PICTON MAHONEY ASSET MANAGEMENT Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$11.1B
Holdings
1,069
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,069 positions)
| Stock | Value |
|---|---|
PPLPPL CORP | $20.1M |
IBMINTERNATIONAL BUSINESS MACHS | $19.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $19.9M |
GPATGP-ACT III ACQUISITION CORP | $19.9M |
CLHCLEAN HARBORS INC | $19.9M |
AONAON PLC | $19.8M |
APOAPOLLO GLOBAL MGMT INC | $19.8M |
ALFCENTURION ACQUISITION CORP | $19.8M |
RDNTRADNET INC | $19.7M |
VENVENTAS INC | $19.7M |
DOOBRP INC | $19.6M |
XPOXPO INC | $19.6M |
—ROCKET COS INC | $19.4M |
—REINSURANCE GRP OF AMERICA I | $19.2M |
ADIANALOG DEVICES INC | $19.1M |
SIMASIM ACQUISITION CORP. I | $19.0M |
ISRGINTUITIVE SURGICAL INC | $18.8M |
MAMASTERCARD INCORPORATED | $18.6M |
FASTFASTENAL CO | $17.8M |
ORCLORACLE CORP | $17.6M |
LPAALAUNCH ONE ACQUISITION CORP | $17.5M |
DISDISNEY WALT CO | $17.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.0M |
CNRCANADIAN NATL RY CO | $16.4M |
NTRANATERA INC | $16.4M |
INTUINTUIT | $16.4M |
LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN | $16.2M |
FTWEQV VENTURES ACQUISITION COR | $16.1M |
CHWYCHEWY INC | $16.0M |
RBLXROBLOX CORP | $15.9M |
EDGGOLD FIELDS LTD | $15.9M |
HASHASBRO INC | $15.8M |
CUBLIONHEART HOLDINGS | $15.8M |
—WNS HLDGS LTD | $15.6M |
SFSTIFEL FINL CORP | $15.6M |
DC4DEXCOM INC | $15.5M |
AMEAMETEK INC | $15.3M |
EAELECTRONIC ARTS INC | $15.1M |
WABWABTEC | $15.1M |
AJGGALLAGHER ARTHUR J & CO | $15.0M |
CFLTCONFLUENT INC | $14.8M |
SNPSSYNOPSYS INC | $14.6M |
OLLIOLLIES BARGAIN OUTLET HLDGS | $14.4M |
TRVCCITIGROUP INC | $14.3M |
LBRDKLIBERTY BROADBAND CORP | $14.3M |
SLGSL GREEN RLTY CORP | $14.3M |
TGNATEGNA INC | $14.2M |
PANWPALO ALTO NETWORKS INC | $14.0M |
TPRTAPESTRY INC | $13.9M |
PDSPRECISION DRILLING CORP | $13.9M |
BCEBCE INC | $13.7M |
DOCNDIGITALOCEAN HLDGS INC | $13.7M |
BNSBANK NOVA SCOTIA HALIFAX | $13.6M |
LNGCHENIERE ENERGY INC | $13.4M |
TLNTALEN ENERGY CORP | $13.4M |
VSTVISTRA CORP | $13.2M |
BRBRBELLRING BRANDS INC | $13.1M |
FACTFACT II ACQUISITION CORP | $12.9M |
LITELUMENTUM HLDGS INC | $12.8M |
ALAIR LEASE CORP | $12.7M |
EROERO COPPER CORP | $12.6M |
DPZDOMINOS PIZZA INC | $12.6M |
SLSSOLARIS RES INC | $12.6M |
TEVATEVA PHARMACEUTICAL INDS LTD | $12.5M |
UFPIUFP INDUSTRIES INC | $12.5M |
DBRGDIGITALBRIDGE GROUP INC | $12.3M |
CRLCHARLES RIV LABS INTL INC | $12.3M |
AYS1SANDSTORM GOLD LTD | $11.9M |
EVRGEVERGY INC | $11.8M |
VBTXVERITEX HLDGS INC | $11.8M |
NINISOURCE INC | $11.7M |
OTXOPEN TEXT CORP | $11.7M |
POLEANDRETTI ACQUISITION CORP II | $11.5M |
BLDRBUILDERS FIRSTSOURCE INC | $11.5M |
ARESARES MANAGEMENT CORPORATION | $11.5M |
ADMAADMA BIOLOGICS INC | $11.4M |
TTANSERVICETITAN INC | $11.3M |
CCIXCHURCHILL CAPITAL CORP IX | $11.1M |
MBVIM3-BRIGADE ACQUISITION VI CO | $11.1M |
HBANHUNTINGTON BANCSHARES INC | $11.1M |
—SPRING VY ACQUISITION CORP I | $11.0M |
NCNONCINO INC | $10.9M |
SAIASAIA INC | $10.8M |
LMNDLEMONADE INC | $10.7M |
IBKRINTERACTIVE BROKERS GROUP IN | $10.7M |
GRAFGRAF GLOBAL CORP | $10.6M |
SNSHARKNINJA INC | $10.5M |
—M3BRIGADE ACQUISITION V CORP | $10.4M |
KFIIK&F GROWTH ACQUISITION CORP | $10.2M |
NPACNEW PROVIDENCE ACQUISITION C | $10.2M |
TACHTITAN ACQUISITION CORP | $10.1M |
OYSEOYSTER ENTERPRISES II ACQUIS | $10.0M |
FIGXUFIGX CAP ACQUISITION CORP | $10.0M |
CHECCHENGHE ACQUISITION III CO | $10.0M |
LATAGALATA ACQUISITION CORP II | $10.0M |
FTWEQV VENTURES AC CORP. II | $9.9M |
OBAOXLEY BRIDGE ACQ LTD | $9.9M |
BACQBLEICHROEDER ACQUISITION COR | $9.9M |
OTGAOTG ACQUISITION CORP. I | $9.8M |
AFRMAFFIRM HLDGS INC | $9.8M |