PICTON MAHONEY ASSET MANAGEMENT Q2 2021 Filing
Filed August 11, 2021
Portfolio Value
$3.4B
Holdings
885
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (885 positions)
| Stock | Value |
|---|---|
MSIMOTOROLA SOLUTIONS INC | $7.3M |
ODFLOLD DOMINION FREIGHT LINE IN | $7.2M |
AMDADVANCED MICRO DEVICES INC | $7.1M |
LHCGUSDLHC GROUP INC | $7.1M |
—CC NEUBERGER PRINCIPAL HOLDN | $6.9M |
AG8AGILENT TECHNOLOGIES INC | $6.9M |
TENBTENABLE HLDGS INC | $6.7M |
—NORTHERN GENESIS ACQU CORP I | $6.7M |
MTZMASTEC INC | $6.7M |
TRTN-PATRITON INTL LTD | $6.5M |
JAZZJAZZ PHARMACEUTICALS PLC | $6.3M |
DISDISNEY WALT CO | $6.1M |
FRFIRST INDL RLTY TR INC | $6.1M |
HONHONEYWELL INTL INC | $6.1M |
BURLBURLINGTON STORES INC | $6.0M |
MDTMEDTRONIC PLC | $5.9M |
XOMEXXON MOBIL CORP | $5.8M |
RSRELIANCE STEEL AND ALUMINUM CO | $5.7M |
SKAASKECHERS U S A INC | $5.6M |
DKNG1USDDRAFTKINGS INC | $5.6M |
DBBINVESCO DB MULTI-SECTOR COMM | $5.4M |
—TATTOOED CHEF INC | $5.4M |
ZZILLOW GROUP INC | $5.3M |
KMXCARMAX INC | $5.3M |
TNLTRAVEL PLUS LEISURE CO | $5.2M |
PYPLPAYPAL HLDGS INC | $5.1M |
FTAIEURFORTRESS TRANS INFRST INVS L | $5.1M |
CDNSCADENCE DESIGN SYSTEM INC | $5.1M |
—SOARING EAGLE ACQUISITION CO | $5.0M |
EQHEQUITABLE HLDGS INC | $5.0M |
—COHN ROBBINS HOLDINGS CORP | $4.9M |
WMTWALMART INC | $4.9M |
—TCW SPECIAL PURPOSE ACQU COR | $4.9M |
—LEO HLDGS CORP II | $4.8M |
SBACSBA COMMUNICATIONS CORP NEW | $4.7M |
—FAR PEAK ACQUISITION CORP | $4.6M |
—PROPERTY SOLUTIONS ACQUISITI | $4.6M |
SPTSPROUT SOCIAL INC | $4.5M |
CPRTCOPART INC | $4.4M |
ISRGINTUITIVE SURGICAL INC | $4.4M |
AMTAMERICAN TOWER CORP NEW | $4.3M |
VYXNCR CORP NEW | $4.3M |
—NORTHERN GENESIS ACQUISITION | $4.2M |
SRCUSDSPIRIT RLTY CAP INC NEW | $4.2M |
GHGUARDANT HEALTH INC | $4.1M |
ARMKARAMARK | $4.1M |
—SENIOR CONNECT ACQUISITN COR | $4.0M |
ENTRTECH AND ENERGY TRANSITION | $4.0M |
LEVWQTHE LION ELECTRIC COMPANY | $4.0M |
—TZP STRATEGIES ACQUISTN CORP | $4.0M |
JCIJOHNSON CTLS INTL PLC | $4.0M |
—MONTES ARCHIMEDES ACQUISITIO | $4.0M |
—APOLLO STRATEGIC GROWTH CAPT | $3.9M |
—INDEPENDENCE HOLDINGS CORP | $3.9M |
—CONX CORP | $3.9M |
—LEVERE HOLDINGS CORP | $3.9M |
—FORUM MERGER IV CORP | $3.9M |
—MOTIVE CAPITAL CORP | $3.9M |
—SCION TECH GROWTH I | $3.9M |
—FTAC HERA ACQUISITION CORP | $3.9M |
—AUSTERLITZ ACQUISITION CORP | $3.9M |
—QUEENS GAMBIT GROWTH CAPITAL | $3.9M |
—GOLDEN FALCON ACQUISITION CO | $3.9M |
—DHC ACQUISITION CORP | $3.9M |
—KKR ACQUISITION HOLDING I CO | $3.8M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $3.7M |
ULTAULTA BEAUTY INC | $3.7M |
—PERIPHAS CAPITAL PARTNERING | $3.7M |
TQJSIGNATURE BK NEW YORK N Y | $3.6M |
—MARLIN TECHNOLOGY CORP | $3.5M |
OPCHOPTION CARE HEALTH INC | $3.5M |
BKNGBOOKING HOLDINGS INC | $3.5M |
SEDGSOLAREDGE TECHNOLOGIES INC | $3.5M |
—ALKURI GLOBAL ACQUISITION CO | $3.5M |
—VPC IMPACT ACQU HOLDI III IN | $3.5M |
—DPCM CAP INC | $3.5M |
EXASEXACT SCIENCES CORP | $3.4M |
—LONGVIEW ACQUISITION CORP II | $3.4M |
—VIRGIN GROUP ACQUISIT CORP I | $3.4M |
—REDBALL ACQUISITION CORP | $3.4M |
—ARES ACQUISITION CORPORATION | $3.4M |
—DHB CAPITAL CORP | $3.4M |
CCIXCHURCHILL CAPITAL CORP VII | $3.4M |
—HUDSON EXECUTIVE INVS CORP I | $3.4M |
—KAIROS ACQUISITION CORP | $3.4M |
—TAILWIND TWO ACQUISITION COR | $3.4M |
IMAIMAX CORP | $3.4M |
—BYTE ACQUISITION CORP | $3.4M |
—PRIVETERRA ACQUISITION CORP | $3.4M |
MNSTMONSTER BEVERAGE CORP NEW | $3.3M |
TJXTJX COS INC NEW | $3.2M |
CREECREE INC | $3.2M |
—LIGHTJUMP ACQUISITION CORP | $3.2M |
—MARQUEE RAINE ACQUISITION CO | $3.2M |
—SANDBRIDGE X2 CORP | $3.1M |
DHID R HORTON INC | $3.1M |
PUCKUGOAL ACQUISITIONS CORP | $3.1M |
—FORTISTAR SUSTAINABLE SOL CO | $3.1M |
ZTSZOETIS INC | $3.1M |
—PRIMAVERA CAPITAL ACQUIST CO | $3.1M |