PCJ Investment Counsel Ltd. holds a diversified book of 62 stocks worth $347.9M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Transalta Corp and trimmed Brookfield Business Corp-A. Their largest long position is Brookfield Business Corp-A at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as PCJ Investment Counsel Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 65 / 62 | $100.7B |
| GEODE CAPITAL MANAGEMENT, LLC | 65 / 62 | $29.0B |
| MORGAN STANLEY | 65 / 62 | $16.5B |
| UBS Group AG | 65 / 62 | $6.0B |
| JANE STREET GROUP, LLC | 65 / 62 | $2.8B |
| NATIONAL BANK OF CANADA /FI/ | 64 / 62 | $21.5B |
| JPMORGAN CHASE & CO | 64 / 62 | $16.4B |
| TD Waterhouse Canada Inc. | 64 / 62 | $15.9B |
Ranked by how many of PCJ Investment Counsel Ltd.'s top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Brookfield Business Corp CL A SUB VTG SH | $23.3M | 781.1K | 6.7% | ▼−20% Reduced · −198K sh | |
| 2 | Royal BK Cda COM | $16.8M | 81.1K | 4.8% | ▼−3.3% Reduced · −3K sh | |
| 3 | Enerflex Ltd COM | $14.8M | 604.2K | 4.3% | ▼−8.6% Reduced · −57K sh | |
| 4 | Toronto Dominion BK Ont COM NEW | $13.5M | 111.1K | 3.9% | ▼−8.8% Reduced · −11K sh | |
| 5 | Baytex Energy Corp COM | $13.4M | 3.33M | 3.8% | ▲+19% Added · +529K sh | |
| 6 | CRH PLC ORD | $11.5M | 107.4K | 3.3% | ▼−4.8% Reduced · −5K sh | |
| 7 | Hudbay Minerals Inc COM | $11.2M | 475.2K | 3.2% | ▲+194% Added · +314K sh | |
| 8 | Brookfield Infrastructure Pa LP INT UNIT | $10.8M | 296.0K | 3.1% | ▲+1.0% Added · +3K sh | |
| 9 | Cenovus Energy Inc COM | $9.2M | 368.8K | 2.6% | ▼−17% Reduced · −74K sh | |
| 10 | Transalta Corp COM | $9.0M | 653.3K | 2.6% | ▲New New position | |
| 11 | Shopify Inc CL A SUB VTG SHS | $8.8M | 77.2K | 2.5% | ▲+3.1% Added · +2K sh | |
| 12 | Bank Nova Scotia B C COM | $8.6M | 99.3K | 2.5% | ▲15× Added · +93K sh | |
| 13 | Cae Inc COM | $8.5M | 339.1K | 2.4% | ▼−57% Reduced · −444K sh | |
| 14 | Bank Montreal Medium COM | $8.2M | 46.8K | 2.4% | ▲+8.0% Added · +3K sh | |
| 15 | Canadian Natl Ry Co COM | $7.7M | 65.0K | 2.2% | ▲+4.3% Added · +3K sh | |
| 16 | Denison Mines Corp COM | $7.5M | 2.44M | 2.2% | ▼−8.1% Reduced · −215K sh | |
| 17 | Brookfield Corp CL A LTD VT SH | $7.4M | 174.8K | 2.1% | ▲+73% Added · +74K sh | |
| 18 | ETF Ser Solutions US GLB JETS | $7.0M | 210.0K | 2.0% | ▲New New position | |
| 19 | Enbridge Inc COM | $6.9M | 127.8K | 2.0% | ▲+3.4% Added · +4K sh | |
| 20 | Canadian Imperial Bank Of Co COM | $6.3M | 54.7K | 1.8% | ▼−7.2% Reduced · −4K sh | |
| 21 | Iamgold Corp COM | $6.2M | 390.8K | 1.8% | ▼−3.1% Reduced · −13K sh | |
