PCJ Investment Counsel as of Dec. 31, 2024
Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 69 positions in its portfolio as reported in the December 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) | 12.8 | $38M | 1.6M | 23.50 | |
| CRH Ord (CRH) | 7.9 | $23M | 252k | 92.52 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 6.3 | $19M | 584k | 31.77 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.4 | $16M | 277k | 57.41 | |
| Rb Global (RBA) | 4.4 | $13M | 144k | 90.19 | |
| Enerflex (EFXT) | 3.2 | $9.6M | 968k | 9.94 | |
| Rbc Cad (RY) | 3.1 | $9.3M | 77k | 120.42 | |
| Enbridge (ENB) | 3.1 | $9.2M | 217k | 42.39 | |
| United Rentals (URI) | 2.6 | $7.8M | 11k | 704.44 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 2.4 | $7.0M | 52k | 135.83 | |
| Shopify Cl A (SHOP) | 2.4 | $7.0M | 66k | 106.29 | |
| Suncor Energy (SU) | 2.2 | $6.7M | 187k | 35.65 | |
| Carvana Cl A (CVNA) | 2.2 | $6.6M | 33k | 203.36 | |
| Manulife Finl Corp (MFC) | 1.5 | $4.5M | 146k | 30.68 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $4.5M | 7.0k | 636.03 | |
| Bank Of Montreal Cadcom (BMO) | 1.4 | $4.3M | 44k | 96.96 | |
| Transalta Corp (TAC) | 1.4 | $4.2M | 295k | 14.12 | |
| Mag Silver Corp | 1.3 | $3.8M | 280k | 13.57 | |
| Berry Plastics (BERY) | 1.3 | $3.8M | 58k | 64.67 | |
| Canadian Natural Resources (CNQ) | 1.2 | $3.7M | 119k | 30.83 | |
| Xpo Logistics Inc equity (XPO) | 1.2 | $3.6M | 28k | 131.15 | |
| Bk Nova Cad (BNS) | 1.2 | $3.4M | 64k | 53.63 | |
| Bank of America Corporation (BAC) | 1.1 | $3.3M | 75k | 43.95 | |
| Descartes Sys Grp (DSGX) | 1.1 | $3.2M | 29k | 113.58 | |
| Canadian Natl Ry (CNI) | 1.1 | $3.2M | 32k | 101.42 | |
| Ge Aerospace Com New (GE) | 1.1 | $3.2M | 19k | 166.79 | |
| Cibc Cad (CM) | 1.0 | $3.1M | 49k | 63.18 | |
| Toronto Dominion Bk Ont Com New (TD) | 1.0 | $2.9M | 55k | 53.17 | |
| Aercap Holdings Nv SHS (AER) | 1.0 | $2.9M | 31k | 95.70 | |
| Docebo (DCBO) | 1.0 | $2.8M | 64k | 44.79 | |
| Cenovus Energy (CVE) | 1.0 | $2.8M | 188k | 15.14 | |
| Osisko Gold Royalties | 0.9 | $2.8M | 155k | 18.09 | |
| Canadian Pacific Kansas City (CP) | 0.9 | $2.7M | 38k | 72.31 | |
| Amazon (AMZN) | 0.9 | $2.7M | 13k | 219.39 | |
| HudBay Minerals (HBM) | 0.9 | $2.7M | 333k | 8.10 | |
| Sun Life Financial (SLF) | 0.9 | $2.7M | 45k | 59.30 | |
| Cae (CAE) | 0.8 | $2.4M | 97k | 25.36 | |
| Silvercrest Metals | 0.8 | $2.3M | 256k | 9.11 | |
| Agnico (AEM) | 0.8 | $2.3M | 29k | 78.14 | |
| Xponential Fitness Com Cl A (XPOF) | 0.7 | $2.2M | 163k | 13.45 | |
| Equinox Gold Corp equities (EQX) | 0.7 | $2.1M | 420k | 5.03 | |
| Wheaton Precious Metals Corp (WPM) | 0.7 | $2.0M | 36k | 56.21 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.6 | $1.9M | 123k | 15.23 | |
| Kinross Gold Corp (KGC) | 0.6 | $1.9M | 202k | 9.28 | |
| Fortuna Mng Corp Com New (FSM) | 0.6 | $1.8M | 417k | 4.29 | |
| Pembina Pipeline Corp (PBA) | 0.6 | $1.8M | 48k | 36.90 | |
| Centerra Gold (CGAU) | 0.6 | $1.7M | 291k | 5.68 | |
| Denison Mines Corp (DNN) | 0.5 | $1.6M | 889k | 1.81 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $1.5M | 25k | 60.30 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.5M | 21k | 70.24 | |
| Thomson Reuters Corp. (TRI) | 0.5 | $1.5M | 9.1k | 160.37 | |
| Tc Energy Corp (TRP) | 0.5 | $1.4M | 31k | 46.54 | |
| Algoma Stl Group (ASTL) | 0.5 | $1.4M | 144k | 9.78 | |
| Nexgen Energy (NXE) | 0.5 | $1.4M | 208k | 6.59 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.4 | $1.3M | 30k | 44.52 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.4 | $1.2M | 140k | 8.68 | |
| Cgi Cl A Sub Vtg (GIB) | 0.4 | $1.2M | 11k | 109.28 | |
| Alamos Gold Com Cl A (AGI) | 0.4 | $1.2M | 65k | 18.43 | |
| Rogers Communications CL B (RCI) | 0.4 | $1.2M | 39k | 30.70 | |
| Iamgold Corp (IAG) | 0.4 | $1.2M | 224k | 5.16 | |
| Cameco Corporation (CCJ) | 0.4 | $1.1M | 21k | 51.35 | |
| J.B. Hunt Transport Services (JBHT) | 0.3 | $1.0M | 6.0k | 170.66 | |
| Precision Drilling Corp Com New (PDS) | 0.3 | $999k | 16k | 61.09 | |
| Pan American Silver Corp Can (PAAS) | 0.3 | $973k | 48k | 20.20 | |
| Teck Resources CL B (TECK) | 0.3 | $864k | 21k | 40.49 | |
| Birkenstock Holding Com Shs (BIRK) | 0.2 | $708k | 13k | 56.66 | |
| Hldgs (UAL) | 0.2 | $680k | 7.0k | 97.10 | |
| Methanex Corp (MEOH) | 0.2 | $589k | 12k | 49.91 | |
| Ero Copper Corp (ERO) | 0.2 | $567k | 42k | 13.46 |