2026 Q1 Portfolio Activity
In 2026 Q1, PCJ Investment Counsel Ltd. maintained a portfolio of 72 distinct positions. The most significant new addition was BROOKFIELD BUSINESS CORP, now representing 8.80% of the total fund value. They heavily accumulated shares in CENOVUS ENERGY INC, increasing the position by 9.0%. Conversely, PCJ Investment Counsel Ltd. completely exited their position in BROOKFIELD BUSINESS PARTNERS.
Position History
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Total Positions
72
Quarter
2026 Q1
Top Holding
N/A (8.8%)
Top 10 Concentration
42.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 72
PCJ Investment Counsel Ltd. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
BROOKFIELD BUSI...
|
|
Unknown | 8.80% | — |
#1
Prev: #—
|
9.0 |
—
|
978,912 | — |
NEW
|
978,912 | $30,967,615 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
CAE
CAE INC
|
Industrials | 5.80% | 5.72% |
#2
1
Prev: #3
|
4.3 |
—
|
22,108 | 2.9% |
P
S
|
782,693 | $20,405,110 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFXT
ENERFLEX LTD
|
Energy | 3.93% | 3.41% |
#3
3
Prev: #6
|
2.6 |
—
|
-232,834 | -26.0% |
P
S
|
661,252 | $13,835,166 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 3.85% | 3.41% |
#4
3
Prev: #7
|
2.5 |
—
|
2,990 | 3.7% |
P
S
|
83,840 | $13,555,842 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BTE
BAYTEX ENERGY C...
|
Energy | 3.56% | 1.99% |
#5
10
Prev: #15
|
3.9 |
—
|
322,355 | 13.0% |
P
S
|
2,805,993 | $12,548,729 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BYDGF
BOYD GROUP SERV...
|
Unknown | 3.41% | 4.54% |
#6
2
Prev: #4
|
1.9 |
—
|
-21,337 | -18.5% |
P
S
|
93,893 | $11,988,811 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CRH
CRH PLC
|
Basic Materials | 3.37% | 5.78% |
#7
5
Prev: #2
|
1.3 |
—
|
-74,457 | -39.8% |
P
S
|
112,773 | $11,854,698 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVE
CENOVUS ENERGY ...
|
Energy | 3.33% | 1.70% |
#8
11
Prev: #19
|
3.3 |
—
|
36,395 | 9.0% |
P
S
|
442,865 | $11,737,629 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 3.23% | 2.69% |
#9
1
Prev: #10
|
3.3 |
—
|
6,320 | 5.5% |
P
S
|
121,860 | $11,368,232 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 3.01% | 1.58% |
#10
10
Prev: #20
|
4.2 |
—
|
109,374 | 59.5% |
P
S
|
293,154 | $10,584,200 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DNN
DENISON MINES C...
|
Energy | 2.68% | 1.91% |
#11
5
Prev: #16
|
1.6 |
—
|
-259,610 | -8.9% |
P
S
|
2,659,200 | $9,425,889 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SHOP
SHOPIFY INC
|
Technology | 2.52% | 2.82% |
#12
3
Prev: #9
|
3.0 |
—
|
4,150 | 5.9% |
P
S
|
74,860 | $8,884,153 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EQX
EQUINOX GOLD CO...
|
Basic Materials | 2.28% | 3.07% |
#13
5
Prev: #8
|
0.9 |
—
|
-326,555 | -37.0% |
P
S
|
555,385 | $8,022,380 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GFL
GFL ENVIRONMENT...
|
Industrials | 2.23% | — |
#14
Prev: #—
|
4.4 |
—
|
187,807 | — |
NEW
|
187,807 | $7,835,601 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAG
IAMGOLD CORP
|
Basic Materials | 2.15% | 2.62% |
#15
4
Prev: #11
|
0.9 |
—
|
-238,730 | -37.2% |
P
S
|
403,320 | $7,586,541 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ENB
ENBRIDGE INC
|
Energy | 1.90% | 1.32% |
#16
12
Prev: #28
|
2.8 |
—
|
12,230 | 11.0% |
P
S
|
123,540 | $6,698,243 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TGB
TASEKO MINES LT...
|
Basic Materials | 1.87% | 1.33% |
#17
9
Prev: #26
|
2.7 |
—
|
67,690 | 7.1% |
P
S
|
1,017,980 | $6,594,600 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.82% | 0.79% |
#18
27
Prev: #45
|
3.7 |
—
|
30,110 | 93.7% |
P
S
|
62,260 | $6,409,378 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.77% | 1.00% |
#19
18
Prev: #37
|
2.7 |
—
|
8,000 | 6.7% |
P
S
|
127,800 | $6,234,550 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.76% | 1.35% |
#20
4
Prev: #24
|
1.2 |
—
|
-1,690 | -5.3% |
P
S
|
30,480 | $6,188,108 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 1.67% | 1.34% |
#21
4
Prev: #25
|
1.2 |
—
|
1,450 | 3.5% |
P
S
|
43,300 | $5,865,963 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ERO
ERO COPPER CORP
|
Basic Materials | 1.60% | 0.65% |
#22
26
Prev: #48
|
3.6 |
—
|
118,640 | 127.3% |
P
S
|
211,859 | $5,646,689 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 1.58% | 0.12% |
#23
38
Prev: #61
|
3.6 |
—
|
53,480 | 981.3% |
P
S
|
58,930 | $5,577,193 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BEP
BROOKFIELD RENE...
