Pcj Investment Counsel Ltd. Top Holdings and 13F Report (2024) About Pcj Investment Counsel Ltd.Investment ActivityPcj Investment Counsel Ltd. has $296.18 million in total holdings as of March 31, 2024.Pcj Investment Counsel Ltd. owns shares of 69 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 18.55% of the portfolio was purchased this quarter.About 25.30% of the portfolio was sold this quarter.This quarter, Pcj Investment Counsel Ltd. has purchased 70 new stocks and bought additional shares in 25 stocks.Pcj Investment Counsel Ltd. sold shares of 30 stocks and completely divested from 15 stocks this quarter.Largest Holdings Brookfield Business Partners $38,040,561CRH PLC $23,349,272Brookfield Infrastructure Partners $18,562,702Brookfield $15,908,290RB Global $12,946,060 Largest New Holdings this Quarter Bank of Montreal $4,269,974 HoldingBerry Global Group $3,750,860 HoldingBank of America $3,296,250 HoldingCanadian National Railway $3,202,756 HoldingAmazon.com $2,742,375 Holding Largest Purchases this Quarter Brookfield 113,840 shares (about $6.54M)Enbridge 135,962 shares (about $5.76M)Bank of Montreal 44,040 shares (about $4.27M)Berry Global Group 58,000 shares (about $3.75M)Bank of America 75,000 shares (about $3.30M) Largest Sales this Quarter Canadian Pacific Kansas City 106,370 shares (about $7.69M)Rogers Communications 208,820 shares (about $6.41M)RB Global 64,120 shares (about $5.78M)IAMGOLD 719,140 shares (about $3.71M)Carvana 17,800 shares (about $3.62M) 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 PortfolioSectorBBUBrookfield Business Partners$38,040,561$2,344,564 ▲6.6%1,618,65512.8%Business ServicesCRH PLC$23,349,272$1,446,088 ▼-5.8%252,3707.9%ORDBIPBrookfield Infrastructure Partners$18,562,702$1,954,704 ▼-9.5%584,2206.3%FinanceBNBrookfield$15,908,290$6,535,074 ▲69.7%277,1205.4%FinanceRBARB Global$12,946,060$5,783,067 ▼-30.9%143,5404.4%Business ServicesEFXTEnerflex$9,620,288$2,685,818 ▼-21.8%967,6103.2%Oils/EnergyRYRoyal Bank of Canada$9,293,976$78,273 ▼-0.8%77,1803.1%FinanceENBEnbridge$9,183,303$5,763,653 ▲168.5%216,6303.1%Oils/EnergyURIUnited Rentals$7,812,240$1,493,413 ▲23.6%11,0902.6%ConstructionCIGIColliers International Group$7,000,708$1,021,446 ▲17.1%51,5402.4%FinanceSHOPShopify$6,986,743$75,469 ▲1.1%65,7302.4%Computer and TechnologySUSuncor Energy$6,663,634$52,764 ▼-0.8%186,9102.2%Oils/EnergyCVNACarvana$6,639,704$3,619,808 ▼-35.3%32,6502.2%Retail/WholesaleMFCManulife Financial$4,469,717$3,115,096 ▼-41.1%145,6811.5%FinancePHParker-Hannifin$4,452,210$407,059 ▲10.1%7,0001.5%Industrial ProductsBMOBank of Montreal$4,269,974$4,269,974 ▲New Holding44,0401.4%FinanceTACTransAlta$4,159,784$653,277 ▲18.6%294,5001.4%UtilitiesMAGMAG Silver$3,799,070$1,211,854 ▼-24.2%279,9801.3%Basic MaterialsBERYBerry Global Group$3,750,860$3,750,860 ▲New Holding58,0001.3%Industrial ProductsCNQCanadian Natural Resources$3,660,967$88,495 ▼-2.4%118,7301.2%Oils/EnergyXPOXPO$3,638,101$1,661,671 ▼-31.4%27,7401.2%TransportationBNSBank of Nova Scotia$3,437,693$1,061,609 ▲44.7%64,1001.2%FinanceBACBank of America$3,296,250$3,296,250 ▲New Holding75,0001.1%FinanceDSGXThe Descartes Systems Group$3,244,914$110,170 ▼-3.3%28,5701.1%Computer and TechnologyCNICanadian National Railway$3,202,756$3,202,756 ▲New Holding31,5801.1%TransportationGEGeneral Electric$3,152,331$31,690 ▼-1.0%18,9001.1%TransportationCMCanadian Imperial Bank of Commerce$3,092,488$97,292 ▼-3.1%48,9501.0%FinanceTDToronto-Dominion Bank$2,945,175$1,656,827 ▼-36.0%55,3901.0%FinanceAERAerCap$2,914,065$2,249,907 ▼-43.6%30,4501.0%TransportationDCBODocebo$2,849,976$302,303 ▲11.9%63,6361.0%Computer and TechnologyCVECenovus