MondegarAI
PICTON MAHONEY ASSET MANAGEMENT

Q2 2025 · 13F-HR

PICTON MAHONEY ASSET MANAGEMENTholdings as filed

Filed 2025-08-12 · accession 0001539041-25-000036

$9.7M
Reported value
963
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · PICTON MAHONEY ASSET MANAGEMENT · Q2 2025

AI · grounded in 13F

PICTON MAHONEY ASSET MANAGEMENT established two new positions in ISHARES TR valued at $806,500 each. The fund also initiated a new stake in ROYAL BK CDA RY for $329,983. Other new additions include TORONTO DOMINION BK ONT TD at $267,475 and SHOPIFY INC SHOP at $202,146.

Holdings as filed

First 500 of 963

CUSIPTickerIssuerValue% port.SharesClassVoting
464288953ISHARES TR$806,5008.30%10,000,000PUTSOLE
464288903ISHARES TR$806,5008.30%10,000,000CALLSOLE
780087102RYROYAL BK CDA$329,9833.40%2,513,876CommonSOLE
891160509TDTORONTO DOMINION BK ONT$267,4752.75%3,651,196CommonSOLE
464287905ISHARES TR$266,2852.74%1,234,000CALLSOLE
82509L107SHOPSHOPIFY INC$202,1462.08%1,759,717CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$194,9992.01%2,464,528CommonSOLE
136385101CNQCANADIAN NAT RES LTD$162,5751.67%5,193,500CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$140,9351.45%757,500CommonSOLE
11271J107BNBROOKFIELD CORP$140,5551.45%2,280,199CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$134,0591.38%1,129,750CommonSOLE
67066G104NVDANVIDIA CORPORATION$133,2801.37%843,607CommonSOLE
29250N105ENBENBRIDGE INC$132,1051.36%2,924,995CommonSOLE
594918104MSFTMICROSOFT CORP$127,6201.31%256,569CommonSOLE
88160R951TSLATESLA INC$119,7591.23%377,000PUTSOLE
87807B107TRPTC ENERGY CORP$100,3981.03%2,064,835CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$98,5391.01%491,996CommonSOLE
68390D106OROR ROYALTIES INC.$96,6170.99%3,774,310CommonSOLE
15101Q207CLSCELESTICA INC$90,4250.93%581,089CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$87,6600.90%1,322,756CommonSOLE
878742204TECKTECK RESOURCES LTD$83,3220.86%2,068,609CommonSOLE
351858105FNVFRANCO NEV CORP$80,6210.83%493,035CommonSOLE
02156V959OKLOOKLO INC$79,7860.82%1,425,000PUTSOLE
063671101BMOBANK MONTREAL QUE$79,1260.81%716,881CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$78,7140.81%2,664,449CommonSOLE
15135U109CVECENOVUS ENERGY INC$74,8950.77%5,526,056CommonSOLE
91324P902UNHUNITEDHEALTH GROUP INC$73,0010.75%234,000CALLSOLE
037833100AAPLAPPLE INC$72,4240.75%352,999CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$65,4090.67%1,332,795CommonSOLE
56501R106MFCMANULIFE FINL CORP$63,2550.65%1,986,425CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM$61,7670.64%873,718CommonSOLE
443628102HBMHUDBAY MINERALS INC$61,4320.63%5,812,518CommonSOLE
11135F101AVGOBROADCOM INC$56,7940.58%206,046CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$56,0290.58%322,371CommonSOLE
21873S958CRWVCOREWEAVE INC$54,1510.56%332,100PUTSOLE
023135106AMZNAMAZON COM INC$53,9050.55%245,708CommonSOLE
13321L108CCJCAMECO CORP$51,6640.53%698,462CommonSOLE
30303M102METAMETA PLATFORMS INC$51,5590.53%69,852CommonSOLE
87971M103TUTELUS CORPORATION$51,0910.53%3,193,987CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$48,3780.50%478,144CommonSOLE
02079K305GOOGLALPHABET INC$48,0280.49%272,535CommonSOLE
23804L903DDOGDATADOG INC$47,0150.48%350,000CALLSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$46,2030.48%1,384,662CommonSOLE
113004905BAMBROOKFIELD ASSET MANAGMT LTD$44,1020.45%800,000CALLSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$42,9530.44%479,566CommonSOLE
594972958MSTRMICROSTRATEGY INC$40,4240.42%100,000PUTSOLE
433000956HIMSHIMS & HERS HEALTH INC$39,8790.41%800,000PUTSOLE
487836108KKELLANOVA$36,4190.37%457,928CommonSOLE
565394953CARTMAPLEBEAR INC$36,1910.37%800,000PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$35,7000.37%332,369CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$35,5210.37%272,586CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$35,2710.36%177,810CommonSOLE
