MondegarAI
PICTON MAHONEY ASSET MANAGEMENT

Q3 2025 · 13F-HR

PICTON MAHONEY ASSET MANAGEMENTholdings as filed

Filed 2025-11-12 · accession 0001539041-25-000062

$11.1M
Reported value
1,069
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · PICTON MAHONEY ASSET MANAGEMENT · Q3 2025

AI · grounded in 13F

PICTON MAHONEY ASSET MANAGEMENT established two new positions in ISHARES TR valued at $1.22M each. The fund also initiated a new position in RY for $379,831. Other new additions include TD at $259,988 and SHOP at $257,122.

Holdings as filed

First 500 of 1069

CUSIPTickerIssuerValue% port.SharesClassVoting
464288953ISHARES TR$1.2M11.0%15,000,000PUTSOLE
464288903ISHARES TR$1.2M11.0%15,000,000CALLSOLE
780087102RYROYAL BK CDA$379,8313.43%2,577,593CommonSOLE
891160509TDTORONTO DOMINION BK ONT$259,9882.35%3,252,129CommonSOLE
82509L107SHOPSHOPIFY INC$257,1222.32%1,731,048CommonSOLE
11271J107BNBROOKFIELD CORP$180,3511.63%2,629,023CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$171,3231.55%1,017,406CommonSOLE
136385101CNQCANADIAN NAT RES LTD$165,2791.49%5,170,054CommonSOLE
46432F956ISHARES TR$164,1271.48%640,000PUTSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$159,8821.44%2,147,165CommonSOLE
594918104MSFTMICROSOFT CORP$138,2041.25%266,830CommonSOLE
67066G104NVDANVIDIA CORPORATION$137,4541.24%736,703CommonSOLE
29250N105ENBENBRIDGE INC$136,4121.23%2,704,498CommonSOLE
351858105FNVFRANCO NEV CORP$131,5671.19%591,206CommonSOLE
68390D106OROR ROYALTIES INC$124,6091.12%3,109,636CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$118,0221.06%1,477,258CommonSOLE
87807B107TRPTC ENERGY CORP$110,7331.00%2,037,010CommonSOLE
15135U109CVECENOVUS ENERGY INC$108,4720.98%6,389,703CommonSOLE
037833100AAPLAPPLE INC$107,0230.97%420,307CommonSOLE
88160R951TSLATESLA INC$106,7320.96%240,000PUTSOLE
94106B901WCNWASTE CONNECTIONS INC$105,4800.95%600,000CALLSOLE
443628102HBMHUDBAY MINERALS INC$96,1710.87%6,350,482CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$94,9720.86%540,326CommonSOLE
775109200RCIROGERS COMMUNICATIONS INC$92,0230.83%2,673,625CommonSOLE
15101Q207CLSCELESTICA INC$87,9150.79%357,341CommonSOLE
02079K305GOOGLALPHABET INC$80,3910.73%330,696CommonSOLE
884903908TRITHOMSON REUTERS CORP$77,6220.70%500,000CALLSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$73,5610.66%152,257CommonSOLE
922908512VOEVANGUARD INDEX FDS$70,9370.64%406,324CommonSOLE
11135F101AVGOBROADCOM INC$65,4030.59%198,249CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$63,1920.57%331,730CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$60,2640.54%1,043,362CommonSOLE
G16252101BIPBROOKFIELD INFRAST PARTNERS$58,2750.53%1,768,734CommonSOLE
194693107CIGICOLLIERS INTL GROUP INC$54,6070.49%349,231CommonSOLE
023135106AMZNAMAZON COM INC$53,3220.48%242,851CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$53,2330.48%342,897CommonSOLE
063671101BMOBANK MONTREAL QUE$52,8910.48%405,969CommonSOLE
