PCJ Investment Counsel Ltd.

PCJ Investment Counsel Ltd. reported 62 holdings worth US$348M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

PCJ Investment Counsel Ltd. reported 62 holdings worth US$348M as of Jun 30, 2026. Largest: Brookfield Business Corporation Class A, Royal Bank Of Canada and Enerflex Ltd. Filed Aug 12, 2026 (Form 13F).

Holdings
62
Value as reported
US$348M

The filing in full

CompanySharesValue as reported% of portfolio
Brookfield Business Corporation Class A781KUS$23.3M6.7%
Royal Bank Of Canada81,100US$16.8M4.8%
Enerflex Ltd.604KUS$14.8M4.3%
Toronto-dominion Bank111KUS$13.5M3.9%
Baytex Energy Corp.3.33MUS$13.4M3.8%
Hudbay Minerals Inc475KUS$11.2M3.2%
Brookfield Infrastructure Partners Lp Limited Partnership296KUS$10.8M3.1%
Cenovus Energy Inc.369KUS$9.17M2.6%
Transalta Corporation653KUS$9.03M2.6%
Shopify Inc.77,170US$8.82M2.5%
Bank Of Nova Scotia99,350US$8.61M2.5%
Cae Inc.339KUS$8.48M2.4%
Bank Of Montreal46,780US$8.25M2.4%
Canadian National Railway Company64,960US$7.74M2.2%
Denison Mines Corp.2.44MUS$7.49M2.2%
Brookfield Corporation175KUS$7.45M2.1%
Enbridge Inc.128KUS$6.92M2.0%
Canadian Imperial Bank Of Commerce54,710US$6.29M1.8%
Iamgold Corporation391KUS$6.18M1.8%
Celestica Inc.16,658US$6.08M1.7%
Almonty Industries Inc.367KUS$6.06M1.7%
Knight-swift Transportation Holdings Inc.73,320US$5.71M1.6%
Ero Copper Corp.197KUS$5.27M1.5%
Canadian Natural Resources Limited132KUS$5.23M1.5%
Manulife Financial Corporation122KUS$4.95M1.4%
Canadian Pacific Kansas City Limited56,500US$4.89M1.4%
Suncor Energy Inc.87,760US$4.72M1.4%
Agnico Eagle Mines Limited29,440US$4.55M1.3%
Pembina Pipeline Corporation97,870US$4.52M1.3%
Oceanagold Corporation166KUS$4.16M1.2%
Lightspeed Commerce Inc398KUS$4.16M1.2%
Skeena Resources Limited143KUS$3.8M1.1%
Perpetua Resources Corp.180KUS$3.74M1.1%
Endeavour Silver Corp.416KUS$3.46M0.99%
Barrick Mining Corporation91,810US$3.37M0.97%
Thomson Reuters Corporation41,040US$3.35M0.96%
Fortuna Mining Corp.391KUS$3.31M0.95%
Cameco Corporation32,010US$3.26M0.94%
Wheaton Precious Metals Corp28,710US$3.23M0.93%
Equinox Gold Corp.330KUS$3.21M0.92%
Teck Resources Limited Class A49,251US$2.93M0.84%
Tfi International Inc.19,600US$2.82M0.81%
Nexgen Energy Ltd.284KUS$2.67M0.77%
Greenfire Resources Ltd.445KUS$2.51M0.72%
Ats Corporation85,640US$2.47M0.71%
Aris Mining Corp151KUS$2.25M0.65%
Franco-nevada Corporation10,630US$2.22M0.64%
Americas Gold And Silver Corporation462KUS$2.18M0.63%
Centerra Gold Inc.134KUS$2.12M0.61%
Fortis Inc.34,990US$2M0.58%
Kinross Gold Corporation71,670US$1.7M0.49%
Telesat Corporation31,180US$1.58M0.45%
Rb Global, Inc.11,800US$1.37M0.39%
Sunshine Silver Mining & Refining Company100KUS$1.32M0.38%
Nutrien Ltd.20,700US$1.3M0.37%
Docebo, Inc.65,500US$1.17M0.34%
Gildan Activewear Inc.22,131US$1.14M0.33%
Boyd Group Services Inc4,092US$387K0.11%
Waste Connections, Inc.1,750US$291K0.08%
Cgi Inc. Class A0US$00.00%
Gfl Environmental Inc0US$00.00%
Orla Mining Ltd.0US$00.00%
Taseko Mines Limited0US$00.00%
Alamos Gold Inc.0US$00.00%
Brookfield Renewable Partners Lp0US$00.00%
Carvana Co.0US$00.00%

Source

View original at SEC

Related