Pcj Investment Counsel Ltd. Portfolio Holdings by Sector
Pcj Investment Counsel Ltd.
- $279 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Conglomerates | Industrials
BBU 1 stocks |
$43,634
15.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
IAG EQX AEM SAND NGD KGC WPM ORLA 9 stocks |
$43,402
15.57% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
RY TD BMO CM BNS C 6 stocks |
$38,059
13.65% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP DSGX LSPD 3 stocks |
$16,118
5.78% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CAE 1 stocks |
$15,820
5.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
DNN NXE CCJ 3 stocks |
$12,030
4.32% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS AG 2 stocks |
$11,695
4.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB PBA 2 stocks |
$10,495
3.76% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVE SU 2 stocks |
$10,073
3.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
COF 1 stocks |
$9,683
3.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$9,166
3.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$6,447
2.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$5,561
1.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Precious Metals & Mining | Basic Materials
EXK 1 stocks |
$5,309
1.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
MEOH 1 stocks |
$4,680
1.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SKE TECK 2 stocks |
$4,295
1.54% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
TGB ERO 2 stocks |
$3,767
1.35% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CNQ 1 stocks |
$3,701
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$3,292
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$3,219
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
TSAT 1 stocks |
$2,955
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN 1 stocks |
$2,695
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$2,683
0.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$2,356
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$2,227
0.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$1,649
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
SLF 1 stocks |
$1,544
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
RCI 1 stocks |
$1,310
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 1 stocks |
$918
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|