Pcj Investment Counsel Ltd. Top Holdings and 13F Report (2024) About Pcj Investment Counsel Ltd.Investment ActivityPcj Investment Counsel Ltd. has $352.06 million in total holdings as of March 31, 2024.Pcj Investment Counsel Ltd. owns shares of 59 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 28.38% of the portfolio was purchased this quarter.About 45.24% of the portfolio was sold this quarter.This quarter, Pcj Investment Counsel Ltd. has purchased 61 new stocks and bought additional shares in 25 stocks.Pcj Investment Counsel Ltd. sold shares of 23 stocks and completely divested from 13 stocks this quarter.Largest Holdings BROOKFIELD BUSINESS CORP $30,967,615CAE $20,405,110Enerflex $13,835,166Royal Bank Of Canada $13,555,842Baytex Energy $12,548,729 Largest New Holdings this Quarter 113006100 - BROOKFIELD BUSINESS CORP $30,967,615 Holding36168Q104 - GFL Environmental $7,835,601 HoldingG16258108 - Brookfield Renewable Partners $5,565,664 Holding04040Y109 - ARIS MINING CORPORATION $4,824,246 Holding714266103 - Perpetua Resources $4,624,232 Holding Largest Purchases this Quarter BROOKFIELD BUSINESS CORP 978,912 shares (about $30.97M)GFL Environmental 187,807 shares (about $7.84M)Brookfield Renewable Partners 170,580 shares (about $5.57M)Canadian Imperial Bank of Commerce 53,480 shares (about $5.06M)ARIS MINING CORPORATION 259,765 shares (about $4.82M) Largest Sales this Quarter Brookfield 233,070 shares (about $9.45M)CRH PLC 74,457 shares (about $7.83M)RB Global 68,955 shares (about $6.61M)Enerflex 232,834 shares (about $4.87M)Carvana 15,404 shares (about $4.84M) 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 PortfolioSectorBROOKFIELD BUSINESS CORP$30,967,615$30,967,615 â–²New Holding978,9128.8%CL A SUB VTG SHCAECAE$20,405,110$576,364 â–²2.9%782,6935.8%AerospaceEFXTEnerflex$13,835,166$4,871,512 â–¼-26.0%661,2523.9%EnergyRYRoyal Bank Of Canada$13,555,842$483,444 â–²3.7%83,8403.9%FinanceBTEBaytex Energy$12,548,729$1,441,609 â–²13.0%2,805,9933.6%EnergyBYDGFBoyd Group Services$11,988,811$2,724,434 â–¼-18.5%93,8933.4%Consumer StaplesCRH PLC$11,854,698$7,826,920 â–¼-39.8%112,7733.4%ORDCVECenovus Energy$11,737,629$964,608 â–²9.0%442,8653.3%EnergyTDToronto Dominion Bank$11,368,232$589,588 â–²5.5%121,8603.2%FinanceBIPBrookfield Infrastructure Partners$10,584,200$3,948,902 â–²59.5%293,1543.0%FinanceDNNDenison Mine$9,425,889$920,222 â–¼-8.9%2,659,2002.7%Basic MaterialsSHOPIFY INC$8,884,153$492,509 â–²5.9%74,8602.5%CL A SUB VTG SHSEQXEquinox Gold$8,022,380$4,716,995 â–¼-37.0%555,3852.3%Basic MaterialsGFLGFL Environmental$7,835,601$7,835,601 â–²New Holding187,8072.2%Business ServicesIAGIamgold$7,586,541$4,490,566 â–¼-37.2%403,3202.2%Basic MaterialsENBEnbridge$6,698,243$663,101 â–²11.0%123,5401.9%EnergyTASEKO MINES LTD$6,594,600$438,504 â–²7.1%1,017,9801.9%COMCNICanadian National Railway$6,409,378$3,099,685 â–²93.7%62,2601.8%TransportationCNQCanadian Natural Resources$6,234,550$390,269 â–²6.7%127,8001.8%EnergyAEMAgnico Eagle Mines$6,188,108$343,107 â–¼-5.3%30,4801.8%Basic MaterialsBMOBank Of Montreal$5,865,963$196,435 â–²3.5%43,3001.7%FinanceEROEro Copper$5,646,689$3,162,118 â–²127.3%211,8591.6%Basic MaterialsCMCanadian Imperial Bank of Commerce$5,577,193$5,061,400 â–²981.3%58,9301.6%FinanceBEPBrookfield Renewable Partners$5,565,664$5,565,664 â–²New Holding170,5801.6%UtilitiesSUSuncor