06849F108BBARRICK MNG CORP$51,7970.47%1,577,359CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$51,5990.47%461,195CommonSOLE
784730103SSRMSSR MINING IN$50,8220.46%2,081,864CommonSOLE
30303M102METAMETA PLATFORMS INC$50,3760.45%68,595CommonSOLE
450913108IAGIAMGOLD CORP$50,2900.45%3,893,422CommonSOLE
878742204TECKTECK RESOURCES LTD$49,2300.44%1,122,452CommonSOLE
56501R106MFCMANULIFE FINL CORP$46,9660.42%1,507,847CommonSOLE
87971M103TUTELUS CORPORATION$45,5640.41%2,893,312CommonSOLE
L8681T902SPOTSPOTIFY TECHNOLOGY S A$41,8800.38%60,000CALLSOLE
249906108DSGXDESCARTES SYS GROUP INC$41,8710.38%444,774CommonSOLE
13321L108CCJCAMECO CORP$38,3740.35%457,311CommonSOLE
78464A698KRESPDR SERIES TRUST$37,4010.34%590,874CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$36,0770.33%377,885CommonSOLE
060505104BACBANK AMERICA CORP$35,8240.32%694,393CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$35,2200.32%165,686CommonSOLE
487836108KKELLANOVA$35,0980.32%427,928CommonSOLE
02156V959OKLOOKLO INC$33,4890.30%300,000PUTSOLE
101137107BSXBOSTON SCIENTIFIC CORP$33,2050.30%340,103CommonSOLE
77311W101RKTROCKET COS INC$32,8460.30%1,694,838CommonSOLE
16115Q308GTLSCHART INDS INC$32,0890.29%160,323CommonSOLE
60937P106MDBMONGODB INC$32,0480.29%103,255CommonSOLE
48251W104KKRKKR & CO INC$31,5860.28%243,062CommonSOLE
36828A951GEVGE VERNOVA INC$30,7440.28%50,000PUTSOLE
35909D109FYBRFRONTIER COMMUNICATIONS PARE$30,3200.27%811,768CommonSOLE
911363109URIUNITED RENTALS INC$29,0660.26%30,445CommonSOLE
443201108HWMHOWMET AEROSPACE INC$28,8400.26%146,977CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$28,4760.26%40,796CommonSOLE
617446448MSMORGAN STANLEY$27,8870.25%175,441CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNER$27,5890.25%1,070,639CommonSOLE
21873S958CRWVCOREWEAVE INC$27,3700.25%200,000CALLSOLE
931142103WMTWALMART INC$27,3370.25%265,263CommonSOLE
683712953OPENOPENDOOR TECHNOLOGIES INC$27,0970.24%3,400,000PUTSOLE
192108504CDECOEUR MNG INC$26,5260.24%1,413,982CommonSOLE
74762E102QUREQUANTA SVCS INC$26,4300.24%63,775CommonSOLE
878742954TECKTECK RESOURCES LTD$26,3150.24%600,000CALLSOLE
867224107SUSUNCOR ENERGY INC NEW$26,2460.24%627,313CommonSOLE
925050106VRNAVERONA PHARMA PLC$26,1440.24%245,000CommonSOLE
872540109TJXTJX COS INC NEW$25,6470.23%177,443CommonSOLE
00287Y109ABBVABBVIE INC$25,1380.23%108,567CommonSOLE
097023105BABOEING CO$24,9680.23%115,683CommonSOLE
487836958KKELLANOVA$24,6060.22%300,000PUTSOLE
872657101TPGTPG INC$24,3340.22%423,584CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$24,1590.22%328,793CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$24,0330.22%80,000CommonSOLE
443573950HUBSHUBSPOT INC$23,3910.21%50,000PUTSOLE
25809K105DASHDOORDASH INC$22,9850.21%84,503CommonSOLE
852066208SIISPROTT INC$22,8940.21%275,478CommonSOLE
G16234109BROOKFIELD BUSINESS PARTNERS$22,8490.21%696,679CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$22,7480.21%81,449CommonSOLE
