PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLKB | 15K | $944.00K |
 | COMM | 15K | $227.00K |
 | BROS | 15K | $764.00K |
 | CSGS | 14K | $925.00K |
 | HPE | 14K | $352.00K |
 | MO | 14K | $945.00K |
 | TNET | 14K | $949.00K |
 | INGR | 14K | $1.67M |
 | VLTO | 14K | $1.45M |
 | BALL | 14K | $685.00K |
 | ELF | 13K | $1.75M |
 | DCBO | 13K | $355.00K |
 | HSY | 13K | $2.43M |
 | WPC | 13K | $861.00K |
 | AKAM | 12K | $936.00K |
 | LNT | 12K | $823.00K |
 | WYNN | 12K | $1.56M |
 | MASI | 12K | $1.77M |
 | PLMR | 12K | $1.40M |
 | BG | 12K | $953.00K |
Blackbaud, Inc.
BLKB
Shares Held
15K
Value
$944.00K
CommScope Holding Company, Inc.
COMM
Shares Held
15K
Value
$227.00K
Dutch Bros Inc.
BROS
Shares Held
15K
Value
$764.00K
CSG Systems International, Inc.
CSGS
Shares Held
14K
Value
$925.00K
Hewlett Packard Enterprise Company
HPE
Shares Held
14K
Value
$352.00K
Altria Group, Inc.
MO
Shares Held
14K
Value
$945.00K
TriNet Group, Inc.
TNET
Shares Held
14K
Value
$949.00K
Ingredion Incorporated
INGR
Shares Held
14K
Value
$1.67M
Veralto Corporation
VLTO
Shares Held
14K
Value
$1.45M
Ball Corporation
BALL
Shares Held
14K
Value
$685.00K
e.l.f. Beauty, Inc.
ELF
Shares Held
13K
Value
$1.75M
Docebo Inc.
DCBO
Shares Held
13K
Value
$355.00K
The Hershey Company
HSY
Shares Held
13K
Value
$2.43M
W. P. Carey Inc.
WPC
Shares Held
13K
Value
$861.00K
Akamai Technologies, Inc.
AKAM
Shares Held
12K
Value
$936.00K
Alliant Energy Corporation
LNT
Shares Held
12K
Value
$823.00K
Wynn Resorts, Limited
WYNN
Shares Held
12K
Value
$1.56M
Masimo Corporation
MASI
Shares Held
12K
Value
$1.77M
Palomar Holdings, Inc.
PLMR
Shares Held
12K
Value
$1.40M
Bunge Global S.A.
BG
Shares Held
12K
Value
$953.00K