Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$259.35M
Total Bought
$78.84M
Total Sold
$39.75M
Net Transaction
+$39.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ROGERS COMMUNICATIONS INC(RCI)292,850433,489+140,63911,24320,2927.82%+9,049
BROOKFIELD BUSINESS PARTNERS0334,267+334,26706,8922.66%+6,892
AGNICO EAGLE MINES LTD(AEM)79,177175,877+96,7003,5989,6453.72%+6,048
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
54,250215,800+161,5501,5926,7992.62%+5,207
BANK AMERICA CORP0101,000+101,00003,4011.31%+3,401
UNITED RENTALS INC(URI)15,27017,670+2,4006,78910,1323.91%+3,344
BUILDERS FIRSTSOURCE INC(BLDR)020,000+20,00003,3391.29%+3,339
CANADIAN IMPERIAL BK COMM TO(CM)068,970+68,97003,3211.28%+3,321
RESTAURANT BRANDS INTL INC(QSR)14,39053,380+38,9909584,1711.61%+3,213
MANULIFE FINL CORP(MFC)124,571239,211+114,6402,2765,2862.04%+3,010
OSISKO GOLD ROYALTIES LTD415,892547,872+131,9804,8847,8193.01%+2,936
AERCAP HOLDINGS NV(AER)035,000+35,00002,6011.00%+2,601
EATON CORP PLC(ETN)010,000+10,00002,4080.93%+2,408
BROOKFIELD CORP(BN)117,858149,178+31,3203,6855,9842.31%+2,299
TJX COS INC NEW(TJX)022,580+22,58002,1180.82%+2,118
DOCEBO INC140,492154,442+13,9505,6977,4592.88%+1,762
BANK MONTREAL QUE45,81154,511+8,7003,8645,3942.08%+1,530
UBER TECHNOLOGIES INC(UBER)151,504136,500-15,0046,9688,4043.24%+1,437
UNION PAC CORP(UNP)4,9309,490+4,5601,0042,3310.90%+1,327
WASTE CONNECTIONS INC(WCN)08,600+8,60001,2840.50%+1,284
METHANEX CORP(MEOH)025,720+25,72001,2170.47%+1,217
TRIPLE FLAG PRECIOUS METAL(TFPM)321,509406,589+85,0804,2115,4132.09%+1,202
SHOPIFY INC(SHOP)88,60077,150-11,4504,8366,0072.32%+1,171
THOMSON REUTERS CORP.(TRI)07,696+7,69601,1250.43%+1,125
BARRICK GOLD CORP79,070120,600+41,5301,1492,1790.84%+1,030
WHEATON PRECIOUS METALS CORP(WPM)27,21042,590+15,3801,1042,1010.81%+997
FIRST MAJESTIC SILVER CORP(AG)0154,220+154,22009460.36%+946
MAGNA INTL INC(MGA)015,800+15,80009340.36%+934
XPO INC(XPO)11,10019,510+8,4108291,7090.66%+880
HUDBAY MINERALS INC(HBM)309,860412,640+102,7801,5082,2700.88%+762
GFL ENVIRONMENTAL INC(GFL)105,720118,230+12,5103,3574,0791.57%+723
SUN LIFE FINANCIAL INC.(SLF)49,62058,040+8,4202,4213,0101.16%+589
HOWMET AEROSPACE INC(HWM)25,21030,000+4,7901,1661,6240.63%+458
PARKER-HANNIFIN CORP(PH)5,0005,00001,9482,3040.89%+356
BANK NOVA SCOTIA HALIFAX42,96746,867+3,9001,9262,2810.88%+356
CENOVUS ENERGY INC(CVE)271,910358,030+86,1205,6615,9662.30%+305
PEMBINA PIPELINE CORP(PBA)64,31064,31001,9342,2140.85%+281
