Institutions / Picton Mahoney Asset Management / Holdings
Back to Picton Mahoney Asset Management

Picton Mahoney Asset Management

All holdings · as of Dec 31, 2025

1,174 positions

CompanyClassValueShares% of portfolio
VIKING ACQUISITION CORP I—$2020.0%
SPRING VY ACQUISITION CORP I—$3130.0%
RICE ACQUISITION CORP 3—$105100.0%
LAKE SUPERIOR ACQUISITION CO—$112110.0%
Amentum Holdings, Inc.—$23280.0%
MYRIAD GENETICS INC—$264430.0%
Organon & Co.—$394550.0%
FISERV INC—$40360.0%
INNOVATIVE INDUSTRIAL PROPERTIES INC—$42690.0%
OXFORD INDUSTRIES INC—$445130.0%
LyondellBasell Industries N.V.—$520120.0%
AVANOS MEDICAL, INC.—$539480.0%
SM Energy Co—$542290.0%
WESTLAKE CORPWLKCommon Stock$59280.0%
CONAGRA BRANDS INC.—$606350.0%
Centene Corp—$617150.0%
Alpha & Omega Semiconductor Ltd—$634320.0%
Amphastar Pharmaceuticals, Inc.—$643240.0%
Quanex Building Products CORP—$646420.0%
APOGEE ENTERPRISES, INC.—$655180.0%
Boise Cascade Co—$66290.0%
AMERICAN WOODMARK CORP—$701130.0%
Elevance Health Inc—$70120.0%
EASTMAN CHEMICAL CO—$702110.0%
Northern Oil & Gas Inc—$709330.0%
CareDx, Inc.—$716380.0%
Sylvamo Corp—$722150.0%
CABOT CORP—$729110.0%
Helix Energy Solutions Group Inc—$7461190.0%
HP INC—$758340.0%
MOHAWK INDUSTRIES INC—$76570.0%
Kraft Heinz Co—$776320.0%
TARGET CORP—$78280.0%
KB HOME—$790140.0%
SFL CORPORATION LTD—$8041030.0%
American Assets Trust, Inc.—$814430.0%
Tri Pointe Homes, Inc.—$818260.0%
ASPIRE BIOPHARMA HLDGS INC—$82550,0000.0%
Cigna Group—$82630.0%
GIBRALTAR INDUSTRIES, INC.—$840170.0%
QUINSTREET, INC—$848590.0%
TECNOGLASS INC—$855170.0%
PROGRESS SOFTWARE CORP /MA—$859200.0%
MDU RESOURCES GROUP INC—$859440.0%
Workday Inc—$85940.0%
SCORPIO TANKERS INC—$864170.0%
Sprouts Farmers Market, Inc.—$876110.0%
TENNANT CO—$884120.0%
UFP TECHNOLOGIES INC—$88840.0%
UMH PROPERTIES, INC.—$891560.0%
← PrevPage 1 of 24Next →