PCJ Investment Counsel Ltd.

Name: PCJ Investment Counsel Ltd.: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in TORONTO. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 1426318.

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Reported value$347.9m
Positions62

Holdings: 62 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

PCJ Investment Counsel Ltd., holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Brookfield Business CorpBBUC	CL A SUB VTG SH	113006100	23.3	6.7%	781,064	Reduced−197,848
Royal BK CdaRY	COM	780087102	16.8	4.8%	81,100	Reduced−2,740
Enerflex LtdEFXT	COM	29269R105	14.8	4.3%	604,197	Reduced−57,055
Toronto Dominion BK OntTD	COM NEW	891160509	13.5	3.9%	111,100	Reduced−10,760
Baytex Energy CorpBTE	COM	07317Q105	13.4	3.8%	3,334,828	Added+528,835
CRH plc	ORD	G25508105	11.5	3.3%	107,410	Reduced−5,363
Hudbay Minerals IncHBM	COM	443628102	11.2	3.2%	475,210	Added+313,550
Brookfield Infrastructure Pa	LP INT UNIT	G16252101	10.8	3.1%	295,980	Added+2,826
Cenovus Energy IncCVE	COM	15135U109	9.2	2.6%	368,790	Reduced−74,075
Transalta CorpTAC	COM	89346D107	9.0	2.6%	653,290	New+653,290
Shopify IncSHOP	CL A SUB VTG SHS	82509L107	8.8	2.5%	77,170	Added+2,310
Bank Nova Scotia B CBNS	COM	064149107	8.6	2.5%	99,350	Added+92,610
CAE IncCAE	COM	124765108	8.5	2.4%	339,091	Reduced−443,602
Bank Montreal MediumBMO	COM	063671101	8.2	2.4%	46,780	Added+3,480
Canadian Natl Ry CoCNI	COM	136375102	7.7	2.2%	64,960	Added+2,700
Denison Mines CorpDNN	COM	248356107	7.5	2.2%	2,444,190	Reduced−215,010
Brookfield CorpBN	CL A LTD VT SH	11271J107	7.4	2.1%	174,760	Added+73,740
ETF Ser Solutions	US GLB JETS	26922A842	7.0	2.0%	210,000	New+210,000
Enbridge IncENB	COM	29250N105	6.9	2.0%	127,750	Added+4,210
Canadian Imperial Bank of CoCM	COM	136069101	6.3	1.8%	54,710	Reduced−4,220
Iamgold CorpIAG	COM	450913108	6.2	1.8%	390,780	Reduced−12,540
Celestica IncCLS	COM	15101Q207	6.1	1.7%	16,658	Added+7,278
Almonty Inds IncALM	COM NEW	020398707	6.1	1.7%	366,557	Added+166,557
Trekor Metals LtdTGB	COM	89472Y107	5.7	1.6%	832,000	New+832,000
Knight-Swift Transn Holdings inKNX	CL A	499049104	5.7	1.6%	73,320	Added+28,710
ERO Copper CorpERO	COM	296006109	5.3	1.5%	197,379	Reduced−14,480
Canadian Nat Res Ltd Med TerCNQ	COM	136385101	5.2	1.5%	132,430	Added+4,630
Manulife Finl CorpMFC	COM	56501R106	5.0	1.4%	122,261	Added+21,500
Canadian Pacific Kansas CityCP	COM	13646K108	4.9	1.4%	56,500	Added+2,770
Suncor Energy Inc NewSU	COM	867224107	4.7	1.4%	87,760	Added+4,550
Agnico Eagle Mines LtdAEM	COM	008474108	4.6	1.3%	29,440	Reduced−1,040
Pembina Pipeline CorpPBA	COM	706327103	4.5	1.3%	97,870	Reduced−1,675
Oceanagold CorpOGC	COM NEW	675222400	4.2	1.2%	166,270	New+166,270
