Filed: 8/12/2026ACC: 0001426318-26-000005
📋 What this filing means
PCJ INVESTMENT COUNSEL LTD. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $347.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$347.89M
Total AUM (reported)
17.08M
Total Shares
Allocation by class
COM$228.24M65.6%
COM NEW$29.20M8.4%
CL A SUB VTG SH$23.32M6.7%
ORD$11.49M3.3%
LP INT UNIT$10.80M3.1%
CL A SUB VTG SHS$8.82M2.5%
CL A LTD VT SH$7.45M2.1%
Portfolio Concentration
Top 3$54.92M15.8%
4–10$78.56M22.6%
11–25$106.80M30.7%
Rest$107.61M30.9%
Top 3 weight
15.8%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 17.08M
Sole
Full voting authority
17.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:
BROOKFIELD BUSINESS CORP
SOLEShares781.06K
TypeSH
Market value$23.32M
6.70%
Sole
781.06K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares81.10K
TypeSH
Market value$16.78M
4.82%
Sole
81.10K
Shared
0.00
None
0.00
ENERFLEX LTD
SOLEShares604.20K
TypeSH
Market value$14.82M
4.26%
Sole
604.20K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares111.10K
TypeSH
Market value$13.49M
3.88%
Sole
111.10K
Shared
0.00
None
0.00
BAYTEX ENERGY CORP
SOLEShares3.33M
TypeSH
Market value$13.37M
3.84%
Sole
3.33M
Shared
0.00
None
0.00
CRH PLC
SOLEShares107.41K
TypeSH
Market value$11.49M
3.30%
Sole
107.41K
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares475.21K
TypeSH
Market value$11.21M
3.22%
Sole
475.21K
Shared
0.00
None
0.00
BROOKFIELD INFRASTRUCTURE PA
SOLEShares295.98K
TypeSH
Market value$10.80M
3.10%
Sole
295.98K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares368.79K
TypeSH
Market value$9.17M
2.64%
Sole
368.79K
Shared
0.00
None
0.00
TRANSALTA CORP
SOLEShares653.29K
TypeSH
Market value$9.03M
2.60%
Sole
653.29K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares77.17K
TypeSH
Market value$8.82M
2.54%
Sole
77.17K
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares99.35K
TypeSH
Market value$8.61M
2.48%
Sole
99.35K
Shared
0.00
None
0.00
CAE INC
SOLEShares339.09K
TypeSH
Market value$8.48M
2.44%
Sole
339.09K
Shared
0.00
None
0.00
BANK MONTREAL MEDIUM
SOLEShares46.78K
TypeSH
Market value$8.25M
2.37%
Sole
46.78K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares64.96K
TypeSH
Market value$7.74M
2.23%
Sole
64.96K
Shared
0.00
None
0.00
DENISON MINES CORP
SOLEShares2.44M
TypeSH
Market value$7.49M
2.15%
Sole
2.44M
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares174.76K
TypeSH
Market value$7.45M
2.14%
Sole
174.76K
Shared
0.00
None
0.00
ETF SER SOLUTIONS
SOLEShares210K
TypeSH
Market value$6.98M
2.01%
Sole
210K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares127.75K
TypeSH
Market value$6.92M
1.99%
Sole
127.75K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF CO
SOLEShares54.71K
TypeSH
Market value$6.29M
1.81%
Sole
54.71K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares390.78K
TypeSH
Market value$6.18M
1.78%
Sole
390.78K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares16.66K
TypeSH
Market value$6.08M
1.75%
Sole
16.66K
Shared
0.00
None
0.00
ALMONTY INDS INC
SOLEShares366.56K
TypeSH
Market value$6.06M
1.74%
Sole
366.56K
Shared
0.00
None
0.00
TREKOR METALS LTD
SOLEShares832K
TypeSH
Market value$5.73M
1.65%
Sole
832K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares73.32K
TypeSH
Market value$5.71M
1.64%
Sole
73.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROOKFIELD BUSINESS CORPSOLE | CL A SUB VTG SH | 781.06K | SH | $23.32M 6.70% | 781.06K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 81.10K | SH | $16.78M 4.82% | 81.10K | 0.00 | 0.00 |
ENERFLEX LTDSOLE | COM | 604.20K | SH | $14.82M 4.26% | 604.20K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 111.10K | SH | $13.49M 3.88% | 111.10K | 0.00 | 0.00 |
BAYTEX ENERGY CORPSOLE | COM | 3.33M | SH | $13.37M 3.84% | 3.33M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 107.41K | SH | $11.49M 3.30% | 107.41K | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 475.21K | SH | $11.21M 3.22% | 475.21K | 0.00 | 0.00 |
BROOKFIELD INFRASTRUCTURE PASOLE | LP INT UNIT | 295.98K | SH | $10.80M 3.10% | 295.98K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 368.79K | SH | $9.17M 2.64% | 368.79K | 0.00 | 0.00 |
TRANSALTA CORPSOLE | COM | 653.29K | SH | $9.03M 2.60% | 653.29K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 77.17K | SH | $8.82M 2.54% | 77.17K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 99.35K | SH | $8.61M 2.48% | 99.35K | 0.00 | 0.00 |
CAE INCSOLE | COM | 339.09K | SH | $8.48M 2.44% | 339.09K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 46.78K | SH | $8.25M 2.37% | 46.78K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 64.96K | SH | $7.74M 2.23% | 64.96K | 0.00 | 0.00 |
DENISON MINES CORPSOLE | COM | 2.44M | SH | $7.49M 2.15% | 2.44M | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 174.76K | SH | $7.45M 2.14% | 174.76K | 0.00 | 0.00 |
ETF SER SOLUTIONSSOLE | US GLB JETS | 210K | SH | $6.98M 2.01% | 210K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 127.75K | SH | $6.92M 1.99% | 127.75K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 54.71K | SH | $6.29M 1.81% | 54.71K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 390.78K | SH | $6.18M 1.78% | 390.78K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 16.66K | SH | $6.08M 1.75% | 16.66K | 0.00 | 0.00 |
ALMONTY INDS INCSOLE | COM NEW | 366.56K | SH | $6.06M 1.74% | 366.56K | 0.00 | 0.00 |
TREKOR METALS LTDSOLE | COM | 832K | SH | $5.73M 1.65% | 832K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 73.32K | SH | $5.71M 1.64% | 73.32K | 0.00 | 0.00 |
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