PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKTA | 9K | $781.00K |
 | EXPD | 8K | $1.04M |
 | VRRM | 8K | $209.00K |
 | TTWO | 8K | $2.19M |
 | LYV | 8K | $1.38M |
 | ALV | 8K | $1.02M |
 | REGN | 8K | $4.63M |
 | CCEP | 8K | $730.00K |
 | UAL | 8K | $764.00K |
 | GIB | 8K | $699.00K |
 | AFL | 8K | $870.00K |
 | CRD-A | 8K | $82.00K |
 | QLYS | 8K | $1.00M |
 | SPGI | 8K | $3.68M |
 | CCK | 8K | $727.00K |
 | PSIX | 7K | $735.00K |
 | CRUS | 7K | $930.00K |
 | KAR | 7K | $213.00K |
 | EHC | 7K | $909.00K |
 | HURN | 7K | $1.04M |
Okta, Inc.
OKTA
Shares Held
9K
Value
$781.00K
Expeditors International of Washington, Inc.
EXPD
Shares Held
8K
Value
$1.04M
Verra Mobility Corporation
VRRM
Shares Held
8K
Value
$209.00K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
8K
Value
$2.19M
Live Nation Entertainment, Inc.
LYV
Shares Held
8K
Value
$1.38M
Autoliv, Inc.
ALV
Shares Held
8K
Value
$1.02M
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
8K
Value
$4.63M
Coca-Cola Europacific Partners PLC
CCEP
Shares Held
8K
Value
$730.00K
United Airlines Holdings, Inc.
UAL
Shares Held
8K
Value
$764.00K
CGI Inc.
GIB
Shares Held
8K
Value
$699.00K
Aflac Incorporated
AFL
Shares Held
8K
Value
$870.00K
Crawford & Company
CRD-A
Shares Held
8K
Value
$82.00K
Qualys, Inc.
QLYS
Shares Held
8K
Value
$1.00M
S&P Global Inc.
SPGI
Shares Held
8K
Value
$3.68M
Crown Holdings, Inc.
CCK
Shares Held
8K
Value
$727.00K
Power Solutions International, Inc.
PSIX
Shares Held
7K
Value
$735.00K
Cirrus Logic, Inc.
CRUS
Shares Held
7K
Value
$930.00K
OPENLANE, Inc.
KAR
Shares Held
7K
Value
$213.00K
Encompass Health Corporation
EHC
Shares Held
7K
Value
$909.00K
Huron Consulting Group Inc.
HURN
Shares Held
7K
Value
$1.04M