PCJ Investment Counsel
Latest statistics and disclosures from PCJ Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BBU, CRH, BN, CAE, EFXT, and represent 30.62% of PCJ Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: CAE (+$15M), BN (+$8.4M), PAAS (+$5.7M), CVE (+$5.7M), IAG, GIL, SAND, TGB, C, CVNA.
- Started 9 new stock positions in Americas Gold And Silver Cor, STN, ERO, CLS, C, VZLA, TGB, BLDR, GIL.
- Reduced shares in these 10 stocks: CNQ, , AER, EFXT, RBA, WFC, BIP, PBA, TRP, OR.
- Sold out of its positions in AGI, BURL, GIB, FCX, HBM, Mag Silver Corp, TFII, TRP, TU, WFC.
- PCJ Investment Counsel was a net buyer of stock by $17M.
- PCJ Investment Counsel has $360M in assets under management (AUM), dropping by 22.78%.
- Central Index Key (CIK): 0001426318
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Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Brookfield Business Partners Unit Ltd L P (BBU) | 12.2 | $44M | +5% | 1.3M | 32.72 |
|
| CRH Ord (CRH) | 6.1 | $22M | -5% | 183k | 119.90 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.4 | $16M | +110% | 233k | 68.59 |
|
| Cae (CAE) | 4.4 | $16M | +1427% | 534k | 29.61 |
|
| Enerflex (EFXT) | 3.5 | $13M | -21% | 1.2M | 10.78 |
|
| Rbc Cad (RY) | 3.3 | $12M | +2% | 80k | 147.36 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.8 | $10M | -2% | 68k | 148.53 |
|
| Capital One Financial (COF) | 2.7 | $9.7M | +12% | 46k | 212.58 |
|
| Iamgold Corp (IAG) | 2.7 | $9.6M | +71% | 747k | 12.92 |
|
| Carvana Cl A (CVNA) | 2.5 | $9.2M | +46% | 24k | 377.24 |
|
| Rb Global (RBA) | 2.4 | $8.7M | -27% | 80k | 108.33 |
|
| Toronto Dominion Bk Ont Com New (TD) | 2.2 | $8.1M | -10% | 101k | 79.94 |
|
| Equinox Gold Corp equities (EQX) | 2.1 | $7.5M | +50% | 668k | 11.20 |
|
| Pan American Silver Corp Can (PAAS) | 2.0 | $7.2M | +384% | 187k | 38.74 |
|
| Cenovus Energy (CVE) | 2.0 | $7.0M | +412% | 414k | 16.99 |
|
| Amcor Ord (AMCR) | 1.8 | $6.4M | +16% | 788k | 8.18 |
|
| Bank Of Montreal Cadcom (BMO) | 1.7 | $6.2M | 48k | 130.28 |
|
|
| Agnico (AEM) | 1.6 | $5.8M | -9% | 34k | 168.39 |
|
| Denison Mines Corp (DNN) | 1.6 | $5.6M | 2.0M | 2.75 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.5 | $5.6M | -35% | 169k | 32.92 |
|
| Sandstorm Gold Com New (SAND) | 1.5 | $5.3M | +144% | 427k | 12.51 |
|
| Enbridge (ENB) | 1.5 | $5.3M | -2% | 106k | 50.44 |
|
| Endeavour Silver Corp (EXK) | 1.5 | $5.3M | 677k | 7.83 |
|
|
| Pembina Pipeline Corp (PBA) | 1.4 | $5.2M | -33% | 128k | 40.45 |
|
| Methanex Corp (MEOH) | 1.3 | $4.7M | -2% | 118k | 39.76 |
|
| Nexgen Energy (NXE) | 1.3 | $4.7M | -30% | 520k | 8.95 |
|
| Cibc Cad (CM) | 1.3 | $4.6M | +7% | 57k | 79.89 |
|
| Descartes Sys Grp (DSGX) | 1.3 | $4.5M | 48k | 94.20 |
|
|
| First Majestic Silver Corp (AG) | 1.2 | $4.5M | -27% | 364k | 12.28 |
|
| Bk Nova Cad (BNS) | 1.2 | $4.4M | +34% | 69k | 64.65 |
|
| New Gold Inc Cda (NGD) | 1.2 | $4.2M | -29% | 586k | 7.16 |
|
| Canadian Natural Resources (CNQ) | 1.0 | $3.7M | -56% | 116k | 31.97 |
|
| Canadian Pacific Kansas City (CP) | 1.0 | $3.7M | -38% | 50k | 74.46 |