26484T106DNBDUN & BRADSTREET HLDGS INC$35,1490.36%3,866,832CommonSOLE
07831C903BRBRBELLRING BRANDS INC$34,7600.36%600,000CALLSOLE
532457108LLYELI LILLY & CO$34,0840.35%43,723CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$33,9060.35%371,619CommonSOLE
25809K905DASHDOORDASH INC$33,5260.35%136,000CALLSOLE
443201108HWMHOWMET AEROSPACE INC$33,3020.34%178,920CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$32,1340.33%41,878CommonSOLE
05478C105AZEKAZEK CO INC$31,6360.33%582,100CommonSOLE
060505104BACBANK AMERICA CORP$31,2980.32%661,432CommonSOLE
50212V100LPLALPL FINL HLDGS INC$30,8080.32%82,157CommonSOLE
830566105SKAASKECHERS U S A INC$30,2890.31%480,017CommonSOLE
949746101WMT2WELLS FARGO CO NEW$30,2580.31%377,649CommonSOLE
573874904MRVLMARVELL TECHNOLOGY INC$30,1850.31%390,000CALLSOLE
48251W104KKRKKR & CO INC$30,0190.31%225,662CommonSOLE
25809K105DASHDOORDASH INC$29,1340.30%118,191CommonSOLE
74762E102QUREQUANTA SVCS INC$28,6890.30%75,885CommonSOLE
59156R108METMETLIFE INC$28,1870.29%350,484CommonSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$27,7280.29%761,768CommonSOLE
464287955ISHARES TR$26,9740.28%125,000PUTSOLE
464286806EWGISHARES INC$26,9660.28%637,361CommonSOLE
42809H107HESHESS CORP$25,6300.26%185,000CommonSOLE
18915M107NETCLOUDFLARE INC$25,3380.26%129,395CommonSOLE
64110L106NFLXNETFLIX INC$25,0630.26%18,717CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$25,0570.26%46,112CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$24,9850.26%117,443CommonSOLE
461202103INTUINTUIT$24,8280.26%31,519CommonSOLE
617446448MSMORGAN STANLEY$24,7380.25%175,628CommonSOLE
90138F102TWLOTWILIO INC$24,1770.25%194,423CommonSOLE
16679L109CHWYCHEWY INC$24,1050.25%565,592CommonSOLE
487836958KKELLANOVA$23,8590.25%300,000PUTSOLE
872540109TJXTJX COS INC NEW$23,8270.25%192,952CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$23,6630.24%58,155CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$23,3200.24%102,960CommonSOLE
136375102CNICANADIAN NATL RY CO$23,1260.24%222,857CommonSOLE
931142103WMTWALMART INC$23,0260.24%235,489CommonSOLE
75524B104RBCRBC BEARINGS INC$22,7300.23%59,067CommonSOLE
09627Y1092655787DBLUEPRINT MEDICINES CORP$21,7890.22%170,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$21,7020.22%152,983CommonSOLE
833445109SNOWSNOWFLAKE INC$21,4660.22%95,917CommonSOLE
12532H104GIBCGI INC$21,2420.22%203,089CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$21,0760.22%37,503CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20,3740.21%70,278CommonSOLE
G19307118CGCTUCARTESIAN GROWTH CORP III$20,2600.21%2,000,000CommonSOLE
911363109URIUNITED RENTALS INC$20,2390.21%26,864CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$20,2150.21%183,086CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$20,2070.21%60,134CommonSOLE
91529Y106UNMUNUM GROUP$20,1790.21%249,885CommonSOLE
632307104NTRANATERA INC$20,1130.21%119,042CommonSOLE
69351T106PPLPPL CORP$19,9290.21%588,086CommonSOLE
184496107CLHCLEAN HARBORS INC$19,9240.21%86,186CommonSOLE
G4035N103GPATGP-ACT III ACQUISITION CORP$19,7810.20%1,875,000CommonSOLE
G20315100ALFCENTURION ACQUISITION CORP$19,7250.20%1,875,000CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$19,2710.20%114,699CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$19,1260.20%289,511CommonSOLE
77311W101RKTROCKET COS INC$18,8900.19%1,332,037CommonSOLE
G0403H108AONAON PLC$18,8430.19%52,813CommonSOLE
G8431T101SIMASIM ACQUISITION CORP. I$18,7600.19%1,800,000CommonSOLE
254687106DISDISNEY WALT CO$18,7580.19%151,274CommonSOLE
876030107TPRTAPESTRY INC$18,5700.19%211,496CommonSOLE
437076102HDHOME DEPOT INC$18,4140.19%50,224CommonSOLE
92276F100VTRVENTAS INC$18,4060.19%291,490CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$18,2300.19%263,675CommonSOLE
23804L103DDOGDATADOG INC$17,9930.19%133,943CommonSOLE
252131107DXCMDEXCOM INC$17,8120.18%204,060CommonSOLE
