PCJ Investment Counsel

PCJ Investment Counsel as of Sept. 30, 2020

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 76 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rbc Cad (RY) 5.8 $13M 181k 70.18
Canadian Pacific Railway 4.9 $11M 35k 304.04
Shopify Cl A (SHOP) 4.8 $11M 10k 1022.10
Canadian Natl Ry (CNI) 4.6 $10M 94k 106.45
Transalta Corp (TAC) 3.8 $8.3M 1.3M 6.15
Toronto Dominion Bk Ont Com New (TD) 3.7 $8.1M 175k 46.28
Kirkland Lake Gold 3.0 $6.5M 133k 48.79
Firstservice Corp (FSV) 2.9 $6.4M 48k 131.90
Brookfield Asset Mgmt Cl A Ltd Vt Sh 2.9 $6.4M 192k 33.07
Sun Life Financial (SLF) 2.7 $6.0M 146k 40.73
Barrick Gold Corp (GOLD) 2.7 $5.9M 210k 28.07
Lowe's Companies (LOW) 2.6 $5.8M 35k 165.86
Tfii Cn (TFII) 2.5 $5.6M 133k 41.79
Enbridge (ENB) 2.4 $5.2M 180k 29.20
Restaurant Brands Intl Inc Com equity / large cap (QSR) 2.3 $5.0M 87k 57.43
Agnico (AEM) 2.0 $4.4M 56k 79.64
Descartes Sys Grp (DSGX) 2.0 $4.3M 76k 56.93
Tc Energy Corp (TRP) 1.9 $4.1M 98k 41.96
Cibc Cad (CM) 1.8 $4.0M 54k 74.70
Bk Nova Cad (BNS) 1.8 $3.8M 93k 41.53
Rogers Communications CL B (RCI) 1.6 $3.6M 90k 39.64
Suncor Energy (SU) 1.6 $3.6M 292k 12.21
Cintas Corporation (CTAS) 1.5 $3.2M 9.8k 332.82
Telus Ord (TU) 1.4 $3.0M 169k 17.59
Canadian Natural Resources (CNQ) 1.3 $3.0M 184k 16.02
M.D.C. Holdings (MDC) 1.3 $2.8M 59k 47.10
Waste Connections (WCN) 1.2 $2.5M 24k 103.90
Nutrien (NTR) 1.1 $2.5M 63k 39.19
Silvercrest Metals (SILV) 1.0 $2.3M 270k 8.47
Union Pacific Corporation (UNP) 1.0 $2.3M 12k 196.87
Algonquin Power & Utilities equs (AQN) 1.0 $2.3M 156k 14.52
Topbuild (BLD) 1.0 $2.2M 13k 170.70
Magna Intl Inc cl a (MGA) 1.0 $2.2M 48k 45.74
Profound Med Corp Com New (PROF) 1.0 $2.1M 122k 17.58
Pan American Silver Corp Can (PAAS) 0.9 $2.0M 63k 32.14
Stryker Corporation (SYK) 0.8 $1.8M 8.8k 208.34
Installed Bldg Prods (IBP) 0.8 $1.8M 18k 101.77
Zillow Group Cl A (ZG) 0.8 $1.8M 17k 101.56
American Homes 4 Rent Cl A (AMH) 0.8 $1.7M 58k 28.48
Mastercard Incorporated Cl A (MA) 0.7 $1.6M 4.7k 338.09
Ssr Mining (SSRM) 0.7 $1.6M 84k 18.66
Lightspeed Pos Sub Vtg Shs 0.7 $1.5M 47k 32.01
Five Below (FIVE) 0.7 $1.5M 12k 127.04
Endeavour Silver Corp (EXK) 0.6 $1.4M 404k 3.51
Cenovus Energy (CVE) 0.6 $1.4M 353k 3.89
Boston Scientific Corporation (BSX) 0.6 $1.3M 35k 38.20
Maverix Metals Com New 0.6 $1.3M 260k 5.12
HudBay Minerals (HBM) 0.6 $1.3M 310k 4.22
Alamos Gold Com Cl A (AGI) 0.6 $1.3M 147k 8.80
Manulife Finl Corp (MFC) 0.6 $1.3M 92k 13.91
Meritage Homes Corporation (MTH) 0.6 $1.3M 12k 110.43
Enerplus Corp (ERF) 0.5 $1.2M 640k 1.83
Wheaton Precious Metals Corp (WPM) 0.5 $1.2M 24k 49.04
Viemed Healthcare (VMD) 0.5 $1.2M 135k 8.67
Builders FirstSource (BLDR) 0.5 $1.1M 35k 32.63
KB Home (KBH) 0.5 $1.1M 29k 38.38
Progressive Corporation (PGR) 0.5 $1.1M 12k 94.70
Open Text Corp (OTEX) 0.5 $1.1M 25k 42.26
Gra (GGG) 0.5 $1.1M 18k 61.37
CarMax (KMX) 0.5 $1.1M 12k 91.91
Williams-Sonoma (WSM) 0.5 $1.0M 12k 90.43
Universal Truckload Services (ULH) 0.5 $1.0M 49k 20.87
Pennymac Financial Services (PFSI) 0.5 $988k 17k 58.12
Teck Resources CL B (TECK) 0.4 $905k 65k 13.92
Generac Holdings (GNRC) 0.4 $891k 4.6k 193.70
Thomson Reuters Corp. Com New 0.4 $774k 9.7k 79.74
Carrier Global Corporation (CARR) 0.3 $764k 25k 30.56
BRP Com Sun Vtg (DOOO) 0.3 $725k 14k 52.84
Amazon (AMZN) 0.3 $724k 230.00 3147.83
Ecolab (ECL) 0.3 $699k 3.5k 199.71
Louisiana-Pacific Corporation (LPX) 0.3 $693k 24k 29.49
American Eagle Outfitters (AEO) 0.3 $681k 46k 14.80
Fidelity National Information Services (FIS) 0.3 $677k 4.6k 147.17
Neptune Wellness Solutions I 0.3 $667k 315k 2.12
Invitation Homes (INVH) 0.3 $658k 24k 28.00
Pembina Pipeline Corp (PBA) 0.2 $407k 19k 21.22