Lightspeed Commerce IncLSPD	SUB VTG SHS	53229C107	4.2	1.2%	397,910	Added+147,010
Skeena Res Ltd NewSKE	COM	83056P715	3.8	1.1%	142,580	Added+1,090
Perpetua Resources CorpPPTA	COM	714266103	3.7	1.1%	180,390	Added+16,320
Endeavour Silver CorpEXK	COM	29258Y103	3.5	1.0%	416,430	Added+3,190
Barrick MNG CorpB	COM SHS	06849F108	3.4	1.0%	91,810	Reduced−3,160
Thomson Reuters CorpTRI	COM	884903881	3.3	1.0%	41,040	New+41,040
Fortuna MNG CorpFSM	COM NEW	349942102	3.3	1.0%	391,330	Added+133,000
Cameco CorpCCJ	COM	13321L108	3.3	0.9%	32,010	Added+1,080
Wheaton Precious Metals CorpWPM	COM	962879102	3.2	0.9%	28,710	Reduced−1,280
Equinox Gold CorpEQX	COM	29446Y502	3.2	0.9%	329,720	Reduced−225,665
Teck Resources LtdTECK	CL B	878742204	2.9	0.8%	49,251	Reduced−15,179
TFI International IncTFII	COM	87241L109	2.8	0.8%	19,600	Reduced−16,420
Nexgen Energy LtdNXE	COM	65340P106	2.7	0.8%	283,860	Reduced−70,540
Greenfire Res Ltd NewGFR	COM SHS	39525U107	2.5	0.7%	444,657	New+444,657
ATS CorporationATS	COM	00217Y104	2.5	0.7%	85,640	Added+35,640
Aris Mining CorporationARIS	COM	04040Y109	2.3	0.6%	151,160	Reduced−108,605
Franco Nev CorpFNV	COM	351858105	2.2	0.6%	10,630	New+10,630
Americas Gold and Silver CorUSAS	COM NEW	03062D803	2.2	0.6%	461,860	Added+3,610
Centerra Gold IncCGAU	COM	152006102	2.1	0.6%	133,940	Reduced−121,330
Fortis IncFTS	COM	349553107	2.0	0.6%	34,990	Reduced−14,680
Kinross Gold CorpKGC	COM	496902404	1.7	0.5%	71,670	Reduced−15,950
Telesat CorpTSAT	CL A & CL B SHS	879512309	1.6	0.5%	31,180	New+31,180
RB Global IncRBA	COM	74935Q107	1.4	0.4%	11,800	Reduced−1,935
Sunshine Silver MNG & RefngSSMR	COMMON STOCK	867866105	1.3	0.4%	100,000	New+100,000
Nutrien LtdNTR	COM	67077M108	1.3	0.4%	20,700	Reduced−8,590
Docebo IncDCBO	COM	25609L105	1.2	0.3%	65,500	New+65,500
Gildan Activewear IncGIL	COM	375916103	1.1	0.3%	22,131	Added+14,220
Boyd Group Services IncBGSI	COM	103310108	0.4	0.1%	4,092	Reduced−89,801
Waste Connections IncWCN	COM	94106B101	0.3	<0.1%	1,750	Reduced−320

Sold out: 7 positions

Held at the end of the quarter before and not reported this quarter.

PCJ Investment Counsel Ltd., positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
Alamos Gold IncAGI	COM CL A	011532108	0.0%	Sold out−33,820
Brookfield Renewable Energy	PARTNERSHIP UNIT	G16258108	0.0%	Sold out−170,580
Carvana CoCVNA	CL A	146869102	0.0%	Sold out−6,496
CGI IncGIB	CL A SUB VTG	12532H104	0.0%	Sold out−20,780
GFL Environmental IncGFL	SUB VTG SHS	36168Q104	0.0%	Sold out−187,807
Orla MNG Ltd New	COM	68634K106	0.0%	Sold out−305,180
Taseko Mines Ltd	COM	876511106	0.0%	Sold out−1,017,980

Source: SEC EDGAR, Form 13F-HR, accession 0001426318-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.