PICTON MAHONEY ASSET MANAGEMENT Q4 2021 Filing
Filed February 10, 2022
Portfolio Value
$3.4B
Holdings
786
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (786 positions)
| Stock | Value |
|---|---|
ADBEADOBE SYSTEMS INCORPORATED | $7.9M |
ELLAUDER ESTEE COS INC | $7.9M |
ETNEATON CORP PLC | $7.8M |
NOWSERVICENOW INC | $7.8M |
—NORTHERN GENESIS ACQU CORP I | $7.8M |
—SPARTAN ACQUISITION CORP III | $7.7M |
—ATHENE HOLDING LTD | $7.6M |
AZEKAZEK CO INC | $7.6M |
—MOTIVE CAPITAL CORP | $7.4M |
—TAILWIND TWO ACQUISITION COR | $7.4M |
FRFIRST INDL RLTY TR INC | $7.2M |
PPCPILGRIMS PRIDE CORP | $7.2M |
LAMRLAMAR ADVERTISING CO NEW | $7.1M |
MRVLMARVELL TECHNOLOGY INC | $7.0M |
—CARTESIAN GROWTH CORP | $6.9M |
STZCONSTELLATION BRANDS INC | $6.9M |
URIUNITED RENTALS INC | $6.6M |
GNRCGENERAC HLDGS INC | $6.5M |
CPRTCOPART INC | $6.5M |
HONHONEYWELL INTL INC | $6.2M |
XOMEXXON MOBIL CORP | $6.2M |
ODFLOLD DOMINION FREIGHT LINE IN | $6.2M |
CRWDCROWDSTRIKE HLDGS INC | $6.2M |
JCIJOHNSON CTLS INTL PLC | $6.2M |
KMXCARMAX INC | $6.1M |
—ATOTECH LTD | $6.1M |
CFCF INDS HLDGS INC | $6.0M |
—AVISTA PUB ACQUISITION CORP | $6.0M |
SEDGSOLAREDGE TECHNOLOGIES INC | $5.8M |
AAALCOA CORP | $5.7M |
FTAIEURFORTRESS TRANS INFRST INVS L | $5.6M |
PGYEJF ACQUISITION CORP | $5.5M |
SKAASKECHERS U S A INC | $5.5M |
COHREURCOHERENT INC | $5.5M |
ADIANALOG DEVICES INC | $5.4M |
ZTSZOETIS INC | $5.4M |
SF9SANDERSON FARMS INC | $5.2M |
BILLBILL COM HLDGS INC | $5.2M |
CDNSCADENCE DESIGN SYSTEM INC | $5.1M |
ULTAULTA BEAUTY INC | $5.0M |
—ARGUS CAPITAL CORP | $5.0M |
—TCW SPECIAL PURPOSE ACQU COR | $4.9M |
—PIVOTAL INVESTMENT CORP III | $4.9M |
—LEO HLDGS CORP II | $4.8M |
—PROPERTY SOLUTIONS ACQUISITI | $4.6M |
—KERNEL GROUP HOLDINGS INC | $4.5M |
SBACSBA COMMUNICATIONS CORP NEW | $4.4M |
CPRICAPRI HOLDINGS LIMITED | $4.4M |
—PORTAGE FINTECH ACQUISITN CO | $4.4M |
SLAMFSLAM CORP | $4.4M |
SPTSPROUT SOCIAL INC | $4.3M |
—PERSHING SQUARE TONTINE HLDG | $4.3M |
—INTERPRIVATE III FINANCIAL P | $4.1M |
—HIGHLAND TRANSCEND PARTNERS | $4.1M |
—MAGNUM OPUS ACQUISITION LTD | $4.1M |
—NOVUS CAPITAL CORPORATION II | $4.1M |
—SOAR TECHNOLOGY ACQUISN CORP | $4.0M |
—CAPSTAR SPL PURP ACQUISITION | $4.0M |
—CC NEUBERGER PRIN HLDGS II | $4.0M |
—COHN ROBBINS HOLDINGS CORP | $3.9M |
—GOLDEN FALCON ACQUISITION CO | $3.9M |
—CONX CORP | $3.9M |
—FTAC HERA ACQUISITION CORP | $3.9M |
—SCION TECH GROWTH I | $3.9M |
—SENIOR CONNECT ACQUISITN COR | $3.9M |
—FORUM MERGER IV CORP | $3.9M |
—SIMON PROPERTY GRP ACQ HOLDI | $3.9M |
—LEVERE HOLDINGS CORP | $3.9M |
—TZP STRATEGIES ACQUISTN CORP | $3.9M |
—DHC ACQUISITION CORP | $3.9M |
—AUSTERLITZ ACQUISITION CORP | $3.9M |
—TECH AND ENERGY TRANSITION | $3.9M |
—INDEPENDENCE HOLDINGS CORP | $3.9M |
SHLSSHOALS TECHNOLOGIES GROUP IN | $3.9M |
—POEMA GLOBAL HOLDINGS CORP | $3.8M |
—MGM GROWTH PPTYS LLC | $3.7M |
—PERIPHAS CAPITAL PARTNERING | $3.7M |
—KKR ACQUISITION HOLDING I CO | $3.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $3.6M |
APOEURAPOLLO GLOBAL MGMT INC | $3.5M |
MBVIM3 BRIGADE ACQUISITION II CO | $3.5M |
—VPC IMPACT ACQU HOLDI III IN | $3.5M |
—ARCHIMEDES TECH SPAC PARTNR | $3.5M |
—VIRGIN GROUP ACQUISIT CORP I | $3.5M |
CCIXCHURCHILL CAPITAL CORP VII | $3.4M |
—DPCM CAP INC | $3.4M |
FLYWFLYWIRE CORPORATION | $3.4M |
—BYTE ACQUISITION CORP | $3.4M |
—KAIROS ACQUISITION CORP | $3.4M |
—HUDSON EXECUTIVE INVS CORP I | $3.4M |
—MARLIN TECHNOLOGY CORP | $3.4M |
—DHB CAPITAL CORP | $3.4M |
—ARES ACQUISITION CORPORATION | $3.4M |
—PRIVETERRA ACQUISITION CORP | $3.4M |
MDTMEDTRONIC PLC | $3.3M |
—LIGHTJUMP ACQUISITION CORP | $3.2M |
—SANDBRIDGE X2 CORP | $3.2M |
HVIIHENNESSY CAPITAL INVST CORP | $3.1M |
—BRIDGETOWN 2 HOLDINGS LTD | $3.1M |
SRCUSDSPIRIT RLTY CAP INC NEW | $3.1M |