|
Utilities | 1.58% | — |
#24
Prev: #—
|
4.1 |
—
|
170,580 | — |
NEW
|
170,580 | $5,565,664 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 1.56% | 0.83% |
#25
19
Prev: #44
|
2.6 |
—
|
8,030 | 10.7% |
P
S
|
83,210 | $5,504,716 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ORLA
ORLA MNG LTD NE...
|
Basic Materials | 1.39% | 1.72% |
#26
8
Prev: #18
|
0.6 |
—
|
-212,300 | -41.0% |
P
S
|
305,180 | $4,908,473 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ARMN
ARIS MINING COR...
|
Unknown | 1.37% | — |
#27
Prev: #—
|
4.0 |
—
|
259,765 | — |
NEW
|
259,765 | $4,824,246 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PPTA
PERPETUA RESOUR...
|
Basic Materials | 1.31% | — |
#28
Prev: #—
|
4.0 |
—
|
164,070 | — |
NEW
|
164,070 | $4,624,232 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CGAU
CENTERRA GOLD I...
|
Basic Materials | 1.29% | 0.52% |
#29
21
Prev: #50
|
3.5 |
—
|
109,290 | 74.9% |
P
S
|
255,270 | $4,527,863 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 1.27% | 1.32% |
#30
3
Prev: #27
|
0.5 |
—
|
-40,775 | -29.1% |
P
S
|
99,545 | $4,458,991 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 1.20% | 0.94% |
#31
8
Prev: #39
|
1.0 |
—
|
2,020 | 3.9% |
P
S
|
53,730 | $4,228,987 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SKE
SKEENA RES LTD ...
|
Basic Materials | 1.20% | 0.84% |
#32
10
Prev: #42
|
1.0 |
—
|
-980 | -0.7% |
P
S
|
141,490 | $4,214,684 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NXE
NEXGEN ENERGY L...
|
Energy | 1.17% | 1.15% |
#33
Prev: #33
|
0.5 |
—
|
-151,790 | -30.0% |
P
S
|
354,400 | $4,112,649 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.16% | 3.79% |
#34
29
Prev: #5
|
0.5 |
—
|
-233,070 | -69.8% |
P
S
|
101,020 | $4,094,301 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WPM
WHEATON PRECIOU...
|
Basic Materials | 1.12% | 0.83% |
#35
8
Prev: #43
|
2.4 |
—
|
1,600 | 5.6% |
P
S
|
29,990 | $3,937,328 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TFII
TRANSFORCE INC
|
Industrials | 1.11% | 0.22% |
#36
23
Prev: #59
|
3.4 |
—
|
27,280 | 312.1% |
P
S
|
36,020 | $3,921,492 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 1.10% | 1.14% |
#37
3
Prev: #34
|
0.9 |
—
|
-10,910 | -10.3% |
P
S
|
94,970 | $3,881,873 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EXK
ENDEAVOUR SILVE...
|
Basic Materials | 1.10% | 1.31% |
#38
9
Prev: #29
|
0.4 |
—
|
-148,400 | -26.4% |
P
S
|
413,240 | $3,856,572 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 0.99% | 0.96% |
#39
1
Prev: #38
|
0.9 |
—
|
-6,200 | -5.8% |
P
S
|
100,761 | $3,471,632 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HBM
HUDBAY MINERALS...
|
Basic Materials | 0.96% | — |
#40
Prev: #—
|
3.9 |
—
|
161,660 | — |
NEW
|
161,660 | $3,385,848 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CCJ
CAMECO CORP
|
Energy | 0.95% | 0.51% |
#41
10
Prev: #51
|
2.9 |
—
|
8,440 | 37.5% |
P
S
|
30,930 | $3,357,560 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TECK
TECK RESOURCES ...
|
Basic Materials | 0.95% | 0.35% |
#42
13
Prev: #55
|
3.4 |
—
|
34,730 | 116.9% |
P
S
|
64,430 | $3,333,988 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ALMTF
ALMONTY INDS IN...
|
Unknown | 0.83% | — |
#43
Prev: #—
|
3.8 |
—
|
200,000 | — |
NEW
|
200,000 | $2,910,482 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FTS
FORTIS INC
|
Utilities | 0.79% | — |
#44
Prev: #—
|
3.8 |
—
|
49,670 | — |
NEW
|
49,670 | $2,771,636 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KGC
KINROSS GOLD CO...
|
Basic Materials | 0.76% | 0.64% |
#45
4
Prev: #49
|
0.8 |
—
|
-3,560 | -3.9% |
P
S
|
87,620 | $2,679,310 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CLS
CELESTICA INC
|
Technology | 0.75% | 0.34% |
#46
10
Prev: #56
|
3.3 |
—
|
4,770 | 103.5% |
P
S
|
9,380 | $2,646,539 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FSM
FORTUNA MNG COR...
|
Basic Materials | 0.73% | 1.18% |
#47
15
Prev: #32
|
0.3 |
—
|
-228,190 | -46.9% |
P
S
|
258,330 | $2,568,747 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KNX
KNIGHT-SWIFT TR...
|
Industrials | 0.73% | 0.38% |
#48
4
Prev: #52
|
3.3 |
—
|
14,950 | 50.4% |
P
S
|
44,610 | $2,568,644 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
USAS
AMERICAS GOLD A...
|
Basic Materials | 0.68% | 1.09% |
#49
14
Prev: #35
|
0.3 |
—
|
-402,840 | -46.8% |
P
S
|
458,250 | $2,392,013 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LSPD
LIGHTSPEED COMM...
|
Technology | 0.64% | 0.37% |
#50
3
Prev: #53
|
3.3 |
—
|
128,270 | 104.6% |
P
S
|
250,900 | $2,244,117 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 72 holdings