833445109SNOWSNOWFLAKE INC$22,5660.20%100,052CommonSOLE
624756102MLIMUELLER INDS INC$22,5510.20%223,048CommonSOLE
532457108LLYELI LILLY & CO$22,3200.20%29,253CommonSOLE
18915M107NETCLOUDFLARE INC$21,7820.20%101,509CommonSOLE
23331A109DHID R HORTON INC$21,5860.19%127,386CommonSOLE
75524B104RBCRBC BEARINGS INC$21,4620.19%54,989CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$21,0740.19%109,674CommonSOLE
05368X102AVDXAVIDXCHANGE HOLDINGS INC$20,8950.19%2,100,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$20,8000.19%65,945CommonSOLE
191216100KOCOCA COLA CO$20,4870.18%308,916CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$20,2700.18%194,830CommonSOLE
64110L106NFLXNETFLIX INC$20,1860.18%16,838CommonSOLE
437076102HDHOME DEPOT INC$20,1370.18%49,700CommonSOLE
G19307100CGCTCARTESIAN GROWTH CORP III$20,0900.18%2,000,000CommonSOLE
69351T106PPLPPL CORP$20,0660.18%539,985CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$19,9260.18%70,616CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$19,9080.18%118,174CommonSOLE
G4035N103GPATGP-ACT III ACQUISITION CORP$19,8750.18%1,875,000CommonSOLE
184496107CLHCLEAN HARBORS INC$19,8520.18%85,480CommonSOLE
G0403H108AONAON PLC$19,8220.18%55,589CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$19,8200.18%148,713CommonSOLE
G20315100ALFCENTURION ACQUISITION CORP$19,7810.18%1,875,000CommonSOLE
750491102RDNTRADNET INC$19,6710.18%258,120CommonSOLE
92276F100VTRVENTAS INC$19,6630.18%280,965CommonSOLE
05577W200DOOBRP INC$19,6430.18%323,147CommonSOLE
983793100XPOXPO INC$19,6210.18%151,785CommonSOLE
77311W901RKTROCKET COS INC$19,3810.17%1,000,000CALLSOLE
759351904RGAREINSURANCE GRP OF AMERICA I$19,2130.17%100,000CALLSOLE
032654105ADIANALOG DEVICES INC$19,1370.17%77,893CommonSOLE
G8431T101SIMASIM ACQUISITION CORP. I$18,9720.17%1,800,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$18,8290.17%42,101CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$18,5650.17%32,640CommonSOLE
311900104FASTFASTENAL CO$17,8290.16%363,547CommonSOLE
68389X105ORCLORACLE CORP$17,5970.16%62,570CommonSOLE
G5S86M100LPAALAUNCH ONE ACQUISITION CORP$17,5330.16%1,669,756CommonSOLE
254687106DISDISNEY WALT CO$17,2440.16%150,613CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$17,0140.15%35,077CommonSOLE
136375102CNICANADIAN NATL RY CO$16,4230.15%174,203CommonSOLE
632307104NTRANATERA INC$16,4050.15%101,903CommonSOLE
461202103INTUINTUIT$16,3610.15%23,959CommonSOLE
538034BA6LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$16,1560.15%10,000,000CommonSOLE
G3106N109FTWEQV VENTURES ACQUISITION COR$16,0890.15%1,549,997CommonSOLE
16679L109CHWYCHEWY INC$16,0410.14%396,555CommonSOLE
771049103RBLXROBLOX CORP$15,9170.14%114,924CommonSOLE
38059T106GFIGOLD FIELDS LTD$15,8910.14%378,713CommonSOLE
418056107HASHASBRO INC$15,8480.14%208,935CommonSOLE
G5501C109CUBLIONHEART HOLDINGS$15,7950.14%1,500,000CommonSOLE
