PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHOP | 1.73M | $257.12M |
 | RKT | 1.69M | $32.85M |
 | LPAA | 1.67M | $17.53M |
 | B | 1.58M | $51.80M |
 | EQV | 1.55M | $16.09M |
 | MFC | 1.51M | $46.97M |
 | CUB | 1.50M | $15.79M |
 | CM | 1.48M | $118.02M |
 | CDE | 1.41M | $26.53M |
 | FACT | 1.25M | $12.90M |
 | AQN | 1.20M | $6.45M |
 | TECK | 1.12M | $49.23M |
 | POLE | 1.10M | $11.51M |
 | BEP | 1.07M | $27.59M |
 | CCIX | 1.06M | $11.14M |
 | DBRG | 1.05M | $12.33M |
 | GIL | 1.04M | $60.26M |
 | AEM | 1.02M | $171.32M |
 | KFII | 1.00M | $10.21M |
 | TACH | 1.00M | $10.12M |
Shopify Inc.
SHOP
Shares Held
1.73M
Value
$257.12M
Rocket Companies, Inc.
RKT
Shares Held
1.69M
Value
$32.85M
Launch One Acquisition Corp.
LPAA
Shares Held
1.67M
Value
$17.53M
Barrick Mining Corporation
B
Shares Held
1.58M
Value
$51.80M
EQV Ventures Acquisition Corp.
EQV
Shares Held
1.55M
Value
$16.09M
Manulife Financial Corporation
MFC
Shares Held
1.51M
Value
$46.97M
Lionheart Holdings
CUB
Shares Held
1.50M
Value
$15.79M
Canadian Imperial Bank of Commerce
CM
Shares Held
1.48M
Value
$118.02M
Coeur Mining, Inc.
CDE
Shares Held
1.41M
Value
$26.53M
FACT II Acquisition Corp
FACT
Shares Held
1.25M
Value
$12.90M
Algonquin Power & Utilities Corp.
AQN
Shares Held
1.20M
Value
$6.45M
Teck Resources Limited
TECK
Shares Held
1.12M
Value
$49.23M
Andretti Acquisition Corp. II
POLE
Shares Held
1.10M
Value
$11.51M
Brookfield Renewable Partners L.P.
BEP
Shares Held
1.07M
Value
$27.59M
Churchill Capital Corp IX Ordinary Shares
CCIX
Shares Held
1.06M
Value
$11.14M
DigitalBridge Group, Inc.
DBRG
Shares Held
1.05M
Value
$12.33M
Gildan Activewear Inc.
GIL
Shares Held
1.04M
Value
$60.26M
Agnico Eagle Mines Limited
AEM
Shares Held
1.02M
Value
$171.32M
K&F Growth Acquisition Corp. II Class A Ordinary shares
KFII
Shares Held
1.00M
Value
$10.21M
Titan Acquisition Corp.
TACH
Shares Held
1.00M
Value
$10.12M