PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WRBY | 28K | $775.00K |
 | EVTC | 28K | $932.00K |
 | STAG | 27K | $952.00K |
 | EVR | 27K | $8.94M |
 | ULS | 26K | $1.88M |
 | PCH | 26K | $1.05M |
 | PPC | 26K | $1.04M |
 | PRDO | 26K | $962.00K |
 | AVA | 25K | $950.00K |
 | WLACW | 25K | $70.00K |
 | ORI | 25K | $1.05M |
 | BRZE | 25K | $698.00K |
 | G | 25K | $1.03M |
 | UNFI | 25K | $922.00K |
 | KVYO | 24K | $678.00K |
 | ACT | 24K | $924.00K |
 | INTU | 24K | $16.36M |
 | DRI | 23K | $4.39M |
 | MRX | 23K | $768.00K |
 | JHG | 23K | $1.00M |
Warby Parker Inc.
WRBY
Shares Held
28K
Value
$775.00K
EVERTEC, Inc.
EVTC
Shares Held
28K
Value
$932.00K
STAG Industrial, Inc.
STAG
Shares Held
27K
Value
$952.00K
Evercore Inc.
EVR
Shares Held
27K
Value
$8.94M
UL Solutions Inc.
ULS
Shares Held
26K
Value
$1.88M
PotlatchDeltic Corporation
PCH
Shares Held
26K
Value
$1.05M
Pilgrim's Pride Corporation
PPC
Shares Held
26K
Value
$1.04M
Perdoceo Education Corporation
PRDO
Shares Held
26K
Value
$962.00K
Avista Corporation
AVA
Shares Held
25K
Value
$950.00K
Willow Lane Acquisition Corp.
WLACW
Shares Held
25K
Value
$70.00K
Old Republic International Corporation
ORI
Shares Held
25K
Value
$1.05M
Braze, Inc.
BRZE
Shares Held
25K
Value
$698.00K
Genpact Limited
G
Shares Held
25K
Value
$1.03M
United Natural Foods, Inc.
UNFI
Shares Held
25K
Value
$922.00K
Klaviyo, Inc.
KVYO
Shares Held
24K
Value
$678.00K
Enact Holdings, Inc.
ACT
Shares Held
24K
Value
$924.00K
Intuit Inc.
INTU
Shares Held
24K
Value
$16.36M
Darden Restaurants, Inc.
DRI
Shares Held
23K
Value
$4.39M
Marex Group plc Ordinary Shares
MRX
Shares Held
23K
Value
$768.00K
Janus Henderson Group plc
JHG
Shares Held
23K
Value
$1.00M