Pcj Investment Counsel Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Pcj Investment Counsel Ltd. disclosed 57 stock positions valued at approximately $347.89M as of quarter-end June 30, 2026. The largest holdings include ROYAL BK CDA, ENERFLEX LTD, and TORONTO DOMINION BK ONT.
- Report Period
- June 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $347.89M
Holdings by Sector
Pcj Investment Counsel Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ROYAL BK CDA | RY | Financial Services | 4.82% | 81,100 | -2,740 | -3.27% | $16,776,726 |
| ENERFLEX LTD | EFXT | Energy | 4.26% | 604,197 | -57,055 | -8.63% | $14,823,270 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 3.88% | 111,100 | -10,760 | -8.83% | $13,494,726 |
| BAYTEX ENERGY CORP | BTE | Energy | 3.84% | 3,334,828 | +528,835 | +18.85% | $13,365,884 |
| CRH PLC | CRH | Other | 3.30% | 107,410 | -5,363 | -4.76% | $11,492,870 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 3.22% | 475,210 | +313,550 | +193.96% | $11,210,183 |
| BROOKFIELD INFRASTRUCTURE PA | BIP | Utilities | 3.10% | 295,980 | +2,826 | +0.96% | $10,800,011 |
| CENOVUS ENERGY INC | CVE | Energy | 2.64% | 368,790 | -74,075 | -16.73% | $9,167,269 |
| TRANSALTA CORP | TAC | Utilities | 2.60% | 653,290 | +653,290 | +100.00% | $9,028,529 |
| SHOPIFY INC | SHOP | Technology | 2.54% | 77,170 | +2,310 | +3.09% | $8,820,068 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 2.48% | 99,350 | +92,610 | +1374.04% | $8,612,556 |
| CAE INC | CAE | Industrials | 2.44% | 339,091 | -443,602 | -56.68% | $8,481,622 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 2.37% | 46,780 | +3,480 | +8.04% | $8,249,351 |
| CANADIAN NATL RY CO | CNI | Industrials | 2.23% | 64,960 | +2,700 | +4.34% | $7,743,008 |
| DENISON MINES CORP | DNN | Energy | 2.15% | 2,444,190 | -215,010 | -8.09% | $7,489,213 |
| BROOKFIELD CORP | BN | Financial Services | 2.14% | 174,760 | +73,740 | +73.00% | $7,448,712 |
| ETF SER SOLUTIONS | JETS | Other | 2.01% | 210,000 | +210,000 | +100.00% | $6,976,200 |
| ENBRIDGE INC | ENB | Energy | 1.99% | 127,750 | +4,210 | +3.41% | $6,920,791 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 1.81% | 54,710 | -4,220 | -7.16% | $6,293,874 |
| IAMGOLD CORP | IAG | Basic Materials | 1.78% | 390,780 | -12,540 | -3.11% | $6,182,357 |
| CELESTICA INC | CLS | Technology | 1.75% | 16,658 | +7,278 | +77.59% | $6,084,743 |
| ALMONTY INDS INC | ALM | Other | 1.74% | 366,557 | +166,557 | +83.28% | $6,057,334 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 1.64% | 73,320 | +28,710 | +64.36% | $5,709,428 |
| ERO COPPER CORP | ERO | Basic Materials | 1.51% | 197,379 | -14,480 | -6.83% | $5,265,119 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 1.50% | 132,430 | +4,630 | +3.62% | $5,234,992 |
| MANULIFE FINL CORP | MFC | Financial Services | 1.42% | 122,261 | +21,500 | +21.34% | $4,953,576 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 1.41% | 56,500 | +2,770 | +5.16% | $4,893,553 |
| SUNCOR ENERGY INC NEW | SU | Energy | 1.36% | 87,760 | +4,550 | +5.47% | $4,716,644 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 1.31% | 29,440 | -1,040 | -3.41% | $4,554,508 |
| PEMBINA PIPELINE CORP | PBA | Energy | 1.30% | 97,870 | -1,675 | -1.68% | $4,524,929 |
Showing 30 of 57 holdings in the latest reporting period.