55261F104MTBM & T BK CORP$17,7740.18%91,631CommonSOLE
929740108WABWABTEC$17,7120.18%84,605CommonSOLE
G5S86M100LPAALAUNCH ONE ACQUISITION CORP$17,3910.18%1,669,756CommonSOLE
097023105BABOEING CO$17,0830.18%81,531CommonSOLE
92840M102VSTVISTRA CORP$16,5080.17%85,170CommonSOLE
871607107SNPSSYNOPSYS INC$16,4720.17%32,128CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$16,2900.17%1,549,997CommonSOLE
624756102MLIMUELLER INDS INC$16,2490.17%204,476CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$16,2390.17%50,728CommonSOLE
G5501C109CUBLIONHEART HOLDINGS$15,7500.16%1,500,000CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$15,7180.16%90,753CommonSOLE
G33033104KDKARES ACQUISITION CORP II$15,6810.16%1,384,000CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$15,4650.16%729,441CommonSOLE
311900104FASTFASTENAL CO$15,3900.16%366,458CommonSOLE
418056107HASHASBRO INC$15,2030.16%205,967CommonSOLE
750491102RDNTRADNET INC$14,9620.15%262,949CommonSOLE
191216100KOCOCA COLA CO$14,8360.15%209,692CommonSOLE
68389X105ORCLORACLE CORP$14,6330.15%66,930CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$14,4990.15%79,010CommonSOLE
55024U109LITELUMENTUM HLDGS INC$14,2920.15%150,351CommonSOLE
00287Y109ABBVABBVIE INC$14,2590.15%76,814CommonSOLE
366651107ITGARTNER INC$14,2160.15%35,170CommonSOLE
77311W901RKTROCKET COS INC$14,1800.15%1,000,000CALLSOLE
16411R208LNGCHENIERE ENERGY INC$13,9460.14%57,262CommonSOLE
12572Q105CMECME GROUP INC$13,9250.14%50,519CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$13,9240.14%63,885CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$13,8990.14%547,376CommonSOLE
032654105ADIANALOG DEVICES INC$13,7830.14%57,912CommonSOLE
65473P105NINISOURCE INC$13,7370.14%340,504CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$13,6730.14%137,621CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13,5660.14%66,301CommonSOLE
87422Q109TLNTALEN ENERGY CORP$13,3010.14%45,746CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$13,2750.14%104,638CommonSOLE
303250104FICOFAIR ISAAC CORP$13,1570.14%7,197CommonSOLE
450913108IAGIAMGOLD CORP$13,1300.14%1,789,786CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$13,0420.13%111,752CommonSOLE
852066208SIISPROTT INC$13,0100.13%188,953CommonSOLE
G32901103FACTFACT II ACQUISITION CORP$12,8940.13%1,250,000CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$12,7990.13%146,322CommonSOLE
55903Q104MQ8MAG SILVER CORP$12,7850.13%605,054CommonSOLE
78464A698KRESPDR SERIES TRUST$12,5190.13%210,785CommonSOLE
23331A109DHID R HORTON INC$12,4820.13%96,840CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$12,4400.13%51,217CommonSOLE
784730103SSRMSSR MINING IN$12,2800.13%966,489CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$12,2370.13%1,250,000CommonSOLE
87612G101TRGPTARGA RES CORP$11,9990.12%68,932CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$11,9750.12%714,613CommonSOLE
922908512VOEVANGUARD INDEX FDS$11,8680.12%72,165CommonSOLE
217204106CPRTCOPART INC$11,6300.12%236,999CommonSOLE
G26745102POLEANDRETTI ACQUISITION CORP II$11,4170.12%1,100,000CommonSOLE
G8068L108SNSHARKNINJA INC$11,3120.12%114,264CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11,2670.12%70,726CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$11,2350.12%12,000,000CommonSOLE
747525103QCOMQUALCOMM INC$11,2330.12%70,529CommonSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX$11,1780.12%1,062,500CommonSOLE
443573950HUBSHUBSPOT INC$11,1320.11%20,000PUTSOLE
G63212107MBAVM3BRIGADE ACQUISITION V CORP$11,1030.11%983,500CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$10,9960.11%1,062,441CommonSOLE
031100100AMEAMETEK INC$10,9650.11%60,595CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$10,9190.11%19,264CommonSOLE
72352L106PINSPINTEREST INC$10,6520.11%297,069CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$10,5770.11%80,271CommonSOLE
00130H905AESAES CORP$10,5200.11%1,000,000CALLSOLE
