Pcj Investment Counsel Ltd. Top Holdings and 13F Report (2024) About Pcj Investment Counsel Ltd.Investment ActivityPcj Investment Counsel Ltd. has $347.89 million in total holdings as of March 31, 2024.Pcj Investment Counsel Ltd. owns shares of 62 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 21.38% of the portfolio was purchased this quarter.About 21.58% of the portfolio was sold this quarter.This quarter, Pcj Investment Counsel Ltd. has purchased 59 new stocks and bought additional shares in 25 stocks.Pcj Investment Counsel Ltd. sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings BROOKFIELD BUSINESS CORP $23,316,296Royal Bank Of Canada $16,776,726Enerflex $14,823,270Toronto Dominion Bank $13,494,726Baytex Energy $13,365,884 Largest New Holdings this Quarter 89346D107 - TransAlta $9,028,529 Holding26922A842 - U.S. Global Jets ETF $6,976,200 Holding89472Y107 - TREKOR METALS LTD $5,731,577 Holding675222400 - OCEANAGOLD CORP $4,163,566 Holding884903881 - THOMSON REUTERS CORP $3,348,713 Holding Largest Purchases this Quarter TransAlta 653,290 shares (about $9.03M)Bank of Nova Scotia 92,610 shares (about $8.03M)HudBay Minerals 313,550 shares (about $7.40M)U.S. Global Jets ETF 210,000 shares (about $6.98M)TREKOR METALS LTD 832,000 shares (about $5.73M) Largest Sales this Quarter CAE 443,602 shares (about $11.10M)Boyd Group Services 89,801 shares (about $8.49M)BROOKFIELD BUSINESS CORP 197,848 shares (about $5.91M)TFI International 16,420 shares (about $2.36M)Equinox Gold 225,665 shares (about $2.20M) 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$23,316,296$5,906,152 â–¼-20.2%781,0646.7%CL A SUB VTG SHRYRoyal Bank Of Canada$16,776,726$566,809 â–¼-3.3%81,1004.8%FinanceEFXTEnerflex$14,823,270$1,399,778 â–¼-8.6%604,1974.3%EnergyTDToronto Dominion Bank$13,494,726$1,306,960 â–¼-8.8%111,1003.9%FinanceBTEBaytex Energy$13,365,884$2,119,554 â–²18.8%3,334,8283.8%EnergyCRH PLC$11,492,870$573,841 â–¼-4.8%107,4103.3%ORDHBMHudBay Minerals$11,210,183$7,396,631 â–²194.0%475,2103.2%MaterialsBIPBrookfield Infrastructure Partners$10,800,011$103,118 â–²1.0%295,9803.1%UtilitiesCVECenovus Energy$9,167,269$1,841,334 â–¼-16.7%368,7902.6%EnergyTACTransAlta$9,028,529$9,028,529 â–²New Holding653,2902.6%UtilitiesSHOPIFY INC$8,820,068$264,019 â–²3.1%77,1702.5%CL A SUB VTG SHSBNSBank of Nova Scotia$8,612,556$8,028,272 â–²1,374.0%99,3502.5%FinanceCAECAE$8,481,622$11,095,737 â–¼-56.7%339,0912.4%IndustrialsBMOBank Of Montreal$8,249,351$613,676 â–²8.0%46,7802.4%FinanceCNICanadian National Railway$7,743,008$321,831 â–²4.3%64,9602.2%IndustrialsDNNDenison Mine$7,489,213$658,810 â–¼-8.1%2,444,1902.2%MaterialsBNBrookfield$7,448,712$3,142,985 â–²73.0%174,7602.1%FinanceJETSU.S. Global Jets ETF$6,976,200$6,976,200 â–²New Holding210,0002.0%ETFENBEnbridge$6,920,791$228,075 â–²3.4%127,7502.0%EnergyCMCanadian Imperial Bank of Commerce$6,293,874$485,472 â–¼-7.2%54,7101.8%FinanceIAGIamgold$6,182,357$198,390 â–¼-3.1%390,7801.8%MaterialsCELESTICA INC$6,084,743$2,658,468 â–²77.6%16,6581.7%COMALMONTY INDS INC$6,057,334$2,752,345 â–²83.3%366,5571.7%COM