PCJ Investment Counsel

PCJ Investment Counsel as of March 31, 2025

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Brookfield Business Partners Unit Ltd L P (BBU) 12.0 $31M 1.3M 23.44
CRH Ord (CRH) 6.7 $17M 194k 87.97
Rb Global (RBA) 6.3 $16M 160k 100.32
Enerflex (EFXT) 4.1 $10M 1.3M 7.73
Brookfield Infrast Partners Lp Int Unit (BIP) 3.6 $9.1M 305k 29.77
Berry Plastics (BERY) 3.3 $8.3M 120k 69.81
Canadian Natural Resources (CNQ) 3.2 $8.3M 268k 30.78
Cae (CAE) 3.2 $8.2M 334k 24.59
Rbc Cad (RY) 3.1 $7.9M 71k 112.66
Shopify Cl A (SHOP) 2.5 $6.3M 67k 95.15
Mag Silver Corp 2.3 $6.0M 392k 15.21
Toronto Dominion Bk Ont Com New (TD) 2.3 $6.0M 99k 59.93
Bank Of Montreal Cadcom (BMO) 2.1 $5.4M 57k 95.51
Kinross Gold Corp (KGC) 2.1 $5.3M 420k 12.61
Aercap Holdings Nv SHS (AER) 2.1 $5.2M 51k 102.17
Rogers Communications CL B (RCI) 2.0 $5.0M 187k 26.72
New Gold Inc Cda (NGD) 1.9 $4.9M 1.3M 3.70
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.9 $4.9M 93k 52.34
Enbridge (ENB) 1.8 $4.6M 103k 44.27
Osisko Gold Royalties 1.7 $4.2M 201k 21.11
Manulife Finl Corp (MFC) 1.6 $4.1M 132k 31.16
Agnico (AEM) 1.5 $3.7M 35k 108.36
Carvana Cl A (CVNA) 1.4 $3.7M 18k 209.08
Iamgold Corp (IAG) 1.4 $3.6M 584k 6.24
Descartes Sys Grp (DSGX) 1.4 $3.6M 36k 100.79
Canadian Pacific Kansas City (CP) 1.2 $3.1M 44k 70.19
Equinox Gold Corp equities (EQX) 1.2 $3.0M 431k 6.87
Wheaton Precious Metals Corp (WPM) 1.1 $2.8M 37k 77.61
Fortuna Mng Corp Com New (FSM) 1.0 $2.6M 431k 6.08
Waste Connections (WCN) 1.0 $2.6M 13k 194.95
Suncor Energy (SU) 1.0 $2.5M 64k 38.73
Tc Energy Corp (TRP) 0.9 $2.3M 50k 47.23
Gildan Activewear Inc Com Cad (GIL) 0.8 $2.2M 49k 44.22
Pembina Pipeline Corp (PBA) 0.8 $2.2M 54k 40.01
Telesat Corp Cl A & Cl B Shs (TSAT) 0.8 $2.1M 113k 18.65
Canadian Natl Ry (CNI) 0.8 $2.0M 21k 97.33
Denison Mines Corp (DNN) 0.8 $2.0M 1.6M 1.31
First Majestic Silver Corp (AG) 0.8 $2.0M 301k 6.69
Docebo (DCBO) 0.8 $2.0M 69k 28.77
Covenant Logistics Group Cl A (CVLG) 0.7 $1.9M 86k 22.20
Cibc Cad (CM) 0.7 $1.8M 33k 56.26
Alamos Gold Com Cl A (AGI) 0.6 $1.7M 62k 26.72
Bk Nova Cad (BNS) 0.6 $1.6M 35k 47.42
Pan American Silver Corp Can (PAAS) 0.6 $1.5M 58k 25.83
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.6 $1.5M 146k 10.08
Nexgen Energy (NXE) 0.6 $1.4M 322k 4.48
Gfl Environmental Sub Vtg Shs (GFL) 0.5 $1.4M 29k 48.31
Thomson Reuters Corp. (TRI) 0.5 $1.4M 7.9k 172.59
Orla Mining LTD New F (ORLA) 0.5 $1.4M 147k 9.34
Telus Ord (TU) 0.5 $1.4M 95k 14.35
Nutrien (NTR) 0.5 $1.2M 24k 49.64
Charles Schwab Corporation (SCHW) 0.5 $1.2M 15k 78.28
Xpo Logistics Inc equity (XPO) 0.4 $1.1M 11k 107.58
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.4 $1.1M 126k 8.75
Cgi Cl A Sub Vtg (GIB) 0.4 $1.1M 11k 99.85
Cenovus Energy (CVE) 0.4 $1.1M 77k 13.90
Centerra Gold (CGAU) 0.4 $1.1M 166k 6.35
Ge Aerospace Com New (GE) 0.4 $1.0M 5.0k 200.15
Parker-Hannifin Corporation (PH) 0.4 $912k 1.5k 607.85
Cameco Corporation (CCJ) 0.3 $842k 21k 41.17
Precision Drilling Corp Com New (PDS) 0.3 $783k 17k 46.50
Teck Resources CL B (TECK) 0.3 $771k 21k 36.43
HudBay Minerals (HBM) 0.1 $380k 50k 7.58
Algoma Stl Group (ASTL) 0.1 $272k 50k 5.43