G98196101W9N0WNS HLDGS LTD$15,6080.14%204,640CommonSOLE
860630102SFSTIFEL FINL CORP$15,5980.14%137,454CommonSOLE
252131107DXCMDEXCOM INC$15,4880.14%230,166CommonSOLE
031100100AMEAMETEK INC$15,3290.14%81,530CommonSOLE
285512109EAELECTRONIC ARTS INC$15,1270.14%75,000CommonSOLE
929740108WABWABTEC$15,1140.14%75,390CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$15,0160.14%48,481CommonSOLE
20717M903CFLTCONFLUENT INC$14,8500.13%750,000CALLSOLE
871607907SNPSSYNOPSYS INC$14,5540.13%29,500CALLSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$14,3720.13%111,950CommonSOLE
172967424CCITIGROUP INC$14,3460.13%141,341CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$14,2970.13%225,000CommonSOLE
78440X887SLGSL GREEN RLTY CORP$14,2960.13%239,012CommonSOLE
87901J105TGNATEGNA INC$14,2310.13%700,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$14,0330.13%68,923CommonSOLE
876030107TPRTAPESTRY INC$13,8980.13%122,767CommonSOLE
74022D407PDSPRECISION DRILLING CORP$13,8510.12%245,981CommonSOLE
05534B760BCEBCE INC$13,7270.12%587,488CommonSOLE
25402D952DOCNDIGITALOCEAN HLDGS INC$13,6640.12%400,000CALLSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$13,6150.12%210,620CommonSOLE
16411R208LNGCHENIERE ENERGY INC$13,4010.12%57,040CommonSOLE
87422Q109TLNTALEN ENERGY CORP$13,3680.12%31,429CommonSOLE
92840M102VSTVISTRA CORP$13,2340.12%67,539CommonSOLE
07831C903BRBRBELLRING BRANDS INC$13,0870.12%360,000CALLSOLE
G32901103FACTFACT II ACQUISITION CORP$12,9000.12%1,250,000CommonSOLE
55024U109LITELUMENTUM HLDGS INC$12,7780.12%78,525CommonSOLE
00912X302ALAIR LEASE CORP$12,7300.11%200,000CommonSOLE
296006109EROERO COPPER CORP$12,5990.11%622,089CommonSOLE
25754A201DPZDOMINOS PIZZA INC$12,5640.11%29,106CommonSOLE
83419D201SLSRSOLARIS RES INC$12,5580.11%1,968,687CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$12,4830.11%617,892CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$12,4750.11%133,439CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$12,3340.11%1,054,258CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$12,2520.11%78,309CommonSOLE
80013R206AYS1SANDSTORM GOLD LTD$11,9380.11%953,560CommonSOLE
30034W106EVRGEVERGY INC$11,8160.11%155,441CommonSOLE
923451108VBTXVERITEX HLDGS INC$11,7580.11%350,654CommonSOLE
65473P105NINISOURCE INC$11,7190.11%270,621CommonSOLE
683715106OTEXOPEN TEXT CORP$11,6680.11%312,223CommonSOLE
G26745102POLEANDRETTI ACQUISITION CORP II$11,5070.10%1,100,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$11,4920.10%94,792CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$11,4700.10%71,727CommonSOLE
000899904ADMAADMA BIOLOGICS INC$11,4350.10%780,000CALLSOLE
81764X103TTANSERVICETITAN INC$11,2680.10%111,746CommonSOLE
G21301109CCIXCHURCHILL CAPITAL CORP IX$11,1360.10%1,062,500CommonSOLE
G63221124MBVIUM3-BRIGADE ACQUISITION VI CO$11,1330.10%1,100,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$11,0780.10%641,451CommonSOLE
