PCJ Investment Counsel Ltd. 13F Holdings · Q2 2026
PCJ Investment Counsel Ltd. reported 62 securities worth $347.89M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BBUC (6.70%), RY (4.82%), EFXT (4.26%). Among its top 25 positions this quarter: 3 new, 12 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BBUC | BROOKFIELD BUSINESS CORP | $23.3M | 6.70% | 781,064 | Trimmed |
| 2 | RY | ROYAL BK CDA | $16.8M | 4.82% | 81,100 | Trimmed |
| 3 | EFXT | ENERFLEX LTD | $14.8M | 4.26% | 604,197 | Trimmed |
| 4 | TD | TORONTO DOMINION BK ONT | $13.5M | 3.88% | 111,100 | Trimmed |
| 5 | BTE | BAYTEX ENERGY CORP | $13.4M | 3.84% | 3.3M | Added |
| 6 | CRH | CRH PLC | $11.5M | 3.30% | 107,410 | Trimmed |
| 7 | HBM | HUDBAY MINERALS INC | $11.2M | 3.22% | 475,210 | Added |
| 8 | BIP | BROOKFIELD INFRASTRUCTURE PA | $10.8M | 3.10% | 295,980 | Added |
| 9 | CVE | CENOVUS ENERGY INC | $9.2M | 2.64% | 368,790 | Trimmed |
| 10 | TAC | TRANSALTA CORP | $9.0M | 2.60% | 653,290 | New |
| 11 | SHOP | SHOPIFY INC | $8.8M | 2.54% | 77,170 | Added |
| 12 | BNS | BANK NOVA SCOTIA B C | $8.6M | 2.48% | 99,350 | Added |
| 13 | CAE | CAE INC | $8.5M | 2.44% | 339,091 | Trimmed |
| 14 | BMO | BANK MONTREAL MEDIUM | $8.2M | 2.37% | 46,780 | Added |
| 15 | CNI | CANADIAN NATL RY CO | $7.7M | 2.23% | 64,960 | Added |
| 16 | DNN | DENISON MINES CORP | $7.5M | 2.15% | 2.4M | Trimmed |
| 17 | BN | BROOKFIELD CORP | $7.4M | 2.14% | 174,760 | Added |
| 18 | JETS | ETF SER SOLUTIONS | $7.0M | 2.01% | 210,000 | New |
| 19 | ENB | ENBRIDGE INC | $6.9M | 1.99% | 127,750 | Added |
| 20 | CM | CANADIAN IMPERIAL BANK OF CO | $6.3M | 1.81% | 54,710 | Trimmed |
| 21 | IAG | IAMGOLD CORP | $6.2M | 1.78% | 390,780 | Trimmed |
| 22 | CLS | CELESTICA INC | $6.1M | 1.75% | 16,658 | Added |
| 23 | ALM | ALMONTY INDS INC | $6.1M | 1.74% | 366,557 | Added |
| 24 | TGB | TREKOR METALS LTD | $5.7M | 1.65% | 832,000 | New |
| 25 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5.7M | 1.64% | 73,320 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR