Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$315.92M
Total Bought
$112.76M
Total Sold
$42.26M
Net Transaction
+$70.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CRH PLC
ORD
0268,000+268,000024,8547.87%+24,854
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
374,720645,740+271,02010,28622,6367.17%+12,350
BROOKFIELD BUSINESS PARTNERS1,330,1491,518,892+188,74325,14935,52811.25%+10,379
CARVANA CO(CVNA)15,00050,450+35,4501,9318,7842.78%+6,853
RB GLOBAL INC(RBA)157,340207,660+50,32012,01116,7145.29%+4,703
BROOKFIELD CORP(BN)107,130163,280+56,1504,4568,6732.75%+4,217
IAMGOLD CORP(IAG)301,150942,900+641,7501,1324,9421.56%+3,811
AERCAP HOLDINGS NV(AER)20,01053,960+33,9501,8655,1111.62%+3,246
TRANSALTA CORP(TAC)0248,250+248,25002,5730.81%+2,573
BARRICK GOLD CORP0123,200+123,20002,4500.78%+2,450
MAG SILVER CORP267,420369,290+101,8703,1245,1961.64%+2,071
UNITED RENTALS INC(URI)8,1708,970+8005,2847,2632.30%+1,979
ALGOMA STL GROUP INC0183,500+183,50001,8790.59%+1,879
KINROSS GOLD CORP(KGC)173,390340,220+166,8301,4443,1851.01%+1,741
TORONTO DOMINION BK ONT(TD)68,54086,550+18,0103,7685,4721.73%+1,704
FEDEX CORP(FDX)06,100+6,10001,6690.53%+1,669
ROYAL BK CDA(RY)75,77077,830+2,0608,0689,7133.07%+1,645
ENERFLEX LTD(EFXT)1,084,7601,237,750+152,9905,8537,3762.33%+1,523
LIGHTSPEED COMMERCE INC(LSPD)092,000+92,00001,5170.48%+1,517
PARKER-HANNIFIN CORP(PH)5,0006,360+1,3602,5294,0181.27%+1,489
CANADIAN PACIFIC KANSAS CITY(CP)138,590144,330+5,74010,91412,3443.91%+1,430
CANADIAN IMPERIAL BK COMM(CM)36,37050,490+14,1201,7303,0970.98%+1,367
GFL ENVIRONMENTAL INC(GFL)55,55088,350+32,8002,1633,5241.12%+1,361
MANULIFE FINL CORP(MFC)225,791247,211+21,4206,0127,3052.31%+1,293
CENTERRA GOLD INC(CGAU)272,246434,628+162,3821,8313,1200.99%+1,289
XPO INC(XPO)29,67040,410+10,7403,1494,3441.38%+1,195
EQUIFAX INC(EFX)04,000+4,00001,1750.37%+1,175
TRANSUNION(TRU)011,110+11,11001,1630.37%+1,163
LENNAR CORP(LEN)06,000+6,00001,1250.36%+1,125
BURLINGTON STORES INC(BURL)04,080+4,08001,0750.34%+1,075
ROGERS COMMUNICATIONS INC(RCI)240,480247,530+7,0508,8959,9523.15%+1,056
DESCARTES SYS GROUP INC(DSGX)21,08029,540+8,4602,0423,0410.96%+999
WEST FRASER TIMBER CO LTD(WFG)010,000+10,00009740.31%+974
BUILDERS FIRSTSOURCE INC(BLDR)05,000+5,00009690.31%+969
GE AEROSPACE(GE)17,00019,090+2,0902,7023,6001.14%+898
COLLIERS INTL GROUP INC(CIGI)51,91044,020-7,8905,7966,6822.12%+886
SHOPIFY INC(SHOP)69,45065,020-4,4304,5905,2081.65%+618
ENBRIDGE INC(ENB)77,60880,668+3,0602,7613,2771.04%+515
METHANEX CORP(MEOH)011,390+11,39004710.15%+471
UNION PAC CORP(UNP)4,2105,560+1,3509531,3700.43%+418
