PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 6.39M | $108.47M |
 | HBM | 6.35M | $96.17M |
 | CNQ | 5.17M | $165.28M |
 | IAG | 3.89M | $50.29M |
 | TD | 3.25M | $259.99M |
 | OR | 3.11M | $124.61M |
 | TU | 2.89M | $45.56M |
 | ENB | 2.70M | $136.41M |
 | RCI | 2.67M | $92.02M |
 | BN | 2.63M | $180.35M |
 | RY | 2.58M | $379.83M |
 | CP | 2.15M | $159.88M |
 | AVDX | 2.10M | $20.89M |
 | SSRM | 2.08M | $50.82M |
 | TRP | 2.04M | $110.73M |
 | CGCT | 2.00M | $20.09M |
 | ALF | 1.88M | $19.78M |
 | GPAT | 1.88M | $19.88M |
 | SIMAU | 1.80M | $18.97M |
 | BIP | 1.77M | $58.27M |
Cenovus Energy Inc.
CVE
Shares Held
6.39M
Value
$108.47M
Hudbay Minerals Inc.
HBM
Shares Held
6.35M
Value
$96.17M
Canadian Natural Resources Limited
CNQ
Shares Held
5.17M
Value
$165.28M
IAMGOLD Corporation
IAG
Shares Held
3.89M
Value
$50.29M
The Toronto-Dominion Bank
TD
Shares Held
3.25M
Value
$259.99M
OR Royalties Inc.
OR
Shares Held
3.11M
Value
$124.61M
TELUS Corporation
TU
Shares Held
2.89M
Value
$45.56M
Enbridge Inc.
ENB
Shares Held
2.70M
Value
$136.41M
Rogers Communications Inc.
RCI
Shares Held
2.67M
Value
$92.02M
Brookfield Corporation
BN
Shares Held
2.63M
Value
$180.35M
Royal Bank of Canada
RY
Shares Held
2.58M
Value
$379.83M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
2.15M
Value
$159.88M
AvidXchange Holdings, Inc.
AVDX
Shares Held
2.10M
Value
$20.89M
SSR Mining Inc.
SSRM
Shares Held
2.08M
Value
$50.82M
TC Energy Corporation
TRP
Shares Held
2.04M
Value
$110.73M
Cartesian Growth Corporation III
CGCT
Shares Held
2.00M
Value
$20.09M
Centurion Acquisition Corp.
ALF
Shares Held
1.88M
Value
$19.78M
GP-Act III Acquisition Corp.
GPAT
Shares Held
1.88M
Value
$19.88M
SIM Acquisition Corp. I Unit
SIMAU
Shares Held
1.80M
Value
$18.97M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
1.77M
Value
$58.27M