0.8% | $132.93万 | 加仓 |
| NTR | NUTRIEN LTD | $1.68亿 | 2.48% | 2,661,149 | -95,761 | -3.5% | -$603.08万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $1.70亿 | 2.51% | 1,475,569 | -90,063 | -5.8% | -$1,036.76万 | 减仓 |
| OTEX | OPEN TEXT CORP | $1.96亿 | 2.89% | 8,837,628 | 1,047,075 | 13.4% | $2,316.66万 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $2.09亿 | 3.09% | 6,419,707 | -91,890 | -1.4% | -$298.84万 | 减仓 |
| MFC | MANULIFE FINL CORP | $2.41亿 | 3.56% | 5,945,857 | -92,595 | -1.5% | -$375.41万 | 减仓 |
| MGA | MAGNA INTL INC | $2.45亿 | 3.62% | 3,728,461 | -219,987 | -5.6% | -$1,446.06万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $2.47亿 | 3.65% | 3,144,427 | -119,981 | -3.7% | -$941.67万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2.52亿 | 3.73% | 1,426,775 | -153,255 | -9.7% | -$2,707.77万 | 减仓 |
| RY | ROYAL BK CDA | $2.81亿 | 4.15% | 1,356,164 | -66,933 | -4.7% | -$1,385.51万 | 减仓 |
| GOOG | ALPHABET INC | $2.87亿 | 4.24% | 812,863 | -20,235 | -2.4% | -$714.96万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $2.91亿 | 4.30% | 2,393,682 | -122,383 | -4.9% | -$1,487.49万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $2.94亿 | 4.34% | 3,380,374 | -130,292 | -3.7% | -$1,132.06万 | 减仓 |