PCJ Investment Counsel

PCJ Investment Counsel as of Sept. 30, 2019

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 62 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rbc Cad (RY) 7.9 $15M 188k 81.17
Brookfield Asset Management 6.9 $13M 249k 53.13
Bk Nova Cad (BNS) 6.6 $13M 222k 56.84
Tor Dom Bk Cad (TD) 6.2 $12M 205k 58.35
Enbridge (ENB) 3.8 $7.3M 209k 35.12
Suncor Energy (SU) 3.3 $6.3M 201k 31.56
Tc Energy Corp (TRP) 3.2 $6.1M 119k 51.81
Canadian Natl Ry (CNI) 3.1 $6.0M 67k 89.85
Canadian Natural Resources (CNQ) 2.9 $5.7M 212k 26.62
Canadian Pacific Railway 2.7 $5.2M 24k 222.37
Bank Of Montreal Cadcom (BMO) 2.5 $4.8M 65k 73.71
Descartes Sys Grp (DSGX) 2.5 $4.7M 117k 40.37
Franco-Nevada Corporation (FNV) 2.4 $4.7M 51k 91.17
Shaw Communications Inc cl b conv 2.3 $4.4M 225k 19.66
Barrick Gold Corp (GOLD) 2.0 $3.8M 220k 17.31
Manulife Finl Corp (MFC) 2.0 $3.8M 206k 18.35
Fnf (FNF) 1.9 $3.6M 80k 44.41
Cgi Inc Cl A Sub Vtg (GIB) 1.8 $3.4M 43k 79.12
Kirkland Lake Gold 1.6 $3.2M 71k 44.83
Firstservice Corp (FSV) 1.6 $3.2M 31k 102.60
Fiserv (FI) 1.6 $3.1M 30k 103.60
Pembina Pipeline Corp (PBA) 1.6 $3.0M 82k 37.09
Waste Connections (WCN) 1.5 $2.9M 32k 91.93
Nutrien (NTR) 1.5 $2.9M 58k 49.84
Progressive Corporation (PGR) 1.4 $2.7M 35k 77.26
Cenovus Energy (CVE) 1.4 $2.6M 276k 9.39
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.4 $2.6M 36k 71.14
Agnico (AEM) 1.3 $2.5M 47k 53.63
Shopify Inc cl a (SHOP) 1.3 $2.5M 8.2k 311.37
Bce (BCE) 1.3 $2.4M 50k 48.39
Weyerhaeuser Company (WY) 1.1 $2.2M 80k 27.70
Colliers International Group sub vtg (CIGI) 1.1 $2.1M 29k 75.11
Norbord 0.9 $1.7M 71k 23.98
Ssr Mining (SSRM) 0.9 $1.7M 115k 14.51
Home Depot (HD) 0.8 $1.6M 7.0k 232.00
Cibc Cad (CM) 0.8 $1.5M 18k 82.54
Enerplus Corp (ERF) 0.8 $1.5M 201k 7.45
Open Text Corp (OTEX) 0.7 $1.3M 33k 40.81
E TRADE Financial Corporation 0.7 $1.3M 30k 43.70
Northrop Grumman Corporation (NOC) 0.7 $1.3M 3.5k 374.86
Teck Resources Ltd cl b (TECK) 0.7 $1.3M 79k 16.22
MasterCard Incorporated (MA) 0.6 $1.2M 4.5k 271.56
Sandstorm Gold (SAND) 0.6 $1.2M 213k 5.66
Raytheon Company 0.6 $1.2M 6.0k 196.17
Lululemon Athletica (LULU) 0.6 $1.2M 6.0k 192.50
Sun Life Financial (SLF) 0.6 $1.1M 25k 44.74
Lennar Corporation (LEN) 0.6 $1.1M 20k 55.85
Sherwin-Williams Company (SHW) 0.6 $1.1M 2.0k 550.00
Canada Goose Holdings Inc shs sub vtg (GOOS) 0.6 $1.1M 25k 44.00
Mag Silver Corp (MAG) 0.6 $1.1M 101k 10.63
First Majestic Silver Corp (AG) 0.5 $998k 110k 9.10
BB&T Corporation 0.4 $801k 15k 53.40
Trex Company (TREX) 0.4 $727k 8.0k 90.88
Ross Stores (ROST) 0.4 $714k 6.5k 109.85
Methanex Corp (MEOH) 0.4 $713k 20k 35.53
Bausch Health Companies (BHC) 0.3 $637k 29k 21.82
Masco Corporation (MAS) 0.3 $625k 15k 41.67
Boise Cascade (BCC) 0.3 $619k 19k 32.58
Equinox Gold Corp equities (EQX) 0.3 $577k 109k 5.32
TJX Companies (TJX) 0.3 $557k 10k 55.70
D.R. Horton (DHI) 0.3 $527k 10k 52.70
Fortuna Silver Mines (FSM) 0.2 $350k 113k 3.09