G8377R127SVACUSPRING VY ACQUISITION CORP I$10,9960.10%1,069,680CommonSOLE
63947X101NCNONCINO INC$10,9250.10%403,006CommonSOLE
78709Y105SAIASAIA INC$10,7740.10%35,989CommonSOLE
52567D957LMNDLEMONADE INC$10,7050.10%200,000PUTSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10,6970.10%155,460CommonSOLE
G4036C106GRAFGRAF GLOBAL CORP$10,5850.10%1,004,280CommonSOLE
G8068L108SNSHARKNINJA INC$10,5290.10%102,075CommonSOLE
G63212107MBAVM3BRIGADE ACQUISITION V CORP$10,3760.09%983,500CommonSOLE
G52258111KFIIK&F GROWTH ACQUISITION CORP$10,2150.09%1,000,000CommonSOLE
G6476A102NPACNEW PROVIDENCE ACQUISITION C$10,1700.09%999,999CommonSOLE
G8901A103TACHTITAN ACQUISITION CORP$10,1210.09%1,000,000CommonSOLE
G6861F104OYSEOYSTER ENTERPRISES II ACQUIS$10,0290.09%1,000,000CommonSOLE
G3473K100FIGXFIGX CAP ACQUISITION CORP$9,9900.09%1,000,000CommonSOLE
G2086N113CHECUCHENGHE ACQUISITION III CO$9,9810.09%1,000,000CommonSOLE
G3R25N124LATAUGALATA ACQUISITION CORP II$9,9810.09%1,000,000CommonSOLE
G3106Q102EVACEQV VENTURES AC CORP. II$9,9490.09%999,996CommonSOLE
G6858G107OBAOXLEY BRIDGE ACQ LTD$9,9450.09%1,000,000CommonSOLE
G1169T104MRLNBLEICHROEDER ACQUISITION COR$9,8800.09%950,000CommonSOLE
G6791A126OTGAUOTG ACQUISITION CORP. I$9,8190.09%975,000CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$9,7520.09%133,458CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$9,6870.09%276,273CommonSOLE
387328AD9GVA 3.75 05/15/28GRANITE CONSTR INC$9,6440.09%4,000,000CommonSOLE
25402DAB8DOCN 0 12/01/26DIGITALOCEAN HLDGS INC$9,4470.09%10,000,000CommonSOLE
N5749R1002GHMERUS N V$9,4150.08%100,000CommonSOLE
244199105DEDEERE & CO$9,3200.08%20,381CommonSOLE
G0273J101AEXAAMERICAN EXCEPTIONALISM ACQU$9,2900.08%850,000CommonSOLE
46266C105IQVIQVIA HLDGS INC$9,2750.08%48,824CommonSOLE
29977A105EVREVERCORE INC$8,9440.08%26,513CommonSOLE
37959E102GLGLOBE LIFE INC$8,8900.08%62,193CommonSOLE
87612G101TRGPTARGA RES CORP$8,8570.08%52,866CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$8,7460.08%38,051CommonSOLE
G2851K120DMIIUDRUGS MADE IN AMER ACQ II CO$8,7020.08%875,000CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$8,6670.08%409,925CommonSOLE
88160R101TSLATESLA INC$8,6450.08%19,442CommonSOLE
G81354105SBXDSILVERBOX CORP IV$8,6370.08%824,899CommonSOLE
H8088L103SRADSPORTRADAR GROUP AG$8,5790.08%318,896CommonSOLE
33829M101FIVEFIVE BELOW INC$8,5420.08%55,223CommonSOLE
55955D100MGNIMAGNITE INC$8,4360.08%387,332CommonSOLE
217204106CPRTCOPART INC$8,4180.08%187,193CommonSOLE
368736104GNRCGENERAC HLDGS INC$8,3890.08%50,112CommonSOLE
G5S87A105LPBBLAUNCH TWO ACQUISITION CORP$8,3600.08%800,000CommonSOLE
219350105GLWCORNING INC$8,3260.08%101,495CommonSOLE
G75751100RACRITHM ACQUISITION CORP$8,2010.07%799,997CommonSOLE
G4002F109GTENGORES HLDGS X INC$8,1680.07%800,000CommonSOLE
336433107FSLRFIRST SOLAR INC$8,1550.07%36,983CommonSOLE
G01558108ALDFALDEL FINL II INC$7,8370.07%750,000CommonSOLE
G0131Y100ANSCAGRICULTURE & NAT SOL ACQ CO$7,6370.07%700,000CommonSOLE
