PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 141K | $14.35M |
 | SF | 137K | $15.60M |
 | BB | 135K | $656.00K |
 | PCG | 134K | $2.02M |
 | AFRM | 133K | $9.75M |
 | UFPI | 133K | $12.47M |
 | DHI | 127K | $21.59M |
 | IVT | 126K | $3.62M |
 | IVR | 126K | $955.00K |
 | ABPWW | 125K | $3.00K |
 | TPR | 123K | $13.90M |
 | GRND | 118K | $1.77M |
 | ICE | 118K | $19.91M |
 | BA | 116K | $24.97M |
 | RBLX | 115K | $15.92M |
 | CGNX | 114K | $5.17M |
 | OLLI | 112K | $14.37M |
 | TTAN | 112K | $11.27M |
 | BKR | 112K | $5.44M |
 | DNOW | 111K | $1.69M |
Citigroup Inc.
C
Shares Held
141K
Value
$14.35M
Stifel Financial Corp.
SF
Shares Held
137K
Value
$15.60M
BlackBerry Limited
BB
Shares Held
135K
Value
$656.00K
Pacific Gas & Electric Co.
PCG
Shares Held
134K
Value
$2.02M
Affirm Holdings, Inc.
AFRM
Shares Held
133K
Value
$9.75M
UFP Industries, Inc.
UFPI
Shares Held
133K
Value
$12.47M
D.R. Horton, Inc.
DHI
Shares Held
127K
Value
$21.59M
InvenTrust Properties Corp.
IVT
Shares Held
126K
Value
$3.62M
Invesco Mortgage Capital Inc.
IVR
Shares Held
126K
Value
$955.00K
Abpro Holdings Inc
ABPWW
Shares Held
125K
Value
$3.00K
Tapestry, Inc.
TPR
Shares Held
123K
Value
$13.90M
Grindr Inc.
GRND
Shares Held
118K
Value
$1.77M
Intercontinental Exchange, Inc.
ICE
Shares Held
118K
Value
$19.91M
The Boeing Company
BA
Shares Held
116K
Value
$24.97M
Roblox Corporation
RBLX
Shares Held
115K
Value
$15.92M
Cognex Corporation
CGNX
Shares Held
114K
Value
$5.17M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
112K
Value
$14.37M
ServiceTitan, Inc.
TTAN
Shares Held
112K
Value
$11.27M
Baker Hughes Company
BKR
Shares Held
112K
Value
$5.44M
Dnow Inc.
DNOW
Shares Held
111K
Value
$1.69M