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Size ($ in 1000's)
At 12/31/2023: $259,343
At 09/30/2023: $216,785
PCJ Investment Counsel Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PCJ Investment Counsel Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the PCJ Investment Counsel Ltd. top holdings by largest position size, as per the latest 13f filing made by PCJ Investment Counsel Ltd..
In the PCJ Investment Counsel Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by PCJ Investment Counsel Ltd. in that top holding, then the share count change between reporting periods, and finally the PCJ Investment Counsel Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ROGERS COMMUNICATIONS INC |
433,489 |
+140,639 |
$20,292 | | RCI | 433,489 | +140,639 | $20,292 | | CANADIAN PACIFIC KANSAS CITY |
177,860 |
-35,400 |
$14,068 | | CP | 177,860 | -35,400 | $14,068 | | RB GLOBAL INC |
160,550 |
-119,080 |
$10,741 | | RBA | 160,550 | -119,080 | $10,741 | | UNITED RENTALS INC |
17,670 |
+2,400 |
$10,132 | | URI | 17,670 | +2,400 | $10,132 | | AGNICO EAGLE MINES LTD |
175,877 |
+96,700 |
$9,645 | | AEM | 175,877 | +96,700 | $9,645 | | ROYAL BK CDA |
91,199 |
-15,900 |
$9,223 | | RY | 91,199 | -15,900 | $9,223 | | UBER TECHNOLOGIES INC |
136,500 |
-15,004 |
$8,404 | | UBER | 136,500 | -15,004 | $8,404 | | OSISKO GOLD ROYALTIES LTD |
547,872 |
+131,980 |
$7,819 | | OR | 547,872 | +131,980 | $7,819 | | DOCEBO INC |
154,442 |
+13,950 |
$7,459 | | DCBO | 154,442 | +13,950 | $7,459 | | TORONTO DOMINION BK ONT |
108,431 |
-15,040 |
$7,007 | | TD | 108,431 | -15,040 | $7,007 | | BROOKFIELD BUSINESS PARTNERS |
334,267 |
+334,267 |
$6,892 | | BBU | 334,267 | +334,267 | $6,892 | | BROOKFIELD INFRAST PARTNERS |
215,800 |
+161,550 |
$6,799 | | BIP | 215,800 | +161,550 | $6,799 | | SHOPIFY INC |
77,150 |
-11,450 |
$6,007 | | SHOP | 77,150 | -11,450 | $6,007 | | BROOKFIELD CORP |
149,178 |
+31,320 |
$5,984 | | BN | 149,178 | +31,320 | $5,984 | | CENOVUS ENERGY INC |
358,030 |
+86,120 |
$5,966 | | CVE | 358,030 | +86,120 | $5,966 | | TRIPLE FLAG PRECIOUS METAL |
406,589 |
+85,080 |
$5,413 | | TFPM | 406,589 | +85,080 | $5,413 | | BANK MONTREAL QUE |
54,511 |
+8,700 |
$5,394 | | BMO | 54,511 | +8,700 | $5,394 | | MANULIFE FINL CORP |
239,211 |
+114,640 |
$5,286 | | MFC | 239,211 | +114,640 | $5,286 | | TC ENERGY CORP |
126,425 |
-12,690 |
$4,941 | | TRP | 126,425 | -12,690 | $4,941 | | ENERPLUS CORP |
305,870 |
+430 |
$4,689 | | ERF | 305,870 | +430 | $4,689 | | ENERFLEX LTD |
942,800 |
-203,320 |
$4,362 | | EFXT | 942,800 | -203,320 | $4,362 | | RESTAURANT BRANDS INTL INC |
53,380 |
+38,990 |
