PCJ Investment Counsel

PCJ Investment Counsel as of June 30, 2023

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 68 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Canadian Pacific Kansas City (CP) 8.6 $20M 252k 80.77
Rogers Communications CL B (RCI) 5.3 $12M 272k 45.63
Rbc Cad (RY) 4.6 $11M 115k 95.49
Rb Global (RBA) 4.0 $9.3M 156k 60.00
Toronto Dominion Bk Ont Com New (TD) 3.9 $9.1M 147k 61.97
Cae (CAE) 3.5 $8.3M 370k 22.38
United Rentals (URI) 3.3 $7.9M 18k 445.37
Tc Energy Corp (TRP) 3.2 $7.5M 186k 40.41
Docebo (DCBO) 3.1 $7.3M 184k 39.58
Osisko Gold Royalties (OR) 2.8 $6.5M 425k 15.37
Ats (ATS) 2.5 $5.8M 127k 46.01
Enerplus Corp (ERF) 2.1 $4.9M 336k 14.49
Canadian Natural Resources (CNQ) 2.0 $4.7M 83k 56.22
Brookfield Infrast Partners Lp Int Unit (BIP) 2.0 $4.6M 126k 36.54
Shopify Cl A (SHOP) 1.9 $4.4M 68k 64.62
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $4.3M 127k 33.66
Triple Flag Precious Metals (TFPM) 1.6 $3.7M 272k 13.76
Enbridge (ENB) 1.5 $3.7M 98k 37.16
Tricon Residential Com Npv (TCN) 1.5 $3.6M 404k 8.82
Bank Of Montreal Cadcom (BMO) 1.5 $3.5M 39k 90.30
West Fraser Timb (WFG) 1.5 $3.5M 41k 85.95
Gfl Environmental Sub Vtg Shs (GFL) 1.4 $3.4M 88k 38.82
Transalta Corp (TAC) 1.4 $3.4M 359k 9.36
Sun Life Financial (SLF) 1.4 $3.3M 63k 52.12
Agnico (AEM) 1.3 $3.0M 60k 49.93
Uber Technologies (UBER) 1.2 $2.8M 65k 43.17
Crescent Point Energy Trust (CPG) 1.2 $2.8M 416k 6.73
Cameco Corporation (CCJ) 1.2 $2.8M 89k 31.32
Howmet Aerospace (HWM) 1.2 $2.7M 55k 49.56
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.1 $2.6M 34k 77.52
Valvoline Inc Common (VVV) 1.1 $2.6M 70k 37.51
Stantec (STN) 1.1 $2.6M 39k 65.23
Celestica Sub Vtg Shs (CLS) 1.1 $2.6M 176k 14.51
Ero Copper Corp (ERO) 1.1 $2.6M 126k 20.23
Cgi Cl A Sub Vtg (GIB) 0.9 $2.2M 21k 105.44
Suncor Energy (SU) 0.9 $2.2M 75k 29.33
Bank of America Corporation (BAC) 0.9 $2.2M 75k 28.69
Manulife Finl Corp (MFC) 0.9 $2.1M 113k 18.90
Franco-Nevada Corporation (FNV) 0.9 $2.1M 15k 142.50
Precision Drilling Corp Com New (PDS) 0.9 $2.0M 41k 48.81
Energy Fuels Com New (UUUU) 0.8 $2.0M 319k 6.21
Quanta Services (PWR) 0.8 $2.0M 10k 196.45
Rentokil Initial Sponsored Adr (RTO) 0.8 $2.0M 50k 39.01
Wheaton Precious Metals Corp (WPM) 0.8 $1.9M 45k 43.24
Vermilion Energy (VET) 0.8 $1.9M 150k 12.45
Thomson Reuters Corp. (TRI) 0.8 $1.8M 14k 134.99
Denison Mines Corp (DNN) 0.8 $1.8M 1.4M 1.25
Enerflex (EFXT) 0.8 $1.8M 264k 6.81
Sandstorm Gold Com New (SAND) 0.7 $1.7M 332k 5.12
Xpo Logistics Inc equity (XPO) 0.7 $1.7M 28k 59.00
Bk Nova Cad (BNS) 0.7 $1.6M 32k 50.02
FedEx Corporation (FDX) 0.7 $1.6M 6.5k 247.90
Orla Mining LTD New F (ORLA) 0.7 $1.5M 367k 4.20
Pembina Pipeline Corp (PBA) 0.6 $1.5M 48k 31.43
Nutrien (NTR) 0.6 $1.5M 25k 59.03
HudBay Minerals (HBM) 0.6 $1.5M 310k 4.79
Canadian Natl Ry (CNI) 0.6 $1.4M 12k 121.08
Sunopta (STKL) 0.6 $1.4M 208k 6.69
Endeavour Silver Corp (EXK) 0.5 $1.3M 431k 2.91
Cenovus Energy (CVE) 0.5 $1.2M 72k 16.98
Nexgen Energy (NXE) 0.5 $1.2M 254k 4.72
Visa Com Cl A (V) 0.5 $1.2M 5.0k 237.48
Teck Resources CL B (TECK) 0.5 $1.1M 27k 42.07
Amazon (AMZN) 0.4 $978k 7.5k 130.36
Osisko Development Corp Com New (ODV) 0.4 $899k 195k 4.61
Iamgold Corp (IAG) 0.3 $795k 300k 2.65
Barrick Gold Corp (GOLD) 0.2 $566k 34k 16.91
Primo Water (PRMW) 0.1 $131k 10k 12.53