G0509J115AACBARTIUS II ACQUISITION INC$7,6120.07%750,000CommonSOLE
G47875102IPCXINFLECTION PT ACQUISITION CO$7,5520.07%750,000CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$7,4940.07%372,140CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$7,4640.07%330,064CommonSOLE
457669307INSMINSMED INC$7,4340.07%51,603CommonSOLE
26969P108EXPEAGLE MATLS INC$7,3890.07%31,716CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7,2740.07%46,339CommonSOLE
G38648104GIGGIGCAPITAL7 CORP$7,2500.07%687,200CommonSOLE
64111Q104NTGRNETGEAR INC$7,2300.07%223,204CommonSOLE
902681105UGIUGI CORP NEW$7,1270.06%214,249CommonSOLE
770700102HOODROBINHOOD MKTS INC$7,0960.06%49,561CommonSOLE
80004C200SNDKSANDISK CORP$7,0680.06%63,004CommonSOLE
G0R78B122BCSS/UBAIN CAP GSS INVT CORP$7,0640.06%700,000CommonSOLE
M6191J100FROGJFROG LTD$7,0380.06%148,655CommonSOLE
75734B100RDDTREDDIT INC$6,9080.06%30,037CommonSOLE
01625V104ALHCALIGNMENT HEALTHCARE INC$6,8730.06%393,908CommonSOLE
83192D402SMASMARTSTOP SELF STORAG REIT I$6,8560.06%182,141CommonSOLE
00206R102TAT&T INC$6,8520.06%242,694CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$6,7350.06%63,385CommonSOLE
G4R12K123GSRFUGSR IV ACQUISITION CORP$6,5880.06%650,000CommonSOLE
65340P106NXENEXGEN ENERGY LTD$6,5770.06%734,961CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6,5160.06%42,401CommonSOLE
G17564108CRAQCAL REDWOOD ACQUISITION CORP$6,5000.06%650,000CommonSOLE
G6439S109NTWONEWBURY STR II ACQUISITION C$6,4750.06%625,000CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$6,4470.06%1,199,417CommonSOLE
G7T16G103S3PSAPIENS INTL CORP N V$6,4340.06%149,631CommonSOLE
62482R10707WAMR COOPER GROUP INC$6,3230.06%30,000CommonSOLE
29786A106ETSYETSY INC$6,3070.06%95,008CommonSOLE
919794107VLYVALLEY NATL BANCORP$6,2400.06%588,434CommonSOLE
146869102CVNACARVANA CO$6,2200.06%16,491CommonSOLE
G2717B108CUSHMAN WAKEFIELD PLC$6,1530.06%386,513CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$6,0850.05%214,935CommonSOLE
74736K101QRVOQORVO INC$6,0800.05%66,749CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$5,9330.05%43,188CommonSOLE
63845R107EYENATIONAL VISION HLDGS INC$5,7600.05%197,257CommonSOLE
74346Y103PROPROS HOLDINGS INC$5,7280.05%250,000CommonSOLE
69349H107TXNMTXNM ENERGY INC$5,6550.05%100,000CommonSOLE
00182CAC7ANIP 2.25 09/01/29ANI PHARMACEUTICALS INC$5,6330.05%4,000,000CommonSOLE
M98068105WIXWIX COM LTD$5,5760.05%31,399CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5,4760.05%30,013CommonSOLE
629377508NRGNRG ENERGY INC$5,4380.05%33,572CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$5,4370.05%111,568CommonSOLE
000899104ADMAADMA BIOLOGICS INC$5,3360.05%364,038CommonSOLE
018522300AEBAALLETE INC$5,3240.05%80,291CommonSOLE
375558103GILDGILEAD SCIENCES INC$5,2870.05%47,626CommonSOLE
G82745103SOULSOULPOWER ACQUISITION CORP$5,2710.05%500,000CommonSOLE
G82617120SOCAUSOLARIUS CAPITAL ACQU CORP$5,2710.05%500,000CommonSOLE
