StockDriftsStockDriftsTop 50 Pcj Investment Counsel LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | 4.82% | 81.1K | $16.8M | -3.27%(-2.74K) | $87.25(+148.54%) | 2026-06-30 | |
| EFXT | ENERFLEX LTD | 4.26% | 604.2K | $14.8M | -8.63%(-57.05K) | $6.88(+226.51%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 3.88% | 111.1K | $13.5M | -8.83%(-10.76K) | $63.21(+94.99%) | 2026-06-30 | |
| BTE | BAYTEX ENERGY CORP | 3.84% | 3.33M | $13.4M | +18.85%(+528.84K) | $3.11(+40.59%) | 2026-06-30 | |
| CRH | CRH PLC | 3.3% | 107.4K | $11.5M | -4.76%(-5.36K) | $84.75(+13.24%) | 2026-06-30 | |
| HBM | HUDBAY MINERALS INC | 3.22% | 475.2K | $11.2M | +193.96%(+313.55K) | $19.45(+38.49%) | 2026-06-30 | |
| BIP | BROOKFIELD INFRASTRUCTURE PA | 3.1% | 296.0K | $10.8M | +0.96%(+2.83K) | $32.87(+21.73%) | 2026-06-30 | |
| CVE | CENOVUS ENERGY INC | 2.64% | 368.8K | $9.2M | -16.73%(-74.08K) | $16.26(+90.70%) | 2026-06-30 | |
| TAC | TRANSALTA CORP | 2.6% | 653.3K | $9.0M | new | $11.52(+11.01%) | 2026-06-30 | |
| SHOP | SHOPIFY INC | 2.54% | 77.2K | $8.8M | +3.09%(+2.31K) | $62.30(+147.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.45% | +8.25% | +48.67% |
| Top 20 Holdings Unweighted | +18.55% | +66.61% | +9.54% | +57.73% |
Pcj Investment Counsel LTD reports $347.89M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are RY (4.8%), EFXT (4.3%) and TD (3.9%). The top 20 holdings account for 55.6% of reported assets. Its disclosed equity book has returned +56.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pcj Investment Counsel LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426318). View Pcj Investment Counsel LTD’s 13F filings on SEC