PCJ Investment Counsel

PCJ Investment Counsel as of Sept. 30, 2025

Portfolio Holdings for PCJ Investment Counsel

PCJ Investment Counsel holds 64 positions in its portfolio as reported in the September 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) 12.2 $44M 1.3M 32.72
CRH Ord (CRH) 6.1 $22M 183k 119.90
Brookfield Corp Cl A Ltd Vt Sh (BN) 4.4 $16M 233k 68.59
Cae (CAE) 4.4 $16M 534k 29.61
Enerflex (EFXT) 3.5 $13M 1.2M 10.78
Rbc Cad (RY) 3.3 $12M 80k 147.36
Shopify Cl A Sub Vtg Shs (SHOP) 2.8 $10M 68k 148.53
Capital One Financial (COF) 2.7 $9.7M 46k 212.58
Iamgold Corp (IAG) 2.7 $9.6M 747k 12.92
Carvana Cl A (CVNA) 2.5 $9.2M 24k 377.24
Rb Global (RBA) 2.4 $8.7M 80k 108.33
Toronto Dominion Bk Ont Com New (TD) 2.2 $8.1M 101k 79.94
Equinox Gold Corp equities (EQX) 2.1 $7.5M 668k 11.20
Pan American Silver Corp Can (PAAS) 2.0 $7.2M 187k 38.74
Cenovus Energy (CVE) 2.0 $7.0M 414k 16.99
Amcor Ord (AMCR) 1.8 $6.4M 788k 8.18
Bank Of Montreal Cadcom (BMO) 1.7 $6.2M 48k 130.28
Agnico (AEM) 1.6 $5.8M 34k 168.39
Denison Mines Corp (DNN) 1.6 $5.6M 2.0M 2.75
Brookfield Infrast Partners Lp Int Unit (BIP) 1.5 $5.6M 169k 32.92
Sandstorm Gold Com New (SAND) 1.5 $5.3M 427k 12.51
Enbridge (ENB) 1.5 $5.3M 106k 50.44
Endeavour Silver Corp (EXK) 1.5 $5.3M 677k 7.83
Pembina Pipeline Corp (PBA) 1.4 $5.2M 128k 40.45
Methanex Corp (MEOH) 1.3 $4.7M 118k 39.76
Nexgen Energy (NXE) 1.3 $4.7M 520k 8.95
Cibc Cad (CM) 1.3 $4.6M 57k 79.89
Descartes Sys Grp (DSGX) 1.3 $4.5M 48k 94.20
First Majestic Silver Corp (AG) 1.2 $4.5M 364k 12.28
Bk Nova Cad (BNS) 1.2 $4.4M 69k 64.65
New Gold Inc Cda (NGD) 1.2 $4.2M 586k 7.16
Canadian Natural Resources (CNQ) 1.0 $3.7M 116k 31.97
Canadian Pacific Kansas City (CP) 1.0 $3.7M 50k 74.46
Fortuna Mng Corp Com New (FSM) 1.0 $3.5M 392k 8.95
Kinross Gold Corp (KGC) 1.0 $3.4M 138k 24.81
Or Royalties Com Shs (OR) 0.9 $3.4M 85k 40.07
Gildan Activewear Inc Com Cad (GIL) 0.9 $3.3M 57k 57.78
Manulife Finl Corp (MFC) 0.9 $3.2M 103k 31.15
Wheaton Precious Metals Corp (WPM) 0.9 $3.2M 28k 111.88
Taseko Cad (TGB) 0.9 $3.1M 727k 4.24
Suncor Energy (SU) 0.8 $3.0M 73k 41.84
Citigroup Com New (C) 0.8 $3.0M 30k 101.50
Telesat Corp Cl A & Cl B Shs (TSAT) 0.8 $2.9M 112k 26.10
Barrick Mng Corp Com Shs (B) 0.8 $2.9M 87k 32.84
Stantec (STN) 0.7 $2.7M 25k 107.80
Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) 0.7 $2.7M 146k 18.41
Builders FirstSource (BLDR) 0.7 $2.7M 22k 121.25
Orla Mining LTD New F (ORLA) 0.7 $2.7M 249k 10.78
Vizsla Silver Corp Com New (VZLA) 0.7 $2.4M 567k 4.32
Canadian Natl Ry (CNI) 0.7 $2.4M 25k 94.28
Waste Connections (WCN) 0.6 $2.2M 13k 175.76
Cameco Corporation (CCJ) 0.5 $1.8M 21k 83.91
Nutrien (NTR) 0.5 $1.6M 28k 58.71
Teck Resources CL B (TECK) 0.4 $1.6M 37k 43.86
Centerra Gold (CGAU) 0.4 $1.6M 150k 10.71
Americas Gold And Silver Cor Com New 0.4 $1.6M 425k 3.73
Celestica (CLS) 0.4 $1.5M 6.3k 246.03
Sun Life Financial (SLF) 0.4 $1.5M 26k 60.04
Lightspeed Commerce Sub Vtg Shs (LSPD) 0.4 $1.5M 126k 11.54
Rogers Communications CL B (RCI) 0.4 $1.3M 38k 34.42
Thomson Reuters Corp. (TRI) 0.3 $1.2M 8.0k 155.24
Docebo (DCBO) 0.3 $1.2M 43k 27.28
Aercap Holdings Nv SHS (AER) 0.3 $918k 7.6k 121.00
Ero Copper Corp (ERO) 0.2 $695k 34k 20.25