PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TENB | 31K | $919.00K |
 | TLN | 31K | $13.37M |
 | WIX | 31K | $5.58M |
 | ST | 31K | $956.00K |
 | WMG | 31K | $1.06M |
 | RNG | 31K | $875.00K |
 | BRX | 31K | $854.00K |
 | URI | 30K | $29.07M |
 | WAFD | 30K | $916.00K |
 | EGO | 30K | $869.00K |
 | RDDT | 30K | $6.91M |
 | PLTR | 30K | $5.48M |
 | COOP | 30K | $6.32M |
 | GRP-UN | 30K | $1.66M |
 | LLY | 29K | $22.32M |
 | DPZ | 29K | $12.56M |
 | QBTS | 29K | $716.00K |
 | PEP | 29K | $4.07M |
 | PFSI | 29K | $3.58M |
 | AMH | 29K | $949.00K |
Tenable Holdings, Inc.
TENB
Shares Held
31K
Value
$919.00K
Talen Energy Corporation
TLN
Shares Held
31K
Value
$13.37M
Wix.com Ltd.
WIX
Shares Held
31K
Value
$5.58M
Sensata Technologies Holding plc
ST
Shares Held
31K
Value
$956.00K
Warner Music Group Corp.
WMG
Shares Held
31K
Value
$1.06M
RingCentral, Inc.
RNG
Shares Held
31K
Value
$875.00K
Brixmor Property Group Inc.
BRX
Shares Held
31K
Value
$854.00K
United Rentals, Inc.
URI
Shares Held
30K
Value
$29.07M
WaFd, Inc.
WAFD
Shares Held
30K
Value
$916.00K
Eldorado Gold Corporation
EGO
Shares Held
30K
Value
$869.00K
Reddit, Inc.
RDDT
Shares Held
30K
Value
$6.91M
Palantir Technologies Inc.
PLTR
Shares Held
30K
Value
$5.48M
Mr. Cooper Group Inc.
COOP
Shares Held
30K
Value
$6.32M
Granite Real Estate Investment Trust
GRP-UN
Shares Held
30K
Value
$1.66M
Eli Lilly and Company
LLY
Shares Held
29K
Value
$22.32M
Domino's Pizza, Inc.
DPZ
Shares Held
29K
Value
$12.56M
D-Wave Quantum Inc.
QBTS
Shares Held
29K
Value
$716.00K
PepsiCo, Inc.
PEP
Shares Held
29K
Value
$4.07M
PennyMac Financial Services, Inc.
PFSI
Shares Held
29K
Value
$3.58M
American Homes 4 Rent
AMH
Shares Held
29K
Value
$949.00K