PCJ Investment Counsel

PCJ Investment Counsel as of Dec. 31, 2023

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rogers Communications CL B (RCI) 7.8 $20M 434k 46.81
Canadian Pacific Kansas City (CP) 5.4 $14M 178k 79.10
Rb Global (RBA) 4.1 $11M 161k 66.90
United Rentals (URI) 3.9 $10M 18k 573.42
Agnico (AEM) 3.7 $9.6M 176k 54.84
Rbc Cad (RY) 3.6 $9.2M 91k 101.13
Uber Technologies (UBER) 3.2 $8.4M 137k 61.57
Osisko Gold Royalties (OR) 3.0 $7.8M 548k 14.27
Docebo (DCBO) 2.9 $7.5M 154k 48.29
Toronto Dominion Bk Ont Com New (TD) 2.7 $7.0M 108k 64.62
Brookfield Business Partners Unit Ltd L P (BBU) 2.7 $6.9M 334k 20.62
Brookfield Infrast Partners Lp Int Unit (BIP) 2.6 $6.8M 216k 31.50
Shopify Cl A (SHOP) 2.3 $6.0M 77k 77.86
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.3 $6.0M 149k 40.11
Cenovus Energy (CVE) 2.3 $6.0M 358k 16.66
Triple Flag Precious Metals (TFPM) 2.1 $5.4M 407k 13.31
Bank Of Montreal Cadcom (BMO) 2.1 $5.4M 55k 98.95
Manulife Finl Corp (MFC) 2.0 $5.3M 239k 22.10
Tc Energy Corp (TRP) 1.9 $4.9M 126k 39.08
Enerplus Corp (ERF) 1.8 $4.7M 306k 15.33
Enerflex (EFXT) 1.7 $4.4M 943k 4.63
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.6 $4.2M 53k 78.13
Gfl Environmental Sub Vtg Shs (GFL) 1.6 $4.1M 118k 34.50
Bank of America Corporation (BAC) 1.3 $3.4M 101k 33.67
Builders FirstSource (BLDR) 1.3 $3.3M 20k 166.94
Cibc Cad (CM) 1.3 $3.3M 69k 48.15
Enbridge (ENB) 1.2 $3.2M 89k 36.00
Canadian Natural Resources (CNQ) 1.2 $3.1M 47k 65.52
Sun Life Financial (SLF) 1.2 $3.0M 58k 51.86
Aercap Holdings Nv SHS (AER) 1.0 $2.6M 35k 74.32
Eaton Corp SHS (ETN) 0.9 $2.4M 10k 240.82
Cameco Corporation (CCJ) 0.9 $2.4M 55k 43.11
Precision Drilling Corp Com New (PDS) 0.9 $2.3M 43k 54.31
Crescent Point Energy Trust (CPG) 0.9 $2.3M 337k 6.94
Union Pacific Corporation (UNP) 0.9 $2.3M 9.5k 245.62
Transalta Corp (TAC) 0.9 $2.3M 278k 8.32
Denison Mines Corp (DNN) 0.9 $2.3M 1.3M 1.75
Parker-Hannifin Corporation (PH) 0.9 $2.3M 5.0k 460.70
Energy Fuels Com New (UUUU) 0.9 $2.3M 319k 7.17
Bk Nova Cad (BNS) 0.9 $2.3M 47k 48.68
HudBay Minerals (HBM) 0.9 $2.3M 413k 5.50
Pembina Pipeline Corp (PBA) 0.9 $2.2M 64k 34.43
Barrick Gold Corp (GOLD) 0.8 $2.2M 121k 18.07
TJX Companies (TJX) 0.8 $2.1M 23k 93.81
Wheaton Precious Metals Corp (WPM) 0.8 $2.1M 43k 49.34
Suncor Energy (SU) 0.8 $2.0M 63k 32.04
Amazon (AMZN) 0.7 $1.9M 13k 151.94
Nutrien (NTR) 0.7 $1.8M 31k 56.34
Xpo Logistics Inc equity (XPO) 0.7 $1.7M 20k 87.59
Howmet Aerospace (HWM) 0.6 $1.6M 30k 54.12
General Electric Com New (GE) 0.6 $1.6M 13k 127.63
Nexgen Energy (NXE) 0.6 $1.5M 220k 7.00
Sandstorm Gold Com New (SAND) 0.6 $1.5M 300k 5.03
Iamgold Corp (IAG) 0.6 $1.4M 569k 2.52
Waste Connections (WCN) 0.5 $1.3M 8.6k 149.33
Wells Fargo & Company (WFC) 0.5 $1.2M 25k 49.22
Methanex Corp (MEOH) 0.5 $1.2M 26k 47.31
Cgi Cl A Sub Vtg (GIB) 0.4 $1.1M 11k 107.13
Thomson Reuters Corp. (TRI) 0.4 $1.1M 7.7k 146.21
Teck Resources CL B (TECK) 0.4 $1.0M 25k 42.27
Mag Silver Corp (MAG) 0.4 $1.0M 100k 10.41
First Majestic Silver Corp (AG) 0.4 $946k 154k 6.14
Magna Intl Inc cl a (MGA) 0.4 $934k 16k 59.09
Franco-Nevada Corporation (FNV) 0.3 $730k 6.6k 110.77
Orla Mining LTD New F (ORLA) 0.3 $653k 200k 3.26
Endeavour Silver Corp (EXK) 0.3 $649k 331k 1.96
Osisko Development Corp Com New (ODV) 0.2 $567k 195k 2.91
Stantec (STN) 0.1 $344k 4.3k 80.29
Ats (ATS) 0.1 $273k 6.3k 43.10
Primo Water (PRMW) 0.1 $192k 13k 15.06