Pcj Investment Counsel Ltd. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $198 Million distributed in 64 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 $30.6M, Brookfield Infrastructure Partners L.P. with a value of $9.1M, Berry Global Group, Inc. with a value of $8.34M, Canadian Natural Resources LTD with a value of $8.26M, and Cae Inc with a value of $8.22M.
Examining the 13F form we can see an decrease of $26.4M in the current position value, from $225M to 198M.
Below you can find more details about Pcj Investment Counsel Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Industrials: $55 Million
Basic Materials: $45.3 Million
Financial Services: $28.1 Million
Energy: $26 Million
Technology: $14.3 Million
Consumer Cyclical: $14.2 Million
Utilities: $9.1 Million
Communication Services: $6.37 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
