PICTON MAHONEY ASSET MANAGEMENT Q4 2023 Filing

Filed February 6, 2024

Portfolio Value

$3.7B

Holdings

440

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (440 positions)

StockValue
BRKRBRUKER CORP
$93K
LOWLOWES COS INC
$91K
CRCRANE COMPANY
$90K
RGENREPLIGEN CORP
$90K
PENPENUMBRA INC
$88K
FISFIDELITY NATL INFORMATION SV
$86K
DBAINVESCO DB MULTI-SECTOR COMM
$83K
FLYWFLYWIRE CORPORATION
$80K
PWSCPOWERSCHOOL HOLDINGS INC
$75K
LLYELI LILLY AND CO
$28K
AKAFETF SER SOLUTIONS
$26K
NOWSERVICENOW INC
$21K
AVGOBROADCOM INC
$19K
URIUNITED RENTALS INC
$17K
UNHUNITEDHEALTH GROUP INC
$16K
EVRGEVERGY INC
$12K
NVSTENVISTA HOLDINGS CORPORATION
$12K
VALEVALE S A
$12K
FCNCAFIRST CTZNS BANCSHARES INC N
$12K
ABCBAMERIS BANCORP
$12K
GRBKGREEN BRICK PARTNERS INC
$12K
FTITECHNIPFMC PLC
$12K
WBSWEBSTER FINL CORP
$12K
TFCTRUIST FINL CORP
$12K
SBG1SEACOAST BKG CORP FLA
$12K
AEPAMERICAN ELEC PWR CO INC
$12K
FHBFIRST HAWAIIAN INC
$12K
CXCEMEX SAB DE CV
$12K
ROPROPER TECHNOLOGIES INC
$12K
HBANHUNTINGTON BANCSHARES INC
$12K
RFREGIONS FINANCIAL CORP NEW
$12K
ADBEADOBE INC
$11K
FEFIRSTENERGY CORP
$10K
FFINFIRST FINL BANKSHARES INC
$10K
ACTENACT HLDGS INC
$10K
JBTJOHN BEAN TECHNOLOGIES CORP
$10K
YOUCLEAR SECURE INC
$10K
INTUINTUIT
$9K
LRCXEURLAM RESEARCH CORP
$3K
WWAYFAIR INC
$1K
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