Pcj Investment Counsel Ltd. Top Holdings and 13F Report (2024) About Pcj Investment Counsel Ltd.Investment ActivityPcj Investment Counsel Ltd. has $255.72 million in total holdings as of March 31, 2024.Pcj Investment Counsel Ltd. owns shares of 64 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 24.59% of the portfolio was purchased this quarter.About 39.10% of the portfolio was sold this quarter.This quarter, Pcj Investment Counsel Ltd. has purchased 69 new stocks and bought additional shares in 29 stocks.Pcj Investment Counsel Ltd. sold shares of 25 stocks and completely divested from 15 stocks this quarter.Largest Holdings Brookfield Business Partners $30,588,425CRH PLC $17,034,511RB Global $16,080,561Enerflex $10,431,536Brookfield Infrastructure Partners $9,093,126 Largest New Holdings this Quarter 644535106 - NEW GOLD INC CDA $4,935,608 Holding94106B101 - Waste Connections $2,575,234 Holding375916103 - Gildan Activewear $2,170,277 Holding879512309 - Telesat $2,103,422 Holding32076V103 - First Majestic Silver $2,008,967 Holding Largest Purchases this Quarter CAE 237,510 shares (about $5.84M)NEW GOLD INC CDA 1,334,850 shares (about $4.94M)Canadian Natural Resources 149,500 shares (about $4.60M)Berry Global Group 61,460 shares (about $4.29M)Rogers Communications 148,440 shares (about $3.97M) Largest Sales this Quarter Brookfield 183,890 shares (about $9.63M)Brookfield Infrastructure Partners 278,790 shares (about $8.30M)Brookfield Business Partners 313,501 shares (about $7.35M)CRH PLC 58,730 shares (about $5.17M)Enbridge 113,260 shares (about $5.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPcj Investment Counsel Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBBUBrookfield Business Partners$30,588,425$7,347,410 ▼-19.4%1,305,15412.0%Business ServicesCRH PLC$17,034,511$5,166,478 ▼-23.3%193,6406.7%ORDRBARB Global$16,080,561$1,681,286 ▲11.7%160,3006.3%Business ServicesEFXTEnerflex$10,431,536$2,953,256 ▲39.5%1,349,7304.1%EnergyBIPBrookfield Infrastructure Partners$9,093,126$8,300,012 ▼-47.7%305,4303.6%FinanceBERYBerry Global Group$8,339,503$4,290,523 ▲106.0%119,4603.3%IndustrialsCNQCanadian Natural Resources$8,255,293$4,601,149 ▲125.9%268,2303.2%EnergyCAECAE$8,215,448$5,840,320 ▲245.9%334,1003.2%AerospaceRYRoyal Bank of Canada$7,947,216$748,079 ▼-8.6%70,5403.1%FinanceSHOPShopify$6,325,444$71,361 ▲1.1%66,4802.5%Computer and TechnologyMAGMAG Silver$5,962,808$1,703,203 ▲40.0%391,9302.3%Basic MaterialsTDToronto-Dominion Bank$5,958,387$2,638,783 ▲79.5%99,4202.3%FinanceBMOBank of Montreal$5,431,627$1,225,387 ▲29.1%56,8702.1%FinanceKGCKinross Gold$5,297,283$2,753,710 ▲108.3%420,2302.1%Basic MaterialsAERAerCap$5,247,451$2,136,375 ▲68.7%51,3602.1%TransportationRCIRogers Communications$5,001,250$3,966,794 ▲383.5%187,1502.0%Consumer DiscretionaryNEW GOLD INC CDA$4,935,608$4,935,608 ▲New Holding1,334,8501.9%COMBNBrookfield$4,879,832$9,625,145 ▼-66.4%93,2301.9%FinanceENBEnbridge$4,575,750$5,013,538 ▼-52.3%103,3701.8%EnergyOROsisko Gold Royalties$4,247,296$969,689 ▲29.6%201,2201.7%Basic MaterialsMFCManulife Financial$4,112,206$427,891 ▼-9.4%131,9511.6%FinanceAEMAgnico Eagle Mines$3,733,015$611,153 ▲19.6%34,4501.5%Basic MaterialsCVNACarvana$3,654,718$3,171,743 ▼-46.5%17,4801.4%Retail/WholesaleIAGIAMGOLD$3,645,775$2,249,229 ▲161.1%584,1401.4%Basic MaterialsDSGXThe Descartes Systems Group$3,599,112$719,621 ▲25.0%35,7101.4%Computer and TechnologyCPCanadian Pacific Kansas City$3,119,241$454,831 ▲17.1%44,4401.2%TransportationEQXEquinox Gold$2,964,849$81,179 ▲2.8%431,3301.2%Basic MaterialsWPMWheaton Precious Metals$2,835,194$20,955 ▲0.7%36,5301.1%Basic MaterialsFORTUNA MNG CORP$2,619,265$86,599 ▲3.4%430,7001.0%COM NEWWCNWaste Connections$2,575,234$2,575,234 ▲New Holding13,2101.0%Business ServicesSUSuncor Energy$2,478,493$4,759,868 ▼-65.8%64,0001.0%EnergyTRPTC Energy$2,349,866$901,687 ▲62.3%49,7500.9%EnergyGILGildan Activewear$2,170,277$2,170,277 ▲New Holding49,0800.8%Consumer DiscretionaryPBAPembina Pipeline$2,152,284$245,232 ▲12.9%53,8000.8%EnergyTSATTelesat$2,103,422$2,103,422 ▲New Holding112,8000.8%Computer and TechnologyCNICanadian National Railway$2,040,046$1,033,649 ▼-33.6%20,9600.8%TransportationDNNDenison Mines$2,028,447$867,253 ▲74.7%1,552,4200.8%Basic MaterialsAGFirst Majestic Silver$2,008,967$2,008,967 ▲New Holding300,4700.8%Basic MaterialsDCBODocebo$1,973,807$143,201 ▲7.8%68,6140.8%Computer and TechnologyCVLGCovenant Logistics Group$1,909,200$1,909,200 ▲New Holding86,0000.7%TransportationCMCanadian Imperial Bank of Commerce$1,828,508$925,506 ▼-33.6%32,5000.7%FinanceAGIAlamos Gold$1,661,666$68,679 ▼-4.0%62,1800.6%Basic MaterialsBNSBank of Nova Scotia$1,636,503$1,403,191 ▼-46.2%34,5100.6%FinancePAASPan American Silver$1,498,363$253,947 ▲20.4%58,0000.6%Basic MaterialsSKESkeena Resources$1,474,992$66,862 ▲4.7%146,2600.6%EnergyNXENexGen Energy$1,444,112$511,271 ▲54.8%322,1400.6%Basic MaterialsGFLGFL Environmental$1,390,384$48,311 ▼-3.4%28,7800.5%Business ServicesTRIThomson Reuters$1,371,432$195,031 ▼-12.5%7,9460.5%Business ServicesORLAOrla Mining$1,369,679$1,369,679 ▲New Holding146,6300.5%Basic MaterialsTUTELUS$1,368,244$1,368,244 ▲New Holding95,3800.5%UtilitiesNTRNutrien$1,176,923$1,176,923 ▲New Holding23,7100.5%Basic MaterialsSCHWCharles Schwab$1,174,200$1,174,200 ▲New Holding15,0000.5%FinanceXPOXPO$1,129,590$1,854,679 ▼-62.1%10,5000.4%TransportationLSPDLightspeed Commerce$1,106,211$29,401 ▲2.7%126,4200.4%Business ServicesGIBCGI$1,079,340$14,977 ▼-1.4%10,8100.4%Computer and TechnologyCVECenovus Energy$1,074,499$1,536,130 ▼-58.8%77,3000.4%EnergyCGAUCenterra Gold$1,051,516$796,350 ▼-43.1%165,7100.4%Basic MaterialsGEGE Aerospace$1,000,750$2,782,085 ▼-73.5%5,0000.4%IndustrialsPHParker-Hannifin$911,775$3,343,175 ▼-78.6%1,5000.4%IndustrialsCCJCameco$841,986$6,999 ▼-0.8%20,4500.3%Basic MaterialsPDSPrecision Drilling$782,540$21,853 ▲2.9%16,8300.3%EnergyTECKTeck Resources$771,284$6,194 ▼-0.8%21,1700.3%Basic MaterialsHBMHudbay Minerals$379,739$2,147,330 ▼-85.0%50,0800.1%Basic MaterialsASTLAlgoma Steel Group$271,839$512,141 ▼-65.3%50,0800.1%Basic MaterialsURIUnited Rentals$0$7,812,240 ▼-100.0%00.0%ConstructionCIGIColliers International Group$0$7,000,708 ▼-100.0%00.0%FinanceTACTransAlta$0$4,159,784 ▼-100.0%00.0%UtilitiesBACBank of America$0$3,296,250 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$2,742,375 ▼-100.0%00.0%Retail/WholesaleSLFSun Life Financial$0$2,692,201 ▼-100.0%00.0%FinanceSILVSilverCrest Metals$0$2,328,336 ▼-100.0%00.0%Basic MaterialsXPOFXponential Fitness$0$2,192,350 ▼-100.0%00.0%Consumer DiscretionaryCMGChipotle Mexican Grill$0$1,507,500 ▼-100.0%00.0%Retail/WholesaleWFCWells Fargo & Company$0$1,464,504 ▼-100.0%00.0%FinanceJBHTJ.B. Hunt Transport Services$0$1,023,960 ▼-100.0%00.0%TransportationBIRKENSTOCK HOLDING PLC$0$708,250 ▼-100.0%00.0%COM SHSUALUnited Airlines$0$679,700 ▼-100.0%00.0%TransportationMEOHMethanex$0$588,892 ▼-100.0%00.0%Basic MaterialsEROEro Copper$0$566,467 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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