PCJ Investment Counsel

PCJ Investment Counsel as of Sept. 30, 2024

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 70 positions in its portfolio as reported in the September 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) 11.2 $36M 1.5M 23.39
CRH Ord (CRH) 7.9 $25M 268k 92.74
Brookfield Infrast Partners Lp Int Unit (BIP) 7.2 $23M 646k 35.05
Rb Global (RBA) 5.3 $17M 208k 80.49
Canadian Pacific Kansas City (CP) 3.9 $12M 144k 85.53
Rogers Communications CL B (RCI) 3.2 $10M 248k 40.20
Rbc Cad (RY) 3.1 $9.7M 78k 124.80
Carvana Cl A (CVNA) 2.8 $8.8M 51k 174.11
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.7 $8.7M 163k 53.12
Enerflex (EFXT) 2.3 $7.4M 1.2M 5.96
Manulife Finl Corp (MFC) 2.3 $7.3M 247k 29.55
United Rentals (URI) 2.3 $7.3M 9.0k 809.73
Suncor Energy (SU) 2.2 $7.0M 188k 36.91
Colliers Intl Group Sub Vtg Shs (CIGI) 2.1 $6.7M 44k 151.79
Toronto Dominion Bk Ont Com New (TD) 1.7 $5.5M 87k 63.23
Shopify Cl A (SHOP) 1.6 $5.2M 65k 80.10
Mag Silver Corp 1.6 $5.2M 369k 14.07
Aercap Holdings Nv SHS (AER) 1.6 $5.1M 54k 94.72
Iamgold Corp (IAG) 1.6 $4.9M 943k 5.24
Uber Technologies (UBER) 1.4 $4.4M 58k 75.16
Xpo Logistics Inc equity (XPO) 1.4 $4.3M 40k 107.51
Osisko Gold Royalties 1.4 $4.3M 232k 18.52
Cenovus Energy (CVE) 1.4 $4.3M 257k 16.72
Canadian Natural Resources (CNQ) 1.3 $4.0M 122k 33.20
Parker-Hannifin Corporation (PH) 1.3 $4.0M 6.4k 631.82
Ge Aerospace Com New (GE) 1.1 $3.6M 19k 188.58
Gfl Environmental Sub Vtg Shs (GFL) 1.1 $3.5M 88k 39.88
Enbridge (ENB) 1.0 $3.3M 81k 40.62
Kinross Gold Corp (KGC) 1.0 $3.2M 340k 9.36
Centerra Gold (CGAU) 1.0 $3.1M 435k 7.18
Cibc Cad (CM) 1.0 $3.1M 51k 61.33
Descartes Sys Grp (DSGX) 1.0 $3.0M 30k 102.94
HudBay Minerals (HBM) 0.9 $2.7M 298k 9.20
Transalta Corp (TAC) 0.8 $2.6M 248k 10.37
Agnico (AEM) 0.8 $2.5M 31k 80.55
Docebo (DCBO) 0.8 $2.5M 57k 44.12
Barrick Gold Corp (GOLD) 0.8 $2.5M 123k 19.89
Bk Nova Cad (BNS) 0.8 $2.4M 44k 54.48
Microsoft Corporation (MSFT) 0.7 $2.2M 5.2k 430.30
Ero Copper Corp (ERO) 0.7 $2.2M 99k 22.26
Tc Energy Corp (TRP) 0.7 $2.1M 44k 47.53
Wheaton Precious Metals Corp (WPM) 0.6 $1.9M 31k 61.07
Sun Life Financial (SLF) 0.6 $1.9M 33k 58.00
Algoma Stl Group (ASTL) 0.6 $1.9M 184k 10.24
Silvercrest Metals 0.6 $1.9M 200k 9.28
FedEx Corporation (FDX) 0.5 $1.7M 6.1k 273.68
Alamos Gold Com Cl A (AGI) 0.5 $1.6M 82k 19.93
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.5 $1.5M 92k 16.49
Denison Mines Corp (DNN) 0.5 $1.4M 794k 1.82
Union Pacific Corporation (UNP) 0.4 $1.4M 5.6k 246.48
Teck Resources CL B (TECK) 0.4 $1.4M 26k 52.22
Thomson Reuters Corp. (TRI) 0.4 $1.3M 7.6k 170.55
Cgi Cl A Sub Vtg (GIB) 0.4 $1.2M 11k 115.05
Nexgen Energy (NXE) 0.4 $1.2M 186k 6.52
Equifax (EFX) 0.4 $1.2M 4.0k 293.86
Transunion (TRU) 0.4 $1.2M 11k 104.70
Pembina Pipeline Corp (PBA) 0.4 $1.1M 28k 41.22
Lennar Corp Cl A (LEN) 0.4 $1.1M 6.0k 187.48
Fortuna Mng Corp Com New (FSM) 0.4 $1.1M 239k 4.65
Burlington Stores (BURL) 0.3 $1.1M 4.1k 263.48
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.3 $1.1M 125k 8.49
Franco-Nevada Corporation (FNV) 0.3 $1.0M 8.3k 124.19
West Fraser Timb (WFG) 0.3 $974k 10k 97.36
Builders FirstSource (BLDR) 0.3 $969k 5.0k 193.86
Precision Drilling Corp Com New (PDS) 0.3 $900k 15k 61.58
Endeavour Silver Corp (EXK) 0.2 $784k 199k 3.95
Cameco Corporation (CCJ) 0.2 $741k 16k 47.77
Nutrien (NTR) 0.2 $639k 13k 48.05
Veren Com New 0.2 $626k 102k 6.16
Methanex Corp (MEOH) 0.1 $471k 11k 41.31