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
EATBRINKER INTL INC
$3K
SPNTSIRIUSPOINT LTD
$2K
ATGEADTALEM GLOBAL ED INC
$2K
GILDGILEAD SCIENCES INC
$2K
GHCGRAHAM HLDGS CO
$2K
FTITECHNIPFMC PLC
$2K
IDIINTERDIGITAL INC
$2K
WTHWORTHINGTON ENTERPRISES INC
$2K
PLMRPALOMAR HLDGS INC
$2K
HTDCORCEPT THERAPEUTICS INC
$2K
PRIMPRIMORIS SVCS CORP
$2K
EQXEQUINOX GOLD CORP
$2K
EMEEMCOR GROUP INC
$2K
TPCTUTOR PERINI CORP
$2K
SANMSANMINA CORPORATION
$2K
SKYWSKYWEST INC
$2K
SNEXSTONEX GROUP INC
$2K
FIXCOMFORT SYS USA INC
$2K
DOCUDOCUSIGN INC
$2K
CAKECHEESECAKE FACTORY INC
$2K
AXSAXIS CAP HLDGS LTD
$2K
JCIJOHNSON CTLS INTL PLC
$2K
SUPNSUPERNUS PHARMACEUTICALS INC
$1K
EIGEMPLOYERS HLDGS INC
$1K
AHCOADAPTHEALTH CORP
$1K
BNLBROADSTONE NET LEASE INC
$1K
UMHUMH PPTYS INC
$1K
OSKOSHKOSH CORP
$1K
FISVFISERV INC
$1K
NSZNETSCOUT SYS INC
$1K
APOGAPOGEE ENTERPRISES INC
$1K
CTRECARETRUST REIT INC
$1K
LMATLEMAITRE VASCULAR INC
$1K
GJBSTEELCASE INC
$1K
PYPLPAYPAL HLDGS INC
$1K
ADUSADDUS HOMECARE CORP
$1K
WTWISDOMTREE INC
$1K
JXNJACKSON FINANCIAL INC
$1K
NWBINORTHWEST BANCSHARES INC MD
$1K
YOUCLEAR SECURE INC
$1K
SSNCSS&C TECHNOLOGIES HLDGS INC
$1K
LZBLA Z BOY INC
$1K
PKGPACKAGING CORP AMER
$1K
LTCLTC PPTYS INC
$1K
OTTROTTER TAIL CORP
$1K
NMRKNEWMARK GROUP INC
$1K
MDTMEDTRONIC PLC
$1K
STNGSCORPIO TANKERS INC
$1K
SPNSSAPIENS INTL CORP N V
$1K
KBHKB HOME
$1K
CVCOCAVCO INDS INC DEL
$1K
PSMTPRICESMART INC
$1K
CPRXCATALYST PHARMACEUTICALS INC
$1K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$1K
FLRFLUOR CORP NEW
$1K
GABCGERMAN AMERN BANCORP INC
$1K
INCYINCYTE CORP
$1K
CMPRCIMPRESS PLC
$1K
WTTRSELECT WATER SOLUTIONS INC
$1K
LGNDLIGAND PHARMACEUTICALS INC
$1K
VTYVERINT SYS INC
$1K
RESRPC INC
$1K
NOGNORTHERN OIL & GAS INC
$1K
STTSTATE STR CORP
$1K
PLXSPLEXUS CORP
$1K
ACNACCENTURE PLC IRELAND
$1K
NXQUANEX BLDG PRODS CORP
$1K
HNIHNI CORP
$1K
JJACOBS SOLUTIONS INC
$1K
CMICUMMINS INC
$1K
HALOHALOZYME THERAPEUTICS INC
$1K
CHRWC H ROBINSON WORLDWIDE INC
$1K
DOLEDOLE PLC
$1K
JAZZJAZZ PHARMACEUTICALS PLC
$1K
EOGEOG RES INC
$1K
DNOWDNOW INC
$1K
FFBCFIRST FINL BANCORP OH
$1K
BHEBENCHMARK ELECTRS INC
$1K
FDPFRESH DEL MONTE PRODUCE INC
$1K
INGRINGREDION INC
$1K
UEOWESTLAKE CORPORATION
$1K
ABMABM INDS INC
$1K
HCAHCA HEALTHCARE INC
$1K
HRMYHARMONY BIOSCIENCES HLDGS IN
$1K
LPGDORIAN LPG LTD
$1K
ORIOLD REP INTL CORP
$1K
AOSLALPHA & OMEGA SEMICONDUCTOR
$1K
ANDEANDERSONS INC
$1K
REGNREGENERON PHARMACEUTICALS
$1K
NWNNORTHWEST NAT HLDG CO
$1K
CBTCABOT CORP
$1K
TAPMOLSON COORS BEVERAGE CO
$1K
HWCHANCOCK WHITNEY CORPORATION
$1K
UHSUNIVERSAL HLTH SVCS INC
$1K
ETRENTERGY CORP NEW
$1K
AMPHAMPHASTAR PHARMACEUTICALS IN
$1K
JLLJONES LANG LASALLE INC
$1K
CNXCCONCENTRIX CORP
$1K
EXLSEXLSERVICE HOLDINGS INC
$1K
MMSMAXIMUS INC
$1K
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