PCJ Investment Counsel
Latest statistics and disclosures from PCJ Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BBUC, CAE, EFXT, RY, BTE, and represent 25.94% of PCJ Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: BBUC (+$31M), GFL (+$7.8M), BEP (+$5.6M), CM (+$5.1M), ARIS, PPTA, BIP, HBM, ERO, CNI.
- Started 11 new stock positions in ARIS, FTS, HBM, BBUC, BEP, GFL, ATS, WCN, PPTA, ALM. AGI.
- Reduced shares in these 10 stocks: Brookfield Business Partners unit (-$41M), BN (-$9.4M), , CRH (-$7.8M), RBA (-$6.6M), PAAS (-$6.2M), , EFXT, CVNA, RGLD.
- Sold out of its positions in AXP, COF, UUUU, AG, MEOH, ODFL, OR, PAAS, RGLD, TSAT. VZLA, Amcor, Brookfield Business Partners unit.
- PCJ Investment Counsel was a net seller of stock by $-59M.
- PCJ Investment Counsel has $352M in assets under management (AUM), dropping by -12.91%.
- Central Index Key (CIK): 0001426318
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Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 8.8 | $31M | NEW | 979k | 31.63 |
|
| Cae (CAE) | 5.8 | $20M | +2% | 783k | 26.07 |
|
| Enerflex (EFXT) | 3.9 | $14M | -26% | 661k | 20.92 |
|
| Rbc Cad (RY) | 3.9 | $14M | +3% | 84k | 161.69 |
|
| Baytex Energy Corp (BTE) | 3.6 | $13M | +12% | 2.8M | 4.47 |
|
| Boyd Group Services (BGSI) | 3.4 | $12M | -18% | 94k | 127.69 |
|
| CRH Ord (CRH) | 3.4 | $12M | -39% | 113k | 105.12 |
|
| Cenovus Energy (CVE) | 3.3 | $12M | +8% | 443k | 26.50 |
|
| Toronto Dominion Bk Ont Com New (TD) | 3.2 | $11M | +5% | 122k | 93.29 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 3.0 | $11M | +59% | 293k | 36.10 |
|
| Denison Mines Corp (DNN) | 2.7 | $9.4M | -8% | 2.7M | 3.54 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.5 | $8.9M | +5% | 75k | 118.68 |
|
| Equinox Gold Corp equities (EQX) | 2.3 | $8.0M | -37% | 555k | 14.44 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 2.2 | $7.8M | NEW | 188k | 41.72 |
|
| Iamgold Corp (IAG) | 2.2 | $7.6M | -37% | 403k | 18.81 |
|
| Enbridge (ENB) | 1.9 | $6.7M | +10% | 124k | 54.22 |
|
| Taseko Cad (TGB) | 1.9 | $6.6M | +7% | 1.0M | 6.48 |
|
| Canadian Natl Ry (CNI) | 1.8 | $6.4M | +93% | 62k | 102.95 |
|
| Canadian Natural Resources (CNQ) | 1.8 | $6.2M | +6% | 128k | 48.78 |
|
| Agnico (AEM) | 1.8 | $6.2M | -5% | 31k | 203.02 |
|
| Bank Of Montreal Cadcom (BMO) | 1.7 | $5.9M | +3% | 43k | 135.47 |
|
| Ero Copper Corp (ERO) | 1.6 | $5.6M | +127% | 212k | 26.65 |
|
| Cibc Cad (CM) | 1.6 | $5.6M | +981% | 59k | 94.64 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 1.6 | $5.6M | NEW | 171k | 32.63 |
|
| Suncor Energy (SU) | 1.6 | $5.5M | +10% | 83k | 66.15 |
|
| Orla Mining LTD New F (ORLA) | 1.4 | $4.9M | -41% | 305k | 16.08 |
|
| Aris Mng Corp (ARIS) | 1.4 | $4.8M | NEW | 260k | 18.57 |
|
| Perpetua Resources (PPTA) | 1.3 | $4.6M | NEW | 164k | 28.18 |
|
| Centerra Gold (CGAU) | 1.3 | $4.5M | +74% | 255k | 17.74 |
|
| Pembina Pipeline Corp (PBA) | 1.3 | $4.5M | -29% | 100k | 44.79 |
|
| Canadian Pacific Kansas City (CP) | 1.2 | $4.2M | +3% | 54k | 78.71 |
|
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 1.2 | $4.2M | 142k | 29.79 |
|
|
| Nexgen Energy (NXE) | 1.2 | $4.1M | -29% | 354k | 11.60 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $4.1M | -69% | 101k | 40.53 |
|
| Wheaton Precious Metals Corp (WPM) | 1.1 | $3.9M | +5% | 30k | 131.29 |
|
| Tfii Cn (TFII) | 1.1 | $3.9M | +312% | 36k | 108.87 |
|
| Barrick Mng Corp Com Shs (B) | 1.1 | $3.9M | -10% | 95k | 40.87 |
|
| Endeavour Silver Corp (EXK) | 1.1 | $3.9M | -26% | 413k | 9.33 |
|
| Manulife Finl Corp (MFC) | 1.0 | $3.5M | -5% | 101k | 34.45 |
|
| HudBay Minerals (HBM) | 1.0 | $3.4M | NEW | 162k | 20.94 |
|
| Cameco Corporation (CCJ) | 1.0 | $3.4M | +37% | 31k | 108.55 |
|
| Teck Resources CL B (TECK) | 0.9 | $3.3M | +116% | 64k | 51.75 |
|
| Almonty Inds Com New (ALM) | 0.8 | $2.9M | NEW | 200k | 14.55 |
|
| Fortis (FTS) | 0.8 | $2.8M | NEW | 50k | 55.80 |
|
| Kinross Gold Corp (KGC) | 0.8 | $2.7M | -3% | 88k | 30.58 |
|
| Celestica (CLS) | 0.8 | $2.6M | +103% | 9.4k | 282.15 |
|
| Fortuna Mng Corp Com New (FSM) | 0.7 | $2.6M | -46% | 258k | 9.94 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.7 | $2.6M | +50% | 45k | 57.58 |
|
| Americas Gold And Silver Cor Com New (USAS) | 0.7 | $2.4M | -46% | 458k | 5.22 |
|
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.6 | $2.2M | +104% | 251k | 8.94 |
|
| Nutrien (NTR) | 0.6 | $2.2M | +22% | 29k | 75.50 |
|
| Carvana Cl A (CVNA) | 0.6 | $2.0M | -70% | 6.5k | 314.38 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.4 | $1.5M | -72% | 21k | 73.12 |
|
| Alamos Gold Com Cl A (AGI) | 0.4 | $1.5M | NEW | 34k | 44.50 |
|
| Ats (ATS) | 0.4 | $1.4M | NEW | 50k | 28.19 |
|
| Rb Global (RBA) | 0.4 | $1.3M | -83% | 14k | 95.85 |
|
| Bk Nova Cad (BNS) | 0.1 | $468k | -90% | 6.7k | 69.36 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $441k | -91% | 7.9k | 55.70 |
|
| Waste Connections (WCN) | 0.1 | $336k | NEW | 2.1k | 162.51 |
|
Past Filings by PCJ Investment Counsel
SEC 13F filings are viewable for PCJ Investment Counsel going back to 2010
- PCJ Investment Counsel 2026 Q1 filed May 11, 2026
- 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