PCJ Investment Counsel

PCJ Investment Counsel as of Sept. 30, 2023

Portfolio Holdings for PCJ Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rb Global (RBA) 8.1 $18M 280k 62.52
Canadian Pacific Kansas City (CP) 7.3 $16M 213k 74.37
Rogers Communications CL B (RCI) 5.2 $11M 293k 38.39
Rbc Cad (RY) 4.3 $9.4M 107k 87.39
Toronto Dominion Bk Ont Com New (TD) 3.4 $7.4M 124k 60.24
Uber Technologies (UBER) 3.2 $7.0M 152k 45.99
United Rentals (URI) 3.1 $6.8M 15k 444.57
Enerflex (EFXT) 3.0 $6.6M 1.1M 5.74
Docebo (DCBO) 2.6 $5.7M 141k 40.55
Cenovus Energy (CVE) 2.6 $5.7M 272k 20.82
Cae (CAE) 2.6 $5.5M 237k 23.35
Enerplus Corp (ERF) 2.5 $5.4M 305k 17.60
Osisko Gold Royalties (OR) 2.3 $4.9M 416k 11.74
Shopify Cl A (SHOP) 2.2 $4.8M 89k 54.58
Tc Energy Corp (TRP) 2.2 $4.8M 139k 34.40
Triple Flag Precious Metals (TFPM) 1.9 $4.2M 322k 13.10
Bank Of Montreal Cadcom (BMO) 1.8 $3.9M 46k 84.35
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.7 $3.7M 118k 31.27
Agnico (AEM) 1.7 $3.6M 79k 45.44
Canadian Natural Resources (CNQ) 1.6 $3.6M 55k 64.67
Gfl Environmental Sub Vtg Shs (GFL) 1.5 $3.4M 106k 31.75
Crescent Point Energy Trust (CPG) 1.4 $3.1M 375k 8.29
Enbridge (ENB) 1.4 $2.9M 89k 33.17
Precision Drilling Corp Com New (PDS) 1.3 $2.9M 43k 67.00
Owens Corning (OC) 1.3 $2.9M 21k 136.41
Energy Fuels Com New (UUUU) 1.2 $2.6M 319k 8.22
Sun Life Financial (SLF) 1.1 $2.4M 50k 48.79
Denison Mines Corp (DNN) 1.1 $2.4M 1.4M 1.64
Vermilion Energy (VET) 1.1 $2.4M 162k 14.62
Suncor Energy (SU) 1.1 $2.3M 67k 34.39
Manulife Finl Corp (MFC) 1.0 $2.3M 125k 18.27
Transalta Corp (TAC) 1.0 $2.2M 255k 8.71
Cameco Corporation (CCJ) 1.0 $2.2M 55k 39.66
Stantec (STN) 1.0 $2.1M 32k 64.88
Wells Fargo & Company (WFC) 1.0 $2.1M 51k 40.86
Ats (ATS) 0.9 $2.0M 46k 42.63
Parker-Hannifin Corporation (PH) 0.9 $1.9M 5.0k 389.52
Pembina Pipeline Corp (PBA) 0.9 $1.9M 64k 30.07
Bk Nova Cad (BNS) 0.9 $1.9M 43k 44.82
Amazon (AMZN) 0.9 $1.9M 15k 127.12
Nutrien (NTR) 0.8 $1.8M 30k 61.75
Franco-Nevada Corporation (FNV) 0.8 $1.7M 13k 133.50
Cgi Cl A Sub Vtg (GIB) 0.7 $1.6M 16k 98.56
Brookfield Infrast Partners Lp Int Unit (BIP) 0.7 $1.6M 54k 29.34
Sandstorm Gold Com New (SAND) 0.7 $1.6M 332k 4.67
General Electric Com New (GE) 0.7 $1.5M 14k 110.55
HudBay Minerals (HBM) 0.7 $1.5M 310k 4.87
Valvoline Inc Common (VVV) 0.7 $1.5M 46k 32.24
Teck Resources CL B (TECK) 0.6 $1.4M 32k 43.04
Nexgen Energy (NXE) 0.6 $1.3M 220k 5.99
Orla Mining LTD New F (ORLA) 0.6 $1.3M 367k 3.53
Iamgold Corp (IAG) 0.6 $1.2M 568k 2.16
Howmet Aerospace (HWM) 0.5 $1.2M 25k 46.25
Barrick Gold Corp (GOLD) 0.5 $1.1M 79k 14.53
Wheaton Precious Metals Corp (WPM) 0.5 $1.1M 27k 40.58
Sterling Construction Company (STRL) 0.5 $1.1M 15k 73.48
Endeavour Silver Corp (EXK) 0.5 $1.1M 431k 2.44
Mag Silver Corp (MAG) 0.5 $1.0M 100k 10.34
Union Pacific Corporation (UNP) 0.5 $1.0M 4.9k 203.63
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.4 $958k 14k 66.59
Quanta Services (PWR) 0.4 $935k 5.0k 187.07
Xpo Logistics Inc equity (XPO) 0.4 $829k 11k 74.66
Martin Marietta Materials (MLM) 0.3 $747k 1.8k 410.48
Arthur J. Gallagher & Co. (AJG) 0.3 $734k 3.2k 227.93
Ero Copper Corp (ERO) 0.3 $690k 40k 17.24
Osisko Development Corp Com New (ODV) 0.3 $564k 195k 2.89
Gildan Activewear Inc Com Cad (GIL) 0.2 $403k 14k 28.01
Primo Water (PRMW) 0.1 $144k 10k 13.81