NEWTREKOR METALS LTD$5,731,577$5,731,577 â–²New Holding832,0001.6%COMKNXKnight-Swift Transportation$5,709,428$2,235,648 â–²64.4%73,3201.6%IndustrialsEROEro Copper$5,265,119$386,257 â–¼-6.8%197,3791.5%MaterialsCNQCanadian Natural Resources$5,234,992$183,025 â–²3.6%132,4301.5%EnergyMFCManulife Financial$4,953,576$871,103 â–²21.3%122,2611.4%FinanceCPCanadian Pacific Kansas City$4,893,553$239,914 â–²5.2%56,5001.4%IndustrialsSUSuncor Energy$4,716,644$244,539 â–²5.5%87,7601.4%EnergyAEMAgnico Eagle Mines$4,554,508$160,893 â–¼-3.4%29,4401.3%MaterialsPBAPembina Pipeline$4,524,929$77,442 â–¼-1.7%97,8701.3%EnergyOCEANAGOLD CORP$4,163,566$4,163,566 â–²New Holding166,2701.2%COM NEWLSPDLightspeed Commerce$4,162,203$1,537,748 â–²58.6%397,9101.2%TechnologySKESkeena Resources$3,796,316$29,022 â–²0.8%142,5801.1%MaterialsPPTAPerpetua Resources$3,740,781$338,431 â–²9.9%180,3901.1%MaterialsEXKEndeavour Silver$3,458,341$26,492 â–²0.8%416,4301.0%MaterialsBARRICK MNG CORP$3,372,534$116,079 â–¼-3.3%91,8101.0%COM SHSTHOMSON REUTERS CORP$3,348,713$3,348,713 â–²New Holding41,0401.0%COMFORTUNA MNG CORP$3,305,022$1,123,267 â–²51.5%391,3301.0%COM NEWCCJCameco$3,259,461$109,972 â–²3.5%32,0100.9%EnergyWPMWheaton Precious Metals$3,226,374$143,844 â–¼-4.3%28,7100.9%MaterialsEQXEquinox Gold$3,209,706$2,196,768 â–¼-40.6%329,7200.9%MaterialsTECKTeck Resources$2,930,418$903,145 â–¼-23.6%49,2510.8%MaterialsTFIITFI International$2,818,496$2,361,209 â–¼-45.6%19,6000.8%IndustrialsNXENexGen Energy$2,665,301$662,335 â–¼-19.9%283,8600.8%EnergyGREENFIRE RES LTD NEW$2,511,953$2,511,953 â–²New Holding444,6570.7%COM SHSATSATS$2,466,037$1,026,268 â–²71.3%85,6400.7%IndustrialsARIS MINING CORPORATION$2,251,953$1,617,977 â–¼-41.8%151,1600.6%COMFNVFranco-Nevada$2,215,819$2,215,819 â–²New Holding10,6300.6%MaterialsAMERICAS GOLD AND SILVER COR$2,182,955$17,062 â–²0.8%461,8600.6%COM NEWCGAUCenterra Gold$2,121,836$1,922,072 â–¼-47.5%133,9400.6%MaterialsFTSFortis$2,002,531$840,159 â–¼-29.6%34,9900.6%UtilitiesKGCKinross Gold$1,695,236$377,271 â–¼-18.2%71,6700.5%MaterialsTSATTelesat$1,579,786$1,579,786 â–²New Holding31,1800.5%Communication ServicesRBARB Global$1,374,110$225,331 â–¼-14.1%11,8000.4%IndustrialsSUNSHINE SILVER MNG & REFNG$1,322,000$1,322,000 â–²New Holding100,0000.4%COMMON STOCKNTRNutrien$1,300,756$539,782 â–¼-29.3%20,7000.4%MaterialsDCBODocebo$1,170,506$1,170,506 â–²New Holding65,5000.3%TechnologyGILGildan Activewear$1,139,854$732,399 â–²179.7%22,1310.3%Consumer DiscretionaryBYDGFBoyd Group Services$387,072$8,494,490 â–¼-95.6%4,0920.1%IndustrialsWCNWaste Connections$291,393$53,283 â–¼-15.5%1,7500.1%IndustrialsGFLGFL Environmental$0$7,835,601 â–¼-100.0%00.0%IndustrialsTASEKO MINES LTD$0$6,594,600 â–¼-100.0%00.0%COMBEPBrookfield Renewable Partners$0$5,565,664 â–¼-100.0%00.0%UtilitiesORLAOrla Mining$0$4,908,473 â–¼-100.0%00.0%MaterialsCVNACarvana$0$2,042,212 â–¼-100.0%00.0%Consumer DiscretionaryGIBCGI Group$0$1,519,466 â–¼-100.0%00.0%TechnologyAGIAlamos Gold$0$1,504,938 â–¼-100.0%00.0%MaterialsShowing largest 100 holdings. 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