PCJ Investment Counsel as of June 30, 2026
Portfolio Holdings for PCJ Investment Counsel
PCJ Investment Counsel holds 62 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 6.7 | $23M | 781k | 29.85 | |
| Rbc Cad (RY) | 4.8 | $17M | 81k | 206.86 | |
| Enerflex (EFXT) | 4.3 | $15M | 604k | 24.53 | |
| Toronto Dominion Bk Ont Com New (TD) | 3.9 | $14M | 111k | 121.46 | |
| Baytex Energy Corp (BTE) | 3.8 | $13M | 3.3M | 4.01 | |
| CRH Ord (CRH) | 3.3 | $12M | 107k | 107.00 | |
| HudBay Minerals (HBM) | 3.2 | $11M | 475k | 23.59 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 3.1 | $11M | 296k | 36.49 | |
| Cenovus Energy (CVE) | 2.6 | $9.2M | 369k | 24.86 | |
| Transalta Corp (TAC) | 2.6 | $9.0M | 653k | 13.82 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 2.5 | $8.8M | 77k | 114.29 | |
| Bk Nova Cad (BNS) | 2.5 | $8.6M | 99k | 86.69 | |
| Cae (CAE) | 2.4 | $8.5M | 339k | 25.01 | |
| Bank Of Montreal Cadcom (BMO) | 2.4 | $8.2M | 47k | 176.34 | |
| Canadian Natl Ry (CNI) | 2.2 | $7.7M | 65k | 119.20 | |
| Denison Mines Corp (DNN) | 2.2 | $7.5M | 2.4M | 3.06 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $7.4M | 175k | 42.62 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 2.0 | $7.0M | 210k | 33.22 | |
| Enbridge (ENB) | 2.0 | $6.9M | 128k | 54.17 | |
| Cibc Cad (CM) | 1.8 | $6.3M | 55k | 115.04 | |
| Iamgold Corp (IAG) | 1.8 | $6.2M | 391k | 15.82 | |
| Celestica (CLS) | 1.7 | $6.1M | 17k | 365.27 | |
| Almonty Inds Com New (ALM) | 1.7 | $6.1M | 367k | 16.52 | |
| Trekor Metals | 1.6 | $5.7M | 832k | 6.89 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.6 | $5.7M | 73k | 77.87 | |
| Ero Copper Corp (ERO) | 1.5 | $5.3M | 197k | 26.68 | |
| Canadian Natural Resources (CNQ) | 1.5 | $5.2M | 132k | 39.53 | |
| Manulife Finl Corp (MFC) | 1.4 | $5.0M | 122k | 40.52 | |
| Canadian Pacific Kansas City (CP) | 1.4 | $4.9M | 57k | 86.61 | |
| Suncor Energy (SU) | 1.4 | $4.7M | 88k | 53.74 | |
| Agnico (AEM) | 1.3 | $4.6M | 29k | 154.70 | |
| Pembina Pipeline Corp (PBA) | 1.3 | $4.5M | 98k | 46.23 | |
| Oceanagold Corp Com New (OGC) | 1.2 | $4.2M | 166k | 25.04 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 1.2 | $4.2M | 398k | 10.46 | |
| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 1.1 | $3.8M | 143k | 26.63 | |
| Perpetua Resources (PPTA) | 1.1 | $3.7M | 180k | 20.74 | |
| Endeavour Silver Corp (EXK) | 1.0 | $3.5M | 416k | 8.30 | |
| Barrick Mng Corp Com Shs (B) | 1.0 | $3.4M | 92k | 36.73 | |
| Thomsoncorp (TRI) | 1.0 | $3.3M | 41k | 81.60 | |
| Fortuna Mng Corp Com New (FSM) | 1.0 | $3.3M | 391k | 8.45 | |
| Cameco Corporation (CCJ) | 0.9 | $3.3M | 32k | 101.83 | |
| Wheaton Precious Metals Corp (WPM) | 0.9 | $3.2M | 29k | 112.38 | |
| Equinox Gold Corp equities (EQX) | 0.9 | $3.2M | 330k | 9.73 | |
| Teck Resources CL B (TECK) | 0.8 | $2.9M | 49k | 59.50 | |
| Tfii Cn (TFII) | 0.8 | $2.8M | 20k | 143.80 | |
| Nexgen Energy (NXE) | 0.8 | $2.7M | 284k | 9.39 | |
| Greenfire Res Com Shs (GFR) | 0.7 | $2.5M | 445k | 5.65 | |
| Ats (ATS) | 0.7 | $2.5M | 86k | 28.80 | |
| Aris Mng Corp (ARIS) | 0.6 | $2.3M | 151k | 14.90 | |
| Franco-Nevada Corporation (FNV) | 0.6 | $2.2M | 11k | 208.45 | |
| Americas Gold And Silver Cor Com New (USAS) | 0.6 | $2.2M | 462k | 4.73 | |
| Centerra Gold (CGAU) | 0.6 | $2.1M | 134k | 15.84 | |
| Fortis (FTS) | 0.6 | $2.0M | 35k | 57.23 | |
| Kinross Gold Corp (KGC) | 0.5 | $1.7M | 72k | 23.65 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.5 | $1.6M | 31k | 50.67 | |
| Rb Global (RBA) | 0.4 | $1.4M | 12k | 116.45 | |
| Sunshine Silver Mng & Refng Common Stock | 0.4 | $1.3M | 100k | 13.22 | |
| Nutrien (NTR) | 0.4 | $1.3M | 21k | 62.84 | |
| Docebo (DCBO) | 0.3 | $1.2M | 66k | 17.87 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.3 | $1.1M | 22k | 51.50 | |
| Boyd Group Services (BGSI) | 0.1 | $387k | 4.1k | 94.59 | |
| Waste Connections (WCN) | 0.1 | $291k | 1.8k | 166.51 |
