Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PCJ Investment Counsel Ltd.

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001426318-25-000007

Total Value
$359.5M
Positions
64
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (64)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROOKFIELD BUSINESS PARTNERSBBUC1,338,079$43.8M12.18%
2CRH PLCCRH182,900$21.9M6.10%
3BROOKFIELD CORP11271J107232,780$16.0M4.44%
4CAE INCCAE533,740$15.8M4.40%
5ENERFLEX LTDEFXT1,167,110$12.6M3.50%
6ROYAL BK CDA78008710279,960$11.8M3.28%
7SHOPIFY INCSHOP68,190$10.1M2.82%
8CAPITAL ONE FINL CORP14040H10545,550$9.7M2.69%
9IAMGOLD CORPIAG747,070$9.6M2.68%
10CARVANA COCVNA24,300$9.2M2.55%
11RB GLOBAL INCRBA80,160$8.7M2.42%
12TORONTO DOMINION BK ONTTORO100,760$8.1M2.24%
13EQUINOX GOLD CORPEQX668,230$7.5M2.08%
14PAN AMERN SILVER CORP697900108186,568$7.2M2.01%
15CENOVUS ENERGY INCCVE413,600$7.0M1.95%
16AMCOR PLCAMCCF788,145$6.4M1.79%
17BANK MONTREAL QUE06367110147,570$6.2M1.72%
18AGNICO EAGLE MINES LTDAEM34,360$5.8M1.61%
19DENISON MINES CORPDNN2,045,310$5.6M1.57%
20BROOKFIELD INFRAST PARTNERSG16252101169,100$5.6M1.55%
21SANDSTORM GOLD LTD80013R206427,350$5.3M1.49%
22ENBRIDGE INCENNPF105,550$5.3M1.48%
23ENDEAVOUR SILVER CORPEXK677,220$5.3M1.48%
24PEMBINA PIPELINE CORPPPLOF127,780$5.2M1.44%
25METHANEX CORPMEOH117,730$4.7M1.30%
26NEXGEN ENERGY LTDNXE520,200$4.7M1.30%
27CANADIAN IMPERIAL BANK OF COCNDIF57,120$4.6M1.27%
28DESCARTES SYS GROUP INC24990610848,080$4.5M1.26%
29FIRST MAJESTIC SILVER CORPAG363,780$4.5M1.24%
30BANK NOVA SCOTIA HALIFAX06414910768,630$4.4M1.23%
31NEW GOLD INC CDA644535106585,660$4.2M1.17%
32CANADIAN NAT RES LTD136385101115,810$3.7M1.03%
33CANADIAN PACIFIC KANSAS CITYCP49,580$3.7M1.03%
34FORTUNA MNG CORP349942102391,730$3.5M0.98%
35KINROSS GOLD CORPKGCRF138,270$3.4M0.95%
36OR ROYALTIES INC.OR84,900$3.4M0.95%
37GILDAN ACTIVEWEAR INCGIL56,970$3.3M0.92%
38MANULIFE FINL CORP56501R106103,341$3.2M0.90%
39WHEATON PRECIOUS METALS CORPWPM28,400$3.2M0.88%
40TASEKO MINES LTDTGB726,660$3.1M0.86%
41SUNCOR ENERGY INC NEWSU72,870$3.0M0.85%
42CITIGROUP INCC-PR29,870$3.0M0.84%
43TELESAT CORPTSAT112,180$2.9M0.81%
44BARRICK MNG CORP06849F10887,170$2.9M0.80%
45STANTEC INCSTN25,000$2.7M0.75%
46SKEENA RES LTD NEW83056P715145,880$2.7M0.75%
47BUILDERS FIRSTSOURCE INCBLDR22,130$2.7M0.75%
48ORLA MNG LTD NEW68634K106248,560$2.7M0.75%
49VIZSLA SILVER CORPVZLA566,740$2.4M0.68%
50CANADIAN NATL RY CO13637510224,990$2.4M0.66%
51WASTE CONNECTIONS INCWCN12,670$2.2M0.62%
52CAMECO CORPCCJ20,890$1.8M0.49%
53NUTRIEN LTDNTR28,100$1.6M0.46%
54TECK RESOURCES LTDTCKRF36,630$1.6M0.45%
55CENTERRA GOLD INCCGAU149,520$1.6M0.45%
56AMERICAS GOLD AND SILVER COR03062D803425,000$1.6M0.44%
57CELESTICA INCCLS6,280$1.5M0.43%
58SUN LIFE FINANCIAL INC.SUNFF25,730$1.5M0.43%
59LIGHTSPEED COMMERCE INCLSPD126,020$1.5M0.40%
60ROGERS COMMUNICATIONS INCRCIAF38,030$1.3M0.36%
61THOMSON REUTERS CORPTMSOF8,016$1.2M0.35%
62DOCEBO INCDCBO43,280$1.2M0.33%
63AERCAP HOLDINGS NVAER7,590$918,3900.26%
64ERO COPPER CORPERO34,340$695,4300.19%