Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$296.18M
Total Bought
$56.34M
Total Sold
$80.84M
Net Transaction
-$24.51M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROOKFIELD CORP(BN)163,280277,120+113,8408,67315,9085.37%+7,235
ENBRIDGE INC(ENB)80,668216,630+135,9623,2779,1833.10%+5,907
BANK MONTREAL QUE044,040+44,04004,2701.44%+4,270
BERRY GLOBAL GROUP INC058,000+58,00003,7511.27%+3,751
BANK AMERICA CORP075,000+75,00003,2961.11%+3,296
CANADIAN NATL RY CO(CNI)031,580+31,58003,2031.08%+3,203
AMAZON COM INC(AMZN)012,500+12,50002,7420.93%+2,742
BROOKFIELD BUSINESS PARTNERS1,518,8921,618,655+99,76335,52838,04112.84%+2,512
CAE INC(CAE)096,590+96,59002,4490.83%+2,449
ENERFLEX LTD(EFXT)1,237,750967,610-270,1407,3769,6203.25%+2,245
XPONENTIAL FITNESS INC0163,000+163,00002,1920.74%+2,192
EQUINOX GOLD CORP(EQX)0419,520+419,52002,1100.71%+2,110
SHOPIFY INC(SHOP)65,02065,730+7105,2086,9872.36%+1,778
TRANSALTA CORP(TAC)248,250294,500+46,2502,5734,1601.40%+1,587
CHIPOTLE MEXICAN GRILL INC(CMG)025,000+25,00001,5080.51%+1,508
WELLS FARGO CO NEW(WFC)020,850+20,85001,4650.49%+1,465
BANK NOVA SCOTIA HALIFAX44,30564,100+19,7952,4143,4381.16%+1,024
HUNT J B TRANS SVCS INC(JBHT)06,000+6,00001,0240.35%+1,024
PAN AMERN SILVER CORP(PAAS)048,170+48,17009730.33%+973
SUN LIFE FINANCIAL INC.(SLF)32,72045,400+12,6801,8982,6920.91%+794
BIRKENSTOCK HOLDING PLC(BIRK)012,500+12,50007080.24%+708
UNITED AIRLS HLDGS INC(UAL)07,000+7,00006800.23%+680
FORTUNA MNG CORP(FSM)239,240416,460+177,2201,1131,7850.60%+673
PEMBINA PIPELINE CORP(PBA)27,52047,670+20,1501,1341,7590.59%+625
UNITED RENTALS INC(URI)8,97011,090+2,1207,2637,8122.64%+549
SILVERCREST METALS INC200,290255,620+55,3301,8582,3280.79%+470
PARKER-HANNIFIN CORP(PH)6,3607,000+6404,0184,4521.50%+434
LIGHTSPEED COMMERCE INC(LSPD)92,000123,060+31,0601,5171,8740.63%+357
DOCEBO INC56,88663,636+6,7502,5102,8500.96%+340
COLLIERS INTL GROUP INC(CIGI)44,02051,540+7,5206,6827,0012.36%+319
CAMECO CORP(CCJ)15,51020,620+5,1107411,0590.36%+318
DESCARTES SYS GROUP INC(DSGX)29,54028,570-9703,0413,2451.10%+204
DENISON MINES CORP(DNN)794,390888,690+94,3001,4451,6120.54%+167
THOMSON REUTERS CORP(TRI)7,5769,076+1,5001,2921,4560.49%+163
NEXGEN ENERGY LTD(NXE)186,000208,090+22,0901,2131,3710.46%+158
SKEENA RES LTD NEW(SKE)124,790139,630+14,8401,0601,2130.41%+153
WHEATON PRECIOUS METALS CORP(WPM)31,41036,260+4,8501,9182,0380.69%+120
METHANEX CORP(MEOH)11,39011,800+4104715890.20%+118
PRECISION DRILLING CORP(PDS)14,62016,360+1,7409009990.34%+99
CANADIAN IMPERIAL BK COMM(CM)50,49048,950-1,5403,0973,0921.04%-4
