PICTON MAHONEY ASSET MANAGEMENT Q2 2023 Filing

Filed August 3, 2023

Portfolio Value

$2.3T

Holdings

437

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (437 positions)

#StockSharesValue% PortfolioType
1
FLDFTAC EMERALD ACQUISITION COR
96,081$995.0M0.04%
2
POWER AND DIGITAL INFRASTRUCTU
75,000$781.0M0.03%
3
HSYHERSHEY CO
3,050$761.0M0.03%
4
CDNSCADENCE DESIGN SYSTEM INC
3,130$734.0M0.03%
5
DBBINVESCO DB MULTI-SECTOR COMM
37,150$667.0M0.03%
6
NTLAINTELLIA THERAPEUTICS INC
15,926$649.0M0.03%
7
IVEISHARES TR
3,660$591.0M0.03%
8
URAGLOBAL X FDS
25,500$553.0M0.02%
9
THUNDER BRDG CAP PRTNRS IV I
50,000$514.0M0.02%
10
DBEINVESCO DB MULTI-SECTOR COMM
25,750$510.0M0.02%
11
PEARL HOLDINGS ACQUISITN COR
45,798$483.0M0.02%
12
PODDINSULET CORP
1,625$469.0M0.02%
13
EWUISHARES TR
13,960$452.0M0.02%
14
CRLCHARLES RIV LABS INTL INC
2,010$423.0M0.02%
15
ELFE L F BEAUTY INC
3,155$360.0M0.02%
16
RSPINVESCO EXCHANGE TRADED FD T
2,365$353.0M0.02%
17
FIVEFIVE BELOW INC
1,785$351.0M0.02%
18
DBAINVESCO DB MULTI-SECTOR COMM
16,500$348.0M0.02%
19
PAASPAN AMERN SILVER CORP
648,043$329.0M0.01%
20
DECKDECKERS OUTDOOR CORP
575$304.0M0.01%
21
KRBNKRANESHARES TR
7,700$291.0M0.01%
22
MOOVANECK ETF TRUST
3,500$286.0M0.01%
23
EWHISHARES INC
14,640$283.0M0.01%
24
EWAISHARES INC
12,460$281.0M0.01%
25
COPXGLOBAL X FDS
7,400$279.0M0.01%
26
IWMISHARES TR
1,490$279.0M0.01%
27
SBACSBA COMMUNICATIONS CORP NEW
1,185$274.0M0.01%
28
MMSMAXIMUS INC
3,140$265.0M0.01%
29
FDXFEDEX CORP
1,060$262.0M0.01%
30
SYKSTRYKER CORPORATION
855$261.0M0.01%
31
KCCAKRANESHARES TR
10,000$254.0M0.01%
32
SILGLOBAL X FDS
9,500$247.0M0.01%
33
LRCXEURLAM RESEARCH CORP
375$241.0M0.01%
34
HEIHEICO CORP NEW
1,295$229.0M0.01%
35
GDXVANECK ETF TRUST
7,500$226.0M0.01%
36
GNRCGENERAC HLDGS INC
1,515$226.0M0.01%
37
WWEUSDWORLD WRESTLING ENTMT INC
2,020$219.0M0.01%
38
AMTAMERICAN TOWER CORP NEW
1,105$214.0M0.01%
39
SAIASAIA INC
615$210.0M0.01%
40
MSCIMSCI INC
437$205.0M0.01%
41
MCKMCKESSON CORP
475$203.0M0.01%
42
TWNKEURHOSTESS BRANDS INC
7,950$202.0M0.01%
43
FRFIRST INDL RLTY TR INC
3,560$188.0M0.01%
44
BAKBRASKEM S A
16,000$186.0M0.01%
45
XARSPDR SER TR
1,500$182.0M0.01%
46
FANFIRST TR EXCHANGE-TRADED FD
10,200$178.0M0.01%
47
PPAINVESCO EXCHANGE TRADED FD T
2,100$177.0M0.01%
48
ITA*ISHARES TR
1,500$175.0M0.01%
49
REMXVANECK ETF TRUST
