PI

PCJ Investment Counsel Ltd.

13F
PCJ Investment Counsel Ltd.
Last update 2024-11-09 70 Stocks (13 new)
Value $316.00 Mil Turnover 29 %
Countries:
Portfolio Report

PCJ Investment Counsel Ltd. Profile

PCJ Investment Counsel Ltd. is an investment management firm based out of Toronto, Canada. The company was originally established in 1996 by founding partners Neero Giovanni Piticco and Jack T. Campbell, both of whom are still with the company acting as its President and Vice President, respectively, and also acting as directors and portfolio managers. PCJ Investment Counsel conducts its research internally, utilizing a fundamental and quantitative methodology to make its investment decisions. The company invests in the growth stocks of companies with small and large capitalizations, allocating its assets in the public equity markets within Canada with a top down and bottom up approach. PCJ Investment Counsel invests most heavily in the finance sector, which alone makes up over a third of its total asset allocations, and also invests in the energy, transports, materials, and consumer discretionary sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for 6.6 quarters on average and holds its top 10 allocations, which account for over half of the firm’s total holdings, for 10.8 quarters on average. In the most recent quarter, PCJ Investment Counsel had a turnover rate of approximately 37.9%. The company operates with 7 employees, all of which are investment professionals. PCJ Investment Counsel manages over $2.1 billion in total assets under management spread across 35 total accounts, all of which are discretionary accounts. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years. PCJ Investment Counsel caters mainly to pension and profit sharing plans and pooled investment vehicles, each of which make up over a third of its client base, and also provides services to high net worth individuals, insurance companies, corporations, and charities, in order of decreasing clientele. The company currently offers its Large Cap Equity, Small Cap Equity, and Absolute Return strategies.
PCJ Investment Counsel Ltd. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BBU
Brookfield Business Partners LP
1,518,892
35528.500
+14.19%
11.250
+1.40%
2.040
-1.89%
-5.55%
1645.253
Conglomerates
CRH
CRH PLC
268,000
24854.320
New Holding
7.870
+7.87%
0.040
+1.77%
-0.80%
62178.737
Building Materials
BIP
Brookfield Infrastructure Partners LP
645,740
22635.570
+72.33%
7.170
+3.01%
0.140
-4.79%
-0.82%
14613.731
Utilities - Regulated
RBA
RB Global Inc
207,660
16713.880
+31.98%
5.290
+1.28%
0.110
+12.05%
-1.59%
16397.181
Business Services
CP
Canadian Pacific Kansas City Ltd
144,330
12344.200
+4.14%
3.910
+0.16%
0.020
-7.85%
+3.21%
69897.601
Transportation
RCI
Rogers Communications Inc
247,530
9951.740
+2.93%
3.150
+0.09%
0.050
-23.71%
-5.63%
15902.474
Telecommunication Services
RY
Royal Bank of Canada
77,830
9712.830
+2.72%
3.070
+0.08%
0.010
-1.71%
-1.73%
167863.726
Banks
CVNA
Carvana Co
50,450
8783.850
+236.33%
2.780
+1.95%
0.040
+0.78%
-5.06%
24810.199
Vehicles & Parts
BN
Brookfield Corp
163,280
8673.190
+52.41%
2.750
+0.95%
0.010
+3.69%
-4.42%
83003.233
Asset Management
EFXT
Enerflex Ltd
1,237,750
7375.550
+14.10%
2.330
+0.29%
1.000
+50.05%
-1.51%
1216.110
Oil & Gas

PCJ Investment Counsel Ltd.'s Historical Top Holdings Breakdowns

PCJ Investment Counsel Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CP
Canadian Pacific Kansas City Ltd2023-06-30New Buy
+8.63%
75.76 ($78.92) 82.93
$74.69
-5.36%
New holding
252,100
252,100
CRH
CRH PLC2024-09-30New Buy
+7.87%
72.05 ($83.97) 93.24
$91.78
9.30%
New holding
268,000
268,000
FRA:X88
Canadian Pacific Kansas City Ltd2023-06-30Sold Out
-7.01%
69.24 (€71.57) 71.9
€72.50
1.30%
Sold Out
0
-230,020
FRA:X88
Canadian Pacific Kansas City Ltd2023-03-31New Buy
+7.01%
67.57 (€71.65) 74.66
€72.50
1.19%
New holding
230,020
230,020
BBU
Brookfield Business Partners LP2024-03-31Add
+6.05%
19.41 ($21.45) 23.5
$22.12
3.12%
Add 247.27%
1,160,814
826,547
CIGI
Colliers International Group Inc2024-03-31New Buy
+4.03%
109.57 ($118.57) 129.04
$130.86
10.37%
New holding
99,660
99,660
RBA
Ritchie Bros Auctioneers Inc2023-03-31New Buy
+3.64%
52.79 ($58.95) 64.18
$88.78
50.60%
New holding
163,330
163,330
RBA
RB Global Inc2023-09-30Add
+3.57%
56.13 ($61.61) 66.56
$88.78
44.10%
Add 79.5%
279,630
123,850
RBA
RB Global Inc2023-12-31Reduce
-3.43%
59.65 ($64.26) 68.01
$88.78
38.16%
Reduce -42.58%
160,550
-119,080
RCI
Rogers Communications Inc2023-06-30Add
+3.21%
42.99 ($46.88) 49.66
$29.00
-38.14%
Add 157.12%
272,240
166,360

PCJ Investment Counsel Ltd. Total Holding History ($B)

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PCJ Investment Counsel Ltd.'s Asset Allocation

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PCJ Investment Counsel Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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PCJ Investment Counsel Ltd.'s Hypothetical Growth since 2024-09-30

PCJ Investment Counsel Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

PCJ Investment Counsel Ltd.'s Holdings Heat Map

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PCJ Investment Counsel Ltd.'s Holdings Bubble Chart

PCJ Investment Counsel Ltd. News

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