G4036C106GRAFGRAF GLOBAL CORP$10,5050.11%1,004,280CommonSOLE
G6476A128NPACUNEW PROVIDENCE ACQUISITION C$10,4590.11%1,000,000CommonSOLE
G43658106IMSRHCM II ACQUISITION CORP$10,4570.11%942,081CommonSOLE
244199105DEDEERE & CO$10,4490.11%20,548CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$10,3520.11%399,499CommonSOLE
192108504CDECOEUR MNG INC$10,2610.11%1,158,195CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$10,2010.11%608,636CommonSOLE
G52258111KFIIK&F GROWTH ACQUISITION CORP$10,1800.10%1,000,000CommonSOLE
G6861F120OYSEUOYSTER ENTERPRISES II ACQUIS$10,1190.10%1,000,000CommonSOLE
G8901A103TACHTITAN ACQUISITION CORP$10,0710.10%1,000,000CommonSOLE
G3473K126FIGXUFIGX CAP ACQUISITION CORP.$10,0150.10%1,000,000CommonSOLE
G6858G123OBAWUOXLEY BRIDGE ACQ LTD$10,0100.10%1,000,000CommonSOLE
G6363K106NABORS ENERGY TRANSITION COR$9,9900.10%900,000CommonSOLE
G1169T104MRLNBLEICHROEDER ACQUISITION COR$9,7940.10%950,000CommonSOLE
30034W106EVRGEVERGY INC$9,7670.10%141,683CommonSOLE
903731107ULSUL SOLUTIONS INC$9,5950.10%131,711CommonSOLE
803054204SAPSAP SE$9,4670.10%31,130CommonSOLE
25754A201DPZDOMINOS PIZZA INC$9,3500.10%20,748CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$9,2250.09%328,597CommonSOLE
G81354105SBXDSILVERBOX CORP IV$9,0400.09%824,899CommonSOLE
83419D201SLSRSOLARIS RES INC$8,9370.09%1,958,137CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8,9240.09%72,406CommonSOLE
00217Y104ATSATS CORPORATION$8,8880.09%279,805CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$8,8560.09%159,807CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$8,6800.09%46,559CommonSOLE
457669307INSMINSMED INC$8,6180.09%85,604CommonSOLE
770700102HOODROBINHOOD MKTS INC$8,5750.09%91,593CommonSOLE
88339J105TTDTHE TRADE DESK INC$8,5520.09%118,786CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$8,4370.09%413,799CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$8,4270.09%36,134CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQUISITION CORP.$8,3350.09%800,000CommonSOLE
G4002F117GTENUGORES HLDGS X INC$8,3110.09%800,000CommonSOLE
81762P102NOWSERVICENOW INC$8,2800.09%8,056CommonSOLE
85205L107SWTXUSDSPRINGWORKS THERAPEUTICS INC$8,2240.08%175,000CommonSOLE
G75751100RACRITHM ACQUISITION CORP$8,1520.08%799,997CommonSOLE
29977A105EVREVERCORE INC$8,0610.08%29,855CommonSOLE
16115Q308GTLSCHART INDS INC$7,9880.08%48,511CommonSOLE
000899104ADMAADMA BIOLOGICS INC$7,9690.08%437,717CommonSOLE
07831C103BRBRBELLRING BRANDS INC$7,8820.08%136,075CommonSOLE
G47875128IPCXUINFLECTION PT ACQUISITION CO$7,8790.08%750,000CommonSOLE
G01558108ALDFALDEL FINL II INC$7,8670.08%750,000CommonSOLE
G93Y09107VINE HILL CAP INVT CORP.$7,8010.08%750,000CommonSOLE
64111Q104NTGRNETGEAR INC$7,7140.08%265,362CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$7,5940.08%700,000CommonSOLE
G0509J115AACBARTIUS II ACQUISITION INC$7,5900.08%750,000CommonSOLE
983793100XPOXPO INC$7,5120.08%59,474CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$7,4990.08%64,134CommonSOLE
574795100MASIMASIMO CORP$7,4940.08%44,557CommonSOLE
G38648104GIGGIGCAPITAL7 CORP$7,4480.08%717,500CommonSOLE
450913908IAGIAMGOLD CORP$7,3360.08%1,000,000CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$7,2610.07%51,166CommonSOLE
92337F107VCYTVERACYTE INC$7,2210.07%267,205CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$7,2120.07%52,898CommonSOLE
30034T103G2CEVERI HLDGS INC$7,1160.07%499,700CommonSOLE
15118V207CELHCELSIUS HLDGS INC$7,0150.07%151,177CommonSOLE
65340P106NXENEXGEN ENERGY LTD$6,9910.07%1,010,456CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$6,9830.07%174,900CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6,7610.07%87,360CommonSOLE
G17564124CRAQUCAL REDWOOD ACQUISITION CORP$6,6690.07%650,000CommonSOLE
368736104GNRCGENERAC HLDGS INC$6,5860.07%45,989CommonSOLE
H5919C104ONONON HLDG AG$6,5520.07%125,885CommonSOLE
