Pcj Investment Counsel Ltd. Top Holdings and 13F Report (2024) About Pcj Investment Counsel Ltd.Investment ActivityPcj Investment Counsel Ltd. has $292.79 million in total holdings as of March 31, 2024.Pcj Investment Counsel Ltd. owns shares of 65 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 23.00% of the portfolio was purchased this quarter.About 21.04% of the portfolio was sold this quarter.This quarter, Pcj Investment Counsel Ltd. has purchased 64 new stocks and bought additional shares in 27 stocks.Pcj Investment Counsel Ltd. sold shares of 26 stocks and completely divested from 11 stocks this quarter.Largest Holdings Brookfield Business Partners $33,036,550CRH PLC $17,708,220Enerflex $11,751,649RB Global $11,698,211Royal Bank Of Canada $10,282,535 Largest New Holdings this Quarter 14040H105 - Capital One Financial $8,595,504 HoldingG0250X107 - Amcor $6,211,751 Holding59151K108 - Methanex $3,982,252 Holding68390D106 - OR ROYALTIES INC. $3,678,801 Holding29258Y103 - Endeavour Silver $3,348,053 Holding Largest Purchases this Quarter Capital One Financial 40,400 shares (about $8.60M)Amcor 675,925 shares (about $6.21M)Pembina Pipeline 138,320 shares (about $5.19M)Methanex 120,230 shares (about $3.98M)OR ROYALTIES INC. 143,040 shares (about $3.68M) Largest Sales this Quarter CAE 299,150 shares (about $8.77M)RB Global 50,170 shares (about $5.33M)Kinross Gold 295,030 shares (about $4.61M)Rogers Communication 148,880 shares (about $4.42M)MAG Silver 173,250 shares (about $3.68M) 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$33,036,550$893,516 ▼-2.6%1,270,78411.3%Business ServicesCRH PLC$17,708,220$67,932 ▼-0.4%192,9006.0%ORDEFXTEnerflex$11,751,649$1,089,710 ▲10.2%1,487,6804.0%EnergyRBARB Global$11,698,211$5,329,150 ▼-31.3%110,1304.0%Business ServicesRYRoyal Bank Of Canada$10,282,535$979,854 ▲10.5%77,9703.5%FinanceBIPBrookfield Infrastructure Partners$8,786,479$1,448,273 ▼-14.2%262,2103.0%FinanceCOFCapital One Financial$8,595,504$8,595,504 ▲New Holding40,4002.9%FinanceCNQCanadian Natural Resources$8,415,799$19,183 ▼-0.2%267,6202.9%EnergyTDToronto Dominion Bank$8,245,357$928,090 ▲12.7%112,0302.8%FinanceSHOPShopify$8,089,243$422,108 ▲5.5%70,1402.8%Computer and TechnologyPBAPembina Pipeline$7,209,863$5,190,861 ▲257.1%192,1202.5%EnergyBNBrookfield$6,858,195$1,084,405 ▲18.8%110,7402.3%FinanceCPCanadian Pacific Kansas City$6,385,761$2,862,254 ▲81.2%80,5402.2%TransportationAMCRAmcor$6,211,751$6,211,751 ▲New Holding675,9252.1%IndustrialsCVNACarvana$5,593,536$296,525 ▼-5.0%16,6001.9%Retail/WholesaleAERAercap$5,334,030$675,090 ▼-11.2%45,5901.8%TransportationBMOBank Of Montreal$5,251,828$1,054,579 ▼-16.7%47,3601.8%FinanceNXENexGen Energy$5,185,957$2,947,741 ▲131.7%746,4001.8%Basic MaterialsENBEnbridge$4,892,799$202,373 ▲4.3%107,8301.7%EnergyDSGXThe Descartes Systems Group$4,871,883$1,242,112 ▲34.2%47,9301.7%Computer and TechnologyMAGMAG Silver$4,648,773$3,683,007 ▼-44.2%218,6801.6%Basic MaterialsAEMAgnico Eagle Mines$4,525,483$418,452 ▲10.2%37,9601.5%Basic MaterialsCNICanadian National Railway$4,320,979$2,136,519 ▲97.8%41,4601.5%TransportationNEW GOLD INC CDA$4,147,233$2,493,285 ▼-37.5%833,6601.4%COMAGFirst Majestic Silver$4,134,747$1,646,429 ▲66.2%499,2801.4%Basic MaterialsMEOHMethanex$3,982,252$3,982,252 ▲New Holding120,2301.4%Basic MaterialsCMCanadian Imperial Bank of Commerce$3,772,280$1,463,880 ▲63.4%53,1101.3%FinanceDNNDenison Mine$3,749,954$909,489 ▲32.0%2,049,4901.3%Basic MaterialsOR ROYALTIES INC.