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Portfolio (Quarterly) Guide ↗

PICTON MAHONEY ASSET MANAGEMENT

· CIK 0001539041
13F Portfolio $13.5B AUM 1,238 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 300 New 337 Added 191 Reduced 260 Exited
Page 55 of 62  ·  1,238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 XEL XCEL ENERGY INC Utilities 18.0 $1K -16K -99.9% $79.44 +0.7%
1082 LMAT LEMAITRE VASCULAR INC Healthcare 13.0 $1K $109.15 -8.8%
1083 CMC COMMERCIAL METALS CO Basic Materials 23.0 $1K $61.43 +16.0%
1084 HURN HURON CONSULTING GROUP INC Industrials 11.0 $1K $127.45 -19.2%
1085 RES RPC INC Energy 196.0 $1K $7.08 -0.0%
1086 SKYW SKYWEST INC Industrials 15.0 $1K -11K -99.9% $91.80 -8.8%
1087 GD GENERAL DYNAMICS CORP Industrials 4.0 $1K -1K -99.6% $343.25 -0.8%
1088 CARG CARGURUS INC Consumer Cyclical 40.0 $1K $34.05 -15.8%
1089 CPRX CATALYST PHARMACEUTICALS INC Healthcare 55.0 $1K $24.76 +25.8%
1090 MUR MURPHY OIL CORP Energy 33.0 $1K $41.24 -5.6%
1091 LOPE GRAND CANYON ED INC Consumer Defensive 8.0 $1K $170.00 -5.6%
1092 CTRE CARETRUST REIT INC Real Estate 37.0 $1K $36.65 +14.4%
1093 CBRE CBRE GROUP INC Real Estate 10.0 $1K -8K -99.9% $135.50 -4.1%
1094 INVA INNOVIVA INC Healthcare 57.0 $1K $23.30 -1.9%
1095 ORI OLD REP INTL CORP Financial Services 33.0 $1K $39.91 -1.9%
1096 OTTR OTTER TAIL CORP Utilities 15.0 $1K $87.80 +2.7%
1097 SRCE 1ST SOURCE CORP Financial Services 19.0 $1K $69.21 +3.8%
1098 DUK DUKE ENERGY CORP NEW Utilities 10.0 $1K $130.90 -5.0%
1099 WOR WORTHINGTON ENTERPRISES INC Industrials 25.0 $1K $52.16 +6.7%
1100 VTRS VIATRIS INC Healthcare 96.0 $1K $13.51 +27.8%
Page 55 of 62  ·  1,238 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.8%
Technology 16.2%
Basic Materials 13.9%
Energy 12.9%
Industrials 8.0%
Consumer Cyclical 6.4%
Communication Services 5.7%
Healthcare 5.5%
Utilities 3.3%
Consumer Defensive 2.0%