G6439S109NTWONEWBURY STR II ACQUISITION C$6,4470.07%625,000CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$6,3520.07%58,912CommonSOLE
458140100INTCINTEL CORP$6,1520.06%274,616CommonSOLE
02005N100ALLYALLY FINL INC$5,8330.06%149,729CommonSOLE
74022D407PDSPRECISION DRILLING CORP$5,8010.06%123,007CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$5,6420.06%151,236CommonSOLE
038169957APLDAPPLIED DIGITAL CORP$5,5370.06%550,000PUTSOLE
219350105GLWCORNING INC$5,4940.06%104,463CommonSOLE
49177J102KVUEKENVUE INC$5,4880.06%262,294CommonSOLE
G5509P102LOKVLIVE OAK ACQUISITION CORP V$5,3510.06%500,000CommonSOLE
G7515A111RDAGUREPUBLIC DIGITAL ACQUISITION$5,3510.06%500,000CommonSOLE
82983N108SB9SITIO ROYALTIES CORP$5,2770.05%287,058CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$5,2360.05%34,509CommonSOLE
G8118C108SDHIUSIDDHI ACQUISITION CORP$5,1550.05%500,000CommonSOLE
G2130T124CCCXUCHURCHILL CAP CORP X$5,1500.05%500,000CommonSOLE
00206R102TAT&T INC$5,1480.05%177,824CommonSOLE
33829M101FIVEFIVE BELOW INC$5,1430.05%39,215CommonSOLE
G5093B121JENA/UJENA ACQUISITION CORP II$5,1400.05%500,000CommonSOLE
G8193F125SZZLUSIZZLE ACQUISITION CORP. II$5,1400.05%500,000CommonSOLE
G9675P102WLACWILLOW LANE ACQUISITION CORP$5,1160.05%500,000CommonSOLE
G04537109ATIIARCHIMEDES TECH SPAC PARTNER$5,1150.05%500,000CommonSOLE
G82745129SOUL/USOULPOWER ACQUISITION CORP$5,0800.05%500,000CommonSOLE
G3415K101FERAFIFTH ERA ACQUISITION CORP I$5,0750.05%500,000CommonSOLE
G8772L105TVATEXAS VENTURES ACQUISITION I$5,0460.05%500,000CommonSOLE
G29183103ETNEATON CORP PLC$5,0200.05%14,060CommonSOLE
G1368E122BLUWUBLUE WTR ACQUISITION CORP. I$5,0050.05%500,000CommonSOLE
G7117W123PACHUPIONEER ACQUISITION I CORP$5,0020.05%500,000CommonSOLE
G9008W105TDACTRANSLATIONAL DEV ACQUISITIO$4,8860.05%475,002CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$4,7220.05%172,345CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$4,7020.05%204,274CommonSOLE
78440X887SLGSL GREEN RLTY CORP$4,6490.05%75,109CommonSOLE
19247G107COHRCOHERENT CORP$4,6420.05%52,020CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$4,5190.05%793,300CommonSOLE
G5451A103LEGTLEGATO MERGER CORP III$4,2720.04%400,000CommonSOLE
743315103PGRPROGRESSIVE CORP$4,1570.04%15,580CommonSOLE
G4992A110JACSJACKSON ACQUISITION CO II$4,1200.04%400,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$4,0200.04%7,623CommonSOLE
907818108UNPUNION PAC CORP$3,9940.04%17,360CommonSOLE
48203R954JNPJUNIPER NETWORKS INC$3,9930.04%100,000PUTSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$3,8160.04%100,000CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III I$3,6920.04%350,000CommonSOLE
88160R101TSLATESLA INC$3,6720.04%11,554CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$3,6580.04%100,907CommonSOLE
29786A106ETSYETSY INC$3,6490.04%72,779CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$3,6360.04%350,000CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3,5770.04%3,614CommonSOLE
G2867S125IPODUDUNE ACQUISITION CORP II$3,5710.04%350,000CommonSOLE
76156B107RVLVREVOLVE GROUP INC$3,5640.04%177,767CommonSOLE
009066101ABNBAIRBNB INC$3,4480.04%26,048CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$3,4480.04%35,613CommonSOLE
G7010A103PMTRUPERIMETER ACQUISITION CORP I$3,4290.04%325,000CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3,4160.04%23,669CommonSOLE
G6004G100MACIMELAR ACQUISITION CORP. I$3,4150.04%325,000CommonSOLE
68634K106ORLAORLA MNG LTD NEW$3,2940.03%329,364CommonSOLE
29788T103ETWOGBPE2OPEN PARENT HOLDINGS INC$3,2290.03%1,000,000CommonSOLE
771049103RBLXROBLOX CORP$3,2020.03%30,422CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3,1310.03%17,231CommonSOLE
55955D100MGNIMAGNITE INC$3,0850.03%127,850CommonSOLE
G6486E102NHICNEWHOLD INVT CORP III$3,0510.03%300,000CommonSOLE
G87890128TVAIUTHAYER VENTURES ACQ CORP II$3,0480.03%300,000CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$3,0020.03%56,286CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$2,9590.03%250,000CommonSOLE
