PCJ Investment Counsel
PCJ Investment Counsel reported 62 stocks worth $348M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are BBUC (6.7%), RY (4.8%) and EFXT (4.3%). Compared with Q1 2026, the fund opened new positions in TAC, JETS and TGB, added to BTE, HBM and BIP, trimmed BBUC, RY and EFXT and sold out of GFL, BEP and CVNA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BBUC Brookfield Business Corp CL A Sub Vtg SH | $23.3M | 6.7% | 781K | −198K (−20%) | 2 of 8 | |
| 2 |  RY Royal BK Cda | $16.8M | 4.8% | 81K | −2,740 (−3%) | 8 of 8 | |
| 3 |  EFXT Enerflex Ltd | $14.8M | 4.3% | 604K | −57K (−9%) | 8 of 8 | |
| 4 |  TD Toronto Dominion BK Ont | $13.5M | 3.9% | 111K | −11K (−9%) | 8 of 8 | |
| 5 |  BTE Baytex Energy Corp | $13.4M | 3.8% | 3.3M | +529K (+19%) | 3 of 8 | |
| 6 |  CRH Crh PLC | $11.5M | 3.3% | 107K | −5,363 (−5%) | 8 of 8 | |
| 7 |  HBM Hudbay Minerals Inc | $11.2M | 3.2% | 475K | +314K (+194%) | 6 of 8 | |
| 8 |  BIP Brookfield Infrast Partners | $10.8M | 3.1% | 296K | +2,826 (+1%) | 8 of 8 | |
| 9 |  CVE Cenovus Energy Inc | $9.2M | 2.6% | 369K | −74K (−17%) | 8 of 8 | |
| 10 |  TAC Transalta Corp | $9M | 2.6% | 653K | New position | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GFL Gfl Environmental | $7.8M | 188K |
TASEKO MINES LTD | $6.6M | 1M |
 BEP Brookfield Renewable Partner | $5.6M | 171K |
ORLA MNG LTD NEW | $4.9M | 305K |
 CVNA Carvana Co | $2M | 6,496 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →PCJ Investment Counsel 13F FAQ
What does PCJ Investment Counsel own?
PCJ Investment Counsel reported 62 stocks worth $348M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are BBUC (6.7%), RY (4.8%) and EFXT (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did PCJ Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 25 added to, 27 trimmed and 7 sold out. New positions include TAC, JETS and TGB. It sold all of GFL, BEP and CVNA.
When will PCJ Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is PCJ Investment Counsel's portfolio worth?
The Q2 2026 filing reports $348M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.