PCJ Investment Counsel Ltd.

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$347,891
Net value change ($000)
-4,166 (-1.2%)
New positions
10
Sold out positions
7
Turnover %
19.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TAC 9,029 NEW
BNS 8,146 1744.3%
HBM 7,824 231.1%
JETS 6,976 NEW
TREKOR METALS LTD 5,732 NEW
OCANF 4,164 NEW
CLS 3,438 129.9%
BN 3,355 81.9%
THOMSON REUTERS CORP 3,349 NEW
RY 3,221 23.8%
Top Reduces (Value $000, Stocks/ETFs)
CAE -11,923 -58.4%
BGSI -11,602 -96.8%
GFL -7,836 -100.0%
BBUC -7,652 -24.7%
TGB -6,595 -100.0%
BEP -5,566 -100.0%
ORLA -4,908 -100.0%
EQX -4,812 -60.0%
ARIS -2,572 -53.3%
CVE -2,571 -21.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type