PCJ Investment Counsel Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BROOKFIELD BUSINESS CORP(BBUC) | 0 | 978,912 | +978,912 | 0 | 30,967,615 | 8.80% | +30,967,615 |
| GFL ENVIRONMENTAL INC(GFL) | 0 | 187,807 | +187,807 | 0 | 7,835,601 | 2.23% | +7,835,601 |
| BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | 0 | 170,580 | +170,580 | 0 | 5,565,664 | 1.58% | +5,565,664 |
| CANADIAN IMPERIAL BANK OF CO(CM) | 5,450 | 58,930 | +53,480 | 494,086 | 5,577,193 | 1.58% | +5,083,107 |
| CENOVUS ENERGY INC(CVE) | 406,470 | 442,865 | +36,395 | 6,877,193 | 11,737,629 | 3.33% | +4,860,436 |
| ARIS MINING CORPORATION(ARIS) | 0 | 259,765 | +259,765 | 0 | 4,824,246 | 1.37% | +4,824,246 |
| PERPETUA RESOURCES CORP(PPTA) | 0 | 164,070 | +164,070 | 0 | 4,624,232 | 1.31% | +4,624,232 |
| BAYTEX ENERGY CORP(BTE) | 2,483,638 | 2,805,993 | +322,355 | 8,034,027 | 12,548,729 | 3.56% | +4,514,702 |
| BROOKFIELD INFRASTRUCTURE PA LP INT UNIT | 183,780 | 293,154 | +109,374 | 6,386,317 | 10,584,200 | 3.01% | +4,197,883 |
| HUDBAY MINERALS INC(HBM) | 0 | 161,660 | +161,660 | 0 | 3,385,848 | 0.96% | +3,385,848 |
| CANADIAN NATL RY CO(CNI) | 32,150 | 62,260 | +30,110 | 3,179,812 | 6,409,378 | 1.82% | +3,229,566 |
| TRANSFORCE INC(TFII) | 8,740 | 36,020 | +27,280 | 903,405 | 3,921,492 | 1.11% | +3,018,087 |
| ERO COPPER CORP(ERO) | 93,219 | 211,859 | +118,640 | 2,637,257 | 5,646,689 | 1.60% | +3,009,432 |
| ALMONTY INDS INC | 0 | 200,000 | +200,000 | 0 | 2,910,482 | 0.83% | +2,910,482 |
| FORTIS INC(FTS) | 0 | 49,670 | +49,670 | 0 | 2,771,636 | 0.79% | +2,771,636 |
| CENTERRA GOLD INC(CGAU) | 145,980 | 255,270 | +109,290 | 2,101,653 | 4,527,863 | 1.29% | +2,426,210 |
| CANADIAN NAT RES LTD MED TER(CNQ) | 119,800 | 127,800 | +8,000 | 4,057,860 | 6,234,550 | 1.77% | +2,176,690 |
| SUNCOR ENERGY INC NEW(SU) | 75,180 | 83,210 | +8,030 | 3,336,898 | 5,504,716 | 1.56% | +2,167,818 |
| TECK RESOURCES LTD(TECK) | 29,700 | 64,430 | +34,730 | 1,421,899 | 3,333,988 | 0.95% | +1,912,089 |
| DENISON MINES CORP(DNN) | 2,918,810 | 2,659,200 | -259,610 | 7,740,837 | 9,425,889 | 2.68% | +1,685,052 |
| ALAMOS GOLD INC | 0 | 33,820 | +33,820 | 0 | 1,504,938 | 0.43% | +1,504,938 |
| ATS CORPORATION(ATS) | 0 | 50,000 | +50,000 | 0 | 1,409,585 | 0.40% | +1,409,585 |
| ENBRIDGE INC(ENB) | 111,310 | 123,540 | +12,230 | 5,326,575 | 6,698,243 | 1.90% | +1,371,668 |
