PCJ Investment Counsel Ltd. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$296.2B
Holdings
69
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BBUBROOKFIELD BUSINESS PARTNERS | 1,618,655 | $38.0B | 12.84% | |
| 2 | RHCRH PLC | 252,370 | $23.3B | 7.88% | |
| 3 | BIPBROOKFIELD INFRAST PARTNERS | 584,220 | $18.6B | 6.27% | |
| 4 | BNBROOKFIELD CORP | 277,120 | $15.9B | 5.37% | |
| 5 | RBARB GLOBAL INC | 143,540 | $12.9B | 4.37% | |
| 6 | EFXENERFLEX LTD | 967,610 | $9.6B | 3.25% | |
| 7 | RYROYAL BK CDA | 77,180 | $9.3B | 3.14% | |
| 8 | ENBENBRIDGE INC | 216,630 | $9.2B | 3.10% | |
| 9 | URIUNITED RENTALS INC | 11,090 | $7.8B | 2.64% | |
| 10 | CIGICOLLIERS INTL GROUP INC | 51,540 | $7.0B | 2.36% | |
| 11 | SHOPSHOPIFY INC | 65,730 | $7.0B | 2.36% | |
| 12 | SUSUNCOR ENERGY INC NEW | 186,910 | $6.7B | 2.25% | |
| 13 | CVNACARVANA CO | 32,650 | $6.6B | 2.24% | |
| 14 | MFCMANULIFE FINL CORP | 145,681 | $4.5B | 1.51% | |
| 15 | PHPARKER-HANNIFIN CORP | 7,000 | $4.5B | 1.50% | |
| 16 | BMOBANK MONTREAL QUE | 44,040 | $4.3B | 1.44% | |
| 17 | TACTRANSALTA CORP | 294,500 | $4.2B | 1.40% | |
| 18 | MQ8MAG SILVER CORP | 279,980 | $3.8B | 1.28% | |
| 19 | BERYEURBERRY GLOBAL GROUP INC | 58,000 | $3.8B | 1.27% | |
| 20 | CRCCANADIAN NAT RES LTD | 118,730 | $3.7B | 1.24% | |
| 21 | XPOXPO INC | 27,740 | $3.6B | 1.23% | |
| 22 | BNSBANK NOVA SCOTIA HALIFAX | 64,100 | $3.4B | 1.16% | |
| 23 | BACBANK AMERICA CORP | 75,000 | $3.3B | 1.11% | |
| 24 | DSGDESCARTES SYS GROUP INC | 28,570 | $3.2B | 1.10% | |
| 25 | CNRCANADIAN NATL RY CO | 31,580 | $3.2B | 1.08% | |
| 26 | GEGE AEROSPACE | 18,900 | $3.2B | 1.06% | |
| 27 | CMCANADIAN IMPERIAL BK COMM | 48,950 | $3.1B | 1.04% | |
| 28 | TDTORONTO DOMINION BK ONT | 55,390 | $2.9B | 0.99% | |
| 29 | AERAERCAP HOLDINGS NV | 30,450 | $2.9B | 0.98% | |
| 30 | DCBODOCEBO INC | 63,636 | $2.8B | 0.96% | |
| 31 | CVECENOVUS ENERGY INC | 187,810 | $2.8B | 0.96% | |
| 32 | OREUROSISKO GOLD ROYALTIES LTD | 155,280 | $2.8B | 0.95% | |
| 33 | CPCANADIAN PACIFIC KANSAS CITY | 37,960 | $2.7B | 0.93% | |
| 34 | AMZNAMAZON COM INC | 12,500 | $2.7B | 0.93% | |
| 35 | HBMHUDBAY MINERALS INC | 333,270 | $2.7B | 0.91% | |
| 36 | LIESUN LIFE FINANCIAL INC. | 45,400 | $2.7B | 0.91% | |
| 37 | CAECAE INC | 96,590 | $2.4B | 0.83% | |
| 38 | SIL1EURSILVERCREST METALS INC | 255,620 | $2.3B | 0.79% | |
| 39 | AEMAGNICO EAGLE MINES LTD | 28,810 | $2.3B | 0.76% | |
| 40 | XPOFXPONENTIAL FITNESS INC | 163,000 | $2.2B | 0.74% | |
| 41 | EQXEQUINOX GOLD CORP | 419,520 | $2.1B | 0.71% | |
| 42 | WPMWHEATON PRECIOUS METALS CORP | 36,260 | $2.0B | 0.69% | |
| 43 | LSPDLIGHTSPEED COMMERCE INC | 123,060 | $1.9B | 0.63% | |
| 44 | KGCKINROSS GOLD CORP | 201,780 | $1.9B | 0.63% | |
| 45 | FVIFORTUNA MNG CORP | 416,460 | $1.8B | 0.60% | |
| 46 | PPLPEMBINA PIPELINE CORP | 47,670 | $1.8B | 0.59% | |
| 47 | CGCENTERRA GOLD INC | 291,208 | $1.7B | 0.56% | |
| 48 | DMLDENISON MINES CORP | 888,690 | $1.6B | 0.54% | |
| 49 | CMGCHIPOTLE MEXICAN GRILL INC | 25,000 | $1.5B | 0.51% | |
| 50 | WFCWELLS FARGO CO NEW | 20,850 | $1.5B | 0.49% | |
| 51 | TRITHOMSON REUTERS CORP | 9,076 | $1.5B | 0.49% | |
| 52 | TRPTC ENERGY CORP | 30,660 | $1.4B | 0.48% | |
| 53 | ASTLALGOMA STL GROUP INC | 144,430 | $1.4B | 0.48% | |
| 54 | NXENEXGEN ENERGY LTD | 208,090 | $1.4B | 0.46% | |
| 55 | GFLGFL ENVIRONMENTAL INC | 29,780 | $1.3B | 0.45% | |
| 56 | SKE.TOSKEENA RES LTD NEW | 139,630 | $1.2B | 0.41% | |
| 57 | GIB/ACGI INC | 10,960 | $1.2B | 0.40% | |
| 58 | AGIALAMOS GOLD INC NEW | 64,750 | $1.2B | 0.40% | |
| 59 | RCI/BROGERS COMMUNICATIONS INC | 38,710 | $1.2B | 0.40% | |
| 60 | IMGIAMGOLD CORP | 223,760 | $1.2B | 0.39% | |
| 61 | CCOCAMECO CORP | 20,620 | $1.1B | 0.36% | |
| 62 | JBHTHUNT J B TRANS SVCS INC | 6,000 | $1.0B | 0.35% | |
| 63 | PDSPRECISION DRILLING CORP | 16,360 | $999.4M | 0.34% | |
| 64 | PAASPAN AMERN SILVER CORP | 48,170 | $973.2M | 0.33% | |
| 65 | TECK/BTECK RESOURCES LTD | 21,340 | $864.1M | 0.29% | |
| 66 | BIRKBIRKENSTOCK HOLDING PLC | 12,500 | $708.3M | 0.24% | |
| 67 | UALUNITED AIRLS HLDGS INC | 7,000 | $679.7M | 0.23% | |
| 68 | MEOHMETHANEX CORP | 11,800 | $588.9M | 0.20% | |
| 69 | EROERO COPPER CORP | 42,070 | $566.5M | 0.19% |