PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVE | 6.82M | $115.61M |
 | HBM | 5.03M | $100.09M |
 | IAG | 5.03M | $83.11M |
 | CNQ | 4.67M | $158.29M |
 | BN | 3.61M | $166.15M |
 | AQN | 3.52M | $21.67M |
 | B | 3.42M | $149.32M |
 | TD | 3.40M | $320.61M |
 | OR | 3.16M | $112.11M |
 | RCI | 2.80M | $105.74M |
 | ENB | 2.67M | $127.77M |
 | RY | 2.65M | $452.75M |
 | CP | 2.25M | $166.08M |
 | TRP | 2.06M | $113.37M |
 | BCE | 1.96M | $46.91M |
 | SHOP | 1.93M | $311.67M |
 | RKT | 1.92M | $37.11M |
 | MFC | 1.90M | $68.95M |
 | GPAT | 1.88M | $20.04M |
 | ALF | 1.88M | $19.97M |
Cenovus Energy Inc.
CVE
Shares Held
6.82M
Value
$115.61M
Hudbay Minerals Inc.
HBM
Shares Held
5.03M
Value
$100.09M
IAMGOLD Corporation
IAG
Shares Held
5.03M
Value
$83.11M
Canadian Natural Resources Limited
CNQ
Shares Held
4.67M
Value
$158.29M
Brookfield Corporation
BN
Shares Held
3.61M
Value
$166.15M
Algonquin Power & Utilities Corp.
AQN
Shares Held
3.52M
Value
$21.67M
Barrick Mining Corporation
B
Shares Held
3.42M
Value
$149.32M
The Toronto-Dominion Bank
TD
Shares Held
3.40M
Value
$320.61M
OR Royalties Inc.
OR
Shares Held
3.16M
Value
$112.11M
Rogers Communications Inc.
RCI
Shares Held
2.80M
Value
$105.74M
Enbridge Inc.
ENB
Shares Held
2.67M
Value
$127.77M
Royal Bank of Canada
RY
Shares Held
2.65M
Value
$452.75M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
2.25M
Value
$166.08M
TC Energy Corporation
TRP
Shares Held
2.06M
Value
$113.37M
BCE Inc.
BCE
Shares Held
1.96M
Value
$46.91M
Shopify Inc.
SHOP
Shares Held
1.93M
Value
$311.67M
Rocket Companies, Inc.
RKT
Shares Held
1.92M
Value
$37.11M
Manulife Financial Corporation
MFC
Shares Held
1.90M
Value
$68.95M
GP-Act III Acquisition Corp.
GPAT
Shares Held
1.88M
Value
$20.04M
Centurion Acquisition Corp.
ALF
Shares Held
1.88M
Value
$19.97M