PCJ Investment Counsel

PCJ Investment Counsel as of March 31, 2023

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 76 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Canadian Pacific Railway 7.0 $18M 230k 76.96
Rbc Cad (RY) 6.0 $15M 159k 95.62
United Rentals (URI) 4.4 $11M 28k 395.76
Osisko Gold Royalties (OR) 4.3 $11M 692k 15.81
Ritchie Bros. Auctioneers Inco 3.6 $9.2M 163k 56.28
Gfl Environmental Sub Vtg Shs (GFL) 3.3 $8.4M 244k 34.46
Toronto Dominion Bk Ont Com New (TD) 3.0 $7.6M 126k 59.89
Stantec (STN) 2.7 $6.7M 115k 58.43
Tc Energy Corp (TRP) 2.5 $6.3M 162k 38.90
Shopify Cl A (SHOP) 2.3 $5.8M 122k 47.94
Enerplus Corp (ERF) 2.2 $5.6M 385k 14.41
Docebo (DCBO) 2.2 $5.5M 136k 40.71
Cae (CAE) 2.0 $5.1M 225k 22.62
Rogers Communications CL B (RCI) 1.9 $4.9M 106k 46.35
Canadian Natural Resources (CNQ) 1.9 $4.8M 87k 55.34
Bank Of Montreal Cadcom (BMO) 1.8 $4.6M 52k 89.07
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $4.6M 140k 32.58
Wheaton Precious Metals Corp (WPM) 1.8 $4.6M 95k 48.16
Triple Flag Precious Metals (TFPM) 1.7 $4.3M 287k 14.89
Absolute Software Corporation 1.7 $4.2M 539k 7.82
Canadian Natl Ry (CNI) 1.5 $3.9M 33k 117.99
Colliers Intl Group Sub Vtg Shs (CIGI) 1.5 $3.9M 37k 105.54
Transalta Corp (TAC) 1.4 $3.6M 415k 8.75
Algoma Stl Group (ASTL) 1.4 $3.5M 428k 8.09
Agnico (AEM) 1.4 $3.5M 68k 50.98
Allegheny Technologies Incorporated (ATI) 1.3 $3.4M 85k 39.46
Cenovus Energy (CVE) 1.3 $3.3M 188k 17.45
Enbridge (ENB) 1.3 $3.3M 86k 38.13
Suncor Energy (SU) 1.2 $3.2M 102k 31.05
Sun Life Financial (SLF) 1.2 $3.1M 67k 46.72
Crescent Point Energy Trust (CPG) 1.2 $3.0M 423k 7.06
Ero Copper Corp (ERO) 1.1 $2.7M 151k 17.69
Raytheon Technologies Corp (RTX) 1.0 $2.5M 26k 97.93
Franco-Nevada Corporation (FNV) 1.0 $2.4M 17k 145.85
Humana (HUM) 1.0 $2.4M 5.0k 485.46
Manulife Finl Corp (MFC) 0.9 $2.4M 130k 18.35
Sunopta (STKL) 0.9 $2.4M 311k 7.67
Cameco Corporation (CCJ) 0.9 $2.3M 87k 26.18
HudBay Minerals (HBM) 0.8 $2.1M 408k 5.25
Precision Drilling Corp Com New (PDS) 0.8 $2.1M 41k 51.38
Pembina Pipeline Corp (PBA) 0.8 $2.1M 64k 32.39
Nutrien (NTR) 0.8 $2.0M 28k 73.85
Visa Com Cl A (V) 0.8 $2.0M 8.7k 225.46
Radius Global Infrastrctre I Com Cl A 0.7 $1.9M 128k 14.67
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.7 $1.8M 27k 67.13
Las Vegas Sands (LVS) 0.7 $1.8M 31k 57.45
Energy Fuels Com New (UUUU) 0.7 $1.8M 317k 5.58
Five Below (FIVE) 0.7 $1.7M 8.5k 205.97
Griffon Corporation (GFF) 0.7 $1.7M 54k 32.01
Endeavour Silver Corp (EXK) 0.7 $1.7M 431k 3.86
Valvoline Inc Common (VVV) 0.7 $1.7M 47k 34.94
Bk Nova Cad (BNS) 0.7 $1.6M 33k 50.36
Cgi Cl A Sub Vtg (GIB) 0.7 $1.6M 17k 96.37
Sandstorm Gold Com New (SAND) 0.6 $1.6M 280k 5.82
Orla Mining LTD New F (ORLA) 0.6 $1.6M 333k 4.74
Enerflex (EFXT) 0.6 $1.6M 263k 5.96
Denison Mines Corp (DNN) 0.6 $1.6M 1.4M 1.09
BRP Com Sun Vtg (DOOO) 0.6 $1.5M 20k 78.20
FedEx Corporation (FDX) 0.6 $1.5M 6.4k 228.49
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.6 $1.5M 1.5k 973.10
AECOM Technology Corporation (ACM) 0.5 $1.2M 15k 84.32
Iamgold Corp (IAG) 0.4 $1.1M 405k 2.73
Delta Air Lines Inc Del Com New (DAL) 0.4 $1.0M 30k 34.92
Truist Financial Corp equities (TFC) 0.4 $1.0M 30k 34.10
Nexgen Energy (NXE) 0.4 $1.0M 264k 3.84
Teck Resources CL B (TECK) 0.4 $1.0M 28k 36.51
Osisko Development Corp Com New (ODV) 0.4 $946k 194k 4.88
Firstservice Corp (FSV) 0.3 $705k 5.0k 140.89
Uber Technologies (UBER) 0.3 $682k 22k 31.70
Thomson Reuters Corp. Com New 0.3 $661k 5.1k 130.10
Barrick Gold Corp (GOLD) 0.2 $621k 34k 18.56
M&T Bank Corporation (MTB) 0.2 $538k 4.5k 119.57
Bank of America Corporation (BAC) 0.2 $535k 19k 28.60
PNC Financial Services (PNC) 0.2 $534k 4.2k 127.10
Wells Fargo & Company (WFC) 0.2 $523k 14k 37.38
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $234k 4.0k 57.94