PCJ Investment Counsel Ltd. 13F Holdings

CIK 0001426318 · TORONTO, A6

As of Sep 30, 2025, PCJ Investment Counsel Ltd. reported 64 positions worth $359.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROOKFIELD BUSINESS PARTNERSBBUIndustrials1,338,079$43.8M12.18%
CRH PUBLIC LTD COCRHBasic Materials182,900$21.9M6.10%
BROOKFIELD CORPBNFinancial Services232,780 6.0M4.44%
CAE INCCAEIndustrials533,740 5.8M4.40%
ENERFLEX LTDEFXTEnergy1,167,110 2.6M3.50%
ROYAL BANK OF CANADARYFinancial Services79,960 1.8M3.28%
SHOPIFY INCSHOPTechnology68,190 0.1M2.82%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services45,550$9.7M2.69%
IAMGOLD CORPIAGBasic Materials747,070$9.6M2.68%
CARVANA COCVNAConsumer Cyclical24,300$9.2M2.55%
RB GLOBAL INCRBAIndustrials80,160$8.7M2.42%
TORONTO DOMINION BANKTDFinancial Services100,760$8.1M2.24%
EQUINOX GOLD CORPEQXBasic Materials668,230$7.5M2.08%
PAN AMERICAN SILVER CORPPAASBasic Materials186,568$7.2M2.01%
CENOVUS ENERGY INCCVEEnergy413,600$7.0M1.95%
AMCOR PLCAMCRConsumer Cyclical788,145$6.4M1.79%
BANK OF MONTREALBMOFinancial Services47,570$6.2M1.72%
AGNICO EAGLE MINES LTDAEMBasic Materials34,360$5.8M1.61%
DENISON MINES CORPDNNBasic Materials2,045,310$5.6M1.57%
BROOKFIELD INFRASTRUCTURE PARTNERS LPBIPUtilities169,100$5.6M1.55%
SANDSTORM GOLD LTDSANDBasic Materials427,350$5.3M1.49%
ENBRIDGE INCENBEnergy105,550$5.3M1.48%
ENDEAVOUR SILVER CORPEXKBasic Materials677,220$5.3M1.48%
PEMBINA PIPELINE CORPPBAEnergy127,780$5.2M1.44%
METHANEX CORPMEOHBasic Materials117,730$4.7M1.30%