LETKO, BROSSEAU & ASSOCIATES INC B — BARRICK MNG CORP

Ownership history in LETKO, BROSSEAU & ASSOCIATES INC  ·  4 quarters on record

AI Ownership Summary

LETKO, BROSSEAU & ASSOCIATES INC reported BARRICK MNG CORP (B) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 3.28% in 2025 Q4. The latest visible filing shows B at 2.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this B ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LETKO, BROSSEAU & ASSOCIATES INC's position in BARRICK MNG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

B was reported at 2.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

B stock page LETKO, BROSSEAU & ASSOCIATES INC fund profile LETKO, BROSSEAU & ASSOCIATES INC full holdings
How LETKO, BROSSEAU & ASSOCIATES INC held B — position size vs. price
% of Fund (quarterly)    B price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,884,565 -702,785 -15.3% 2.55% $158.2M 2026-05-12 $45.66
2025 Q4 REDUCED 6.4% -5.6% ✅ 4,587,350 -312,725 -6.4% 3.28% $200.1M 2026-02-11 $47.04
2025 Q3 REDUCED — — — 4,900,075 -115,950 -2.3% 2.76% $161.0M 2025-11-14 (Est.) $36.41
2025 Q2 INITIATED — — — 5,016,025 — — 1.99% $104.2M 2025-08-14 (Est.) $23.09

🏢 Other funds also holding B

As of 2026 Q1 — sorted by position size

Palliser Capital (UK) Ltd 3Y 16.58% Oaktree Fund Advisors, LLC 3Y 12.77% Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 9.15% Crocodile Capital Partners GmbH 3Y 6.54% Sagil Capital LLP 3Y 7Y 6.2% Euro Pacific Asset Management, LLC 3Y 6.08% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 6.02% Gemsstock Ltd. 3Y 5.86% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 4.86% EVEXIA WEALTH LLC 4.78%

FAQ About LETKO, BROSSEAU & ASSOCIATES INC and B

These are the practical questions this page is built to answer before you even open the full history table.

How long has LETKO, BROSSEAU & ASSOCIATES INC reported owning B?

LETKO, BROSSEAU & ASSOCIATES INC reported B across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported B position in LETKO, BROSSEAU & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for B was 3.28% in 2025 Q4.

What is the latest reported B position on this page?

The most recent filing on this page is 2026 Q1, when LETKO, BROSSEAU & ASSOCIATES INC reported 3,884,565 shares, equal to 2.55% of portfolio, with an estimated market value of $158.2M.

What does the chart on this B ownership page compare?

The chart compares LETKO, BROSSEAU & ASSOCIATES INC's quarterly B portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LETKO, BROSSEAU & ASSOCIATES INC time their B position?

Based on 13F filing dates vs. subsequent B price moves, LETKO, BROSSEAU & ASSOCIATES INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on B relative to SPY over the holding period was +106.6%.

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