Fund Holdings — PCJ Investment Counsel Ltd.

Total Portfolio Value
$352.06M
Total Bought
$117.80M
Total Sold
$165.89M
Net Transaction
-$48.09M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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BROOKFIELD BUSINESS CORP(BBUC)0978,912+978,912030,9688.80%+30,968
GFL ENVIRONMENTAL INC(GFL)0187,807+187,80707,8362.23%+7,836
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
0170,580+170,58005,5661.58%+5,566
CANADIAN IMPERIAL BANK OF CO(CM)5,45058,930+53,4804945,5771.58%+5,083
CENOVUS ENERGY INC(CVE)406,470442,865+36,3956,87711,7383.33%+4,860
ARIS MINING CORPORATION(ARIS)0259,765+259,76504,8241.37%+4,824
PERPETUA RESOURCES CORP(PPTA)0164,070+164,07004,6241.31%+4,624
BAYTEX ENERGY CORP(BTE)2,483,6382,805,993+322,3558,03412,5493.56%+4,515
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
183,780293,154+109,3746,38610,5843.01%+4,198
HUDBAY MINERALS INC(HBM)0161,660+161,66003,3860.96%+3,386
CANADIAN NATL RY CO(CNI)32,15062,260+30,1103,1806,4091.82%+3,230
TRANSFORCE INC(TFII)8,74036,020+27,2809033,9211.11%+3,018
ERO COPPER CORP(ERO)93,219211,859+118,6402,6375,6471.60%+3,009
ALMONTY INDS INC0200,000+200,00002,9100.83%+2,910
FORTIS INC(FTS)049,670+49,67002,7720.79%+2,772
CENTERRA GOLD INC(CGAU)145,980255,270+109,2902,1024,5281.29%+2,426
CANADIAN NAT RES LTD MED TER(CNQ)119,800127,800+8,0004,0586,2351.77%+2,177
SUNCOR ENERGY INC NEW(SU)75,18083,210+8,0303,3375,5051.56%+2,168
TECK RESOURCES LTD(TECK)29,70064,430+34,7301,4223,3340.95%+1,912
DENISON MINES CORP(DNN)2,918,8102,659,200-259,6107,7419,4262.68%+1,685
ALAMOS GOLD INC033,820+33,82001,5050.43%+1,505
ATS CORPORATION(ATS)050,000+50,00001,4100.40%+1,410
ENBRIDGE INC(ENB)111,310123,540+12,2305,3276,6981.90%+1,372
CAMECO CORP(CCJ)22,49030,930+8,4402,0593,3580.95%+1,298
CELESTICA INC(CLS)4,6109,380+4,7701,3642,6470.75%+1,283
TASEKO MINES LTD(TGB)950,2901,017,980+67,6905,3806,5951.87%+1,215
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)29,66044,610+14,9501,5512,5690.73%+1,018
SKEENA RES LTD NEW(SKE)142,470141,490-9803,3844,2151.20%+831
LIGHTSPEED COMMERCE INC(LSPD)122,630250,900+128,2701,4802,2440.64%+765
NUTRIEN LTD(NTR)23,93029,290+5,3601,4772,2110.63%+734
AGNICO EAGLE MINES LTD(AEM)32,17030,480-1,6905,4566,1881.76%+733
WHEATON PRECIOUS METALS CORP(WPM)28,39029,990+1,6003,3383,9371.12%+600
TORONTO DOMINION BK ONT(TD)115,540121,860+6,32010,89011,3683.23%+479
BANK MONTREAL MEDIUM41,85043,300+1,4505,4355,8661.67%+431
CANADIAN PACIFIC KANSAS CITY(CP)51,71053,730+2,0203,8074,2291.20%+422
WASTE CONNECTIONS INC(WCN)02,070+2,07003360.10%+336
KINROSS GOLD CORP(KGC)91,18087,620-3,5602,5682,6790.76%+111
ENERFLEX LTD(EFXT)894,086661,252-232,83413,78413,8353.93%+51
ROYAL BK CDA(RY)80,85083,840+2,99013,78313,5563.85%-228
MANULIFE FINL CORP(MFC)106,961100,761-6,2003,8843,4720.99%-412
NEXGEN ENERGY LTD(NXE)506,190354,400-151,7904,6584,1131.17%-545
BARRICK MNG CORP(B)105,88094,970-10,9104,6123,8821.10%-730
OR ROYALTIES INC.(OR)24,8900-24,8908810—-881
PEMBINA PIPELINE CORP(PBA)140,32099,545-40,7755,3434,4591.27%-884
OLD DOMINION FREIGHT LINE IN(ODFL)5,9800-5,9809380—-938
ENERGY FUELS INC(UUUU)72,9800-72,9801,0570—-1,057
ENDEAVOUR SILVER CORP(EXK)561,640413,240-148,4005,2833,8571.10%-1,426
AMERICAS GOLD AND SILVER COR(USAS)861,090458,250-402,8404,4172,3920.68%-2,025
ORLA MNG LTD NEW517,480305,180-212,3006,9604,9081.39%-2,051
FORTUNA MNG CORP(FSM)486,520258,330-228,1904,7682,5690.73%-2,199
SHOPIFY INC(SHOP)70,71074,860+4,15011,3868,8842.52%-2,501
CAE INC(CAE)760,585782,693+22,10823,13120,4055.80%-2,726
AMCOR PLC(AMCR)360,3950-360,3953,0060—-3,006
IAMGOLD CORP(IAG)642,050403,320-238,73010,5957,5872.15%-3,009
VIZSLA SILVER CORP(VZLA)551,4400-551,4403,0210—-3,021
TELESAT CORP(TSAT)117,4980-117,4983,3870—-3,387
AMERICAN EXPRESS CO(AXP)9,9400-9,9403,6770—-3,677
FIRST MAJESTIC SILVER CORP(AG)256,3600-256,3604,2770—-4,277
EQUINOX GOLD CORP(EQX)881,940555,385-326,55512,3928,0222.28%-4,370
ROYAL GOLD INC(RGLD)21,4680-21,4684,7720—-4,772
CAPITAL ONE FINL CORP(COF)20,4000-20,4004,9440—-4,944
BANK NOVA SCOTIA B C74,2306,740-67,4905,4754670.13%-5,007
GILDAN ACTIVEWEAR INC(GIL)91,0007,911-83,0895,6854410.13%-5,245
CGI INC(GIB)75,93020,780-55,1507,0141,5190.43%-5,494
PAN AMERN SILVER CORP(PAAS)118,9180-118,9186,1650—-6,165
BOYD GROUP SERVICES INC(BGSI)115,23093,893-21,33718,35511,9893.41%-6,366
RB GLOBAL INC(RBA)82,69013,735-68,9558,5091,3170.37%-7,193
CARVANA CO(CVNA)21,9006,496-15,4049,2422,0420.58%-7,200
METHANEX CORP(MEOH)208,6300-208,6308,2790—-8,279
BROOKFIELD CORP(BN)334,090101,020-233,07015,3364,0941.16%-11,242
CRH PLC
ORD
187,230112,773-74,45723,36611,8553.37%-11,512
BROOKFIELD BUSINESS PARTNERS1,163,4860-1,163,48641,1620—-41,162
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PCJ Investment Counsel Ltd. — 13F Holdings — Q1 2026 | TickerTrail