$3,678,801$3,678,801 ▲New Holding143,0401.3%COM SHSMFCManulife Financial$3,660,791$560,856 ▼-13.3%114,4211.3%FinanceEXKEndeavour Silver$3,348,053$3,348,053 ▲New Holding679,0301.1%Basic MaterialsIAGIamgold$3,205,539$1,099,714 ▼-25.5%434,9301.1%Basic MaterialsWFCWells Fargo & Company$3,204,800$3,204,800 ▲New Holding40,0001.1%FinanceBNSBank of Nova Scotia$2,827,461$917,957 ▲48.1%51,1001.0%FinanceTSATTelesat$2,768,284$25,531 ▲0.9%113,8500.9%Computer and TechnologyORLAOrla Mining$2,676,434$1,202,460 ▲81.6%266,2500.9%Basic MaterialsEQXEquinox Gold$2,569,748$75,353 ▲3.0%444,3600.9%Basic MaterialsWPMWheaton Precious Metals$2,558,303$728,887 ▼-22.2%28,4300.9%Basic MaterialsWCNWaste Connections$2,529,074$59,815 ▲2.4%13,5300.9%Business ServicesSUSuncor Energy$2,503,715$103,509 ▲4.3%66,7600.9%EnergyFORTUNA MNG CORP$2,415,516$410,712 ▼-14.5%368,1100.8%COM NEWTRPTC Energy$2,392,761$34,642 ▼-1.4%49,0400.8%EnergySKESkeena Resources$2,324,719$3,183 ▼-0.1%146,0600.8%Basic MaterialsSLFSun Life Financial$2,283,233$2,283,233 ▲New Holding34,2900.8%FinanceAGIAlamos Gold$2,281,985$627,053 ▲37.9%85,7400.8%Basic MaterialsTECKTeck Resources$2,153,949$1,297,789 ▲151.6%53,2600.7%Basic MaterialsTFIITFI International$2,002,561$2,002,561 ▲New Holding22,3200.7%TransportationKGCKinross Gold$1,955,908$4,609,038 ▼-70.2%125,2000.7%Basic MaterialsCCJCameco$1,706,985$185,946 ▲12.2%22,9500.6%Basic MaterialsSANDSandstorm Gold$1,644,929$1,644,929 ▲New Holding174,7500.6%Basic MaterialsBURLBurlington Stores$1,628,480$1,628,480 ▲New Holding7,0000.6%Retail/WholesaleTRIThomson Reuters$1,521,246$77,672 ▼-4.9%7,5600.5%Business ServicesFCXFreeport-McMoRan$1,517,250$1,517,250 ▲New Holding35,0000.5%Basic MaterialsLSPDLightspeed Commerce$1,482,363$2,114 ▼-0.1%126,2400.5%Computer and TechnologyNTRNutrien$1,441,955$59,474 ▲4.3%24,7300.5%Basic MaterialsDCBODocebo$1,257,005$733,031 ▼-36.8%43,3400.4%Computer and TechnologyGIBCGI Group$1,247,378$111,392 ▲9.8%11,8700.4%Computer and TechnologyTUTELUS$1,233,606$299,900 ▼-19.6%76,7270.4%UtilitiesCGAUCenterra Gold$1,195,308$1,661 ▼-0.1%165,4800.4%Basic MaterialsRCIRogers Communication$1,135,829$4,418,663 ▼-79.6%38,2700.4%UtilitiesCVECenovus Energy$1,096,690$45,293 ▲4.3%80,6300.4%EnergyPAASPan American Silver$1,092,295$554,524 ▼-33.7%38,4700.4%Basic MaterialsCAECAE$1,024,700$8,770,787 ▼-89.5%34,9500.3%AerospaceBARRICK MNG CORP$999,943$999,943 ▲New Holding48,0000.3%COM SHSHBMHudBay Minerals$530,907$849 ▼-0.2%50,0000.2%Basic MaterialsBERYBerry Global Group$0$8,339,503 ▼-100.0%00.0%IndustrialsOROR Royalties$0$4,247,296 ▼-100.0%00.0%Basic MaterialsGILGildan Activewear$0$2,170,277 ▼-100.0%00.0%Consumer DiscretionaryCOVENANT LOGISTICS GROUP INC$0$1,909,200 ▼-100.0%00.0%CL AGFLGFL Environmental$0$1,390,384 ▼-100.0%00.0%Business ServicesSCHWCharles Schwab$0$1,174,200 ▼-100.0%00.0%FinanceXPOXPO$0$1,129,590 ▼-100.0%00.0%TransportationGEGE Aerospace$0$1,000,750 ▼-100.0%00.0%AerospacePHParker-Hannifin$0$911,775 ▼-100.0%00.0%IndustrialsPDSPrecision Drilling$0$782,540 ▼-100.0%00.0%EnergyASTLAlgoma Steel Group$0$271,839 ▼-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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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