PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OPEN | 1K | $8.00K |
 | FDX | 994 | $235.00K |
 | CMI | 779 | $329.00K |
 | CASY | 775 | $438.00K |
 | PH | 760 | $576.00K |
 | MCHP | 700 | $45.00K |
 | CW | 695 | $378.00K |
 | Z | 686 | $53.00K |
 | GLXY | 500 | $17.00K |
 | TEAM | 460 | $73.00K |
 | MKL | 395 | $754.00K |
 | INOD | 340 | $26.00K |
 | SGHC | 321 | $4.00K |
 | MSA | 250 | $43.00K |
 | PINS | 238 | $8.00K |
 | RES | 196 | $1.00K |
 | PBI | 169 | $2.00K |
 | DRH | 133 | $1.00K |
 | AMRX | 133 | $1.00K |
 | UNIT | 129 | $1.00K |
Opendoor Technologies Inc.
OPEN
Shares Held
1K
Value
$8.00K
FedEx Corporation
FDX
Shares Held
994
Value
$235.00K
Cummins Inc.
CMI
Shares Held
779
Value
$329.00K
Casey's General Stores, Inc.
CASY
Shares Held
775
Value
$438.00K
Parker-Hannifin Corporation
PH
Shares Held
760
Value
$576.00K
Microchip Technology Incorporated
MCHP
Shares Held
700
Value
$45.00K
Curtiss-Wright Corporation
CW
Shares Held
695
Value
$378.00K
Zillow Group, Inc. Class C
Z
Shares Held
686
Value
$53.00K
Galaxy Digital
GLXY
Shares Held
500
Value
$17.00K
Atlassian Corporation
TEAM
Shares Held
460
Value
$73.00K
Markel Corporation
MKL
Shares Held
395
Value
$754.00K
Innodata Inc.
INOD
Shares Held
340
Value
$26.00K
Super Group (SGHC) Limited
SGHC
Shares Held
321
Value
$4.00K
MSA Safety Incorporated
MSA
Shares Held
250
Value
$43.00K
Pinterest, Inc.
PINS
Shares Held
238
Value
$8.00K
RPC, Inc.
RES
Shares Held
196
Value
$1.00K
Pitney Bowes Inc.
PBI
Shares Held
169
Value
$2.00K
DiamondRock Hospitality Company
DRH
Shares Held
133
Value
$1.00K
Amneal Pharmaceuticals, Inc.
AMRX
Shares Held
133
Value
$1.00K
Uniti Group Inc.
UNIT
Shares Held
129
Value
$1.00K