PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GD | 4 | $1.00K |
 | UFPT | 4 | $1.00K |
 | HII | 4 | $1.00K |
 | AYI | 4 | $1.00K |
 | CVCO | 3 | $2.00K |
 | CSL | 3 | $1.00K |
 | HCA | 3 | $1.00K |
 | ACN | 3 | $1.00K |
 | GPI | 3 | $1.00K |
 | CI | 3 | $1.00K |
 | EME | 3 | $2.00K |
 | FIX | 3 | $2.00K |
 | UTHR | 3 | $1.00K |
 | ELV | 2 | $1.00K |
 | GHC | 2 | $2.00K |
 | LMT | 2 | $1.00K |
 | CACI | 2 | $1.00K |
General Dynamics Corporation
GD
Shares Held
4
Value
$1.00K
UFP Technologies, Inc.
UFPT
Shares Held
4
Value
$1.00K
Huntington Ingalls Industries, Inc.
HII
Shares Held
4
Value
$1.00K
Acuity Brands, Inc.
AYI
Shares Held
4
Value
$1.00K
Cavco Industries, Inc.
CVCO
Shares Held
3
Value
$2.00K
Carlisle Companies Incorporated
CSL
Shares Held
3
Value
$1.00K
HCA Healthcare, Inc.
HCA
Shares Held
3
Value
$1.00K
Accenture plc
ACN
Shares Held
3
Value
$1.00K
Group 1 Automotive, Inc.
GPI
Shares Held
3
Value
$1.00K
Cigna Corporation
CI
Shares Held
3
Value
$1.00K
EMCOR Group, Inc.
EME
Shares Held
3
Value
$2.00K
Comfort Systems USA, Inc.
FIX
Shares Held
3
Value
$2.00K
United Therapeutics Corporation
UTHR
Shares Held
3
Value
$1.00K
Elevance Health Inc.
ELV
Shares Held
2
Value
$1.00K
Graham Holdings Company
GHC
Shares Held
2
Value
$2.00K
Lockheed Martin Corporation
LMT
Shares Held
2
Value
$1.00K
CACI International Inc
CACI
Shares Held
2
Value
$1.00K