Pcj Investment Counsel Ltd. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Million distributed in 65 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 $33M, Royal Bank Of Canada with a value of $10.3M, Brookfield Infrastructure Partners L.P. with a value of $8.78M, Capital One Financial Corp with a value of $8.6M, and Canadian Natural Resources LTD with a value of $8.4M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $198M to 228M.
Below you can find more details about Pcj Investment Counsel Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
Basic Materials: $51.8 Million
Industrials: $48.1 Million
Financial Services: $48 Million
Energy: $37.1 Million
Technology: $18.5 Million
Consumer Cyclical: $13.4 Million
Utilities: $8.78 Million
Communication Services: $2.37 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions