PCJ Investment Counsel as of Dec. 31, 2025
Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 61 positions in its portfolio as reported in the December 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) | 10.2 | $41M | 1.2M | 35.38 | |
| CRH Ord (CRH) | 5.8 | $23M | 187k | 124.80 | |
| Cae (CAE) | 5.7 | $23M | 761k | 30.41 | |
| Boyd Group Services (BGSI) | 4.5 | $18M | 115k | 159.29 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.8 | $15M | 334k | 45.90 | |
| Enerflex (EFXT) | 3.4 | $14M | 894k | 15.42 | |
| Rbc Cad (RY) | 3.4 | $14M | 81k | 170.48 | |
| Equinox Gold Corp equities (EQX) | 3.1 | $12M | 882k | 14.05 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.8 | $11M | 71k | 161.02 | |
| Toronto Dominion Bk Ont Com New (TD) | 2.7 | $11M | 116k | 94.25 | |
| Iamgold Corp (IAG) | 2.6 | $11M | 642k | 16.50 | |
| Carvana Cl A (CVNA) | 2.3 | $9.2M | 22k | 422.02 | |
| Rb Global (RBA) | 2.1 | $8.5M | 83k | 102.90 | |
| Methanex Corp (MEOH) | 2.0 | $8.3M | 209k | 39.68 | |
| Baytex Energy Corp (BTE) | 2.0 | $8.0M | 2.5M | 3.23 | |
| Denison Mines Corp (DNN) | 1.9 | $7.7M | 2.9M | 2.65 | |
| Cgi Cl A Sub Vtg (GIB) | 1.7 | $7.0M | 76k | 92.37 | |
| Orla Mining LTD New F (ORLA) | 1.7 | $7.0M | 518k | 13.45 | |
| Cenovus Energy (CVE) | 1.7 | $6.9M | 407k | 16.92 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.6 | $6.4M | 184k | 34.75 | |
| Pan American Silver Corp Can (PAAS) | 1.5 | $6.2M | 119k | 51.85 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $5.7M | 91k | 62.47 | |
| Bk Nova Cad (BNS) | 1.4 | $5.5M | 74k | 73.75 | |
| Agnico (AEM) | 1.3 | $5.5M | 32k | 169.59 | |
| Bank Of Montreal Cadcom (BMO) | 1.3 | $5.4M | 42k | 129.87 | |
| Taseko Cad (TGB) | 1.3 | $5.4M | 950k | 5.66 | |
| Pembina Pipeline Corp (PBA) | 1.3 | $5.3M | 140k | 38.07 | |
| Enbridge (ENB) | 1.3 | $5.3M | 111k | 47.85 | |
| Endeavour Silver Corp (EXK) | 1.3 | $5.3M | 562k | 9.41 | |
| Capital One Financial (COF) | 1.2 | $4.9M | 20k | 242.36 | |
| Royal Gold (RGLD) | 1.2 | $4.8M | 22k | 222.29 | |
| Fortuna Mng Corp Com New (FSM) | 1.2 | $4.8M | 487k | 9.80 | |
| Nexgen Energy (NXE) | 1.2 | $4.7M | 506k | 9.20 | |
| Barrick Mng Corp Com Shs (B) | 1.1 | $4.6M | 106k | 43.56 | |
| Americas Gold And Silver Cor Com New (USAS) | 1.1 | $4.4M | 861k | 5.13 | |
| First Majestic Silver Corp (AG) | 1.1 | $4.3M | 256k | 16.68 | |
| Canadian Natural Resources (CNQ) | 1.0 | $4.1M | 120k | 33.87 | |
| Manulife Finl Corp (MFC) | 1.0 | $3.9M | 107k | 36.31 | |
| Canadian Pacific Kansas City (CP) | 0.9 | $3.8M | 52k | 73.62 | |
| American Express Company (AXP) | 0.9 | $3.7M | 9.9k | 369.95 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.8 | $3.4M | 118k | 28.83 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.8 | $3.4M | 143k | 23.75 | |
| Wheaton Precious Metals Corp (WPM) | 0.8 | $3.3M | 28k | 117.56 | |
| Suncor Energy (SU) | 0.8 | $3.3M | 75k | 44.39 | |
| Canadian Natl Ry (CNI) | 0.8 | $3.2M | 32k | 98.91 | |
| Vizsla Silver Corp Com New (VZLA) | 0.7 | $3.0M | 551k | 5.48 | |
| Amcor Ord | 0.7 | $3.0M | 360k | 8.34 | |
| Ero Copper Corp (ERO) | 0.7 | $2.6M | 93k | 28.29 | |
| Kinross Gold Corp (KGC) | 0.6 | $2.6M | 91k | 28.17 | |
| Centerra Gold (CGAU) | 0.5 | $2.1M | 146k | 14.40 | |
| Cameco Corporation (CCJ) | 0.5 | $2.1M | 23k | 91.57 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.4 | $1.6M | 30k | 52.28 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.4 | $1.5M | 123k | 12.07 | |
| Nutrien (NTR) | 0.4 | $1.5M | 24k | 61.73 | |
| Teck Resources CL B (TECK) | 0.4 | $1.4M | 30k | 47.88 | |
| Celestica (CLS) | 0.3 | $1.4M | 4.6k | 295.81 | |
| Energy Fuels Com New (UUUU) | 0.3 | $1.1M | 73k | 14.48 | |
| Old Dominion Freight Line (ODFL) | 0.2 | $938k | 6.0k | 156.80 | |
| Tfii Cn (TFII) | 0.2 | $903k | 8.7k | 103.36 | |
| Or Royalties Com Shs (OR) | 0.2 | $881k | 25k | 35.39 | |
| Cibc Cad (CM) | 0.1 | $494k | 5.5k | 90.66 |