PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARRY | 94K | $765.00K |
 | HCSG | 93K | $1.56M |
 | BHC | 93K | $596.00K |
 | FSLY | 91K | $781.00K |
 | PTON | 91K | $815.00K |
 | UPWK | 89K | $1.65M |
 | CRCT | 88K | $551.00K |
 | DRDBW | 88K | $46.00K |
 | LBTYA | 87K | $997.00K |
 | CLH | 85K | $19.85M |
 | DASH | 85K | $22.98M |
 | BEN | 84K | $1.95M |
 | AMCR | 84K | $685.00K |
 | RPD | 82K | $1.53M |
 | AME | 82K | $15.33M |
 | TSM | 81K | $22.75M |
 | ALE | 80K | $5.32M |
 | COUR | 80K | $939.00K |
 | NSC | 80K | $24.03M |
 | VIAV | 80K | $1.01M |
Array Technologies, Inc.
ARRY
Shares Held
94K
Value
$765.00K
Healthcare Services Group, Inc.
HCSG
Shares Held
93K
Value
$1.56M
Bausch Health Companies Inc.
BHC
Shares Held
93K
Value
$596.00K
Fastly, Inc.
FSLY
Shares Held
91K
Value
$781.00K
Peloton Interactive, Inc.
PTON
Shares Held
91K
Value
$815.00K
Upwork Inc.
UPWK
Shares Held
89K
Value
$1.65M
Cricut, Inc.
CRCT
Shares Held
88K
Value
$551.00K
Roman DBDR Acquisition Corp. II
DRDBW
Shares Held
88K
Value
$46.00K
Liberty Global plc
LBTYA
Shares Held
87K
Value
$997.00K
Clean Harbors, Inc.
CLH
Shares Held
85K
Value
$19.85M
DoorDash, Inc.
DASH
Shares Held
85K
Value
$22.98M
Franklin Resources, Inc.
BEN
Shares Held
84K
Value
$1.95M
Amcor plc
AMCR
Shares Held
84K
Value
$685.00K
Rapid7, Inc.
RPD
Shares Held
82K
Value
$1.53M
AMETEK, Inc.
AME
Shares Held
82K
Value
$15.33M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
81K
Value
$22.75M
ALLETE, Inc.
ALE
Shares Held
80K
Value
$5.32M
Coursera, Inc.
COUR
Shares Held
80K
Value
$939.00K
Norfolk Southern Corporation
NSC
Shares Held
80K
Value
$24.03M
Viavi Solutions Inc.
VIAV
Shares Held
80K
Value
$1.01M