PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WLK | 8 | $1.00K |
 | LOPE | 8 | $2.00K |
 | DGX | 7 | $1.00K |
 | JNJ | 7 | $1.00K |
 | CRAI | 7 | $1.00K |
 | ENSG | 7 | $1.00K |
 | POWL | 7 | $2.00K |
 | LDOS | 7 | $1.00K |
 | MHO | 7 | $1.00K |
 | MHK | 7 | $1.00K |
 | TXRH | 7 | $1.00K |
 | TYL | 7 | $4.00K |
 | FI | 6 | $1.00K |
 | AMR | 6 | $1.00K |
 | LHX | 5 | $2.00K |
 | UHS | 5 | $1.00K |
 | PKG | 5 | $1.00K |
 | FN | 5 | $2.00K |
 | JLL | 4 | $1.00K |
 | SNA | 4 | $1.00K |
Westlake Corporation
WLK
Shares Held
8
Value
$1.00K
Grand Canyon Education, Inc.
LOPE
Shares Held
8
Value
$2.00K
Quest Diagnostics Incorporated
DGX
Shares Held
7
Value
$1.00K
Johnson & Johnson
JNJ
Shares Held
7
Value
$1.00K
CRA International, Inc.
CRAI
Shares Held
7
Value
$1.00K
The Ensign Group, Inc.
ENSG
Shares Held
7
Value
$1.00K
Powell Industries, Inc.
POWL
Shares Held
7
Value
$2.00K
Leidos Holdings, Inc.
LDOS
Shares Held
7
Value
$1.00K
M/I Homes, Inc.
MHO
Shares Held
7
Value
$1.00K
Mohawk Industries, Inc.
MHK
Shares Held
7
Value
$1.00K
Texas Roadhouse, Inc.
TXRH
Shares Held
7
Value
$1.00K
Tyler Technologies, Inc.
TYL
Shares Held
7
Value
$4.00K
Fiserv, Inc.
FI
Shares Held
6
Value
$1.00K
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
6
Value
$1.00K
L3Harris Technologies, Inc.
LHX
Shares Held
5
Value
$2.00K
Universal Health Services, Inc.
UHS
Shares Held
5
Value
$1.00K
Packaging Corporation of America
PKG
Shares Held
5
Value
$1.00K
Fabrinet
FN
Shares Held
5
Value
$2.00K
Jones Lang LaSalle Incorporated
JLL
Shares Held
4
Value
$1.00K
Snap-on Incorporated
SNA
Shares Held
4
Value
$1.00K