PCJ Investment Counsel as of Dec. 31, 2021
Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 72 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Rbc Cad (RY) | 5.0 | $14M | 135k | 106.21 | |
Toronto Dominion Bk Ont Com New (TD) | 5.0 | $14M | 184k | 76.73 | |
West Fraser Timb (WFG) | 4.5 | $13M | 133k | 95.40 | |
Shopify Cl A (SHOP) | 4.0 | $11M | 8.1k | 1377.99 | |
Enerplus Corp (ERF) | 3.9 | $11M | 1.1M | 10.55 | |
Bk Nova Cad (BNS) | 3.8 | $11M | 152k | 70.85 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 3.7 | $10M | 172k | 60.44 | |
Stantec (STN) | 3.6 | $10M | 180k | 56.24 | |
Precision Drilling Corp Com New (PDS) | 3.4 | $9.7M | 275k | 35.36 | |
Bank Of Montreal Cadcom (BMO) | 3.0 | $8.6M | 80k | 107.74 | |
Canadian Pacific Railway | 3.0 | $8.4M | 117k | 71.97 | |
Kirkland Lake Gold | 2.7 | $7.5M | 180k | 41.94 | |
Nutrien (NTR) | 2.6 | $7.3M | 97k | 75.22 | |
Enbridge (ENB) | 2.2 | $6.3M | 162k | 39.09 | |
Suncor Energy (SU) | 2.2 | $6.3M | 250k | 25.04 | |
Canadian Natl Ry (CNI) | 2.0 | $5.8M | 47k | 122.93 | |
AECOM Technology Corporation (ACM) | 1.9 | $5.4M | 70k | 77.36 | |
Cae (CAE) | 1.8 | $5.0M | 200k | 25.25 | |
Cenovus Energy (CVE) | 1.7 | $4.8M | 391k | 12.27 | |
Firstservice Corp (FSV) | 1.7 | $4.7M | 24k | 196.66 | |
Alamos Gold Com Cl A (AGI) | 1.7 | $4.7M | 614k | 7.70 | |
Tricon Residential Com Npv (TCN) | 1.6 | $4.6M | 302k | 15.32 | |
Franco-Nevada Corporation (FNV) | 1.6 | $4.5M | 32k | 138.41 | |
Gildan Activewear Inc Com Cad (GIL) | 1.5 | $4.2M | 99k | 42.42 | |
Rogers Communications CL B (RCI) | 1.3 | $3.7M | 78k | 47.65 | |
American Homes 4 Rent Cl A (AMH) | 1.3 | $3.7M | 85k | 43.61 | |
Tc Energy Corp (TRP) | 1.3 | $3.7M | 79k | 46.54 | |
Gfl Environmental Sub Vtg Shs (GFL) | 1.2 | $3.4M | 91k | 37.84 | |
Hilton Grand Vacations (HGV) | 1.2 | $3.4M | 65k | 52.11 | |
Silvercrest Metals (SILV) | 1.2 | $3.3M | 423k | 7.91 | |
Aercap Holdings Nv SHS (AER) | 1.2 | $3.3M | 50k | 65.42 | |
Endeavour Silver Corp (EXK) | 1.1 | $3.2M | 758k | 4.23 | |
Granite Real Estate Invt Tr Unit 99/99/9999 (GRP.U) | 1.1 | $3.1M | 38k | 83.39 | |
Open Text Corp (OTEX) | 1.1 | $3.1M | 65k | 47.50 | |
Denison Mines Corp (DNN) | 1.0 | $2.9M | 2.1M | 1.38 | |
Crescent Point Energy Trust (CPG) | 1.0 | $2.9M | 540k | 5.34 | |
Canadian Natural Resources (CNQ) | 1.0 | $2.8M | 66k | 42.29 | |
Cgi Cl A Sub Vtg (GIB) | 1.0 | $2.8M | 31k | 88.50 | |
Manulife Finl Corp (MFC) | 1.0 | $2.7M | 142k | 19.08 | |
Sangoma Technologies Corp Com New (SANG) | 0.9 | $2.7M | 155k | 17.26 | |
Vulcan Materials Company (VMC) | 0.9 | $2.5M | 12k | 207.58 | |
Invitation Homes (INVH) | 0.8 | $2.3M | 50k | 45.34 | |
Algoma Stl Group (ASTL) | 0.8 | $2.2M | 200k | 10.77 | |
Magna Intl Inc cl a (MGA) | 0.8 | $2.1M | 26k | 80.98 | |
O'reilly Automotive (ORLY) | 0.7 | $2.1M | 3.0k | 706.33 | |
Telus Intl Cda Sub Vtg Shs (TIXT) | 0.7 | $2.1M | 63k | 33.06 | |
Teck Resources CL B (TECK) | 0.7 | $2.0M | 70k | 28.82 | |
Mag Silver Corp (MAG) | 0.7 | $2.0M | 125k | 15.69 | |
W.R. Berkley Corporation (WRB) | 0.6 | $1.7M | 21k | 82.38 | |
Microsoft Corporation (MSFT) | 0.6 | $1.7M | 5.0k | 336.40 | |
Teradyne (TER) | 0.6 | $1.6M | 10k | 163.50 | |
Air Lease Corp Cl A (AL) | 0.5 | $1.4M | 32k | 44.22 | |
Maverix Metals Com New | 0.5 | $1.4M | 311k | 4.37 | |
Martin Marietta Materials (MLM) | 0.5 | $1.3M | 3.0k | 440.67 | |
Builders FirstSource (BLDR) | 0.5 | $1.3M | 15k | 85.73 | |
Profound Med Corp Com New (PROF) | 0.4 | $1.3M | 111k | 11.28 | |
Colliers Intl Group Sub Vtg Shs (CIGI) | 0.4 | $1.1M | 7.5k | 148.67 | |
Nexgen Energy (NXE) | 0.3 | $986k | 225k | 4.38 | |
Lauder Estee Cos Cl A (EL) | 0.3 | $926k | 2.5k | 370.40 | |
Ssr Mining (SSRM) | 0.3 | $886k | 50k | 17.72 | |
Mosaic (MOS) | 0.3 | $884k | 23k | 39.29 | |
Citi Trends (CTRN) | 0.3 | $853k | 9.0k | 94.78 | |
Thomson Reuters Corp. Com New | 0.3 | $768k | 6.4k | 119.63 | |
Tfii Cn (TFII) | 0.3 | $755k | 6.7k | 112.30 | |
MGM Resorts International. (MGM) | 0.2 | $673k | 15k | 44.87 | |
Wheaton Precious Metals Corp (WPM) | 0.2 | $644k | 15k | 42.93 | |
Ero Copper Corp (ERO) | 0.2 | $575k | 38k | 15.28 | |
Aptiv SHS (APTV) | 0.2 | $571k | 3.5k | 165.03 | |
Transalta Corp (TAC) | 0.2 | $556k | 50k | 11.12 | |
Bausch Health Companies (BHC) | 0.2 | $513k | 19k | 27.66 | |
Methanex Corp (MEOH) | 0.1 | $396k | 10k | 39.60 | |
Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $305k | 5.0k | 61.00 |