192422103CGNXCOGNEX CORP$5,1710.05%114,186CommonSOLE
G04537109ATIIARCHIMEDES TECH SPAC PARTNER$5,1180.05%500,000CommonSOLE
717081103PFEPFIZER INC$5,1150.05%200,735CommonSOLE
81762P102NOWSERVICENOW INC$5,1120.05%5,553CommonSOLE
G9009S129BLZRUTRAILBLAZER ACQUISITION CORP$5,1120.05%500,000CommonSOLE
G7515A103RDAGREPUBLIC DIGITAL ACQUISITION$5,1050.05%500,000CommonSOLE
G5509P102LOKVLIVE OAK ACQUISITION CORP V$5,1000.05%500,000CommonSOLE
G1828E100CEPFCANTOR EQUITY PARTNERS IV IN$5,0920.05%500,000CommonSOLE
G3415K101FERAFIFTH ERA ACQUISITION CORP I$5,0900.05%500,000CommonSOLE
G8118C124SDHISIDDHI ACQUISITION CORP$5,0780.05%500,000CommonSOLE
G5093B105JENAJENA ACQUISITION CORP II$5,0760.05%500,000CommonSOLE
G4365E103HCMAHCM III ACQUISITION CORP$5,0530.05%499,995CommonSOLE
G8193F109SZZLSIZZLE ACQUISITION CORP. II$5,0410.05%500,000CommonSOLE
714266103PPTAPERPETUA RESOURCES CORP$5,0370.05%250,000CommonSOLE
G1368E106BLUWBLUE WTR ACQUISITION CORP. I$4,9900.05%500,000CommonSOLE
G7309T102PAIIPYROPHYTE ACQUISITION CORP$4,9810.04%500,000CommonSOLE
G7117W107PACHPIONEER ACQUISITION I CORP$4,9750.04%500,000CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$4,9710.04%50,008CommonSOLE
G9008W105TDACTRANSLATIONAL DEV ACQUISITIO$4,9180.04%475,002CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4,7290.04%56,415CommonSOLE
G93Y09107VINE HILL CAP INVT CORP$4,6970.04%438,564CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$4,6320.04%8,235CommonSOLE
G9580A125VNMEUVENDOME ACQUISITION CORP I$4,5160.04%450,000CommonSOLE
74982T103RXORXO INC$4,4700.04%290,577CommonSOLE
H5919C104ONONON HLDG AG$4,4080.04%104,097CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$4,3930.04%23,070CommonSOLE
92552V100VSATVIASAT INC$4,3260.04%147,649CommonSOLE
G5451A103LEGTLEGATO MERGER CORP III$4,3040.04%400,000CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$4,2990.04%50,853CommonSOLE
G8772L105TVATEXAS VENTURES ACQUISITION I$4,2850.04%400,000CommonSOLE
91332U101UUNITY SOFTWARE INC$4,2540.04%106,253CommonSOLE
G4992A110JACSJACKSON ACQUISITION CO II$4,1510.04%400,000CommonSOLE
03831W108APPAPPLOVIN CORP$4,1190.04%5,730CommonSOLE
G29183103ETNEATON CORP PLC$4,1150.04%10,995CommonSOLE
713448108PEPPEPSICO INC$4,0720.04%28,990CommonSOLE
92343X100VTYVERINT SYS INC$4,0520.04%200,045CommonSOLE
G60409110MTALEURMAC COPPER LIMITED$3,7630.03%308,233CommonSOLE
464286822EWWISHARES INC$3,7520.03%55,009CommonSOLE
04040Y109ARISARIS MNG CORP$3,7240.03%380,027CommonSOLE
138103106UTE0CANTALOUPE INC$3,6990.03%350,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$3,6760.03%7,551CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$3,6740.03%350,000CommonSOLE
46124J201IVTINVENTRUST PPTYS CORP$3,6200.03%126,428CommonSOLE
G1828A108CAEPCANTOR EQUITY PARTNERS III I$3,6120.03%350,000CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3,6080.03%15,285CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$3,5760.03%28,872CommonSOLE
