PICTON MAHONEY ASSET MANAGEMENT

PrivateCIK: 1539041
Location

TORONTO, A6

1354
Positions
$13.52B
Total AUM (reported)
390.65M
Total Shares

Allocation by class

TOTAL AUM$13.52B1354 positions
COM$7.14B52.8%
COM NEW$861.46M6.4%
IBOXX HI YD ETF$799.83M5.9%
CL A$591.74M4.4%
COM SHS$395.34M2.9%
MSCI USA MMENTM$342.83M2.5%
CL A SUB VTG SHS$275.47M2.0%

Portfolio Concentration

Top 315.1%4–1012.3%11–2517.9%Rest54.7%TOP 1027.4%0%100%
Top 3$2.04B15.1%
4–10$1.67B12.3%
11–25$2.42B17.9%
Rest$7.40B54.7%

Top 3 weight

15.1%

Top 10 weight

27.4%

Voting Authority Distribution

Total shares with voting rights: 390.65M

Sole

Full voting authority

390.65M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1354
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1354
Rows:

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares10M
TypeSH
Market value$799.83M
5.92%
Sole
10M
Shared
0.00
None
0.00

ROYAL BK CDA

SOLE
COM
Shares3.32M
TypeSH
Market value$684.75M
5.06%
Sole
3.32M
Shared
0.00
None
0.00

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares4.58M
TypeSH
Market value$555.31M
4.11%
Sole
4.58M
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA MMENTM
Shares1M
TypeSH
Market value$342.83M
2.54%
Sole
1M
Shared
0.00
None
0.00

SHOPIFY INC

SOLE
CL A SUB VTG SHS
Shares2.41M
TypeSH
Market value$275.47M
2.04%
Sole
2.41M
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY

SOLE
COM
Shares2.83M
TypeSH
Market value$244.73M
1.81%
Sole
2.83M
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares300K
TypeSH
Market value$220.92M
1.63%
Sole
300K
Shared
0.00
None
0.00

BROOKFIELD CORP

SOLE
CL A LTD VT SH
Shares4.75M
TypeSH
Market value$202.24M
1.50%
Sole
4.75M
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares300K
TypeSH
Market value$196.77M
1.46%
Sole
300K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
COM
Shares3.37M
TypeSH
Market value$182.39M
1.35%
Sole
3.37M
Shared
0.00
None
0.00

CENOVUS ENERGY INC

SOLE
COM
Shares7.19M
TypeSH
Market value$177.90M
1.32%
Sole
7.19M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares147.11K
TypeSH
Market value$169.81M
1.26%
Sole
147.11K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares848.22K
TypeSH
Market value$169.72M
1.26%
Sole
848.22K
Shared
0.00
None
0.00

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares4.27M
TypeSH
Market value$168.57M
1.25%
Sole
4.27M
Shared
0.00
None
0.00

CELESTICA INC

SOLE
COM
Shares457.94K
TypeSH
Market value$166.75M
1.23%
Sole
457.94K
Shared
0.00
None
0.00

BANK MONTREAL MEDIUM

SOLE
COM
Shares945.61K
TypeSH
Market value$166.71M
1.23%
Sole
945.61K
Shared
0.00
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares796.13K
TypeSH
Market value$165.71M
1.23%
Sole
796.13K
Shared
0.00
None
0.00

SUNCOR ENERGY INC NEW

SOLE
COM
Shares3.05M
TypeSH
Market value$163.67M
1.21%
Sole
3.05M
Shared
0.00
None
0.00

SUN LIFE FINANCIAL INC

SOLE
COM
Shares2.06M
TypeSH
Market value$161.43M
1.19%
Sole
2.06M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares440.88K
TypeSH
Market value$157.56M
1.17%
Sole
440.88K
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares607.76K
TypeSH
Market value$154.67M
1.14%
Sole
607.76K
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares199.23K
TypeSH
Market value$152.04M
1.12%
Sole
199.23K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares975.94K
TypeSH
Market value$151.26M
1.12%
Sole
975.94K
Shared
0.00
None
0.00

MONGODB INC

SOLE
CL A
Shares442.57K
TypeSH
Market value$148.66M
1.10%
Sole
442.57K
Shared
0.00
None
0.00

TC ENERGY CORP

SOLE
COM
Shares2.15M
TypeSH
Market value$142.07M
1.05%
Sole
2.15M
Shared
0.00
None
0.00
Page 1 of 55