| 22 | Celestica Inc COM | $6.1M | 16.7K | 1.7% | ▲+78% Added · +7K sh | |
| 23 | Almonty Inds Inc COM NEW | $6.1M | 366.6K | 1.7% | ▲+83% Added · +167K sh | |
| 24 | Trekor Metals Ltd COM | $5.7M | 832.0K | 1.6% | ▲New New position | |
| 25 | Knight-Swift Transn Hldgs In CL A | $5.7M | 73.3K | 1.6% | ▲+64% Added · +29K sh | |
| 26 | Ero Copper Corp COM | $5.3M | 197.4K | 1.5% | ▼−6.8% Reduced · −14K sh | |
| 27 | Canadian Nat Res Ltd Med Ter COM | $5.2M | 132.4K | 1.5% | ▲+3.6% Added · +5K sh | |
| 28 | Manulife Finl Corp COM | $5.0M | 122.3K | 1.4% | ▲+21% Added · +22K sh | |
| 29 | Canadian Pacific Kansas City COM | $4.9M | 56.5K | 1.4% | ▲+5.2% Added · +3K sh | |
| 30 | Suncor Energy Inc New COM | $4.7M | 87.8K | 1.4% | ▲+5.5% Added · +5K sh | |
| 31 | Agnico Eagle Mines Ltd COM | $4.6M | 29.4K | 1.3% | ▼−3.4% Reduced · −1K sh | |
| 32 | Pembina Pipeline Corp COM | $4.5M | 97.9K | 1.3% | ▼−1.7% Reduced · −2K sh | |
| 33 | Oceanagold Corp COM NEW | $4.2M | 166.3K | 1.2% | ▲New New position | |
| 34 | Lightspeed Commerce Inc SUB VTG SHS | $4.2M | 397.9K | 1.2% | ▲+59% Added · +147K sh | |
| 35 | Skeena Res Ltd New COM | $3.8M | 142.6K | 1.1% | ▲+0.8% Added · +1K sh | |
| 36 | Perpetua Resources Corp COM | $3.7M | 180.4K | 1.1% | ▲+9.9% Added · +16K sh | |
| 37 | Endeavour Silver Corp COM | $3.5M | 416.4K | 1.0% | ▲+0.8% Added · +3K sh | |
| 38 | Barrick MNG Corp COM SHS | $3.4M | 91.8K | 1.0% | ▼−3.3% Reduced · −3K sh | |
| 39 | Thomson Reuters Corp COM | $3.3M | 41.0K | 1.0% | ▲New New position | |
| 40 | Fortuna MNG Corp COM NEW | $3.3M | 391.3K | 1.0% | ▲+51% Added · +133K sh | |
| 41 | Cameco Corp COM | $3.3M | 32.0K | 0.9% | ▲+3.5% Added · +1K sh | |
| 42 | Wheaton Precious Metals Corp COM | $3.2M | 28.7K | 0.9% | ▼−4.3% Reduced · −1K sh | |
| 43 | Equinox Gold Corp COM | $3.2M | 329.7K | 0.9% | ▼−41% Reduced · −226K sh | |
| 44 | Teck Resources Ltd CL B | $2.9M | 49.3K | 0.8% | ▼−24% Reduced · −15K sh | |
| 45 | Tfi International Inc COM | $2.8M | 19.6K | 0.8% | ▼−46% Reduced · −16K sh | |
| 46 | Nexgen Energy Ltd COM | $2.7M | 283.9K | 0.8% | ▼−20% Reduced · −71K sh | |
| 47 | Greenfire Res Ltd New COM SHS | $2.5M | 444.7K | 0.7% | ▲New New position | |
| 48 | Ats Corporation COM | $2.5M | 85.6K | 0.7% | ▲+71% Added · +36K sh | |
| 49 | Aris Mining Corporation COM | $2.3M | 151.2K | 0.6% | ▼−42% Reduced · −109K sh | |
| 50 | Franco Nev Corp COM | $2.2M | 10.6K | 0.6% | ▲New New position |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1426318/holdings"
Use Arkolith to show PCJ Investment Counsel Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.