|
| Fortuna Mng Corp Com New (FSM) | 1.0 | $3.5M | +6% | 392k | 8.95 |
|
| Kinross Gold Corp (KGC) | 1.0 | $3.4M | +10% | 138k | 24.81 |
|
| Or Royalties Com Shs (OR) | 0.9 | $3.4M | -40% | 85k | 40.07 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.9 | $3.3M | NEW | 57k | 57.78 |
|
| Manulife Finl Corp (MFC) | 0.9 | $3.2M | -9% | 103k | 31.15 |
|
| Wheaton Precious Metals Corp (WPM) | 0.9 | $3.2M | 28k | 111.88 |
|
|
| Taseko Cad (TGB) | 0.9 | $3.1M | NEW | 727k | 4.24 |
|
| Suncor Energy (SU) | 0.8 | $3.0M | +9% | 73k | 41.84 |
|
| Citigroup Com New (C) | 0.8 | $3.0M | NEW | 30k | 101.50 |
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.8 | $2.9M | 112k | 26.10 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.8 | $2.9M | +81% | 87k | 32.84 |
|
| Stantec (STN) | 0.7 | $2.7M | NEW | 25k | 107.80 |
|
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.7 | $2.7M | 146k | 18.41 |
|
|
| Builders FirstSource (BLDR) | 0.7 | $2.7M | NEW | 22k | 121.25 |
|
| Orla Mining LTD New F (ORLA) | 0.7 | $2.7M | -6% | 249k | 10.78 |
|
| Vizsla Silver Corp Com New (VZLA) | 0.7 | $2.4M | NEW | 567k | 4.32 |
|
| Canadian Natl Ry (CNI) | 0.7 | $2.4M | -39% | 25k | 94.28 |
|
| Waste Connections (WCN) | 0.6 | $2.2M | -6% | 13k | 175.76 |
|
| Cameco Corporation (CCJ) | 0.5 | $1.8M | -8% | 21k | 83.91 |
|
| Nutrien (NTR) | 0.5 | $1.6M | +13% | 28k | 58.71 |
|
| Teck Resources CL B (TECK) | 0.4 | $1.6M | -31% | 37k | 43.86 |
|
| Centerra Gold (CGAU) | 0.4 | $1.6M | -9% | 150k | 10.71 |
|
| Americas Gold And Silver Cor Com New | 0.4 | $1.6M | NEW | 425k | 3.73 |
|
| Celestica (CLS) | 0.4 | $1.5M | NEW | 6.3k | 246.03 |
|
| Sun Life Financial (SLF) | 0.4 | $1.5M | -24% | 26k | 60.04 |
|
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.4 | $1.5M | 126k | 11.54 |
|
|
| Rogers Communications CL B (RCI) | 0.4 | $1.3M | 38k | 34.42 |
|
|
| Thomson Reuters Corp. (TRI) | 0.3 | $1.2M | +6% | 8.0k | 155.24 |
|
| Docebo (DCBO) | 0.3 | $1.2M | 43k | 27.28 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.3 | $918k | -83% | 7.6k | 121.00 |
|
| Ero Copper Corp (ERO) | 0.2 | $695k | NEW | 34k | 20.25 |
|
Past Filings by PCJ Investment Counsel
SEC 13F filings are viewable for PCJ Investment Counsel going back to 2010
- PCJ Investment Counsel 2025 Q3 filed Nov. 13, 2025
- PCJ Investment Counsel 2025 Q2 filed Aug. 7, 2025
- PCJ Investment Counsel 2025 Q1 filed May 12, 2025
- PCJ Investment Counsel 2024 Q4 filed Feb. 7, 2025
- PCJ Investment Counsel 2024 Q3 filed Nov. 8, 2024
- PCJ Investment Counsel 2024 Q2 filed Aug. 8, 2024
- PCJ Investment Counsel 2024 Q1 filed May 8, 2024
- PCJ Investment Counsel 2023 Q4 filed Feb. 9, 2024
- PCJ Investment Counsel 2023 Q3 filed Nov. 9, 2023
- PCJ Investment Counsel 2023 Q2 filed Aug. 10, 2023
- PCJ Investment Counsel 2023 Q1 filed May 5, 2023
- PCJ Investment Counsel 2022 Q4 filed Feb. 10, 2023
- PCJ Investment Counsel 2022 Q3 filed Nov. 10, 2022
- PCJ Investment Counsel 2022 Q2 filed Aug. 5, 2022
- PCJ Investment Counsel 2022 Q1 filed May 12, 2022
- PCJ Investment Counsel 2021 Q4 filed Feb. 10, 2022