Institutional Fund
Pcj Investment Counsel Ltd.
Toronto, OntarioCIK 14263185 filings on record
Portfolio Value
$352.06M
Q1 2026
Holdings
59
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-12.9%
from $404.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Brookfield Business Corp8.8%
- Cae Inc5.8%
- Enerflex Ltd3.9%
- Royal Bk Cda3.9%
- Baytex Energy Corp3.6%
- Boyd Group Services Inc3.4%
- Other70.7%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Brookfield Business Corp | 978.9K | $30.97M | 8.8% | +978.9K | New |
| 2 | Cae Inc | 782.7K | $20.41M | 5.8% | +22.1K | Added |
| 3 | Enerflex Ltd | 661.3K | $13.84M | 3.9% | −232.8K | Reduced |
| 4 | Royal Bk Cda | 83.8K | $13.56M | 3.9% | +3.0K | Added |
| 5 | Baytex Energy Corp | 2.81M | $12.55M | 3.6% | +322.4K | Added |
| 6 | Boyd Group Services Inc | 93.9K | $11.99M | 3.4% | −21.3K | Reduced |
| 7 | Crh PLC | 112.8K | $11.85M | 3.4% | −74.5K | Reduced |
| 8 | Cenovus Energy Inc | 442.9K | $11.74M | 3.3% | +36.4K | Added |
| 9 | Toronto Dominion Bk Ont | 121.9K | $11.37M | 3.2% | +6.3K | Added |
| 10 | Brookfield Infrast Partners | 293.2K | $10.58M | 3.0% | +109.4K | Added |
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