Institutional Manager · CIK 0001426318
PCJ Investment Counsel Ltd.
TORONTO, A6 · File #028-12690
Latest AUM
$404.2M
Positions
61
Top-10 Concentration
47.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202561 pos · $404.2M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $359.5M
- 13F HOLDINGS REPORTQ/E Jun 202565 pos · $292.8M
- 13F HOLDINGS REPORTQ/E Mar 202564 pos · $255.7M
- 13F HOLDINGS REPORTQ/E Dec 202469 pos · $296.2M
- 13F HOLDINGS REPORTQ/E Sep 202470 pos · $315.9M
- 13F HOLDINGS REPORTQ/E Jun 202473 pos · $241.1M
- 13F HOLDINGS REPORTQ/E Mar 202479 pos · $302.6M
- 13F HOLDINGS REPORTQ/E Dec 202368 pos · $216.8M
- 13F HOLDINGS REPORTQ/E Sep 202368 pos · $236.1M
- 13F HOLDINGS REPORTQ/E Jun 202376 pos · $252.4M
- 13F HOLDINGS REPORTQ/E Mar 202377 pos · $230.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BROOKFIELD BUSINESS PARTNERS | BBUC | 1,163,486 | $41.2M | 10.54% |
| 2 | CRH PLC | CRH | 187,230 | $23.4M | 5.98% |
| 3 | CAE INC | CAE | 760,585 | $23.1M | 5.92% |
| 4 | BOYD GROUP SERVICES INC | BGSI | 115,230 | $18.4M | 4.70% |
| 5 | BROOKFIELD CORP | 11271J107 | 334,090 | $15.3M | 3.93% |
| 6 | ENERFLEX LTD | EFXT | 894,086 | $13.8M | 3.53% |
| 7 | ROYAL BK CDA | 780087102 | 80,850 | $13.8M | 3.53% |
| 8 | EQUINOX GOLD CORP | EQX | 881,940 | $12.4M | 3.17% |
| 9 | SHOPIFY INC | SHOP | 70,710 | $11.4M | 2.91% |
| 10 | TORONTO DOMINION BK ONT | TORO | 115,540 | $10.9M | 2.79% |
| 11 | IAMGOLD CORP | IAG | 642,050 | $10.6M | 2.71% |
| 12 | CARVANA CO | CVNA | 21,900 | $9.2M | 2.37% |
| 13 | RB GLOBAL INC | RBA | 82,690 | $8.5M | 2.18% |
| 14 | METHANEX CORP | MEOH | 208,630 | $8.3M | 2.12% |
| 15 | BAYTEX ENERGY CORP | BTE | 2,483,638 | $8.0M | 2.06% |
| 16 | DENISON MINES CORP | DNN | 2,918,810 | $7.7M | 1.98% |
| 17 | CGI INC | GIB | 75,930 | $7.0M | 1.80% |
| 18 | ORLA MNG LTD NEW | 68634K106 | 517,480 | $7.0M | 1.78% |
| 19 | CENOVUS ENERGY INC | CVE | 406,470 | $6.9M | 1.76% |
| 20 | BROOKFIELD INFRAST PARTNERS | G16252101 | 183,780 | $6.4M | 1.63% |