PICTON MAHONEY ASSET MANAGEMENT Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$11.1B
Holdings
1,069
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,069 positions)
| Stock | Value |
|---|---|
THGHANOVER INS GROUP INC | $869K |
ELDELDORADO GOLD CORP NEW | $869K |
HIGHARTFORD INSURANCE GROUP INC | $865K |
ASCARDMORE SHIPPING CORP | $864K |
MCBMETROPOLITAN BK HLDG CORP | $862K |
WPCWP CAREY INC | $861K |
BRXBRIXMOR PPTY GROUP INC | $854K |
ATOATMOS ENERGY CORP | $850K |
PATHUIPATH INC | $850K |
HGHAMILTON INSURANCE GROUP LTD | $849K |
DLXDELUXE CORP | $845K |
TRVTRAVELERS COMPANIES INC | $836K |
RITMRITHM CAPITAL CORP | $836K |
CINFCINCINNATI FINL CORP | $836K |
UVEUNIVERSAL INS HLDGS INC | $835K |
DAKTDAKTRONICS INC | $831K |
REGREGENCY CTRS CORP | $823K |
LNTALLIANT ENERGY CORP | $823K |
CDWCDW CORP | $822K |
PTONPELOTON INTERACTIVE INC | $815K |
ACMRACM RESH INC | $804K |
TSNTYSON FOODS INC | $803K |
PDPAGERDUTY INC | $795K |
MBLYMOBILEYE GLOBAL INC | $792K |
JBGSJBG SMITH PPTYS | $789K |
OACCOAKTREE ACQUISITION CORP III | $789K |
NXTNEXTRACKER INC | $786K |
HSIHEIDRICK & STRUGGLES INTL IN | $783K |
LRNSTRIDE INC | $782K |
DVDOUBLEVERIFY HLDGS INC | $782K |
OKTAOKTA INC | $781K |
FSLYFASTLY INC | $781K |
LYFTLYFT INC | $781K |
ARXACCELERANT HOLDINGS | $780K |
SAHSONIC AUTOMOTIVE INC | $779K |
WRBYWARBY PARKER INC | $775K |
APPFAPPFOLIO INC | $775K |
PAGSPAGSEGURO DIGITAL LTD | $774K |
MVSTMICROVAST HOLDINGS INC | $771K |
RELYREMITLY GLOBAL INC | $770K |
MRXMAREX GROUP PLC | $768K |
ARRYARRAY TECHNOLOGIES INC | $765K |
UALUNITED AIRLS HLDGS INC | $764K |
BROSDUTCH BROS INC | $764K |
DDSDILLARDS INC | $764K |
DOCSDOXIMITY INC | $763K |
PRCHPORCH GROUP INC | $762K |
URBNURBAN OUTFITTERS INC | $761K |
MKLMARKEL GROUP INC | $754K |
IEURISHARES TR | $752K |
YETIYETI HLDGS INC | $749K |
AMPXAMPRIUS TECHNOLOGIES INC | $746K |
ASANASANA INC | $746K |
EATBRINKER INTL INC | $746K |
PSIXPOWER SOLUTIONS INTL INC | $735K |
QSRRESTAURANT BRANDS INTL INC | $733K |
FRSHFRESHWORKS INC | $732K |
LPLALPL FINL HLDGS INC | $732K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $730K |
CCKCROWN HLDGS INC | $727K |
PPLPEMBINA PIPELINE CORP | $721K |
QBTSD-WAVE QUANTUM INC | $716K |
DOCUDOCUSIGN INC | $711K |
GIB/ACGI INC | $699K |
BRZEBRAZE INC | $698K |
—HCM II ACQUISITION CORP | $691K |
HESMHESS MIDSTREAM LP | $690K |
AMCRAMCOR PLC | $685K |
BALLBALL CORP | $685K |
KVYOKLAVIYO INC | $678K |
CARTMAPLEBEAR INC | $673K |
MIGASTRATEGY INC | $666K |
PGYPAGAYA TECHNOLOGIES LTD | $665K |
CENTACENTRAL GARDEN & PET CO | $661K |
BBBLACKBERRY LTD | $656K |
YOUCLEAR SECURE INC | $653K |
ORLYOREILLY AUTOMOTIVE INC | $633K |
TASKTASKUS INC | $618K |
SVMSILVERCORP METALS INC | $601K |
BHCBAUSCH HEALTH COS INC | $596K |
PHPARKER-HANNIFIN CORP | $576K |
GICGLOBAL INDUSTRIAL COMPANY | $571K |
STNSTANTEC INC | $560K |
CRCTCRICUT INC | $551K |
BVBRIGHTVIEW HLDGS INC | $535K |
SPYSPDR S&P 500 ETF TR | $520K |
RHCRH PLC | $516K |
BBAIBIGBEAR AI HLDGS INC | $501K |
FIVNFIVE9 INC | $499K |
RTACRENATUS TACTICAL ACQUIS | $492K |
CIENCIENA CORP | $482K |
KCCAKRANESHARES TRUST | $468K |
CHRWC H ROBINSON WORLDWIDE INC | $444K |
—M3BRIGADE ACQUISITION V CORP | $443K |
CASYCASEYS GEN STORES INC | $438K |
NGDNEW GOLD INC CDA | $434K |
MDTMEDTRONIC PLC | $430K |
SOBOSOUTH BOW CORP | $425K |
EGHAEGH ACQUISITION CORP | $401K |
TRUTRANSUNION | $392K |