PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYC | 5K | $990.00K |
 | MRCY | 5K | $367.00K |
 | TRU | 5K | $392.00K |
 | BAM | 5K | $260.00K |
 | MTH | 5K | $328.00K |
 | MDT | 5K | $430.00K |
 | BR | 4K | $1.04M |
 | LECO | 4K | $1.03M |
 | CRH | 4K | $516.00K |
 | WDAY | 4K | $1.01M |
 | ALL | 4K | $875.00K |
 | PEN | 4K | $1.03M |
 | AMG | 4K | $934.00K |
 | LQDA | 4K | $82.00K |
 | LOW | 4K | $896.00K |
 | VEEV | 4K | $1.06M |
 | CHRW | 3K | $444.00K |
 | CIEN | 3K | $482.00K |
 | VRSN | 3K | $918.00K |
 | FFIV | 3K | $1.03M |
Paycom Software, Inc.
PAYC
Shares Held
5K
Value
$990.00K
Mercury Systems, Inc.
MRCY
Shares Held
5K
Value
$367.00K
TransUnion
TRU
Shares Held
5K
Value
$392.00K
Brookfield Asset Management Ltd.
BAM
Shares Held
5K
Value
$260.00K
Meritage Homes Corporation
MTH
Shares Held
5K
Value
$328.00K
Medtronic plc
MDT
Shares Held
5K
Value
$430.00K
Broadridge Financial Solutions, Inc.
BR
Shares Held
4K
Value
$1.04M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
4K
Value
$1.03M
CRH plc
CRH
Shares Held
4K
Value
$516.00K
Workday, Inc.
WDAY
Shares Held
4K
Value
$1.01M
The Allstate Corporation
ALL
Shares Held
4K
Value
$875.00K
Penumbra, Inc.
PEN
Shares Held
4K
Value
$1.03M
Affiliated Managers Group, Inc.
AMG
Shares Held
4K
Value
$934.00K
Liquidia Corporation
LQDA
Shares Held
4K
Value
$82.00K
Lowe's Companies, Inc.
LOW
Shares Held
4K
Value
$896.00K
Veeva Systems Inc.
VEEV
Shares Held
4K
Value
$1.06M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
3K
Value
$444.00K
Ciena Corporation
CIEN
Shares Held
3K
Value
$482.00K
VeriSign, Inc.
VRSN
Shares Held
3K
Value
$918.00K
F5, Inc.
FFIV
Shares Held
3K
Value
$1.03M