PCJ Investment Counsel Ltd.

Q3 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$373,740
Net value change ($000)
+25,849 (7.4%)
New positions
8
Sold out positions
7
Turnover %
17.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
GFL 15,151 NEW
RCI 9,813 NEW
IAG 7,063 114.3%
MET 5,650 NEW
DSGX 4,441 NEW
FSM 3,869 117.1%
TAC 3,818 42.3%
BTE 3,338 25.0%
GFR 3,018 120.1%
SHOP 2,840 32.2%
Top Reduces (Value $000, Stocks/ETFs)
BBUC -8,614 -36.9%
JETS -6,976 -100.0%
ALM -6,057 -100.0%
CRH -5,614 -48.8%
CNI -3,228 -41.7%
EQX -3,210 -100.0%
ATS -2,466 -100.0%
DNN -2,439 -32.6%
KNX -2,425 -42.5%
THOMSON REUTERS CORP -2,390 -71.4%
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