26740W959QBTSD-WAVE QUANTUM INC$2,9280.03%200,000PUTSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$2,7580.03%250,000CommonSOLE
138103106UTE0CANTALOUPE INC$2,7480.03%250,000CommonSOLE
G4R103107GSR III ACQUISITION CORP$2,6980.03%250,000CommonSOLE
G9R39C129WENNUWEN ACQUISITION CORP$2,6420.03%250,000CommonSOLE
G2868C103DAAQDIGITAL ASSET ACQUISITION CO$2,6210.03%250,000CommonSOLE
98985Y108ZYMEZYMEWORKS INC$2,6050.03%207,602CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQUISITION CO$2,5640.03%250,000CommonSOLE
G4405D107HVIIHENNESSY CAP INVT CORP VII$2,5410.03%250,000CommonSOLE
G73944103RAAQREAL ASSET ACQUISITION CORP$2,5370.03%250,000CommonSOLE
29259W700EUENCORE ENERGY CORP$2,5350.03%890,850CommonSOLE
G1331A124BACCUBLUE ACQUISITION CORP.$2,5100.03%250,000CommonSOLE
M6191J100FROGJFROG LTD$2,4400.03%55,636CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$2,4200.02%76,064CommonSOLE
760759100RSGREPUBLIC SVCS INC$2,3660.02%9,590CommonSOLE
464286822EWWISHARES INC$2,3410.02%38,659CommonSOLE
743312AD2PRGS 3.5 03/01/30PROGRESS SOFTWARE CORP$2,3230.02%2,000,000CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2,2960.02%200,000CommonSOLE
G3852D107GSHRGESHER ACQUISITION CORP. II$2,2830.02%225,000CommonSOLE
39854F101GRNDGRINDR INC$2,2680.02%99,900CommonSOLE
46429B598INDAISHARES TR$2,2460.02%40,331CommonSOLE
103304101BYDBOYD GAMING CORP$2,2460.02%28,722CommonSOLE
038336103ATRAPTARGROUP INC$2,2340.02%14,280CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$2,2340.02%19,700CommonSOLE
G4375F108HYACHAYMAKER ACQUISITION CORP IV$2,2210.02%200,000CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$2,2150.02%9,405CommonSOLE
67077M108NTRNUTRIEN LTD$2,1910.02%37,746CommonSOLE
17243VAB8CNK 4.5 08/15/25CINEMARK HLDGS INC$2,1210.02%1,000,000CommonSOLE
278642103EBAYEBAY INC.$2,1050.02%28,260CommonSOLE
G20873108CHEBCHENGHE ACQUISITION II CO$2,0760.02%200,000CommonSOLE
G0R38G120XRPNUARMADA ACQUISITION CORP II$2,0430.02%200,000CommonSOLE
G8475V103SVCCSTELLAR V CAP CORP$2,0420.02%200,000CommonSOLE
29249E109ACTENACT HLDGS INC$2,0370.02%54,850CommonSOLE
G5490M118LWACULIGHTWAVE ACQUISITION CORP$2,0120.02%200,000CommonSOLE
29357K103ENVAENOVA INTL INC$1,9490.02%17,474CommonSOLE
00090Q103ADTADT INC DEL$1,9390.02%228,984CommonSOLE
925652109VICIVICI PPTYS INC$1,9330.02%59,274CommonSOLE
631103108NDAQNASDAQ INC$1,8690.02%20,900CommonSOLE
06849F108BBARRICK MNG CORP$1,8440.02%88,921CommonSOLE
235851102DHRDANAHER CORPORATION$1,8370.02%9,300CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1,8110.02%4,310CommonSOLE
G7633M104DRDBROMAN DBDR ACQUISITION CORP$1,8050.02%175,000CommonSOLE
G1827K107CEPOCANTOR EQUITY PARTNERS I INC$1,7850.02%150,000CommonSOLE
G0750N120AXINUAXIOM INTELLIGENCE AC CORP 1$1,7660.02%175,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,7000.02%12,650CommonSOLE
290876101EMAEMERA INC$1,6900.02%37,048CommonSOLE
464287440IEFISHARES TR$1,6640.02%17,370CommonSOLE
10948C107BVBRIGHTVIEW HLDGS INC$1,6300.02%97,900CommonSOLE
G7257A113PCAPUPROCAP ACQUISITION CORP$1,6070.02%150,000CommonSOLE
26856L103ELFE L F BEAUTY INC$1,5770.02%12,670CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1,5690.02%10,370CommonSOLE
29269R105EFXTENERFLEX LTD$1,5500.02%197,218CommonSOLE
G7134A104PLMKPLUM ACQUISITION CORP IV$1,5420.02%150,000CommonSOLE
387437205GRTUFGRANITE REAL ESTATE INVT TR$1,5100.02%29,822CommonSOLE
74319B502PROFPROFOUND MED CORP$1,5020.02%254,329CommonSOLE
36828A101GEVGE VERNOVA INC$1,4880.02%2,812CommonSOLE
928254101VIRTVIRTU FINL INC$1,4710.02%32,828CommonSOLE
12514G108CDWCDW CORP$1,4590.02%8,176CommonSOLE
464286780EZAISHARES INC$1,4540.01%27,054CommonSOLE
85472N109STNSTANTEC INC$1,4510.01%13,397CommonSOLE
58733R102MELIMERCADOLIBRE INC$1,4260.01%546CommonSOLE
629377508NRGNRG ENERGY INC$1,4130.01%8,800CommonSOLE
518613203LAURLAUREATE EDUCATION INC$1,4030.01%60,040CommonSOLE
