PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TGNA | 700K | $14.23M |
 | ANSC | 700K | $7.64M |
 | BBU | 697K | $22.85M |
 | BAC | 694K | $35.82M |
 | GIG | 687K | $7.25M |
 | CRAQ | 650K | $6.50M |
 | HBAN | 641K | $11.08M |
 | SU | 627K | $26.25M |
 | NTWO | 625K | $6.47M |
 | ERO | 622K | $12.60M |
 | TEVA | 618K | $12.48M |
 | FNV | 591K | $131.57M |
 | VLY | 588K | $6.24M |
 | BCE | 587K | $13.73M |
 | POLEW | 550K | $109.00K |
 | WCN | 540K | $94.97M |
 | PPL | 540K | $20.07M |
 | HBI | 535K | $3.53M |
 | LOKV | 500K | $5.10M |
 | SDHI | 500K | $5.08M |
TEGNA Inc.
TGNA
Shares Held
700K
Value
$14.23M
Agriculture & Natural Solutions Acquisition Corporation Class A Ordinary Shares
ANSC
Shares Held
700K
Value
$7.64M
Brookfield Business Partners L.P.
BBU
Shares Held
697K
Value
$22.85M
Bank of America Corporation
BAC
Shares Held
694K
Value
$35.82M
GigCapital7 Corp.
GIG
Shares Held
687K
Value
$7.25M
Cal Redwood Acquisition Corp. Class A Ordinary Shares
CRAQ
Shares Held
650K
Value
$6.50M
Huntington Bancshares Incorporated
HBAN
Shares Held
641K
Value
$11.08M
Suncor Energy Inc.
SU
Shares Held
627K
Value
$26.25M
Newbury Street II Acquisition Corp
NTWO
Shares Held
625K
Value
$6.47M
Ero Copper Corp.
ERO
Shares Held
622K
Value
$12.60M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
618K
Value
$12.48M
Franco-Nevada Corporation
FNV
Shares Held
591K
Value
$131.57M
Valley National Bancorp
VLY
Shares Held
588K
Value
$6.24M
BCE Inc.
BCE
Shares Held
587K
Value
$13.73M
Andretti Acquisition Corp. II
POLEW
Shares Held
550K
Value
$109.00K
Waste Connections, Inc.
WCN
Shares Held
540K
Value
$94.97M
PPL Corporation
PPL
Shares Held
540K
Value
$20.07M
Hanesbrands Inc.
HBI
Shares Held
535K
Value
$3.53M
Live Oak Acquisition Corp. V Class A Ordinary Shares
LOKV
Shares Held
500K
Value
$5.10M
Siddhi Acquisition Corp
SDHI
Shares Held
500K
Value
$5.08M