Pcj Investment Counsel Ltd. Portfolio Stock Holdings
Pcj Investment Counsel Ltd. disclosed 59 stock positions valued at approximately $352.1 million in its latest SEC 13F filing. The largest holdings include CAE INC, ENERFLEX LTD, and ROYAL BK CDA. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $352.1M
Holdings by Sector
Pcj Investment Counsel Ltd. Portfolio Holdings in Q1 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAE INC | CAE | Industrials | 5.80% | 782,693 | +22,108 | +2.91% | $20,405,110 |
| ENERFLEX LTD | EFXT | Energy | 3.93% | 661,252 | -232,834 | -26.04% | $13,835,166 |
| ROYAL BK CDA | RY | Financial Services | 3.85% | 83,840 | +2,990 | +3.70% | $13,555,842 |
| BAYTEX ENERGY CORP | BTE | Energy | 3.56% | 2,805,993 | +322,355 | +12.98% | $12,548,729 |
| CRH PLC | CRH | Other | 3.37% | 112,773 | -74,457 | -39.77% | $11,854,698 |
| CENOVUS ENERGY INC | CVE | Energy | 3.33% | 442,865 | +36,395 | +8.95% | $11,737,629 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 3.23% | 121,860 | +6,320 | +5.47% | $11,368,232 |
| BROOKFIELD INFRASTRUCTURE PA | G16252101 | Other | 3.01% | 293,154 | +109,374 | +59.51% | $10,584,200 |
| DENISON MINES CORP | DNN | Energy | 2.68% | 2,659,200 | -259,610 | -8.89% | $9,425,889 |
| SHOPIFY INC | SHOP | Technology | 2.52% | 74,860 | +4,150 | +5.87% | $8,884,153 |
| EQUINOX GOLD CORP | EQX | Basic Materials | 2.28% | 555,385 | -326,555 | -37.03% | $8,022,380 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 2.23% | 187,807 | +187,807 | +100.00% | $7,835,601 |
| IAMGOLD CORP | IAG | Basic Materials | 2.15% | 403,320 | -238,730 | -37.18% | $7,586,541 |
| ENBRIDGE INC | ENB | Energy | 1.90% | 123,540 | +12,230 | +10.99% | $6,698,243 |
| TASEKO MINES LTD | TGB | Basic Materials | 1.87% | 1,017,980 | +67,690 | +7.12% | $6,594,600 |
| CANADIAN NATL RY CO | CNI | Industrials | 1.82% | 62,260 | +30,110 | +93.65% | $6,409,378 |
| CANADIAN NAT RES LTD MED TER | CNQ | Energy | 1.77% | 127,800 | +8,000 | +6.68% | $6,234,550 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 1.76% | 30,480 | -1,690 | -5.25% | $6,188,108 |
| BANK MONTREAL MEDIUM | BMO | Financial Services | 1.67% | 43,300 | +1,450 | +3.46% | $5,865,963 |
| ERO COPPER CORP | ERO | Basic Materials | 1.60% | 211,859 | +118,640 | +127.27% | $5,646,689 |
| CANADIAN IMPERIAL BANK OF CO | CM | Financial Services | 1.58% | 58,930 | +53,480 | +981.28% | $5,577,193 |
| BROOKFIELD RENEWABLE ENERGY | G16258108 | Other | 1.58% | 170,580 | +170,580 | +100.00% | $5,565,664 |
| SUNCOR ENERGY INC NEW | SU | Energy | 1.56% | 83,210 | +8,030 | +10.68% | $5,504,716 |
| ORLA MNG LTD NEW | ORLA | Basic Materials | 1.39% | 305,180 | -212,300 | -41.03% | $4,908,473 |
| ARIS MINING CORPORATION | ARMN | Basic Materials | 1.37% | 259,765 | +259,765 | +100.00% | $4,824,246 |
