PICTON MAHONEY ASSET MANAGEMENT Q2 2023 Filing

Filed August 3, 2023

Portfolio Value

$2.3B

Holdings

437

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (437 positions)

StockValue
FIVNFIVE9 INC
$107K
PLNTPLANET FITNESS INC
$98K
BYDBOYD GAMING CORP
$95K
BRKRBRUKER CORP
$93K
THCTENET HEALTHCARE CORP
$90K
LOWLOWES COS INC
$83K
BJBJS WHSL CLUB HLDGS INC
$81K
JAZZJAZZ PHARMACEUTICALS PLC
$79K
PFGCPERFORMANCE FOOD GROUP CO
$79K
MAXMEDIAALPHA INC
$69K
CCKCROWN HLDGS INC
$58K
PWSCPOWERSCHOOL HOLDINGS INC
$57K
ESTCELASTIC N V
$40K
AKAFETF SER SOLUTIONS
$26K
NOWSERVICENOW INC
$20K
COOCOOPER COS INC
$16K
AVGOBROADCOM INC
$13K
AIRCUSDAPARTMENT INCOME REIT CORP
$12K
LFUSLITTELFUSE INC
$12K
WTSWATTS WATER TECHNOLOGIES INC
$12K
PLXSPLEXUS CORP
$12K
CNHICNH INDL N V
$12K
NOVNOV INC
$12K
BACBANK AMERICA CORP
$12K
NSPINSPERITY INC
$12K
MRO*MARATHON OIL CORP
$12K
BUSDBARNES GROUP INC
$12K
PIIMPINJ INC
$12K
TRNOTERRENO RLTY CORP
$12K
SEESEALED AIR CORP NEW
$12K
BMBLBUMBLE INC
$12K
BDCBELDEN INC
$12K
TPHTRI POINTE HOMES INC
$12K
TRVTRAVELERS COMPANIES INC
$10K
LQDISHARES TR
$4K
ASMLASML HOLDING N V
$2K
WWAYFAIR INC
$1K
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