Energy$5,504,716$531,221 â–²10.7%83,2101.6%EnergyORLAOrla Mining$4,908,473$3,414,604 â–¼-41.0%305,1801.4%Basic MaterialsARIS MINING CORPORATION$4,824,246$4,824,246 â–²New Holding259,7651.4%COMPPTAPerpetua Resources$4,624,232$4,624,232 â–²New Holding164,0701.3%Basic MaterialsCGAUCenterra Gold$4,527,863$1,938,536 â–²74.9%255,2701.3%Basic MaterialsPBAPembina Pipeline$4,458,991$1,826,464 â–¼-29.1%99,5451.3%EnergyCPCanadian Pacific Kansas City$4,228,987$158,990 â–²3.9%53,7301.2%TransportationSKESkeena Resources$4,214,684$29,192 â–¼-0.7%141,4901.2%Basic MaterialsNXENexGen Energy$4,112,649$1,761,453 â–¼-30.0%354,4001.2%Basic MaterialsBNBrookfield$4,094,301$9,446,236 â–¼-69.8%101,0201.2%FinanceWPMWheaton Precious Metals$3,937,328$210,061 â–²5.6%29,9901.1%Basic MaterialsTFIITFI International$3,921,492$2,969,970 â–²312.1%36,0201.1%TransportationBARRICK MNG CORP$3,881,873$445,943 â–¼-10.3%94,9701.1%COM SHSEXKEndeavour Silver$3,856,572$1,384,946 â–¼-26.4%413,2401.1%Basic MaterialsMFCManulife Financial$3,471,632$213,616 â–¼-5.8%100,7611.0%FinanceHBMHudBay Minerals$3,385,848$3,385,848 â–²New Holding161,6601.0%Basic MaterialsCCJCameco$3,357,560$916,192 â–²37.5%30,9301.0%Basic MaterialsTECKTeck Resources$3,333,988$1,797,135 â–²116.9%64,4300.9%Basic MaterialsALMONTY INDS INC$2,910,482$2,910,482 â–²New Holding200,0000.8%COM NEWFTSFortis$2,771,636$2,771,636 â–²New Holding49,6700.8%UtilitiesKGCKinross Gold$2,679,310$108,860 â–¼-3.9%87,6200.8%Basic MaterialsCELESTICA INC$2,646,539$1,345,841 â–²103.5%9,3800.8%COMFORTUNA MNG CORP$2,568,747$2,269,045 â–¼-46.9%258,3300.7%COM NEWKNXKnight-Swift Transportation$2,568,644$860,821 â–²50.4%44,6100.7%TransportationAMERICAS GOLD AND SILVER COR$2,392,013$2,102,779 â–¼-46.8%458,2500.7%COM NEWLSPDLightspeed Commerce$2,244,117$1,147,281 â–²104.6%250,9000.6%Computer and TechnologyNTRNutrien$2,211,436$404,688 â–²22.4%29,2900.6%Basic MaterialsCVNACarvana$2,042,212$4,842,708 â–¼-70.3%6,4960.6%Retail/WholesaleGIBCGI Group$1,519,466$4,032,654 â–¼-72.6%20,7800.4%Computer and TechnologyAGIAlamos Gold$1,504,938$1,504,938 â–²New Holding33,8200.4%Basic MaterialsATSATS$1,409,585$1,409,585 â–²New Holding50,0000.4%IndustrialsRBARB Global$1,316,500$6,609,338 â–¼-83.4%13,7350.4%Business ServicesBNSBank of Nova Scotia$467,495$4,681,193 â–¼-90.9%6,7400.1%FinanceGILGildan Activewear$440,645$4,628,081 â–¼-91.3%7,9110.1%Consumer DiscretionaryWCNWaste Connections$336,389$336,389 â–²New Holding2,0700.1%Business ServicesBBUBrookfield Business Partners$0$41,162,231 â–¼-100.0%00.0%Business ServicesMEOHMethanex$0$8,279,459 â–¼-100.0%00.0%Basic MaterialsPAASPan American Silver$0$6,165,442 â–¼-100.0%00.0%Basic MaterialsCOFCapital One Financial$0$4,944,144 â–¼-100.0%00.0%FinanceRGLDRoyal Gold$0$4,772,122 â–¼-100.0%00.0%Basic MaterialsAGFirst Majestic Silver$0$4,277,268 â–¼-100.0%00.0%Basic MaterialsAXPAmerican Express$0$3,677,303 â–¼-100.0%00.0%FinanceTSATTelesat$0$3,387,484 â–¼-100.0%00.0%Computer and TechnologyVIZSLA SILVER CORP$0$3,021,320 â–¼-100.0%00.0%COM NEWAMCRAmcor$0$3,005,694 â–¼-100.0%00.0%IndustrialsUUUUEnergy Fuels$0$1,057,063 â–¼-100.0%00.0%Basic MaterialsODFLOld Dominion Freight Line$0$937,664 â–¼-100.0%00.0%TransportationOR ROYALTIES INC.$0$880,857 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. 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