CGI INC(GIB)10,63010,960+3301,2231,1980.40%-25
HUDBAY MINERALS INC(HBM)297,900333,270+35,3702,7402,7000.91%-40
AGNICO EAGLE MINES LTD(AEM)31,41028,810-2,6002,5302,2510.76%-279
SUNCOR ENERGY INC NEW(SU)188,390186,910-1,4806,9536,6642.25%-289
CANADIAN NAT RES LTD(CNQ)121,600118,730-2,8704,0373,6611.24%-376
ROYAL BK CDA(RY)77,83077,180-6509,7139,2943.14%-419
ALAMOS GOLD INC NEW82,27064,750-17,5201,6401,1930.40%-447
GE AEROSPACE(GE)19,09018,900-1903,6003,1521.06%-448
ALGOMA STL GROUP INC183,500144,430-39,0701,8791,4130.48%-466
TECK RESOURCES LTD(TECK)26,15021,340-4,8101,3668640.29%-502
VEREN INC101,6100-101,6106260-626
NUTRIEN LTD(NTR)13,2900-13,2906390-639
TC ENERGY CORP(TRP)43,70030,660-13,0402,0771,4270.48%-650
XPO INC(XPO)40,41027,740-12,6704,3443,6381.23%-706
ENDEAVOUR SILVER CORP(EXK)198,6200-198,6207840-784
BUILDERS FIRSTSOURCE INC(BLDR)5,0000-5,0009690-969
WEST FRASER TIMBER CO LTD(WFG)10,0000-10,0009740-974
FRANCO NEV CORP(FNV)8,3200-8,3201,0330-1,033
BURLINGTON STORES INC(BURL)4,0800-4,0801,0750-1,075
LENNAR CORP(LEN)6,0000-6,0001,1250-1,125
TRANSUNION(TRU)11,1100-11,1101,1630-1,163
EQUIFAX INC(EFX)4,0000-4,0001,1750-1,175
KINROSS GOLD CORP(KGC)340,220201,780-138,4403,1851,8720.63%-1,314
UNION PAC CORP(UNP)5,5600-5,5601,3700-1,370
MAG SILVER CORP369,290279,980-89,3105,1963,7991.28%-1,396
CENOVUS ENERGY INC(CVE)256,600187,810-68,7904,2912,8430.96%-1,448
CENTERRA GOLD INC(CGAU)434,628291,208-143,4203,1201,6550.56%-1,465
OSISKO GOLD ROYALTIES LTD232,170155,280-76,8904,3002,8080.95%-1,491
CRH PLC
ORD
268,000252,370-15,63024,85423,3497.88%-1,505
ERO COPPER CORP(ERO)99,30042,070-57,2302,2105660.19%-1,644
FEDEX CORP(FDX)6,1000-6,1001,6690-1,669
CARVANA CO(CVNA)50,45032,650-17,8008,7846,6402.24%-2,144
AERCAP HOLDINGS NV(AER)53,96030,450-23,5105,1112,9140.98%-2,197
GFL ENVIRONMENTAL INC(GFL)88,35029,780-58,5703,5241,3260.45%-2,198
MICROSOFT CORP(MSFT)5,2200-5,2202,2460-2,246
BARRICK GOLD CORP123,2000-123,2002,4500-2,450
TORONTO DOMINION BK ONT(TD)86,55055,390-31,1605,4722,9450.99%-2,527
MANULIFE FINL CORP(MFC)247,211145,681-101,5307,3054,4701.51%-2,835
RB GLOBAL INC(RBA)207,660143,540-64,12016,71412,9464.37%-3,768
IAMGOLD CORP(IAG)942,900223,760-719,1404,9421,1550.39%-3,787
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
645,740584,220-61,52022,63618,5636.27%-4,073
UBER TECHNOLOGIES INC(UBER)57,9400-57,9404,3550-4,355
ROGERS COMMUNICATIONS INC(RCI)247,53038,710-208,8209,9521,1880.40%-8,763
CANADIAN PACIFIC KANSAS CITY(CP)144,33037,960-106,37012,3442,7450.93%-9,599
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