PCJ Investment Counsel

PCJ Investment Counsel as of June 30, 2024

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 73 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brookfield Business Partners Unit Ltd L P (BBU) 10.4 $25M 1.3M 18.91
Rb Global (RBA) 5.0 $12M 157k 76.34
Canadian Pacific Kansas City (CP) 4.5 $11M 139k 78.75
Brookfield Infrast Partners Lp Int Unit (BIP) 4.3 $10M 375k 27.45
Rogers Communications CL B (RCI) 3.7 $8.9M 241k 36.99
Rbc Cad (RY) 3.3 $8.1M 76k 106.48
Suncor Energy (SU) 2.7 $6.6M 172k 38.12
Manulife Finl Corp (MFC) 2.5 $6.0M 226k 26.63
Enerflex (EFXT) 2.4 $5.9M 1.1M 5.40
Tc Energy Corp (TRP) 2.4 $5.8M 154k 37.90
Colliers Intl Group Sub Vtg Shs (CIGI) 2.4 $5.8M 52k 111.66
Uber Technologies (UBER) 2.3 $5.5M 76k 72.68
United Rentals (URI) 2.2 $5.3M 8.2k 646.73
Cenovus Energy (CVE) 2.2 $5.2M 265k 19.66
Shopify Cl A (SHOP) 1.9 $4.6M 70k 66.10
Osisko Gold Royalties 1.9 $4.5M 291k 15.59
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $4.5M 107k 41.60
Canadian Natural Resources (CNQ) 1.8 $4.3M 120k 35.62
Amazon (AMZN) 1.6 $3.8M 20k 193.25
Toronto Dominion Bk Ont Com New (TD) 1.6 $3.8M 69k 54.98
Ero Copper Corp (ERO) 1.5 $3.6M 171k 21.38
Alamos Gold Com Cl A (AGI) 1.5 $3.5M 226k 15.68
Xpo Logistics Inc equity (XPO) 1.3 $3.1M 30k 106.15
Mag Silver Corp 1.3 $3.1M 267k 11.68
Wells Fargo & Company (WFC) 1.2 $2.9M 49k 59.39
Enbridge (ENB) 1.1 $2.8M 78k 35.58
Ge Aerospace Com New (GE) 1.1 $2.7M 17k 158.97
Denison Mines Corp (DNN) 1.1 $2.6M 1.3M 2.00
Bk Nova Cad (BNS) 1.1 $2.6M 57k 45.75
Parker-Hannifin Corporation (PH) 1.0 $2.5M 5.0k 505.81
HudBay Minerals (HBM) 1.0 $2.4M 261k 9.05
Agnico (AEM) 0.9 $2.3M 35k 65.42
Microsoft Corporation (MSFT) 0.9 $2.2M 5.0k 446.95
Teck Resources CL B (TECK) 0.9 $2.2M 47k 47.93
Beacon Roofing Supply (BECN) 0.9 $2.2M 25k 90.50
Docebo (DCBO) 0.9 $2.2M 57k 38.62
Gildan Activewear Inc Com Cad (GIL) 0.9 $2.2M 58k 37.93
Gfl Environmental Sub Vtg Shs (GFL) 0.9 $2.2M 56k 38.94
Quanta Services (PWR) 0.9 $2.1M 8.3k 254.09
Descartes Sys Grp (DSGX) 0.8 $2.0M 21k 96.86
Carvana Cl A (CVNA) 0.8 $1.9M 15k 128.72
Aercap Holdings Nv SHS (AER) 0.8 $1.9M 20k 93.20
Centerra Gold (CGAU) 0.8 $1.8M 272k 6.73
Bank Of Montreal Cadcom (BMO) 0.7 $1.8M 22k 83.95
Silvercrest Metals 0.7 $1.8M 220k 8.17
Cibc Cad (CM) 0.7 $1.7M 36k 47.56
Sun Life Financial (SLF) 0.7 $1.7M 34k 49.04
Nexgen Energy (NXE) 0.7 $1.7M 237k 6.97
Wheaton Precious Metals Corp (WPM) 0.7 $1.6M 31k 52.44
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.7 $1.6M 303k 5.37
Cgi Cl A Sub Vtg (GIB) 0.7 $1.6M 16k 99.83
Fortis (FTS) 0.6 $1.5M 39k 38.87
Tfii Cn (TFII) 0.6 $1.5M 11k 145.18
First Majestic Silver Corp (AG) 0.6 $1.5M 251k 5.92
Kinross Gold Corp (KGC) 0.6 $1.4M 173k 8.33
Franco-Nevada Corporation (FNV) 0.6 $1.4M 12k 118.58
Thomson Reuters Corp. (TRI) 0.6 $1.3M 7.9k 168.59
Energy Fuels Com New (UUUU) 0.6 $1.3M 220k 6.06
Cameco Corporation (CCJ) 0.5 $1.3M 26k 49.21
Endeavour Silver Corp (EXK) 0.5 $1.2M 351k 3.52
Fortuna Mng Corp Com New (FSM) 0.5 $1.2M 241k 4.89
Apollo Global Mgmt (APO) 0.5 $1.2M 9.8k 118.07
Progressive Corporation (PGR) 0.5 $1.1M 5.5k 207.71
Iamgold Corp (IAG) 0.5 $1.1M 301k 3.76
Pembina Pipeline Corp (PBA) 0.4 $1.1M 29k 37.11
Precision Drilling Corp Com New (PDS) 0.4 $1.0M 15k 70.33
Union Pacific Corporation (UNP) 0.4 $953k 4.2k 226.26
Nutrien (NTR) 0.4 $911k 18k 50.92
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.3 $839k 12k 70.47
Veren Com New 0.2 $589k 75k 7.89
Algonquin Power & Utilities equs (AQN) 0.2 $561k 96k 5.86
Primo Water (PRMW) 0.1 $202k 9.2k 21.86
Orla Mining LTD New F (ORLA) 0.1 $193k 50k 3.84