629209305NMIHNMI HLDGS INC$1,4010.01%33,220CommonSOLE
032095101APHAMPHENOL CORP NEW$1,3960.01%14,146CommonSOLE
52661A108DRSLEONARDO DRS INC$1,3960.01%30,052CommonSOLE
17275R102CSCOCISCO SYS INC$1,3950.01%20,105CommonSOLE
72703H101PLNTPLANET FITNESS INC$1,3950.01%12,789CommonSOLE
92338C103VLTOVERALTO CORP$1,3890.01%13,760CommonSOLE
464286400EWZISHARES INC$1,3860.01%48,062CommonSOLE
04010E109AGXARGAN INC$1,3810.01%6,259CommonSOLE
23345M107DTMDT MIDSTREAM INC$1,3770.01%12,529CommonSOLE
724479100PBIPITNEY BOWES INC$1,3730.01%125,901CommonSOLE
314211103FHIFEDERATED HERMES INC$1,3660.01%30,830CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$1,3660.01%49,263CommonSOLE
34959E109FTNTFORTINET INC$1,3630.01%12,890CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$1,3620.01%40,210CommonSOLE
35905A109FTDRFRONTDOOR INC$1,3590.01%23,064CommonSOLE
92343E102VRSNVERISIGN INC$1,3580.01%4,699CommonSOLE
G42706104HGHAMILTON INSURANCE GROUP LTD$1,3500.01%62,455CommonSOLE
38526M106LOPEGRAND CANYON ED INC$1,3490.01%7,140CommonSOLE
71363P106PRDOPERDOCEO ED CORP$1,3480.01%41,236CommonSOLE
90041L105TPBTURNING PT BRANDS INC$1,3440.01%17,730CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1,3320.01%8,094CommonSOLE
141788109CARGCARGURUS INC$1,3310.01%39,809CommonSOLE
G43658122IMSRWHCM II ACQUISITION CORP$1,3260.01%564,282CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$1,3200.01%30,730CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$1,3120.01%39,711CommonSOLE
02209S103MOALTRIA GROUP INC$1,3110.01%22,366CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1,2830.01%29,650CommonSOLE
G2949D104DYNCDYNAMIX CORP$1,2750.01%125,000CommonSOLE
21871N101CXWCORECIVIC INC$1,2620.01%59,910CommonSOLE
615369105MCOMOODYS CORP$1,2590.01%2,510CommonSOLE
146280508SILASILA REALTY TRUST INC$1,2520.01%52,930CommonSOLE
30069T101EEEXCELERATE ENERGY INC$1,2480.01%42,537CommonSOLE
45674M101INFA1EURINFORMATICA INC$1,2320.01%50,600CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$1,2270.01%184,804CommonSOLE
22207T101BASECOUCHBASE INC$1,2190.01%50,000CommonSOLE
03831W108APPAPPLOVIN CORP$1,1990.01%3,423CommonSOLE
G75389109RFAIRF ACQUISITION CORP II$1,0560.01%100,000CommonSOLE
G24979125CRANE HBR ACQUISITION CORP$1,0480.01%100,000CommonSOLE
G2003N105BEAGBOLD EAGLE ACQUISITION CORP$1,0470.01%100,000CommonSOLE
G98659108MCGAUYORKVILLE ACQUISITION CORP.$9560.01%85,000CommonSOLE
349942102FSMFORTUNA MNG CORP$9510.01%145,920CommonSOLE
G6564A105NOMDNOMAD FOODS LTD$9160.01%53,900CommonSOLE
G63212115MBAVWM3BRIGADE ACQUISITION V CORP$8980.01%512,500CommonSOLE
464287432TLTISHARES TR$8830.01%10,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$8460.01%15,308CommonSOLE
80004C200SNDKSANDISK CORP$8400.01%18,513CommonSOLE
75734B100RDDTREDDIT INC$8350.01%5,550CommonSOLE
917047102URBNURBAN OUTFITTERS INC$8300.01%11,448CommonSOLE
68278B107K4FONESTREAM INC$8240.01%29,090CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$8220.01%71,664CommonSOLE
77543R102ROKUROKU INC$8210.01%9,330CommonSOLE
01749D105ALGMALLEGRO MICROSYSTEMS INC$8210.01%23,992CommonSOLE
94419L101WWAYFAIR INC$8200.01%16,038CommonSOLE
146869102CVNACARVANA CO$8150.01%2,420CommonSOLE
464287408IVEISHARES TR$8140.01%4,165CommonSOLE
04626A103ALABASTERA LABS INC$8090.01%8,950CommonSOLE
90353W103UIUBIQUITI INC$8080.01%1,964CommonSOLE
816850101SMTCSEMTECH CORP$8080.01%17,892CommonSOLE
G0260P102ASAMER SPORTS INC$8030.01%20,728CommonSOLE
090043100BILLBILL HOLDINGS INC$7990.01%17,250CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$7950.01%181,654CommonSOLE
12468P104AIC3 AI INC$7940.01%32,318CommonSOLE
81764X103TTANSERVICETITAN INC$7900.01%7,372CommonSOLE
91332U101UUNITY SOFTWARE INC$7870.01%32,490CommonSOLE
60937P106MDBMONGODB INC$7850.01%3,732CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$7840.01%43,514CommonSOLE
G6717R104OACCOAKTREE ACQUISITION CORP III$7830.01%75,000CommonSOLE