$4,171 | | QSR | 53,380 | +38,990 | $4,171 | | GFL ENVIRONMENTAL INC |
118,230 |
+12,510 |
$4,079 | | GFL | 118,230 | +12,510 | $4,079 | | BANK AMERICA CORP |
101,000 |
+101,000 |
$3,401 | | BAC | 101,000 | +101,000 | $3,401 | | BUILDERS FIRSTSOURCE INC |
20,000 |
+20,000 |
$3,339 | | BLDR | 20,000 | +20,000 | $3,339 | | CANADIAN IMPERIAL BK COMM TO |
68,970 |
+68,970 |
$3,321 | | CM | 68,970 | +68,970 | $3,321 | | ENBRIDGE INC |
88,508 |
UNCH |
$3,186 | | ENB | 88,508 | UNCH | $3,186 | | CANADIAN NAT RES LTD |
46,765 |
-8,430 |
$3,064 | | CNQ | 46,765 | -8,430 | $3,064 | | SUN LIFE FINANCIAL INC. |
58,040 |
+8,420 |
$3,010 | | SLF | 58,040 | +8,420 | $3,010 | | AERCAP HOLDINGS NV |
35,000 |
+35,000 |
$2,601 | | AER | 35,000 | +35,000 | $2,601 | | EATON CORP PLC |
10,000 |
+10,000 |
$2,408 | | ETN | 10,000 | +10,000 | $2,408 | | CAMECO CORP |
55,440 |
UNCH |
$2,390 | | CCJ | 55,440 | UNCH | $2,390 | | PRECISION DRILLING CORP |
43,160 |
+60 |
$2,344 | | PDS | 43,160 | +60 | $2,344 | | CRESCENT PT ENERGY CORP |
337,290 |
-38,120 |
$2,339 | | CPG | 337,290 | -38,120 | $2,339 | | UNION PAC CORP |
9,490 |
+4,560 |
$2,331 | | UNP | 9,490 | +4,560 | $2,331 | | TRANSALTA CORP |
278,390 |
+23,490 |
$2,315 | | TAC | 278,390 | +23,490 | $2,315 | | DENISON MINES CORP |
1,317,670 |
-127,130 |
$2,307 | | DNN | 1,317,670 | -127,130 | $2,307 | | PARKER HANNIFIN CORP |
5,000 |
UNCH |
$2,304 | | PH | 5,000 | UNCH | $2,304 | | ENERGY FUELS INC |
319,050 |
+450 |
$2,288 | | UUUU | 319,050 | +450 | $2,288 | | BANK NOVA SCOTIA HALIFAX |
46,867 |
+3,900 |
$2,281 | | BNS | 46,867 | +3,900 | $2,281 | | HUDBAY MINERALS INC |
412,640 |
+102,780 |
$2,270 | | HBM | 412,640 | +102,780 | $2,270 | | PEMBINA PIPELINE CORP |
64,310 |
UNCH |
$2,214 | | PBA | 64,310 | UNCH | $2,214 | | BARRICK GOLD CORP |
120,600 |
+41,530 |
$2,179 | | GOLD | 120,600 | +41,530 | $2,179 | | TJX COS INC NEW |
22,580 |
+22,580 |
$2,118 | | TJX | 22,580 | +22,580 | $2,118 | | WHEATON PRECIOUS METALS CORP |
42,590 |
+15,380 |
$2,101 | | WPM | 42,590 | +15,380 | $2,101 | | SUNCOR ENERGY INC NEW |
62,845 |
-3,620 |
$2,013 | | SU | 62,845 | -3,620 | $2,013 | | AMAZON COM INC |
12,500 |
-2,500 |
$1,899 | | AMZN | 12,500 | -2,500 | $1,899 | | NUTRIEN LTD |
31,230 |
+1,400 |
$1,760 | | NTR | 31,230 | +1,400 | $1,760 | | XPO INC |
19,510 |
+8,410 |
$1,709 | | XPO | 19,510 | +8,410 | $1,709 | | HOWMET AEROSPACE INC |
30,000 |
+4,790 |
$1,624 | | HWM | 30,000 | +4,790 | $1,624 |
See Full List: All Stocks Held By PCJ Investment Counsel Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By PCJ Investment Counsel Ltd.
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