| CAMECO CORP(CCJ) | 22,490 | 30,930 | +8,440 | 2,059,379 | 3,357,560 | 0.95% | +1,298,181 |
| CELESTICA INC(CLS) | 4,610 | 9,380 | +4,770 | 1,363,698 | 2,646,539 | 0.75% | +1,282,841 |
| TASEKO MINES LTD(TGB) | 950,290 | 1,017,980 | +67,690 | 5,379,698 | 6,594,600 | 1.87% | +1,214,902 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 29,660 | 44,610 | +14,950 | 1,550,625 | 2,568,644 | 0.73% | +1,018,019 |
| SKEENA RES LTD NEW(SKE) | 142,470 | 141,490 | -980 | 3,383,933 | 4,214,684 | 1.20% | +830,751 |
| LIGHTSPEED COMMERCE INC(LSPD) | 122,630 | 250,900 | +128,270 | 1,479,578 | 2,244,117 | 0.64% | +764,539 |
| NUTRIEN LTD(NTR) | 23,930 | 29,290 | +5,360 | 1,477,098 | 2,211,436 | 0.63% | +734,338 |
| AGNICO EAGLE MINES LTD(AEM) | 32,170 | 30,480 | -1,690 | 5,455,570 | 6,188,108 | 1.76% | +732,538 |
| WHEATON PRECIOUS METALS CORP(WPM) | 28,390 | 29,990 | +1,600 | 3,337,659 | 3,937,328 | 1.12% | +599,669 |
| TORONTO DOMINION BK ONT(TD) | 115,540 | 121,860 | +6,320 | 10,889,628 | 11,368,232 | 3.23% | +478,604 |
| BANK MONTREAL MEDIUM | 41,850 | 43,300 | +1,450 | 5,435,077 | 5,865,963 | 1.67% | +430,886 |
| CANADIAN PACIFIC KANSAS CITY(CP) | 51,710 | 53,730 | +2,020 | 3,807,076 | 4,228,987 | 1.20% | +421,911 |
| WASTE CONNECTIONS INC(WCN) | 0 | 2,070 | +2,070 | 0 | 336,389 | 0.10% | +336,389 |
| KINROSS GOLD CORP(KGC) | 91,180 | 87,620 | -3,560 | 2,568,279 | 2,679,310 | 0.76% | +111,031 |
| ENERFLEX LTD(EFXT) | 894,086 | 661,252 | -232,834 | 13,784,012 | 13,835,166 | 3.93% | +51,154 |
| ROYAL BK CDA(RY) | 80,850 | 83,840 | +2,990 | 13,783,452 | 13,555,842 | 3.85% | -227,610 |
| MANULIFE FINL CORP(MFC) | 106,961 | 100,761 | -6,200 | 3,884,044 | 3,471,632 | 0.99% | -412,412 |
| NEXGEN ENERGY LTD(NXE) | 506,190 | 354,400 | -151,790 | 4,657,980 | 4,112,649 | 1.17% | -545,331 |
| BARRICK MNG CORP(B) | 105,880 | 94,970 | -10,910 | 4,612,360 | 3,881,873 | 1.10% | -730,487 |
| OR ROYALTIES INC.(OR) | 24,890 | 0 | -24,890 | 880,857 | 0 | — | -880,857 |
| PEMBINA PIPELINE CORP(PBA) | 140,320 | 99,545 | -40,775 | 5,342,500 | 4,458,991 | 1.27% | -883,509 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 5,980 | 0 | -5,980 | 937,664 | 0 | — | -937,664 |
| ENERGY FUELS INC(UUUU) | 72,980 | 0 | -72,980 | 1,057,063 | 0 | — | -1,057,063 |
| ENDEAVOUR SILVER CORP(EXK) | 561,640 | 413,240 | -148,400 | 5,282,810 | 3,856,572 | 1.10% | -1,426,238 |