91680M107UPSTUPSTART HLDGS INC$7790.01%12,044CommonSOLE
150870103CECELANESE CORP DEL$7730.01%13,944CommonSOLE
78781J109SAILSAILPOINT INC$7370.01%32,200CommonSOLE
46434V738IEURISHARES TR$7310.01%11,040CommonSOLE
30161Q104EXELEXELIXIS INC$7150.01%16,241CommonSOLE
8676EP108STKLSUNOPTA INC$6990.01%121,241CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$6760.01%18,063CommonSOLE
002121101ATENA10 NETWORKS INC$6720.01%34,754CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$6700.01%3,408CommonSOLE
466313103JBLJABIL INC$6650.01%3,050CommonSOLE
011311107ALGALAMO GROUP INC$6610.01%3,029CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$6600.01%14,885CommonSOLE
042735100ARWARROW ELECTRS INC$6470.01%5,068CommonSOLE
64110D104NTAPNETAPP INC$6460.01%6,060CommonSOLE
489170100KMTKENNAMETAL INC$6390.01%27,862CommonSOLE
N72482206QGENQIAGEN NV$6380.01%13,292CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$6370.01%13,533CommonSOLE
12740C103CADECADENCE BANK$6330.01%19,798CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$6330.01%34,378CommonSOLE
761152107RMDRESMED INC$6320.01%2,451CommonSOLE
784117103SEICSEI INVTS CO$6320.01%7,037CommonSOLE
552848103MTGMGIC INVT CORP WIS$6320.01%22,726CommonSOLE
398433102GFFGRIFFON CORP$6310.01%8,725CommonSOLE
G3198U102ESNTESSENT GROUP LTD$6290.01%10,361CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$6280.01%20,232CommonSOLE
387328107GVAGRANITE CONSTR INC$6280.01%6,721CommonSOLE
26884U109EPREPR PPTYS$6270.01%10,771CommonSOLE
45073V108ITTITT INC$6250.01%3,985CommonSOLE
781846209RUSHARUSH ENTERPRISES INC$6230.01%12,105CommonSOLE
668771108GENGEN DIGITAL INC$6200.01%21,062CommonSOLE
441593100HLIHOULIHAN LOKEY INC$6190.01%3,434CommonSOLE
74758T303QLYSQUALYS INC$6190.01%4,330CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$6190.01%7,094CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$6180.01%7,287CommonSOLE
460690100IPGINTERPUBLIC GROUP COS INC$6150.01%25,074CommonSOLE
G3922B107GGENPACT LIMITED$6150.01%13,963CommonSOLE
35137L105FOXAFOX CORP$6140.01%10,947CommonSOLE
32020R109FFINFIRST FINL BANKSHARES INC$6130.01%17,013CommonSOLE
831865209AOSSMITH A O CORP$6120.01%9,328CommonSOLE
526107107LIILENNOX INTL INC$6100.01%1,063CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$6100.01%6,177CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$6100.01%519CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$6090.01%2,477CommonSOLE
902681105UGIUGI CORP NEW$6070.01%16,683CommonSOLE
G0176J109ALLEALLEGION PLC$6060.01%4,211CommonSOLE
938824109WAFDWAFD INC$6040.01%20,644CommonSOLE
03784Y200APLEAPPLE HOSPITALITY REIT INC$6040.01%51,757CommonSOLE
832248207SFDSMITHFIELD FOODS INC$6030.01%25,658CommonSOLE
252784301DRHDIAMONDROCK HOSPITALITY CO$6020.01%78,649CommonSOLE
379577208GMEDGLOBUS MED INC$5980.01%10,136CommonSOLE
126349109CSNCSG SYS INTL INC$5950.01%9,104CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$5940.01%16,213CommonSOLE
26210C104DBXDROPBOX INC$5940.01%20,785CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$5940.01%38,726CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$5930.01%8,781CommonSOLE
758849103REGREGENCY CTRS CORP$5920.01%8,313CommonSOLE
30040W108ESEVERSOURCE ENERGY$5880.01%9,255CommonSOLE
302635206FSKFS KKR CAP CORP$5870.01%28,282CommonSOLE
126117100CNACNA FINL CORP$5840.01%12,543CommonSOLE
833034101SNASNAP ON INC$5830.01%1,875CommonSOLE
92939U106WECWEC ENERGY GROUP INC$5820.01%5,583CommonSOLE
63633D104NHINATIONAL HEALTH INVS INC$5820.01%8,286CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$5800.01%2,621CommonSOLE
093671105HRBBLOCK H & R INC$5800.01%10,551CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$5800.01%4,211CommonSOLE
458334109IPARINTERPARFUMS INC$5790.01%4,404CommonSOLE
529043101LXPUSDLXP INDUSTRIAL TRUST$5770.01%69,915CommonSOLE
G7490F119RTACURENATUS TACTICAL ACQUIS$5730.01%45,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.