PCJ Investment Counsel Ltd. Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$255.7B
Holdings
64
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BBUBROOKFIELD BUSINESS PARTNERS | 1,305,154 | $30.6B | 11.96% | |
| 2 | RHCRH PLC | 193,640 | $17.0B | 6.66% | |
| 3 | RBARB GLOBAL INC | 160,300 | $16.1B | 6.29% | |
| 4 | EFXENERFLEX LTD | 1,349,730 | $10.4B | 4.08% | |
| 5 | BIPBROOKFIELD INFRAST PARTNERS | 305,430 | $9.1B | 3.56% | |
| 6 | BERYEURBERRY GLOBAL GROUP INC | 119,460 | $8.3B | 3.26% | |
| 7 | CRCCANADIAN NAT RES LTD | 268,230 | $8.3B | 3.23% | |
| 8 | CAECAE INC | 334,100 | $8.2B | 3.21% | |
| 9 | RYROYAL BK CDA | 70,540 | $7.9B | 3.11% | |
| 10 | SHOPSHOPIFY INC | 66,480 | $6.3B | 2.47% | |
| 11 | MQ8MAG SILVER CORP | 391,930 | $6.0B | 2.33% | |
| 12 | TDTORONTO DOMINION BK ONT | 99,420 | $6.0B | 2.33% | |
| 13 | BMOBANK MONTREAL QUE | 56,870 | $5.4B | 2.12% | |
| 14 | KGCKINROSS GOLD CORP | 420,230 | $5.3B | 2.07% | |
| 15 | AERAERCAP HOLDINGS NV | 51,360 | $5.2B | 2.05% | |
| 16 | RCI/BROGERS COMMUNICATIONS INC | 187,150 | $5.0B | 1.96% | |
| 17 | NGDNEW GOLD INC CDA | 1,334,850 | $4.9B | 1.93% | |
| 18 | BNBROOKFIELD CORP | 93,230 | $4.9B | 1.91% | |
| 19 | ENBENBRIDGE INC | 103,370 | $4.6B | 1.79% | |
| 20 | OREUROSISKO GOLD ROYALTIES LTD | 201,220 | $4.2B | 1.66% | |
| 21 | MFCMANULIFE FINL CORP | 131,951 | $4.1B | 1.61% | |
| 22 | AEMAGNICO EAGLE MINES LTD | 34,450 | $3.7B | 1.46% | |
| 23 | CVNACARVANA CO | 17,480 | $3.7B | 1.43% | |
| 24 | IMGIAMGOLD CORP | 584,140 | $3.6B | 1.43% | |
| 25 | DSGDESCARTES SYS GROUP INC | 35,710 | $3.6B | 1.41% | |
| 26 | CPCANADIAN PACIFIC KANSAS CITY | 44,440 | $3.1B | 1.22% | |
| 27 | EQXEQUINOX GOLD CORP | 431,330 | $3.0B | 1.16% | |
| 28 | WPMWHEATON PRECIOUS METALS CORP | 36,530 | $2.8B | 1.11% | |
| 29 | FVIFORTUNA MNG CORP | 430,700 | $2.6B | 1.02% | |
| 30 | WCNWASTE CONNECTIONS INC | 13,210 | $2.6B | 1.01% | |
| 31 | SUSUNCOR ENERGY INC NEW | 64,000 | $2.5B | 0.97% | |
| 32 | TRPTC ENERGY CORP | 49,750 | $2.3B | 0.92% | |
| 33 | GILGILDAN ACTIVEWEAR INC | 49,080 | $2.2B | 0.85% | |
| 34 | PPLPEMBINA PIPELINE CORP | 53,800 | $2.2B | 0.84% | |
| 35 | TSATTELESAT CORP | 112,800 | $2.1B | 0.82% | |
| 36 | CNRCANADIAN NATL RY CO | 20,960 | $2.0B | 0.80% | |
| 37 | DMLDENISON MINES CORP | 1,552,420 | $2.0B | 0.79% | |
| 38 | AGFIRST MAJESTIC SILVER CORP | 300,470 | $2.0B | 0.79% | |
| 39 | DCBODOCEBO INC | 68,614 | $2.0B | 0.77% | |
| 40 | CVLGCOVENANT LOGISTICS GROUP INC | 86,000 | $1.9B | 0.75% | |
| 41 | CMCANADIAN IMPERIAL BK COMM | 32,500 | $1.8B | 0.72% | |
| 42 | AGIALAMOS GOLD INC NEW | 62,180 | $1.7B | 0.65% | |
| 43 | BNSBANK NOVA SCOTIA HALIFAX | 34,510 | $1.6B | 0.64% | |
| 44 | PAASPAN AMERN SILVER CORP | 58,000 | $1.5B | 0.59% | |
| 45 | SKE.TOSKEENA RES LTD NEW | 146,260 | $1.5B | 0.58% | |
| 46 | NXENEXGEN ENERGY LTD | 322,140 | $1.4B | 0.56% | |
| 47 | GFLGFL ENVIRONMENTAL INC | 28,780 | $1.4B | 0.54% | |
| 48 | TRITHOMSON REUTERS CORP | 7,946 | $1.4B | 0.54% | |
| 49 | OLAORLA MNG LTD NEW | 146,630 | $1.4B | 0.54% | |
| 50 | TTELUS CORPORATION | 95,380 | $1.4B | 0.54% | |
| 51 | NTRNUTRIEN LTD | 23,710 | $1.2B | 0.46% | |
| 52 | SCHWSCHWAB CHARLES CORP | 15,000 | $1.2B | 0.46% | |
| 53 | XPOXPO INC | 10,500 | $1.1B | 0.44% | |
| 54 | LSPDLIGHTSPEED COMMERCE INC | 126,420 | $1.1B | 0.43% | |
| 55 | GIB/ACGI INC | 10,810 | $1.1B | 0.42% | |
| 56 | CVECENOVUS ENERGY INC | 77,300 | $1.1B | 0.42% | |
| 57 | CGCENTERRA GOLD INC | 165,710 | $1.1B | 0.41% | |
| 58 | GEGE AEROSPACE | 5,000 | $1.0B | 0.39% | |
| 59 | PHPARKER-HANNIFIN CORP | 1,500 | $911.8M | 0.36% | |
| 60 | CCOCAMECO CORP | 20,450 | $842.0M | 0.33% | |
| 61 | PDSPRECISION DRILLING CORP | 16,830 | $782.5M | 0.31% | |
| 62 | TECK/BTECK RESOURCES LTD | 21,170 | $771.3M | 0.30% | |
| 63 | HBMHUDBAY MINERALS INC | 50,080 | $379.7M | 0.15% | |
| 64 | ASTLALGOMA STL GROUP INC | 50,080 | $271.8M | 0.11% |