Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$292.79M
Total Bought
$84.58M
Total Sold
$60.67M
Net Transaction
+$23.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
CAPITAL ONE FINL CORP(COF)040,400+40,40008,5962.94%+8,596
SHOPIFY INC(SHOP)070,140+70,14008,0892.76%+8,089
AMCOR PLC(AMCR)0675,925+675,92506,2122.12%+6,212
PEMBINA PIPELINE CORP(PBA)53,800192,120+138,3202,1527,2102.46%+5,058
METHANEX CORP(MEOH)0120,230+120,23003,9821.36%+3,982
NEXGEN ENERGY LTD(NXE)322,140746,400+424,2601,4445,1861.77%+3,742
OR ROYALTIES INC.(OR)0143,040+143,04003,6791.26%+3,679
ENDEAVOUR SILVER CORP(EXK)0679,030+679,03003,3481.14%+3,348
CANADIAN PACIFIC KANSAS CITY(CP)44,44080,540+36,1003,1196,3862.18%+3,267
WELLS FARGO CO NEW(WFC)040,000+40,00003,2051.09%+3,205
BROOKFIELD BUSINESS PARTNERS1,305,1541,270,784-34,37030,58833,03711.28%+2,448
ROYAL BK CDA(RY)70,54077,970+7,4307,94710,2833.51%+2,335
TORONTO DOMINION BK ONT(TD)99,420112,030+12,6105,9588,2452.82%+2,287
SUN LIFE FINANCIAL INC.(SLF)034,290+34,29002,2830.78%+2,283
CANADIAN NATL RY CO(CNI)20,96041,460+20,5002,0404,3211.48%+2,281
FIRST MAJESTIC SILVER CORP(AG)300,470499,280+198,8102,0094,1351.41%+2,126
TFI INTL INC(TFII)022,320+22,32002,0030.68%+2,003
BROOKFIELD CORP(BN)93,230110,740+17,5104,8806,8582.34%+1,978
CANADIAN IMPERIAL BK COMM(CM)32,50053,110+20,6101,8293,7721.29%+1,944
CARVANA CO(CVNA)17,48016,600-8803,6555,5941.91%+1,939
DENISON MINES CORP(DNN)1,552,4202,049,490+497,0702,0283,7501.28%+1,722
SANDSTORM GOLD LTD0174,750+174,75001,6450.56%+1,645
BURLINGTON STORES INC(BURL)07,000+7,00001,6280.56%+1,628
FREEPORT-MCMORAN INC(FCX)035,000+35,00001,5170.52%+1,517
TECK RESOURCES LTD(TECK)21,17053,260+32,0907712,1540.74%+1,383
ENERFLEX LTD(EFXT)1,349,7301,487,680+137,95010,43211,7524.01%+1,320
ORLA MNG LTD NEW(ORLA)146,630266,250+119,6201,3702,6760.91%+1,307
DESCARTES SYS GROUP INC(DSGX)35,71047,930+12,2203,5994,8721.66%+1,273
BANK NOVA SCOTIA HALIFAX34,51051,100+16,5901,6372,8270.97%+1,191
BARRICK MNG CORP(B)048,000+48,00001,0000.34%+1,000
CAMECO CORP(CCJ)20,45022,950+2,5008421,7070.58%+865
SKEENA RES LTD NEW(SKE)146,260146,060-2001,4752,3250.79%+850
AGNICO EAGLE MINES LTD(AEM)34,45037,960+3,5103,7334,5251.55%+792
CRH PLC
ORD
193,640192,900-74017,03517,7086.05%+674
TELESAT CORP(TSAT)112,800113,850+1,0502,1032,7680.95%+665
ALAMOS GOLD INC NEW62,18085,740+23,5601,6622,2820.78%+620
LIGHTSPEED COMMERCE INC(LSPD)126,420126,240-1801,1061,4820.51%+376
ENBRIDGE INC(ENB)103,370107,830+4,4604,5764,8931.67%+317
NUTRIEN LTD(NTR)23,71024,730+1,0201,1771,4420.49%+265
CGI INC(GIB)10,81011,870+1,0601,0791,2470.43%+168
CANADIAN NAT RES LTD(CNQ)268,230267,620-6108,2558,4162.87%+161
HUDBAY MINERALS INC(HBM)50,08050,000-803805310.18%+151
THOMSON REUTERS CORP(TRI)7,9467,560-3861,3711,5210.52%+150
CENTERRA GOLD INC(CGAU)165,710165,480-2301,0521,1950.41%+144
AERCAP HOLDINGS NV(AER)51,36045,590-5,7705,2475,3341.82%+87
TC ENERGY CORP(TRP)49,75049,040-7102,3502,3930.82%+43
SUNCOR ENERGY INC NEW(SU)64,00066,760+2,7602,4782,5040.86%+25
CENOVUS ENERGY INC(CVE)77,30080,630+3,3301,0741,0970.37%+22
WASTE CONNECTIONS INC(WCN)13,21013,530+3202,5752,5290.86%-46
TELUS CORPORATION(TU)95,38076,727-18,6531,3681,2340.42%-135
BANK MONTREAL QUE56,87047,360-9,5105,4325,2521.79%-180
FORTUNA MNG CORP(FSM)430,700368,110-62,5902,6192,4160.83%-204
ALGOMA STL GROUP INC50,0800-50,0802720-272
WHEATON PRECIOUS METALS CORP(WPM)36,53028,430-8,1002,8352,5580.87%-277
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
305,430262,210-43,2209,0938,7863.00%-307
EQUINOX GOLD CORP(EQX)431,330444,360+13,0302,9652,5700.88%-395
PAN AMERN SILVER CORP(PAAS)58,00038,470-19,5301,4981,0920.37%-406
IAMGOLD CORP(IAG)584,140434,930-149,2103,6463,2061.09%-440
MANULIFE FINL CORP(MFC)131,951114,421-17,5304,1123,6611.25%-451
DOCEBO INC68,61443,340-25,2741,9741,2570.43%-717
PRECISION DRILLING CORP(PDS)16,8300-16,8307830-783
NEW GOLD INC CDA1,334,850833,660-501,1904,9364,1471.42%-788
PARKER-HANNIFIN CORP(PH)1,5000-1,5009120-912
GE AEROSPACE(GE)5,0000-5,0001,0010-1,001
XPO INC(XPO)10,5000-10,5001,1300-1,130
SCHWAB CHARLES CORP(SCHW)15,0000-15,0001,1740-1,174
MAG SILVER CORP391,930218,680-173,2505,9634,6491.59%-1,314
GFL ENVIRONMENTAL INC(GFL)28,7800-28,7801,3900-1,390
COVENANT LOGISTICS GROUP INC(CVLG)86,0000-86,0001,9090-1,909
GILDAN ACTIVEWEAR INC(GIL)49,0800-49,0802,1700-2,170
KINROSS GOLD CORP(KGC)420,230125,200-295,0305,2971,9560.67%-3,341
ROGERS COMMUNICATIONS INC(RCI)187,15038,270-148,8805,0011,1360.39%-3,865
OSISKO GOLD ROYALTIES LTD201,2200-201,2204,2470-4,247
RB GLOBAL INC(RBA)160,300110,130-50,17016,08111,6984.00%-4,382
SHOPIFY INC(SHOP)66,4800-66,4806,3250-6,325
CAE INC(CAE)334,10034,950-299,1508,2151,0250.35%-7,191
BERRY GLOBAL GROUP INC119,4600-119,4608,3400-8,340
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