Energy$2,843,469$1,041,490 ▼-26.8%187,8101.0%Oils/EnergyOROsisko Gold Royalties$2,808,263$1,390,568 ▼-33.1%155,2800.9%Basic MaterialsCPCanadian Pacific Kansas City$2,744,995$7,691,916 ▼-73.7%37,9600.9%TransportationAMZNAmazon.com$2,742,375$2,742,375 ▲New Holding12,5000.9%Retail/WholesaleHBMHudbay Minerals$2,699,870$286,538 ▲11.9%333,2700.9%Basic MaterialsSLFSun Life Financial$2,692,201$751,919 ▲38.8%45,4000.9%FinanceCAECAE$2,449,476$2,449,476 ▲New Holding96,5900.8%AerospaceSILVSilverCrest Metals$2,328,336$503,978 ▲27.6%255,6200.8%Basic MaterialsAEMAgnico Eagle Mines$2,251,072$203,151 ▼-8.3%28,8100.8%Basic MaterialsXPOFXponential Fitness$2,192,350$2,192,350 ▲New Holding163,0000.7%Consumer DiscretionaryEQXEquinox Gold$2,110,276$2,110,276 ▲New Holding419,5200.7%Basic MaterialsWPMWheaton Precious Metals$2,038,347$272,642 ▲15.4%36,2600.7%Basic MaterialsLSPDLightspeed Commerce$1,874,155$473,031 ▲33.8%123,0600.6%Business ServicesKGCKinross Gold$1,871,576$1,284,077 ▼-40.7%201,7800.6%Basic MaterialsFORTUNA MNG CORP$1,785,281$759,707 ▲74.1%416,4600.6%COM NEWPBAPembina Pipeline$1,759,015$743,532 ▲73.2%47,6700.6%Oils/EnergyCGAUCenterra Gold$1,655,025$815,100 ▼-33.0%291,2080.6%Basic MaterialsDNNDenison Mines$1,611,532$171,002 ▲11.9%888,6900.5%Basic MaterialsCMGChipotle Mexican Grill$1,507,500$1,507,500 ▲New Holding25,0000.5%Retail/WholesaleWFCWells Fargo & Company$1,464,504$1,464,504 ▲New Holding20,8500.5%FinanceTRIThomson Reuters$1,455,513$240,554 ▲19.8%9,0760.5%Business ServicesTRPTC Energy$1,427,020$606,926 ▼-29.8%30,6600.5%Oils/EnergyASTLAlgoma Steel Group$1,412,889$382,203 ▼-21.3%144,4300.5%Basic MaterialsNXENexGen Energy$1,370,590$145,496 ▲11.9%208,0900.5%Basic MaterialsGFLGFL Environmental$1,325,853$2,607,630 ▼-66.3%29,7800.4%Business ServicesSKESkeena Resources$1,212,654$128,882 ▲11.9%139,6300.4%Oils/EnergyGIBCGI$1,197,656$36,061 ▲3.1%10,9600.4%Computer and TechnologyAGIAlamos Gold$1,193,057$322,816 ▼-21.3%64,7500.4%Basic MaterialsRCIRogers Communications$1,188,489$6,411,270 ▼-84.4%38,7100.4%Consumer DiscretionaryIAGIAMGOLD$1,155,099$3,712,361 ▼-76.3%223,7600.4%Basic MaterialsCCJCameco$1,058,863$262,405 ▲32.9%20,6200.4%Basic MaterialsJBHTJ.B. Hunt Transport Services$1,023,960$1,023,960 ▲New Holding6,0000.3%TransportationPDSPrecision Drilling$999,353$106,288 ▲11.9%16,3600.3%Oils/EnergyPAASPan American Silver$973,238$973,238 ▲New Holding48,1700.3%Basic MaterialsTECKTeck Resources$864,096$194,766 ▼-18.4%21,3400.3%Basic MaterialsBIRKENSTOCK HOLDING PLC$708,250$708,250 ▲New Holding12,5000.2%COM SHSUALUnited Airlines$679,700$679,700 ▲New Holding7,0000.2%TransportationMEOHMethanex$588,892$20,462 ▲3.6%11,8000.2%Basic MaterialsEROEro Copper$566,467$770,594 ▼-57.6%42,0700.2%Basic MaterialsUBERUber Technologies$0$4,354,770 ▼-100.0%00.0%Computer and TechnologyGOLDBarrick Gold$0$2,450,130 ▼-100.0%00.0%Basic MaterialsMSFTMicrosoft$0$2,246,166 ▼-100.0%00.0%Computer and TechnologyFDXFedEx$0$1,669,448 ▼-100.0%00.0%TransportationUNPUnion Pacific$0$1,370,429 ▼-100.0%00.0%TransportationEFXEquifax$0$1,175,440 ▼-100.0%00.0%Business ServicesTRUTransUnion$0$1,163,217 ▼-100.0%00.0%Business ServicesLENLennar$0$1,124,880 ▼-100.0%00.0%ConstructionBURLBurlington Stores$0$1,074,998 ▼-100.0%00.0%Retail/WholesaleFNVFranco-Nevada$0$1,033,254 ▼-100.0%00.0%Basic MaterialsWFGWest Fraser Timber$0$973,600 ▼-100.0%00.0%Basic MaterialsBLDRBuilders FirstSource$0$969,300 ▼-100.0%00.0%Retail/WholesaleEXKEndeavour Silver$0$784,134 ▼-100.0%00.0%Basic MaterialsNTRNutrien$0$638,554 ▼-100.0%00.0%Basic MaterialsVEREN INC$0$625,760 ▼-100.0%00.0%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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