PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAIA | 36K | $10.77M |
 | LYFT | 35K | $781.00K |
 | JBGS | 35K | $789.00K |
 | PENG | 35K | $922.00K |
 | TMO | 35K | $17.01M |
 | CEPO | 35K | $366.00K |
 | HPQ | 35K | $946.00K |
 | TASK | 35K | $618.00K |
 | PAAS | 34K | $1.33M |
 | HG | 34K | $849.00K |
 | NRG | 34K | $5.44M |
 | HOG | 33K | $923.00K |
 | DBX | 33K | $995.00K |
 | GNTX | 33K | $929.00K |
 | GEN | 33K | $928.00K |
 | MA | 33K | $18.57M |
 | GCT | 32K | $917.00K |
 | CDP | 32K | $924.00K |
 | UVE | 32K | $835.00K |
 | EXP | 32K | $7.39M |
Saia, Inc.
SAIA
Shares Held
36K
Value
$10.77M
Lyft, Inc.
LYFT
Shares Held
35K
Value
$781.00K
JBG SMITH Properties
JBGS
Shares Held
35K
Value
$789.00K
Penguin Solutions, Inc.
PENG
Shares Held
35K
Value
$922.00K
Thermo Fisher Scientific Inc.
TMO
Shares Held
35K
Value
$17.01M
Cantor Equity Partners I, Inc. Class A Ordinary Shares
CEPO
Shares Held
35K
Value
$366.00K
HP Inc.
HPQ
Shares Held
35K
Value
$946.00K
TaskUs, Inc.
TASK
Shares Held
35K
Value
$618.00K
Pan American Silver Corp.
PAAS
Shares Held
34K
Value
$1.33M
Hamilton Insurance Group, Ltd.
HG
Shares Held
34K
Value
$849.00K
NRG Energy, Inc.
NRG
Shares Held
34K
Value
$5.44M
Harley-Davidson, Inc.
HOG
Shares Held
33K
Value
$923.00K
Dropbox, Inc.
DBX
Shares Held
33K
Value
$995.00K
Gentex Corporation
GNTX
Shares Held
33K
Value
$929.00K
Gen Digital Inc.
GEN
Shares Held
33K
Value
$928.00K
Mastercard Incorporated
MA
Shares Held
33K
Value
$18.57M
GigaCloud Technology Inc.
GCT
Shares Held
32K
Value
$917.00K
COPT Defense Properties
CDP
Shares Held
32K
Value
$924.00K
Universal Insurance Holdings, Inc.
UVE
Shares Held
32K
Value
$835.00K
Eagle Materials Inc.
EXP
Shares Held
32K
Value
$7.39M