| PERPETUA RESOURCES CORP | PPTA | Basic Materials | 1.31% | 164,070 | +164,070 | +100.00% | $4,624,232 |
| CENTERRA GOLD INC | CGAU | Basic Materials | 1.29% | 255,270 | +109,290 | +74.87% | $4,527,863 |
| PEMBINA PIPELINE CORP | PBA | Energy | 1.27% | 99,545 | -40,775 | -29.06% | $4,458,991 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 1.20% | 53,730 | +2,020 | +3.91% | $4,228,987 |
| SKEENA RES LTD NEW | SKE | Basic Materials | 1.20% | 141,490 | -980 | -0.69% | $4,214,684 |
| NEXGEN ENERGY LTD | NXE | Energy | 1.17% | 354,400 | -151,790 | -29.99% | $4,112,649 |
| BROOKFIELD CORP | BN | Financial Services | 1.16% | 101,020 | -233,070 | -69.76% | $4,094,301 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 1.12% | 29,990 | +1,600 | +5.64% | $3,937,328 |
| TRANSFORCE INC | TFII | Industrials | 1.11% | 36,020 | +27,280 | +312.13% | $3,921,492 |
| BARRICK MNG CORP | B | Other | 1.10% | 94,970 | -10,910 | -10.30% | $3,881,873 |
| ENDEAVOUR SILVER CORP | EXK | Basic Materials | 1.10% | 413,240 | -148,400 | -26.42% | $3,856,572 |
| MANULIFE FINL CORP | MFC | Financial Services | 0.99% | 100,761 | -6,200 | -5.80% | $3,471,632 |
| HUDBAY MINERALS INC | HBM | Basic Materials | 0.96% | 161,660 | +161,660 | +100.00% | $3,385,848 |
| CAMECO CORP | CCJ | Energy | 0.95% | 30,930 | +8,440 | +37.53% | $3,357,560 |
| TECK RESOURCES LTD | TECK | Basic Materials | 0.95% | 64,430 | +34,730 | +116.94% | $3,333,988 |
| FORTIS INC | FTS | Utilities | 0.79% | 49,670 | +49,670 | +100.00% | $2,771,636 |
| KINROSS GOLD CORP | KGC | Basic Materials | 0.76% | 87,620 | -3,560 | -3.90% | $2,679,310 |
| CELESTICA INC | CLS | Technology | 0.75% | 9,380 | +4,770 | +103.47% | $2,646,539 |
| FORTUNA MNG CORP | FSM | Basic Materials | 0.73% | 258,330 | -228,190 | -46.90% | $2,568,747 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 0.73% | 44,610 | +14,950 | +50.40% | $2,568,644 |
| LIGHTSPEED COMMERCE INC | LSPD | Technology | 0.64% | 250,900 | +128,270 | +104.60% | $2,244,117 |
| NUTRIEN LTD | NTR | Basic Materials | 0.63% | 29,290 | +5,360 | +22.40% | $2,211,436 |
| CARVANA CO | CVNA | Consumer Cyclical | 0.58% | 6,496 | -15,404 | -70.34% | $2,042,212 |
| CGI INC | GIB | Technology | 0.43% | 20,780 | -55,150 | -72.63% | $1,519,466 |
| ALAMOS GOLD INC | AGI | Basic Materials | 0.43% | 33,820 | +33,820 | +100.00% | $1,504,938 |
| ATS CORPORATION | ATS | Industrials | 0.40% | 50,000 | +50,000 | +100.00% | $1,409,585 |
| RB GLOBAL INC | RBA | Industrials | 0.37% | 13,735 | -68,955 | -83.39% | $1,316,500 |
| BANK NOVA SCOTIA B C | BNS | Financial Services | 0.13% | 6,740 | -67,490 | -90.92% | $467,495 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 0.13% | 7,911 | -83,089 | -91.31% | $440,645 |
| WASTE CONNECTIONS INC | WCN | Industrials | 0.10% | 2,070 | +2,070 | +100.00% | $336,389 |