ENBRIDGE INC(ENB)88,50888,50802,9353,1861.23%+251
NEXGEN ENERGY LTD(NXE)220,100220,410+3101,3171,5420.59%+225
IAMGOLD CORP(IAG)568,233569,043+8101,2261,4340.55%+209
CAMECO CORP(CCJ)55,44055,44002,1992,3900.92%+191
TC ENERGY CORP(TRP)139,115126,425-12,6904,7864,9411.91%+155
TRANSALTA CORP(TAC)254,900278,390+23,4902,2202,3150.89%+95
GENERAL ELECTRIC CO(GE)13,73012,500-1,2301,5181,5950.62%+78
PRIMO WATER CORPORATION10,43012,770+2,3401441920.07%+48
MAG SILVER CORP100,000100,140+1401,0341,0420.40%+9
OSISKO DEVELOPMENT CORP194,930195,210+2805645670.22%+3
AMAZON COM INC(AMZN)15,00012,500-2,5001,9071,8990.73%-8
SANDSTORM GOLD LTD331,843300,430-31,4131,5511,5100.58%-41
DENISON MINES CORP(DNN)1,444,8001,317,670-127,1302,3722,3070.89%-65
NUTRIEN LTD(NTR)29,83031,230+1,4001,8421,7600.68%-83
ROYAL BK CDA(RY)107,09991,199-15,9009,3599,2233.56%-136
SUNCOR ENERGY INC NEW(SU)66,46562,845-3,6202,2862,0130.78%-272
ENERGY FUELS INC(UUUU)318,600319,050+4502,6182,2880.88%-330
TECK RESOURCES LTD(TECK)32,09024,800-7,2901,3811,0480.40%-333
GILDAN ACTIVEWEAR INC(GIL)14,4000-14,4004030-403
ENDEAVOUR SILVER CORP(EXK)431,190330,470-100,7201,0546480.25%-405
TORONTO DOMINION BK ONT(TD)123,471108,431-15,0407,4387,0072.70%-432
CGI INC(GIB)16,21010,640-5,5701,5981,1400.44%-458
CANADIAN NAT RES LTD(CNQ)55,19546,765-8,4303,5693,0641.18%-505
PRECISION DRILLING CORP(PDS)43,10043,160+602,8882,3440.90%-544
ORLA MNG LTD NEW(ORLA)367,188200,280-166,9081,2986530.25%-645
ENERPLUS CORP305,440305,870+4305,3744,6891.81%-686
ERO COPPER CORP(ERO)40,0000-40,0006900-690
GALLAGHER ARTHUR J & CO(AJG)3,2200-3,2207340-734
MARTIN MARIETTA MATLS INC(MLM)1,8200-1,8207470-747
CRESCENT PT ENERGY CORP375,410337,290-38,1203,1122,3390.90%-773
WELLS FARGO CO NEW(WFC)50,45025,000-25,4502,0611,2310.47%-831
QUANTA SVCS INC5,0000-5,0009350-935
FRANCO NEV CORP(FNV)12,5506,590-5,9601,6757300.28%-945
STERLING INFRASTRUCTURE INC(STRL)15,0000-15,0001,1020-1,102
VALVOLINE INC(VVV)46,2000-46,2001,4890-1,489
ATS CORPORATION(ATS)46,2206,335-39,8851,9702730.11%-1,697
STANTEC INC(STN)32,1904,290-27,9002,0883440.13%-1,744
CANADIAN PACIFIC KANSAS CITY(CP)213,260177,860-35,40015,86014,0685.42%-1,791
ENERFLEX LTD(EFXT)1,146,120942,800-203,3206,5814,3621.68%-2,220
VERMILION ENERGY INC(VET)162,1200-162,1202,3700-2,370
OWENS CORNING NEW(OC)21,0400-21,0402,8700-2,870
CAE INC(CAE)236,8050-236,8055,5290-5,529
RB GLOBAL INC(RBA)279,630160,550-119,08017,48310,7414.14%-6,742
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