PICTON MAHONEY ASSET MANAGEMENT 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
PM
PICTON MAHONEY ASSET MANAGEMENT
Institutional Filer 8.43%$10.01B1185

Current Portfolio Holdings

Showing top 1000 reported positions by value (Total positions in database: 1185)

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1RYRoyal Bank of CanadaFinancial Services2.7M$429.2M4.29%
2TDThe Toronto-Dominion BankFinancial Services3.7M$350.0M3.50%
3SHOPShopify Inc.Technology2.3M$278.4M2.78%
4CNQCanadian Natural Resources LimitedEnergy5.4M$262.5M2.62%
5AEMAgnico Eagle Mines LimitedBasic Materials1.1M$233.3M2.33%
6CPCanadian Pacific Kansas City Ltd.Industrials2.5M$195.2M1.95%
7SUSuncor Energy Inc.Energy2.9M$190.2M1.90%
8FNVFranco-Nevada CorporationBasic Materials759K$188.1M1.88%
9TLTISHARES TR2.0M$174.2M1.74%
10TECKTeck Resources LimitedBasic Materials3.2M$168.2M1.68%
11NVDANVIDIA CorporationTechnology890K$155.2M1.55%
12ENBEnbridge Inc.Energy2.8M$150.7M1.51%
13BNBrookfield CorporationFinancial Services3.7M$148.2M1.48%
14OROR Royalties Inc.Basic Materials3.8M$146.2M1.46%
15TRPTC Energy CorporationEnergy2.1M$129.1M1.29%
Showing 1 to 15 of 1000 holdings