Pcj-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GFL.TO",
  "IAG",
  "NTR",
  "AGI.TO",
  null,
  "EFX.TO",
  "GIL",
  "HBM",
  "NXE",
  null,
  "RBA.TO",
  "PBA",
  null,
  "CP.TO",
  "AG",
  "ASTL",
  "FSM",
  "MAG",
  "ORLA",
  "SKE.TO",
  "KGC",
  "GE",
  "AER",
  "ENB",
  "TU",
  "RY",
  "SHOP",
  "TD",
  "DCBO",
  "SCHW",
  "PDS",
  "EQX",
  "SU",
  "BN.TO",
  "WCN",
  "WPM",
  "XPO",
  "DNN",
  "CNQ",
  "AEM",
  "OR",
  "LSPD",
  "MFC",
  "TRP",
  null,
  "TRI.TO",
  "PAAS",
  "NGD",
  "BNS",
  "BMO",
  null,
  "BBU",
  "BIP",
  "CAE",
  "CCJ",
  "CM",
  "CNI",
  "CVNA",
  "CGAU",
  "CVE",
  "CRH",
  "CVLG",
  "DSGX",
  "PH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 64
Total Value: 255717848
Accession Number: 0001426318-25-000003
Form Type: 13F-HR
CIK: pcj-investment-counsel
Manager Name: Pcj-Investment-Counsel

Data Enrichment

92% identified

59 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $255.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:132.0K

Value:$4.1M

% of Portfolio:1.6% ($4.1M/$255.7M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:34.5K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$255.7M)

CARVANA CO.

CVNA|146869102

Shares:17.5K

Value:$3.7M

% of Portfolio:1.4% ($3.7M/$255.7M)

IAMGOLD CORP

IAG|450913108

Shares:584.1K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$255.7M)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:35.7K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$255.7M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:44.4K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$255.7M)

Equinox Gold Corp.

EQX|29446Y502

Shares:431.3K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$255.7M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:36.5K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$255.7M)

FORTUNA MINING CORP.

FSM|349942102

Shares:430.7K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$255.7M)

Waste Connections, Inc.

WCN|94106B101

Shares:13.2K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$255.7M)

SUNCOR ENERGY INC

SU|867224107

Shares:64.0K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$255.7M)

TC ENERGY CORP

TRP|87807B107

Shares:49.8K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$255.7M)

Gildan Activewear Inc.

GIL|375916103

Shares:49.1K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$255.7M)

PEMBINA PIPELINE CORP

PBA|706327103

Shares:53.8K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$255.7M)

879512309

Shares:112.8K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$255.7M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:21.0K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$255.7M)

DENISON MINES CORP.

DNN|248356107

Shares:1.6M

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$255.7M)

FIRST MAJESTIC SILVER CORP

AG|32076V103

Shares:300.5K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$255.7M)

Docebo Inc.

DCBO|25609L105

Shares:68.6K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$255.7M)

COVENANT LOGISTICS GROUP, INC.

CVLG|22284P105

Shares:86.0K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$255.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	132.0K	QoQ -9.42% (-13.7K) YoY -23.59% (-40.7K)	All Managers (Combined)	$4.1M	1.6% ($4.1M/$255.7M)	QoQ -7.99% (-$357.5K) YoY -4.69% (-$202.7K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	34.5K	QoQ +19.57% (+5.6K) YoY -69.61% (-78.9K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$255.7M)	QoQ +65.83% (+$1.5M) YoY -44.79% (-$3.0M)
CARVANA CO.(CVNAcusip146869102)	17.5K	QoQ -46.46% (-15.2K) YoY NEW(+17.5K)	All Managers (Combined)	$3.7M	1.4% ($3.7M/$255.7M)	QoQ -44.95% (-$3.0M) YoY NEW(+$3.7M)
IAMGOLD CORP(IAGcusip450913108)	584.1K	QoQ +161.05% (+360.4K) YoY NEW(+584.1K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$255.7M)	QoQ +215.62% (+$2.5M) YoY NEW(+$3.6M)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	35.7K	QoQ +24.99% (+7.1K) YoY NEW(+35.7K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$255.7M)	QoQ +10.91% (+$354.2K) YoY NEW(+$3.6M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	44.4K	QoQ +17.07% (+6.5K) YoY -69.69% (-102.2K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$255.7M)	QoQ +13.63% (+$374.2K) YoY -75.88% (-$9.8M)
Equinox Gold Corp.(EQXcusip29446Y502)	431.3K	QoQ +2.81% (+11.8K) YoY NEW(+431.3K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$255.7M)	QoQ +40.49% (+$854.6K) YoY NEW(+$3.0M)
Wheaton Precious Metals Corp.(WPMcusip962879102)	36.5K	QoQ +0.74% (+270) YoY +12.88% (+4.2K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$255.7M)	QoQ +39.09% (+$796.8K) YoY +85.93% (+$1.3M)
FORTUNA MINING CORP.(FSMcusip349942102)	430.7K	QoQ +3.41% (+14.2K) YoY NEW(+430.7K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$255.7M)	QoQ +46.71% (+$834.0K) YoY NEW(+$2.6M)
Waste Connections, Inc.(WCNcusip94106B101)	13.2K	QoQ NEW(+13.2K) YoY +672.51% (+11.5K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$255.7M)	QoQ NEW(+$2.6M) YoY +775.60% (+$2.3M)
SUNCOR ENERGY INC(SUcusip867224107)	64.0K	QoQ -65.75% (-122.9K) YoY -17.07% (-13.2K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$255.7M)	QoQ -62.80% (-$4.2M) YoY -13.01% (-$370.9K)
TC ENERGY CORP(TRPcusip87807B107)	49.8K	QoQ +62.26% (+19.1K) YoY -58.53% (-70.2K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$255.7M)	QoQ +64.66% (+$922.8K) YoY -51.28% (-$2.5M)
Gildan Activewear Inc.(GILcusip375916103)	49.1K	QoQ NEW(+49.1K) YoY -9.02% (-4.9K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$255.7M)	QoQ NEW(+$2.2M) YoY +8.34% (-$167.2K)
PEMBINA PIPELINE CORP(PBAcusip706327103)	53.8K	QoQ +12.85% (+6.1K) YoY -4.71% (-2.7K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$255.7M)	QoQ +22.35% (+$393.3K) YoY +7.95% (-$158.6K)
(cusip879512309)✕	112.8K	QoQ NEW(+112.8K) YoY NEW(+112.8K)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$255.7M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	21.0K	QoQ -33.62% (-10.6K) YoY NEW(+21.0K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$255.7M)	QoQ -36.30% (-$1.2M) YoY NEW(+$2.0M)
DENISON MINES CORP.(DNNcusip248356107)	1.6M	QoQ +74.68% (+663.7K) YoY +17.81% (-234.8K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$255.7M)	QoQ +25.87% (+$416.9K) YoY -21.34% (-$550.5K)
FIRST MAJESTIC SILVER CORP(AGcusip32076V103)	300.5K	QoQ NEW(+300.5K) YoY -8.73% (-28.8K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$255.7M)	QoQ NEW(+$2.0M) YoY +3.92% (-$75.9K)
Docebo Inc.(DCBOcusip25609L105)	68.6K	QoQ +7.82% (-5.0K) YoY -43.57% (-53.0K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$255.7M)	QoQ -30.74% (-$876.2K) YoY -66.80% (-$4.0M)
COVENANT LOGISTICS GROUP, INC.(CVLGcusip22284P105)	86.0K	QoQ NEW(+86.0K) YoY NEW(+86.0K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$255.7M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)