2,100$175.0M0.01%
50
VRSNVERISIGN INC
760$171.0M0.01%
51
BLDTOPBUILD CORP
635$169.0M0.01%
52
TANINVESCO EXCH TRADED FD TR II
2,300$164.0M0.01%
53
ICLNISHARES TR
8,700$160.0M0.01%
54
LITGLOBAL X FDS
2,400$156.0M0.01%
55
BRIDGETOWN HOLDINGS LTD
14,780$152.0M0.01%
56
BKNGBOOKING HOLDINGS INC
55$149.0M0.01%
57
PCTYPAYLOCITY HLDG CORP
780$144.0M0.01%
58
SPTSPROUT SOCIAL INC
3,075$142.0M0.01%
59
TECHBIO-TECHNE CORP
1,695$138.0M0.01%
60
TWTRADEWEB MKTS INC
1,965$135.0M0.01%
61
RRXREGAL REXNORD CORPORATION
845$130.0M0.01%
62
XLISELECT SECTOR SPDR TR
1,200$129.0M0.01%
63
ATRAPTARGROUP INC
1,110$128.0M0.01%
64
SUISUN CMNTYS INC
980$128.0M0.01%
65
XLESELECT SECTOR SPDR TR
1,480$120.0M0.01%
66
TASTUSDCARROLS RESTAURANT GROUP INC
22,900$116.0M0.01%
67
CTLTEURCATALENT INC
2,645$115.0M0.00%
68
DTDYNATRACE INC
2,230$115.0M0.00%
69
BUNGE LIMITED
1,130$107.0M0.00%
70
FIVNFIVE9 INC
1,300$107.0M0.00%
71
PLNTPLANET FITNESS INC
1,455$98.0M0.00%
72
BYDBOYD GAMING CORP
1,365$95.0M0.00%
73
BRKRBRUKER CORP
1,260$93.0M0.00%
74
THCTENET HEALTHCARE CORP
1,100$90.0M0.00%
75
LOWLOWES COS INC
370$83.0M0.00%
76
BJBJS WHSL CLUB HLDGS INC
1,280$81.0M0.00%
77
JAZZJAZZ PHARMACEUTICALS PLC
635$79.0M0.00%
78
PFGCPERFORMANCE FOOD GROUP CO
1,310$79.0M0.00%
79
ISRLFISRAEL ACQUISITIONS CORP
550,000$76.0M0.00%
80
MAXMEDIAALPHA INC
6,680$69.0M0.00%
81
CCKCROWN HLDGS INC
673$58.0M0.00%
82
PWSCPOWERSCHOOL HOLDINGS INC
2,950$57.0M0.00%
83
KEYARCH ACQUISITION CORP
325,000$46.0M0.00%
84
LEVWQTHE LION ELECTRIC COMPANY
220,293$42.0M0.00%
85
ESTCELASTIC N V
620$40.0M0.00%
86
ACCRETION ACQUISITION CORP
308,000$34.0M0.00%
87
BYTE ACQUISITION CORP
175,000$31.0M0.00%
88
AKAFETF SER SOLUTIONS
1,200$26.0M0.00%
89
ARROWROOT ACQUISITION CORP
100,000$23.0M0.00%
90
JAGUAR GLOBAL GROWTH CORP I
150,000$23.0M0.00%
91
MARS ACQUISITION CORP
80,000$20.0M0.00%
92
VALUENCE MERGER CORP I
225,000$19.0M0.00%
93
COOCOOPER COS INC
40$16.0M0.00%
94
BLACK MOUNTAIN ACQ CORP
300,000$15.0M0.00%
95
GLOBAL TECHNOLGY ACQSTN CORP
250,000$15.0M0.00%
96
NBSTWNEWBURY STREET ACQUISITN COR
78,566$15.0M0.00%
97
ESGEN ACQUISITION CORP
175,000$13.0M0.00%
98
GLOBAL BLUE GROUP HOLDING AG
123,907$13.0M0.00%
99
SILVERBOX CORP III
99,999$13.0M0.00%
100
CONSILIUM ACQUISITN CORP I L
100,000$12.0M0.00%
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