PCJ Investment Counsel Ltd.

CIK 0001426318 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

PCJ Investment Counsel Ltd. reported 62 positions worth $347.9M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: BBUC (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$347.9M
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.4%
Est. Net Flow (Q)
2026 Q2
10 / 62 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BBUCBROOKFIELD BUSINESS CORPSH$23.3M6.70%781,064
2RYROYAL BK CDASH$16.8M4.82%81,100
3EFXTENERFLEX LTDSH$14.8M4.26%604,197
4TDTORONTO DOMINION BK ONTSH$13.5M3.88%111,100
5BTEBAYTEX ENERGY CORPSH$13.4M3.84%3,334,828
6CRHCRH PLCSH$11.5M3.30%107,410
7HBMHUDBAY MINERALS INCSH$11.2M3.22%475,210
8BIPBROOKFIELD INFRASTRUCTURE PASH$10.8M3.10%295,980
9CVECENOVUS ENERGY INCSH$9.2M2.63%368,790
10TACTRANSALTA CORPSH$9.0M2.60%653,290

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PCJ Investment Counsel Ltd. hold as of Q2 2026?

PCJ Investment Counsel Ltd. reported 62 positions worth $347.9M in its Q2 2026 13F filing. Largest positions: BBUC (6.7%), RY (4.8%), EFXT (4.3%), TD (3.9%) and BTE (3.8%).

What did PCJ Investment Counsel Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PCJ Investment Counsel Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.