DOSSIER · 13F-HR · Q1 2026

PICTON MAHONEY ASSET MANAGEMENT

$13.5B in tracked AUM across 1,238 positions as of Q1 2026.

PM
CIK 0001539041 · last filed Mar 31, 2026
Total AUM
$13.5B
as of Q1 2026
Holdings
1,238
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

PICTON MAHONEY ASSET MANAGEMENT reported $13.5B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in HYG, LQD, RY. Notable moves this quarter: HYG INCREASED (+$215.7M); TECK INCREASED (+$120.4M). 19 new positions initiated, 19 closed out, reflecting 69 total changes from the prior quarter.

PICTON MAHONEY ASSET MANAGEMENT entered 2026-03-31 with $13.5B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HYG
ISHARES TR
$1.8B22.8M13.4%
02
LQD
ISHARES TR
$818M7.5M6.0%
03
RY
ROYAL BK CDA
$429M2.7M3.2%
04
TD
TORONTO DOMINION BK ONT
$350M3.7M2.6%
05
SHOP
SHOPIFY INC
$278M2.3M2.1%
06
CNQ
CANADIAN NAT RES LTD MED TER
$263M5.4M1.9%
07
AEM
AGNICO EAGLE MINES LTD
$233M1.1M1.7%
08
CP
CANADIAN PACIFIC KANSAS CITY
$195M2.5M1.4%
09
SU
SUNCOR ENERGY INC NEW
$190M2.9M1.4%
10
FNV
FRANCO NEV CORP
$188M759K1.4%

Filing history

2026Q1Mar 31
$13.5B 4.9%
1,238 positionsView →
2025Q4Dec 31
$12.9B 16.5%
1,198 positionsView →
2025Q3Sep 30
$11.1B 14.1%
1,069 positionsView →
2025Q2Jun 30
$9.7B 67.3%
963 positionsLocked
2025Q1Mar 31
$5.8B 71.9%
931 positionsLocked
2024Q4Dec 31
$3.4B 10.6%
852 positionsLocked
2024Q3Sep 30
$3.1B 18.6%
840 positionsLocked
2024Q2Jun 30
$2.6B 22.8%
598 positionsLocked
2024Q1Mar 31
$3.3B 9.4%
375 positionsLocked
2023Q4Dec 31
$3.7B 10.3%
440 positionsLocked
2023Q3Sep 30
$3.3B 44.2%
424 positionsLocked
2023Q2Jun 30
$2.3B 3.0%
437 positionsLocked
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