Pcj Investment Counsel Ltd. Portfolio Holdings

Pcj Investment Counsel Ltd.

$240 Million
Q3 2024

Pcj Investment Counsel Ltd. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Brookfield Business Partners L.P. with a value of $35.4M, Brookfield Infrastructure Partners L.P. with a value of $22.6M, Rogers Communications Inc with a value of $9.95M, Royal Bank Of Canada with a value of $9.71M, and Carvana Co. with a value of $8.78M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $202M to 240M.

Below you can find more details about Pcj Investment Counsel Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $240 Million

Industrials: $69.6 Million

Basic Materials: $44.3 Million

Financial Services: $29.9 Million

Energy: $26.1 Million

Utilities: $25.2 Million

Technology: $17.6 Million

Consumer Cyclical: $11 Million

Communication Services: $9.95 Million

Other: $6.68 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 70
Current Value $240 Million
Prior Value $202 Million
Filing
Period Q3 2024
Filing Date November 08, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 13 stocks
Additional Purchases 31 stocks
Sold out of 0 stocks
Reduced holdings in 26 stocks

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Pcj Investment Counsel Ltd. Portfolio Holdings