CIK 1539041
PICTON MAHONEY ASSET MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
1,180
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 1,180
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BKU | BANKUNITED INC | 27K | $1M+ | SH |
| UBSI | UNITED BANKSHARES INC WEST V | 31K | $1M+ | SH |
| BRC | BRADY CORP | 15K | $1M+ | SH |
| TRNO | TERRENO RLTY CORP | 21K | $1M+ | SH |
| SOLV | SOLVENTUM CORP | 15K | $1M+ | SH |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | 40K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 9K | $1M+ | SH |
| YELP | YELP INC | 39K | $1M+ | SH |
| RAMP | LIVERAMP HLDGS INC | 41K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTL INC | 17K | $1M+ | SH |
| PIPR | PIPER SANDLER COMPANIES | 4K | $1M+ | SH |
| KFY | KORN FERRY | 18K | $1M+ | SH |
| ASB | ASSOCIATED BANC CORP | 46K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 8K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 12K | $1M+ | SH |
| SE | SEA LTD | 9K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 20K | $1M+ | SH |
| OTEX | OPEN TEXT CORP | 35K | $1M+ | SH |
| M | MACYS INC | 52K | $1M+ | SH |
| RBLX | ROBLOX CORP | 14K | $1M+ | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 18K | $1M+ | SH |
| SKYW | SKYWEST INC | 11K | $1M+ | SH |
| PLMR | PALOMAR HLDGS INC | 8K | $1M+ | SH |
| BEAG | BOLD EAGLE ACQUISITION CORP | 100K | $1M+ | SH |
| MDLN | MEDLINE INC | 25K | $1M+ | SH |
| KVYO | KLAVIYO INC | 32K | $1M+ | SH |
| ASHR | DBX ETF TR | 32K | $1M+ | SH |
| NWAX.U | NEW AMER ACQUISITION I CORP | 100K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 16K | $1M+ | SH (Put) |
| CCII | COHEN CIRCLE ACQUISIT CORP I | 100K | $1M+ | SH |
| ONCH | 1RT ACQUISITION CORP | 100K | $1M+ | SH |
| FCRS | FUTURECREST ACQUISITION CORP | 100K | $1M+ | SH |
| GROY.WS | GOLD ROYALTY CORP | 510K | $1M+ | SH |
| SCIIU | SC II ACQUISITION CORP | 100K | $1M+ | SH |
| APAD | A PARADISE ACQUISITION CORP | 100K | $1M+ | SH |
| FN | FABRINET | 2K | $500K+ | SH |
| TTD | THE TRADE DESK INC | 26K | $500K+ | SH |
| HLNE | HAMILTON LANE INC | 7K | $500K+ | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 95K | $500K+ | SH |
| STN | STANTEC INC | 10K | $500K+ | SH |
| MATX | MATSON INC | 8K | $500K+ | SH |
| PCH | POTLATCHDELTIC CORPORATION | 24K | $500K+ | SH |
| BILL | BILL HOLDINGS INC | 17K | $500K+ | SH |
| AAL | AMERICAN AIRLS GROUP INC | 61K | $500K+ | SH |
| MLKN | MILLERKNOLL INC | 51K | $500K+ | SH |
| LIF | LIFE360 INC | 14K | $500K+ | SH |
| MYRG | MYR GROUP INC DEL | 4K | $500K+ | SH |
| RBRK | RUBRIK INC | 12K | $500K+ | SH |
| EXTR | EXTREME NETWORKS | 55K | $500K+ | SH |