PCJ Investment Counsel

PCJ Investment Counsel as of June 30, 2025

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 65 positions in its portfolio as reported in the June 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) 11.3 $33M 1.3M 26.00
CRH Ord (CRH) 6.0 $18M 193k 91.80
Enerflex (EFXT) 4.0 $12M 1.5M 7.90
Rb Global (RBA) 4.0 $12M 110k 106.22
Rbc Cad (RY) 3.5 $10M 78k 131.88
Brookfield Infrast Partners Lp Int Unit (BIP) 3.0 $8.8M 262k 33.51
Capital One Financial (COF) 2.9 $8.6M 40k 212.76
Canadian Natural Resources (CNQ) 2.9 $8.4M 268k 31.45
Toronto Dominion Bk Ont Com New (TD) 2.8 $8.2M 112k 73.60
Shopify Cl A Sub Vtg Shs (SHOP) 2.8 $8.1M 70k 115.33
Pembina Pipeline Corp (PBA) 2.5 $7.2M 192k 37.53
Brookfield Corp Cl A Ltd Vt Sh (BN) 2.3 $6.9M 111k 61.93
Canadian Pacific Kansas City (CP) 2.2 $6.4M 81k 79.29
Amcor Ord (AMCR) 2.1 $6.2M 676k 9.19
Carvana Cl A (CVNA) 1.9 $5.6M 17k 336.96
Aercap Holdings Nv SHS (AER) 1.8 $5.3M 46k 117.00
Bank Of Montreal Cadcom (BMO) 1.8 $5.3M 47k 110.89
Nexgen Energy (NXE) 1.8 $5.2M 746k 6.95
Enbridge (ENB) 1.7 $4.9M 108k 45.38
Descartes Sys Grp (DSGX) 1.7 $4.9M 48k 101.65
Mag Silver Corp 1.6 $4.6M 219k 21.26
Agnico (AEM) 1.5 $4.5M 38k 119.22
Canadian Natl Ry (CNI) 1.5 $4.3M 42k 104.22
New Gold Inc Cda (NGD) 1.4 $4.1M 834k 4.97
First Majestic Silver Corp (AG) 1.4 $4.1M 499k 8.28
Methanex Corp (MEOH) 1.4 $4.0M 120k 33.12
Cibc Cad (CM) 1.3 $3.8M 53k 71.03
Denison Mines Corp (DNN) 1.3 $3.7M 2.0M 1.83
Or Royalties Com Shs (OR) 1.3 $3.7M 143k 25.72
Manulife Finl Corp (MFC) 1.3 $3.7M 114k 31.99
Endeavour Silver Corp (EXK) 1.1 $3.3M 679k 4.93
Iamgold Corp (IAG) 1.1 $3.2M 435k 7.37
Wells Fargo & Company (WFC) 1.1 $3.2M 40k 80.12
Bk Nova Cad (BNS) 1.0 $2.8M 51k 55.33
Telesat Corp Cl A & Cl B Shs (TSAT) 0.9 $2.8M 114k 24.32
Orla Mining LTD New F (ORLA) 0.9 $2.7M 266k 10.05
Equinox Gold Corp equities (EQX) 0.9 $2.6M 444k 5.78
Wheaton Precious Metals Corp (WPM) 0.9 $2.6M 28k 89.99
Waste Connections (WCN) 0.9 $2.5M 14k 186.92
Suncor Energy (SU) 0.9 $2.5M 67k 37.50
Fortuna Mng Corp Com New (FSM) 0.8 $2.4M 368k 6.56
Tc Energy Corp (TRP) 0.8 $2.4M 49k 48.79
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.8 $2.3M 146k 15.92
Sun Life Financial (SLF) 0.8 $2.3M 34k 66.59
Alamos Gold Com Cl A (AGI) 0.8 $2.3M 86k 26.62
Teck Resources CL B (TECK) 0.7 $2.2M 53k 40.44
Tfii Cn (TFII) 0.7 $2.0M 22k 89.72
Kinross Gold Corp (KGC) 0.7 $2.0M 125k 15.62
Cameco Corporation (CCJ) 0.6 $1.7M 23k 74.38
Sandstorm Gold Com New (SAND) 0.6 $1.6M 175k 9.41
Burlington Stores (BURL) 0.6 $1.6M 7.0k 232.64
Thomson Reuters Corp. (TRI) 0.5 $1.5M 7.6k 201.22
Freeport-mcmoran CL B (FCX) 0.5 $1.5M 35k 43.35
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.5 $1.5M 126k 11.74
Nutrien (NTR) 0.5 $1.4M 25k 58.31
Docebo (DCBO) 0.4 $1.3M 43k 29.00
Cgi Cl A Sub Vtg (GIB) 0.4 $1.2M 12k 105.09
Telus Ord (TU) 0.4 $1.2M 77k 16.08
Centerra Gold (CGAU) 0.4 $1.2M 166k 7.22
Rogers Communications CL B (RCI) 0.4 $1.1M 38k 29.68
Cenovus Energy (CVE) 0.4 $1.1M 81k 13.60
Pan American Silver Corp Can (PAAS) 0.4 $1.1M 39k 28.39
Cae (CAE) 0.3 $1.0M 35k 29.32
Barrick Mng Corp Com Shs (B) 0.3 $1000k 48k 20.83
HudBay Minerals (HBM) 0.2 $531k 50k 10.62