Fund HoldingsPCJ Investment Counsel Ltd.

Total Portfolio Value
$404.23M
Total Bought
$94.39M
Total Sold
$56.39M
Net Transaction
+$37.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BOYD GROUP SERVICES INC(BGSI)0115,230+115,230018,3554.54%+18,355
BAYTEX ENERGY CORP(BTE)02,483,638+2,483,63808,0341.99%+8,034
CAE INC(CAE)533,740760,585+226,84515,80323,1315.72%+7,328
CGI INC(GIB)075,930+75,93007,0141.74%+7,014
EQUINOX GOLD CORP(EQX)668,230881,940+213,7107,48712,3923.07%+4,905
ROYAL GOLD INC(RGLD)021,468+21,46804,7721.18%+4,772
ORLA MNG LTD NEW(ORLA)248,560517,480+268,9202,6806,9601.72%+4,280
AMERICAN EXPRESS CO(AXP)09,940+9,94003,6770.91%+3,677
METHANEX CORP(MEOH)117,730208,630+90,9004,6818,2792.05%+3,599
TORONTO DOMINION BK ONT(TD)100,760115,540+14,7808,05510,8902.69%+2,835
AMERICAS GOLD AND SILVER COR(USAS)425,000861,090+436,0901,5854,4171.09%+2,832
GILDAN ACTIVEWEAR INC(GIL)56,97091,000+34,0303,2925,6851.41%+2,393
TASEKO MINES LTD(TGB)726,660950,290+223,6303,0805,3801.33%+2,300
DENISON MINES CORP(DNN)2,045,3102,918,810+873,5005,6287,7411.91%+2,113
ROYAL BK CDA(RY)79,96080,850+89011,78313,7833.41%+2,001
ERO COPPER CORP(ERO)34,34093,219+58,8796952,6370.65%+1,942
BARRICK MNG CORP(B)87,170105,880+18,7102,8624,6121.14%+1,750
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)029,660+29,66001,5510.38%+1,551
CRH PLC
ORD
182,900187,230+4,33021,93023,3665.78%+1,437
FORTUNA MNG CORP(FSM)391,730486,520+94,7903,5064,7681.18%+1,261
SHOPIFY INC(SHOP)68,19070,710+2,52010,12911,3862.82%+1,257
ENERFLEX LTD(EFXT)1,167,110894,086-273,02412,58513,7843.41%+1,199
ENERGY FUELS INC(UUUU)072,980+72,98001,0570.26%+1,057
BANK NOVA SCOTIA HALIFAX68,63074,230+5,6004,4375,4751.35%+1,038
IAMGOLD CORP(IAG)747,070642,050-105,0209,65010,5952.62%+946
OLD DOMINION FREIGHT LINE IN(ODFL)05,980+5,98009380.23%+938
TFI INTL INC(TFII)08,740+8,74009030.22%+903
CANADIAN NATL RY CO(CNI)24,99032,150+7,1602,3563,1800.79%+824
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
169,100183,780+14,6805,5666,3861.58%+820
SKEENA RES LTD NEW(SKE)145,880142,470-3,4102,6863,3840.84%+698
MANULIFE FINL CORP(MFC)103,341106,961+3,6203,2193,8840.96%+665
VIZSLA SILVER CORP(VZLA)566,740551,440-15,3002,4473,0210.75%+574
CENTERRA GOLD INC(CGAU)149,520145,980-3,5401,6022,1020.52%+500
TELESAT CORP(TSAT)112,180117,498+5,3182,9283,3870.84%+460
CANADIAN NAT RES LTD(CNQ)115,810119,800+3,9903,7024,0581.00%+356
CAMECO CORP(CCJ)20,89022,490+1,6001,7532,0590.51%+307
SUNCOR ENERGY INC NEW(SU)72,87075,180+2,3103,0493,3370.83%+288
PEMBINA PIPELINE CORP(PBA)127,780140,320+12,5405,1685,3431.32%+174
WHEATON PRECIOUS METALS CORP(WPM)28,40028,390-103,1773,3380.83%+160
CANADIAN PACIFIC KANSAS CITY(CP)49,58051,710+2,1303,6923,8070.94%+115
CARVANA CO(CVNA)24,30021,900-2,4009,1679,2422.29%+75
LIGHTSPEED COMMERCE INC(LSPD)126,020122,630-3,3901,4551,4800.37%+25
ENBRIDGE INC(ENB)105,550111,310+5,7605,3245,3271.32%+3
NEXGEN ENERGY LTD(NXE)520,200506,190-14,0104,6564,6581.15%+2
ENDEAVOUR SILVER CORP(EXK)677,220561,640-115,5805,3035,2831.31%-20
CENOVUS ENERGY INC(CVE)413,600406,470-7,1307,0256,8771.70%-148
NUTRIEN LTD(NTR)28,10023,930-4,1701,6501,4770.37%-173
RB GLOBAL INC(RBA)80,16082,690+2,5308,6848,5092.11%-175
CELESTICA INC(CLS)6,2804,610-1,6701,5451,3640.34%-181
TECK RESOURCES LTD(TECK)36,63029,700-6,9301,6061,4220.35%-185
FIRST MAJESTIC SILVER CORP(AG)363,780256,360-107,4204,4664,2771.06%-189
AGNICO EAGLE MINES LTD(AEM)34,36032,170-2,1905,7865,4561.35%-330
BROOKFIELD CORP(BN)232,780334,090+101,31015,96615,3363.79%-630
BANK MONTREAL QUE47,57041,850-5,7206,1975,4351.34%-762
KINROSS GOLD CORP(KGC)138,27091,180-47,0903,4312,5680.64%-863
AERCAP HOLDINGS NV(AER)7,5900-7,5909180-918
PAN AMERN SILVER CORP(PAAS)186,568118,918-67,6507,2286,1651.53%-1,063
DOCEBO INC43,2800-43,2801,1810-1,181
THOMSON REUTERS CORP(TRI)8,0160-8,0161,2440-1,244
ROGERS COMMUNICATIONS INC(RCI)38,0300-38,0301,3090-1,309
SUN LIFE FINANCIAL INC.(SLF)25,7300-25,7301,5450-1,545
WASTE CONNECTIONS INC(WCN)12,6700-12,6702,2270-2,227
OR ROYALTIES INC.(OR)84,90024,890-60,0103,4028810.22%-2,521
BROOKFIELD BUSINESS PARTNERS1,338,0791,163,486-174,59343,78641,16210.18%-2,624
BUILDERS FIRSTSOURCE INC(BLDR)22,1300-22,1302,6830-2,683
STANTEC INC(STN)25,0000-25,0002,6950-2,695
CITIGROUP INC(C)29,8700-29,8703,0320-3,032
AMCOR PLC(AMCR)788,145360,395-427,7506,4473,0060.74%-3,441
CANADIAN IMPERIAL BANK OF CO(CM)57,1205,450-51,6704,5634940.12%-4,069
NEW GOLD INC CDA585,6600-585,6604,1950-4,195
DESCARTES SYS GROUP INC(DSGX)48,0800-48,0804,5290-4,529
CAPITAL ONE FINL CORP(COF)45,55020,400-25,1509,6834,9441.22%-4,739
SANDSTORM GOLD LTD427,3500-427,3505,3480-5,348
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