PICTON MAHONEY ASSET MANAGEMENT Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$9.7B

Holdings

963

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (963 positions)

StockValue
AXINAXIOM INTELLIGENCE AC CORP 1
$1.8M
VLOVALERO ENERGY CORP
$1.7M
EMAEMERA INC
$1.7M
IEFISHARES TR
$1.7M
BVBRIGHTVIEW HLDGS INC
$1.6M
PCAPPROCAP ACQUISITION CORP
$1.6M
ELFE L F BEAUTY INC
$1.6M
LYVLIVE NATION ENTERTAINMENT IN
$1.6M
EFXENERFLEX LTD
$1.6M
PLMKPLUM ACQUISITION CORP IV
$1.5M
GRT-UGRANITE REAL ESTATE INVT TR
$1.5M
PRNPROFOUND MED CORP
$1.5M
GEVGE VERNOVA INC
$1.5M
VIRTVIRTU FINL INC
$1.5M
CDWCDW CORP
$1.5M
EZAISHARES INC
$1.5M
STNSTANTEC INC
$1.5M
MLB1MERCADOLIBRE INC
$1.4M
NRANRG ENERGY INC
$1.4M
LAURLAUREATE EDUCATION INC
$1.4M
NMIHNMI HLDGS INC
$1.4M
DRSLEONARDO DRS INC
$1.4M
APHAMPHENOL CORP NEW
$1.4M
CSCOCISCO SYS INC
$1.4M
PLNTPLANET FITNESS INC
$1.4M
VLTOVERALTO CORP
$1.4M
EWZISHARES INC
$1.4M
AGXARGAN INC
$1.4M
DTMDT MIDSTREAM INC
$1.4M
PBIPITNEY BOWES INC
$1.4M
FHIFEDERATED HERMES INC
$1.4M
UVEUNIVERSAL INS HLDGS INC
$1.4M
FTNTFORTINET INC
$1.4M
UTIUNIVERSAL TECHNICAL INST INC
$1.4M
FTDRFRONTDOOR INC
$1.4M
VRSNVERISIGN INC
$1.4M
HGHAMILTON INSURANCE GROUP LTD
$1.4M
GKDGRAND CANYON ED INC
$1.3M
PRDOPERDOCEO ED CORP
$1.3M
TPBTURNING PT BRANDS INC
$1.3M
SFMSPROUTS FMRS MKT INC
$1.3M
CARGCARGURUS INC
$1.3M
HCM II ACQUISITION CORP
$1.3M
HMNHORACE MANN EDUCATORS CORP N
$1.3M
KDPKEURIG DR PEPPER INC
$1.3M
MOALTRIA GROUP INC
$1.3M
BACVERIZON COMMUNICATIONS INC
$1.3M
ETHMDYNAMIX CORP
$1.3M
CXWCORECIVIC INC
$1.3M
MCOMOODYS CORP
$1.3M
SILASILA REALTY TRUST INC
$1.3M
EEEXCELERATE ENERGY INC
$1.2M
INFA1EURINFORMATICA INC
$1.2M
BHCBAUSCH HEALTH COS INC
$1.2M
BASECOUCHBASE INC
$1.2M
APPAPPLOVIN CORP
$1.2M
RFAIRF ACQUISITION CORP II
$1.1M
CRANE HBR ACQUISITION CORP
$1.0M
BEAGBOLD EAGLE ACQUISITION CORP
$1.0M
ASBPWASPIRE BIOPHARMA HLDGS INC
$1.0M
CAPTCAPTIVISION INC
$1.0M
CEROWCERO THERAPEUTICS HLDGS INC
$1.0M
MCGAYORKVILLE ACQUISITION CORP.
$956K
FVIFORTUNA MNG CORP
$951K
NOMDNOMAD FOODS LTD
$916K
M3BRIGADE ACQUISITION V CORP
$898K
TLTISHARES TR
$883K
NBISNEBIUS GROUP N.V.
$846K
SNDKSANDISK CORP
$840K
RDDTREDDIT INC
$835K
URBNURBAN OUTFITTERS INC
$830K
OSONESTREAM INC
$824K
WBDWARNER BROS DISCOVERY INC
$822K
ALGMALLEGRO MICROSYSTEMS INC
$821K
ROKUROKU INC
$821K
WWAYFAIR INC
$820K
CVNACARVANA CO
$815K
IVEISHARES TR
$814K
ALABASTERA LABS INC
$809K
UIUBIQUITI INC
$808K
SMTCSEMTECH CORP
$808K
ASAMER SPORTS INC
$803K
BILLBILL HOLDINGS INC
$799K
LUMNLUMEN TECHNOLOGIES INC
$795K
AIC3 AI INC
$794K
TTANSERVICETITAN INC
$790K
UUNITY SOFTWARE INC
$787K
MDBMONGODB INC
$785K
MBLYMOBILEYE GLOBAL INC
$784K
OACCOAKTREE ACQUISITION CORP III
$783K
UPSTUPSTART HLDGS INC
$779K
CECELANESE CORP DEL
$773K
SAILSAILPOINT INC
$737K
IEURISHARES TR
$731K
EX9EXELIXIS INC
$715K
SOYSUNOPTA INC
$699K
PPLPEMBINA PIPELINE CORP
$676K
ATENA10 NETWORKS INC
$672K
AMGAFFILIATED MANAGERS GROUP IN
$670K
JBLJABIL INC
$665K
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