PICTON MAHONEY ASSET MANAGEMENT Q4 2022 Filing
Filed February 13, 2023
Portfolio Value
$2.1B
Holdings
680
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (680 positions)
| Stock | Value |
|---|---|
WYNNWYNN RESORTS LTD | $149K |
PNRPENTAIR PLC | $149K |
RCLROYAL CARIBBEAN GROUP | $149K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $149K |
KMXCARMAX INC | $149K |
LENLENNAR CORP | $149K |
SEDGSOLAREDGE TECHNOLOGIES INC | $149K |
AKXANSYS INC | $149K |
GRMNGARMIN LTD | $149K |
QCOMQUALCOMM INC | $149K |
FBINFORTUNE BRANDS INNOVATIONS I | $149K |
MUMICRON TECHNOLOGY INC | $148K |
BXPBOSTON PROPERTIES INC | $148K |
NKENIKE INC | $148K |
AREALEXANDRIA REAL ESTATE EQ IN | $148K |
WSTWEST PHARMACEUTICAL SVSC INC | $148K |
CECELANESE CORP DEL | $147K |
PHMPULTE GROUP INC | $147K |
BALLBALL CORP | $147K |
—BRIDGETOWN HOLDINGS LTD | $147K |
TRVCCITIGROUP INC | $147K |
AOSSMITH A O CORP | $146K |
TFXTELEFLEX INCORPORATED | $146K |
MKTXMARKETAXESS HLDGS INC | $146K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $146K |
WRKUSDWESTROCK CO | $146K |
VRSNVERISIGN INC | $146K |
BBYBEST BUY INC | $145K |
FCXFREEPORT-MCMORAN INC | $145K |
FDXFEDEX CORP | $145K |
ETSYETSY INC | $143K |
SUISUN CMNTYS INC | $143K |
SAIASAIA INC | $138K |
JAZZJAZZ PHARMACEUTICALS PLC | $138K |
FHIFEDERATED HERMES INC | $138K |
LQDISHARES TR | $136K |
TWTRADEWEB MKTS INC | $136K |
BILLBILL COM HLDGS INC | $130K |
VLYVALLEY NATL BANCORP | $130K |
ITA*ISHARES TR | $123K |
RGENREPLIGEN CORP | $122K |
XARSPDR SER TR | $121K |
TPDTEMPUR SEALY INTL INC | $120K |
RRXREGAL REXNORD CORPORATION | $116K |
PPAINVESCO EXCHANGE TRADED FD T | $110K |
BLDTOPBUILD CORP | $107K |
PZZAPAPA JOHNS INTL INC | $105K |
RNRRENAISSANCERE HLDGS LTD | $92K |
DTDYNATRACE INC | $86K |
DWDMORGAN STANLEY | $86K |
PFGCPERFORMANCE FOOD GROUP CO | $84K |
PRKSSEAWORLD ENTMT INC | $84K |
FIVNFIVE9 INC | $81K |
GMEDGLOBUS MED INC | $76K |
IFFINTERNATIONAL FLAVORS AND FRAGRA | $75K |
BYDBOYD GAMING CORP | $73K |
AXNX*AXONICS INC | $71K |
ALLEALLEGION PLC | $71K |
XLISELECT SECTOR SPDR TR | $69K |
ON1OLD NATL BANCORP IND | $68K |
UMBFUMB FINL CORP | $68K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $67K |
OGM1COGENT COMMUNICATIONS HLDGS | $67K |
TIXTTELUS INTL CDA INC | $67K |
NBTBNBT BANCORP INC | $66K |
CAGCONAGRA BRANDS INC | $66K |
CXTCRANE HLDGS CO | $64K |
RDFNREDFIN CORP | $63K |
STBAS AND T BANCORP INC | $62K |
THCTENET HEALTHCARE CORP | $55K |
YOUCLEAR SECURE INC | $55K |
AKAFETF SER SOLUTIONS | $55K |
—REDFIN CORP | $54K |
MEDPMEDPACE HLDGS INC | $42K |
MPMP MATERIALS CORP | $24K |
UNHUNITEDHEALTH GROUP INC | $22K |
ASPNASPEN AEROGELS INC | $19K |
MBCMASTERBRAND INC | $11K |
AVGOBROADCOM INC | $7K |
WWAYFAIR INC | $1K |
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