Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$216.78M
Total Bought
$42.84M
Total Sold
$61.99M
Net Transaction
-$19.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
RB GLOBAL INC(RBA)155,780279,630+123,8509,34717,4838.06%+8,136
ENERFLEX LTD(EFXT)263,9001,146,120+882,2201,7976,5813.04%+4,785
CENOVUS ENERGY INC(CVE)71,530271,910+200,3801,2155,6612.61%+4,446
UBER TECHNOLOGIES INC(UBER)65,000151,504+86,5042,8066,9683.21%+4,162
OWENS CORNING NEW(OC)021,040+21,04002,8701.32%+2,870
WELLS FARGO CO NEW(WFC)050,450+50,45002,0610.95%+2,061
PARKER-HANNIFIN CORP(PH)05,000+5,00001,9480.90%+1,948
GENERAL ELECTRIC CO(GE)013,730+13,73001,5180.70%+1,518
STERLING INFRASTRUCTURE INC(STRL)015,000+15,00001,1020.51%+1,102
MAG SILVER CORP0100,000+100,00001,0340.48%+1,034
UNION PAC CORP(UNP)04,930+4,93001,0040.46%+1,004
AMAZON COM INC(AMZN)7,50015,000+7,5009781,9070.88%+929
PRECISION DRILLING CORP(PDS)41,40043,100+1,7002,0212,8881.33%+867
MARTIN MARIETTA MATLS INC(MLM)01,820+1,82007470.34%+747
GALLAGHER ARTHUR J & CO(AJG)03,220+3,22007340.34%+734
ENERGY FUELS INC(UUUU)318,600318,60001,9792,6181.21%+639
AGNICO EAGLE MINES LTD(AEM)60,19779,177+18,9803,0053,5981.66%+592
BARRICK GOLD CORP33,46079,070+45,6105661,1490.53%+583
DENISON MINES CORP(DNN)1,444,8001,444,80001,8102,3721.09%+562
ENERPLUS CORP335,940305,440-30,5004,8685,3742.48%+506
VERMILION ENERGY INC(VET)150,000162,120+12,1201,8682,3701.09%+503
TRIPLE FLAG PRECIOUS METAL(TFPM)271,509321,509+50,0003,7364,2111.94%+475
PEMBINA PIPELINE CORP(PBA)47,64064,310+16,6701,4981,9340.89%+436
IAMGOLD CORP(IAG)300,000568,233+268,2337951,2260.57%+431
SHOPIFY INC(SHOP)68,23088,600+20,3704,4094,8362.23%+427
GILDAN ACTIVEWEAR INC(GIL)014,400+14,40004030.19%+403
BANK MONTREAL QUE38,66145,811+7,1503,4913,8641.78%+373
NUTRIEN LTD(NTR)25,32029,830+4,5101,4951,8420.85%+347
CRESCENT PT ENERGY CORP415,790375,410-40,3802,7993,1121.44%+313
BANK NOVA SCOTIA HALIFAX32,36742,967+10,6001,6191,9260.89%+307
TECK RESOURCES LTD(TECK)26,87032,090+5,2201,1301,3810.64%+251
MANULIFE FINL CORP(MFC)112,851124,571+11,7202,1332,2761.05%+143
NEXGEN ENERGY LTD(NXE)254,190220,100-34,0901,1991,3170.61%+118
SUNCOR ENERGY INC NEW(SU)75,35566,465-8,8902,2102,2861.05%+75
HUDBAY MINERALS INC(HBM)309,860309,86001,4851,5080.70%+23
PRIMO WATER CORPORATION10,43010,43001311440.07%+13
GFL ENVIRONMENTAL INC(GFL)87,650105,720+18,0703,4033,3571.55%-46
SANDSTORM GOLD LTD331,843331,84301,7011,5510.72%-149
ENDEAVOUR SILVER CORP(EXK)431,190431,19001,2531,0540.49%-199
ORLA MNG LTD NEW(ORLA)367,188367,18801,5411,2980.60%-243
OSISKO DEVELOPMENT CORP194,930194,93008995640.26%-335
FRANCO NEV CORP(FNV)14,83012,550-2,2802,1131,6750.77%-438
STANTEC INC(STN)39,16032,190-6,9702,5542,0880.96%-466
BROOKFIELD CORP(BN)126,708117,858-8,8504,2653,6851.70%-580
CAMECO CORP(CCJ)89,26055,440-33,8202,7962,1991.01%-597
CGI INC(GIB)21,00016,210-4,7902,2141,5980.74%-616
ENBRIDGE INC(ENB)98,29888,508-9,7903,6532,9351.35%-718
WHEATON PRECIOUS METALS CORP(WPM)44,48027,210-17,2701,9231,1040.51%-819
XPO INC(XPO)28,40011,100-17,3001,6768290.38%-847
SUN LIFE FINANCIAL INC.(SLF)62,97049,620-13,3503,2822,4211.12%-861
QUANTA SVCS INC10,0005,000-5,0001,9659350.43%-1,029
UNITED RENTALS INC(URI)17,67015,270-2,4007,8706,7893.13%-1,081
CANADIAN NAT RES LTD(CNQ)82,89555,195-27,7004,6603,5691.65%-1,091
VALVOLINE INC(VVV)70,00046,200-23,8002,6261,4890.69%-1,136
TRANSALTA CORP(TAC)358,910254,900-104,0103,3592,2201.02%-1,139
ROGERS COMMUNICATIONS INC(RCI)272,240292,850+20,61012,42311,2435.19%-1,180
VISA INC(V)5,0000-5,0001,1870-1,187
SUNOPTA INC
COM
207,8100-207,8101,3900-1,390
CANADIAN NATL RY CO(CNI)11,8560-11,8561,4350-1,435
HOWMET AEROSPACE INC(HWM)55,00025,210-29,7902,7261,1660.54%-1,560
DOCEBO INC183,452140,492-42,9607,2615,6972.63%-1,564
ROYAL BK CDA(RY)114,809107,099-7,71010,9639,3594.32%-1,604
FEDEX CORP(FDX)6,5000-6,5001,6110-1,611
OSISKO GOLD ROYALTIES LTD424,492415,892-8,6006,5234,8842.25%-1,639
TORONTO DOMINION BK ONT(TD)146,661123,471-23,1909,0897,4383.43%-1,651
RESTAURANT BRANDS INTL INC(QSR)34,15014,390-19,7602,6479580.44%-1,689
THOMSON REUTERS CORP.13,4700-13,4701,8180-1,818
ERO COPPER CORP(ERO)126,09540,000-86,0952,5516900.32%-1,861
RENTOKIL INITIAL PLC(RTO)50,0000-50,0001,9510-1,950
BANK AMERICA CORP75,0000-75,0002,1520-2,152
CELESTICA INC(CLS)175,8600-175,8602,5520-2,552
TC ENERGY CORP(TRP)185,905139,115-46,7907,5124,7862.21%-2,727
CAE INC(CAE)370,075236,805-133,2708,2825,5292.55%-2,753
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
126,35054,250-72,1004,6161,5920.73%-3,025
WEST FRASER TIMBER CO LTD(WFG)40,5000-40,5003,4810-3,481
TRICON RESIDENTIAL INC403,9400-403,9403,5610-3,561
ATS CORPORATION(ATS)126,52546,220-80,3055,8211,9700.91%-3,851
CANADIAN PACIFIC KANSAS CITY(CP)252,100213,260-38,84020,36115,8607.32%-4,501
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