SUNCOR ENERGY INC NEW(SU)172,440188,390+15,9506,5746,9532.20%+379
HUDBAY MINERALS INC(HBM)261,000297,900+36,9002,3622,7400.87%+378
DOCEBO INC57,26656,886-3802,2122,5100.79%+298
WHEATON PRECIOUS METALS CORP(WPM)31,35031,410+601,6441,9180.61%+274
AGNICO EAGLE MINES LTD(AEM)34,66031,410-3,2502,2672,5300.80%+263
SUN LIFE FINANCIAL INC.(SLF)34,18032,720-1,4601,6761,8980.60%+222
SILVERCREST METALS INC219,840200,290-19,5501,7971,8580.59%+62
PEMBINA PIPELINE CORP(PBA)28,97027,520-1,4501,0751,1340.36%+59
VEREN INC74,670101,610+26,9405896260.20%+37
MICROSOFT CORP(MSFT)5,0005,220+2202,2352,2460.71%+11
THOMSON REUTERS CORP.(TRI)7,9367,576-3601,3381,2920.41%-46
FORTUNA MNG CORP(FSM)240,930239,240-1,6901,1781,1130.35%-66
PRECISION DRILLING CORP(PDS)14,72014,620-1001,0359000.28%-135
BANK NOVA SCOTIA HALIFAX56,75544,305-12,4502,5972,4140.76%-183
ORLA MNG LTD NEW(ORLA)50,1900-50,1901930-193
PRIMO WATER CORPORATION9,2200-9,2202020-202
OSISKO GOLD ROYALTIES LTD290,854232,170-58,6844,5334,3001.36%-234
CANADIAN NAT RES LTD(CNQ)120,310121,600+1,2904,2864,0371.28%-249
NUTRIEN LTD(NTR)17,90013,290-4,6109116390.20%-273
CGI INC(GIB)15,71010,630-5,0801,5681,2230.39%-345
FRANCO NEV CORP(FNV)11,8308,320-3,5101,4031,0330.33%-370
NEXGEN ENERGY LTD(NXE)237,310186,000-51,3101,6551,2130.38%-442
ENDEAVOUR SILVER CORP(EXK)351,330198,620-152,7101,2357840.25%-451
CAMECO CORP(CCJ)25,72015,510-10,2101,2667410.23%-525
ALGONQUIN PWR UTILS CORP95,7000-95,7005610-561
SKEENA RES LTD NEW(SKE)303,160124,790-178,3701,6271,0600.34%-567
RESTAURANT BRANDS INTL INC(QSR)11,9100-11,9108390-839
TECK RESOURCES LTD(TECK)46,50026,150-20,3502,2291,3660.43%-863
CENOVUS ENERGY INC(CVE)265,030256,600-8,4305,2104,2911.36%-919
UBER TECHNOLOGIES INC(UBER)75,70057,940-17,7605,5024,3551.38%-1,147
PROGRESSIVE CORP(PGR)5,5300-5,5301,1490-1,149
APOLLO GLOBAL MGMT INC(APO)9,7800-9,7801,1550-1,155
DENISON MINES CORP(DNN)1,322,600794,390-528,2102,6491,4450.46%-1,205
ENERGY FUELS INC(UUUU)219,8900-219,8901,3330-1,333
ERO COPPER CORP(ERO)170,45099,300-71,1503,6442,2100.70%-1,433
FIRST MAJESTIC SILVER CORP(AG)250,9600-250,9601,4860-1,486
TFI INTL INC(TFII)10,5500-10,5501,5320-1,532
FORTIS INC(FTS)39,4100-39,4101,5320-1,532
BANK MONTREAL QUE21,5000-21,5001,8050-1,805
ALAMOS GOLD INC NEW226,09082,270-143,8203,5461,6400.52%-1,906
QUANTA SVCS INC8,3200-8,3202,1140-2,114
GILDAN ACTIVEWEAR INC(GIL)58,0000-58,0002,2000-2,200
BEACON ROOFING SUPPLY INC24,4600-24,4602,2140-2,214
WELLS FARGO CO NEW(WFC)48,9100-48,9102,9050-2,905
TC ENERGY CORP(TRP)153,70043,700-110,0005,8262,0770.66%-3,749
AMAZON COM INC(AMZN)19,5700-19,5703,7820-3,782
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