Holders — by stockHoldings — by fund
PCJ Investment Counsel Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001426318
$347.9M
disclosed book value
62
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 62 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BBUCBROOKFIELD BUSINESS CORP | 781,064 | $23.3M | 6.7% |
| 2 | RYROYAL BK CDA | 81,100 | $16.8M | 4.8% |
| 3 | EFXTENERFLEX LTD | 604,197 | $14.8M | 4.3% |
| 4 | TDTORONTO DOMINION BK ONT | 111,100 | $13.5M | 3.9% |
| 5 | BTEBAYTEX ENERGY CORP | 3.3M | $13.4M | 3.8% |
| 6 | CRH PLC | 107,410 | $11.5M | 3.3% |
| 7 | HBMHUDBAY MINERALS INC | 475,210 | $11.2M | 3.2% |
| 8 | BROOKFIELD INFRASTRUCTURE PA | 295,980 | $10.8M | 3.1% |
| 9 | CVECENOVUS ENERGY INC | 368,790 | $9.2M | 2.6% |
| 10 | TACTRANSALTA CORP | 653,290 | $9.0M | 2.6% |
| 11 | SHOPSHOPIFY INC | 77,170 | $8.8M | 2.5% |
| 12 | BNSBANK NOVA SCOTIA B C | 99,350 | $8.6M | 2.5% |
| 13 | CAECAE INC | 339,091 | $8.5M | 2.4% |
| 14 | BMOBANK MONTREAL MEDIUM | 46,780 | $8.2M | 2.4% |
| 15 | CNICANADIAN NATL RY CO | 64,960 | $7.7M | 2.2% |
| 16 | DNNDENISON MINES CORP | 2.4M | $7.5M | 2.2% |
| 17 | BNBROOKFIELD CORP | 174,760 | $7.4M | 2.1% |
| 18 | JETSETF SER SOLUTIONS | 210,000 | $7.0M | 2% |
| 19 | ENBENBRIDGE INC | 127,750 | $6.9M | 2% |
| 20 | CMCANADIAN IMPERIAL BANK OF CO | 54,710 | $6.3M | 1.8% |
| 21 | IAGIAMGOLD CORP | 390,780 | $6.2M | 1.8% |
| 22 | CLSCELESTICA INC | 16,658 | $6.1M | 1.7% |
| 23 | ALMALMONTY INDS INC | 366,557 | $6.1M | 1.7% |
| 24 | TGBTREKOR METALS LTD | 832,000 | $5.7M | 1.6% |
| 25 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 73,320 | $5.7M | 1.6% |
| 26 | EROERO COPPER CORP | 197,379 | $5.3M | 1.5% |
| 27 | CNQCANADIAN NAT RES LTD MED TER | 132,430 | $5.2M | 1.5% |
| 28 | MFCMANULIFE FINL CORP | 122,261 | $5.0M | 1.4% |
| 29 | CPCANADIAN PACIFIC KANSAS CITY | 56,500 | $4.9M | 1.4% |
| 30 | SUSUNCOR ENERGY INC NEW | 87,760 | $4.7M | 1.4% |
| 31 | AEMAGNICO EAGLE MINES LTD | 29,440 | $4.6M | 1.3% |
| 32 | PBAPEMBINA PIPELINE CORP | 97,870 | $4.5M | 1.3% |
| 33 | OGCOCEANAGOLD CORP | 166,270 | $4.2M | 1.2% |
| 34 | LSPDLIGHTSPEED COMMERCE INC | 397,910 | $4.2M | 1.2% |
| 35 | SKESKEENA RES LTD NEW | 142,580 | $3.8M | 1.1% |
| 36 | PPTAPERPETUA RESOURCES CORP | 180,390 | $3.7M | 1.1% |
| 37 | EXKENDEAVOUR SILVER CORP | 416,430 | $3.5M | 1% |
| 38 | BBARRICK MNG CORP | 91,810 | $3.4M | 1% |
| 39 | TRITHOMSON REUTERS CORP | 41,040 | $3.3M | 1% |
| 40 | FSMFORTUNA MNG CORP | 391,330 | $3.3M | 1% |
| 41 | CCJCAMECO CORP | 32,010 | $3.3M | 0.9% |
| 42 | WPMWHEATON PRECIOUS METALS CORP | 28,710 | $3.2M | 0.9% |
| 43 | EQXEQUINOX GOLD CORP | 329,720 | $3.2M | 0.9% |
| 44 | TECKTECK RESOURCES LTD | 49,251 | $2.9M | 0.8% |
| 45 | TFIITFI INTERNATIONAL INC | 19,600 | $2.8M | 0.8% |
| 46 | NXENEXGEN ENERGY LTD | 283,860 | $2.7M | 0.8% |
| 47 | GFRGREENFIRE RES LTD NEW | 444,657 | $2.5M | 0.7% |
| 48 | ATSATS CORPORATION | 85,640 | $2.5M | 0.7% |
| 49 | ARISARIS MINING CORPORATION | 151,160 | $2.3M | 0.6% |
| 50 | FNVFRANCO NEV CORP | 10,630 | $2.2M | 0.6% |
| 51 | USASAMERICAS GOLD AND SILVER COR | 461,860 | $2.2M | 0.6% |
| 52 | CGAUCENTERRA GOLD INC | 133,940 | $2.1M | 0.6% |
| 53 | FTSFORTIS INC | 34,990 | $2.0M | 0.6% |
| 54 | KGCKINROSS GOLD CORP | 71,670 | $1.7M | 0.5% |
| 55 | TSATTELESAT CORP | 31,180 | $1.6M | 0.5% |
| 56 | RBARB GLOBAL INC | 11,800 | $1.4M | 0.4% |
| 57 | SSMRSUNSHINE SILVER MNG & REFNG | 100,000 | $1.3M | 0.4% |
| 58 | NTRNUTRIEN LTD | 20,700 | $1.3M | 0.4% |
| 59 | DCBODOCEBO INC | 65,500 | $1.2M | 0.3% |
| 60 | GILGILDAN ACTIVEWEAR INC | 22,131 | $1.1M | 0.3% |
| 61 | BGSIBOYD GROUP SERVICES INC | 4,092 | $387,072 | 0.1% |
| 62 | WCNWASTE CONNECTIONS INC | 1,750 | $291,393 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.