PCJ Investment Counsel
Latest statistics and disclosures from PCJ Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BBU, CRH, CAE, BGSI, BN, and represent 30.02% of PCJ Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: BGSI (+$18M), BTE (+$8.0M), GIB (+$7.0M), CAE (+$6.9M), RGLD, BN, AXP, ORLA, MEOH, EQX.
- Started 9 new stock positions in RGLD, UUUU, AXP, ODFL, BTE, TFII, BGSI, GIB, KNX.
- Reduced shares in these 10 stocks: BBU (-$6.2M), COF (-$6.1M), , CM, DSGX, EFXT, NGD, Amcor, PAAS, C.
- Sold out of its positions in BLDR, C, DSGX, DCBO, NGD, RCI, SAND, STN, SLF, TRI. WCN, AER.
- PCJ Investment Counsel was a net buyer of stock by $15M.
- PCJ Investment Counsel has $404M in assets under management (AUM), dropping by 12.45%.
- Central Index Key (CIK): 0001426318
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Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 61 positions in its portfolio as reported in the December 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) | 10.2 | $41M | -13% | 1.2M | 35.38 |
|
| CRH Ord (CRH) | 5.8 | $23M | +2% | 187k | 124.80 |
|
| Cae (CAE) | 5.7 | $23M | +42% | 761k | 30.41 |
|
| Boyd Group Services (BGSI) | 4.5 | $18M | NEW | 115k | 159.29 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.8 | $15M | +43% | 334k | 45.90 |
|
| Enerflex (EFXT) | 3.4 | $14M | -23% | 894k | 15.42 |
|
| Rbc Cad (RY) | 3.4 | $14M | 81k | 170.48 |
|
|
| Equinox Gold Corp equities (EQX) | 3.1 | $12M | +31% | 882k | 14.05 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.8 | $11M | +3% | 71k | 161.02 |
|
| Toronto Dominion Bk Ont Com New (TD) | 2.7 | $11M | +14% | 116k | 94.25 |
|
| Iamgold Corp (IAG) | 2.6 | $11M | -14% | 642k | 16.50 |
|
| Carvana Cl A (CVNA) | 2.3 | $9.2M | -9% | 22k | 422.02 |
|
| Rb Global (RBA) | 2.1 | $8.5M | +3% | 83k | 102.90 |
|
| Methanex Corp (MEOH) | 2.0 | $8.3M | +77% | 209k | 39.68 |
|
| Baytex Energy Corp (BTE) | 2.0 | $8.0M | NEW | 2.5M | 3.23 |
|
| Denison Mines Corp (DNN) | 1.9 | $7.7M | +42% | 2.9M | 2.65 |
|
| Cgi Cl A Sub Vtg (GIB) | 1.7 | $7.0M | NEW | 76k | 92.37 |
|
| Orla Mining LTD New F (ORLA) | 1.7 | $7.0M | +108% | 518k | 13.45 |
|
| Cenovus Energy (CVE) | 1.7 | $6.9M | 407k | 16.92 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.6 | $6.4M | +8% | 184k | 34.75 |
|
| Pan American Silver Corp Can (PAAS) | 1.5 | $6.2M | -36% | 119k | 51.85 |
|
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $5.7M | +59% | 91k | 62.47 |
|
| Bk Nova Cad (BNS) | 1.4 | $5.5M | +8% | 74k | 73.75 |
|
| Agnico (AEM) | 1.3 | $5.5M | -6% | 32k | 169.59 |
|
| Bank Of Montreal Cadcom (BMO) | 1.3 | $5.4M | -12% | 42k | 129.87 |
|
| Taseko Cad (TGB) | 1.3 | $5.4M | +30% | 950k | 5.66 |
|
| Pembina Pipeline Corp (PBA) | 1.3 | $5.3M | +9% | 140k | 38.07 |
|
| Enbridge (ENB) | 1.3 | $5.3M | +5% | 111k | 47.85 |
|
| Endeavour Silver Corp (EXK) | 1.3 | $5.3M | -17% | 562k | 9.41 |
|
| Capital One Financial (COF) | 1.2 | $4.9M | -55% | 20k | 242.36 |
|
| Royal Gold (RGLD) | 1.2 | $4.8M | NEW | 22k | 222.29 |
|
| Fortuna Mng Corp Com New (FSM) | 1.2 | $4.8M | +24% | 487k | 9.80 |
|
| Nexgen Energy (NXE) | 1.2 | $4.7M | -2% | 506k | 9.20 |
|
| Barrick Mng Corp Com Shs (B) | 1.1 | $4.6M | +21% | 106k | 43.56 |
|
| Americas Gold And Silver Cor Com New (USAS) | 1.1 | $4.4M | +102% | 861k | 5.13 |
|
| First Majestic Silver Corp (AG) | 1.1 | $4.3M | -29% | 256k | 16.68 |
|
| Canadian Natural Resources (CNQ) | 1.0 | $4.1M | +3% | 120k | 33.87 |
|
| Manulife Finl Corp (MFC) | 1.0 | $3.9M | +3% | 107k | 36.31 |
|
| Canadian Pacific Kansas City (CP) | 0.9 | $3.8M | +4% | 52k | 73.62 |
|
| American Express Company (AXP) | 0.9 | $3.7M | NEW | 9.9k | 369.95 |
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.8 | $3.4M | +4% | 118k | 28.83 |
|
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.8 | $3.4M | -2% | 143k | 23.75 |
|
| Wheaton Precious Metals Corp (WPM) | 0.8 | $3.3M | 28k | 117.56 |
|
|
| Suncor Energy (SU) | 0.8 | $3.3M | +3% | 75k | 44.39 |
|
| Canadian Natl Ry (CNI) | 0.8 | $3.2M | +28% | 32k | 98.91 |
|
| Vizsla Silver Corp Com New (VZLA) | 0.7 | $3.0M | -2% | 551k | 5.48 |
|
| Amcor Ord | 0.7 | $3.0M | -54% | 360k | 8.34 |
|
| Ero Copper Corp (ERO) | 0.7 | $2.6M | +171% | 93k | 28.29 |
|
| Kinross Gold Corp (KGC) | 0.6 | $2.6M | -34% | 91k | 28.17 |
|
| Centerra Gold (CGAU) | 0.5 | $2.1M | -2% | 146k | 14.40 |
|
| Cameco Corporation (CCJ) | 0.5 | $2.1M | +7% | 23k | 91.57 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.4 | $1.6M | NEW | 30k | 52.28 |
|
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.4 | $1.5M | -2% | 123k | 12.07 |
|
| Nutrien (NTR) | 0.4 | $1.5M | -14% | 24k | 61.73 |
|
| Teck Resources CL B (TECK) | 0.4 | $1.4M | -18% | 30k | 47.88 |
|
| Celestica (CLS) | 0.3 | $1.4M | -26% | 4.6k | 295.81 |
|
| Energy Fuels Com New (UUUU) | 0.3 | $1.1M | NEW | 73k | 14.48 |
|
| Old Dominion Freight Line (ODFL) | 0.2 | $938k | NEW | 6.0k | 156.80 |
|
| Tfii Cn (TFII) | 0.2 | $903k | NEW | 8.7k | 103.36 |
|
| Or Royalties Com Shs (OR) | 0.2 | $881k | -70% | 25k | 35.39 |
|
| Cibc Cad (CM) | 0.1 | $494k | -90% | 5.5k | 90.66 |
|
Past Filings by PCJ Investment Counsel
SEC 13F filings are viewable for PCJ Investment Counsel going back to 2010
- PCJ Investment Counsel 2025 Q4 filed Feb. 10, 2026
- 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