| AMERICAS GOLD AND SILVER COR(USAS) | 861,090 | 458,250 | -402,840 | 4,416,741 | 2,392,013 | 0.68% | -2,024,728 |
| ORLA MNG LTD NEW(ORLA) | 517,480 | 305,180 | -212,300 | 6,959,947 | 4,908,473 | 1.39% | -2,051,474 |
| FORTUNA MNG CORP(FSM) | 486,520 | 258,330 | -228,190 | 4,767,642 | 2,568,747 | 0.73% | -2,198,895 |
| SHOPIFY INC(SHOP) | 70,710 | 74,860 | +4,150 | 11,385,544 | 8,884,153 | 2.52% | -2,501,391 |
| CAE INC(CAE) | 760,585 | 782,693 | +22,108 | 23,130,973 | 20,405,110 | 5.80% | -2,725,863 |
| AMCOR PLC(AMCR) | 360,395 | 0 | -360,395 | 3,005,694 | 0 | — | -3,005,694 |
| IAMGOLD CORP(IAG) | 642,050 | 403,320 | -238,730 | 10,595,234 | 7,586,541 | 2.15% | -3,008,693 |
| VIZSLA SILVER CORP(VZLA) | 551,440 | 0 | -551,440 | 3,021,320 | 0 | — | -3,021,320 |
| TELESAT CORP(TSAT) | 117,498 | 0 | -117,498 | 3,387,484 | 0 | — | -3,387,484 |
| AMERICAN EXPRESS CO(AXP) | 9,940 | 0 | -9,940 | 3,677,303 | 0 | — | -3,677,303 |
| FIRST MAJESTIC SILVER CORP(AG) | 256,360 | 0 | -256,360 | 4,277,268 | 0 | — | -4,277,268 |
| EQUINOX GOLD CORP(EQX) | 881,940 | 555,385 | -326,555 | 12,392,424 | 8,022,380 | 2.28% | -4,370,044 |
| ROYAL GOLD INC(RGLD) | 21,468 | 0 | -21,468 | 4,772,122 | 0 | — | -4,772,122 |
| CAPITAL ONE FINL CORP(COF) | 20,400 | 0 | -20,400 | 4,944,144 | 0 | — | -4,944,144 |
| BANK NOVA SCOTIA B C | 74,230 | 6,740 | -67,490 | 5,474,814 | 467,495 | 0.13% | -5,007,319 |
| GILDAN ACTIVEWEAR INC(GIL) | 91,000 | 7,911 | -83,089 | 5,685,164 | 440,645 | 0.13% | -5,244,519 |
| CGI INC(GIB) | 75,930 | 20,780 | -55,150 | 7,013,662 | 1,519,466 | 0.43% | -5,494,196 |
| PAN AMERN SILVER CORP(PAAS) | 118,918 | 0 | -118,918 | 6,165,442 | 0 | — | -6,165,442 |
| BOYD GROUP SERVICES INC(BGSI) | 115,230 | 93,893 | -21,337 | 18,355,068 | 11,988,811 | 3.41% | -6,366,257 |
| RB GLOBAL INC(RBA) | 82,690 | 13,735 | -68,955 | 8,509,183 | 1,316,500 | 0.37% | -7,192,683 |
| CARVANA CO(CVNA) | 21,900 | 6,496 | -15,404 | 9,242,238 | 2,042,212 | 0.58% | -7,200,026 |
| METHANEX CORP(MEOH) | 208,630 | 0 | -208,630 | 8,279,459 | 0 | — | -8,279,459 |
| BROOKFIELD CORP(BN) | 334,090 | 101,020 | -233,070 | 15,336,098 | 4,094,301 | 1.16% | -11,241,797 |
| CRH PLC ORD | 187,230 | 112,773 | -74,457 | 23,366,304 | 11,854,698 | 3.37% | -11,511,606 |
| BROOKFIELD BUSINESS PARTNERS | 1,163,486 | 0 | -1,163,486 | 41,162,231 | 0 | — | -41,162,231 |