PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNQ | 5.38M | $262.55M |
 | AQN | 4.88M | $29.90M |
 | CVE | 4.87M | $128.80M |
 | IAG | 4.76M | $89.52M |
 | HBM | 3.76M | $78.73M |
 | TD | 3.75M | $350.02M |
 | BN | 3.66M | $148.16M |
 | OR | 3.34M | $127.22M |
 | RCI | 2.99M | $115.11M |
 | SU | 2.87M | $190.19M |
 | B | 2.79M | $114.07M |
 | ENB | 2.78M | $150.65M |
 | RY | 2.65M | $429.23M |
 | CP | 2.48M | $195.17M |
 | SHOP | 2.14M | $253.47M |
 | TRP | 2.06M | $129.08M |
 | BEP | 1.88M | $61.29M |
 | ALF | 1.88M | $20.18M |
 | LPAA | 1.67M | $17.88M |
 | RKT | 1.58M | $22.50M |
Canadian Natural Resources Limited
CNQ
Shares Held
5.38M
Value
$262.55M
Algonquin Power & Utilities Corp.
AQN
Shares Held
4.88M
Value
$29.90M
Cenovus Energy Inc.
CVE
Shares Held
4.87M
Value
$128.80M
IAMGOLD Corporation
IAG
Shares Held
4.76M
Value
$89.52M
Hudbay Minerals Inc.
HBM
Shares Held
3.76M
Value
$78.73M
The Toronto-Dominion Bank
TD
Shares Held
3.75M
Value
$350.02M
Brookfield Corporation
BN
Shares Held
3.66M
Value
$148.16M
OR Royalties Inc.
OR
Shares Held
3.34M
Value
$127.22M
Rogers Communications Inc.
RCI
Shares Held
2.99M
Value
$115.11M
Suncor Energy Inc.
SU
Shares Held
2.87M
Value
$190.19M
Barrick Mining Corporation
B
Shares Held
2.79M
Value
$114.07M
Enbridge Inc.
ENB
Shares Held
2.78M
Value
$150.65M
Royal Bank of Canada
RY
Shares Held
2.65M
Value
$429.23M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
2.48M
Value
$195.17M
Shopify Inc.
SHOP
Shares Held
2.14M
Value
$253.47M
TC Energy Corporation
TRP
Shares Held
2.06M
Value
$129.08M
Brookfield Renewable Partners L.P.
BEP
Shares Held
1.88M
Value
$61.29M
Centurion Acquisition Corp.
ALF
Shares Held
1.88M
Value
$20.18M
Launch One Acquisition Corp.
LPAA
Shares Held
1.67M
Value
$17.88M
Rocket Companies, Inc.
RKT
Shares Held
1.58M
Value
$22.50M