G8192J128SPEGUSILVER PEGASUS ACQUISITION C$3,5610.03%350,000CommonSOLE
G2867S109IPODDUNE ACQUISITION CORP II$3,5430.03%350,000CommonSOLE
410345102HN9HANESBRANDS INC$3,5260.03%535,000CommonSOLE
98985Y108ZYMEZYMEWORKS INC$3,5240.03%206,322CommonSOLE
G2584S101KOYNCSLM DIGITA ASSET ACQ CORP I$3,4740.03%350,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3,4490.03%21,328CommonSOLE
G6004G100MACIMELAR ACQUISITION CORP. I$3,4130.03%325,000CommonSOLE
87975H100TIXTTELUS INTL CDA INC$3,3600.03%750,000CommonSOLE
G7010A129PMTRPERIMETER ACQUISITION CORP I$3,3060.03%325,000CommonSOLE
G6486E102NHICNEWHOLD INVT CORP III$3,0550.03%300,000CommonSOLE
G87890102TVAITHAYER VENTURES ACQ CORP II$3,0100.03%300,000CommonSOLE
46429B598INDAISHARES TR$2,9760.03%57,151CommonSOLE
29259W700EUENCORE ENERGY CORP$2,8540.03%884,694CommonSOLE
G2616F127BCARUD. BORAL ARC ACQ I CORP$2,7500.02%275,000CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2,7420.02%14,457CommonSOLE
464286780EZAISHARES INC$2,7000.02%42,134CommonSOLE
00973Y108AKROAKERO THERAPEUTICS INC$2,6590.02%55,993CommonSOLE
G1827P106CEPTCANTOR EQUITY PARTNERS II IN$2,6280.02%250,000CommonSOLE
G6301B101MLACMOUNTAIN LAKE ACQUISITION CO$2,5810.02%250,000CommonSOLE
G73944103RAAQREAL ASSET ACQUISITION CORP$2,5560.02%250,000CommonSOLE
G2868C103DAAQDIGITAL ASSET ACQUISITION CO$2,5480.02%250,000CommonSOLE
G4405D107HVIIHENNESSY CAP INVT CORP VII$2,5470.02%250,000CommonSOLE
G9R39C103WENNWEN ACQUISITION CORP$2,5300.02%250,000CommonSOLE
G1331A108BACCBLUE ACQUISITION CORP$2,4990.02%250,000CommonSOLE
G6005T127MKLYUMCKINLEY ACQUISITION CORP$2,4980.02%250,000CommonSOLE
427866108HSYHERSHEY CO$2,4280.02%12,975CommonSOLE
907818108UNPUNION PAC CORP$2,4180.02%10,232CommonSOLE
464286400EWZISHARES INC$2,3990.02%77,372CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$2,3160.02%60,000CommonSOLE
G3852D107GSHRGESHER ACQUISITION CORP. II$2,2890.02%225,000CommonSOLE
67077M108NTRNUTRIEN LTD$2,2540.02%38,394CommonSOLE
55306NAB0MKSI 1.25 06/01/30MKS INC$2,1950.02%2,000,000CommonSOLE
07831C103BRBRBELLRING BRANDS INC$2,1910.02%60,266CommonSOLE
G86652115TLNCUTALON CAP CORP$2,1900.02%217,839CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$2,1880.02%8,465CommonSOLE
G0R38G104XRPNARMADA ACQUISITION CORP II$2,0870.02%200,000CommonSOLE
G8475V103SVCCSTELLAR V CAP CORP$2,0610.02%200,000CommonSOLE
G4569C127HVMCUHIGHVIEW MERGER CORP$2,0240.02%200,000CommonSOLE
69331C108PCGPG&E CORP$2,0160.02%133,589CommonSOLE
G0176J109ALLEALLEGION PLC$2,0050.02%11,302CommonSOLE
345370860FFORD MTR CO$1,9900.02%166,270CommonSOLE
G5490M100LWACLIGHTWAVE ACQUISITION CORP$1,9900.02%200,000CommonSOLE
314211103FHIFEDERATED HERMES INC$1,9720.02%37,948CommonSOLE
349942102FSMFORTUNA MNG CORP$1,9590.02%218,820CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1,9480.02%84,248CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1,9300.02%37,852CommonSOLE
903731107ULSUL SOLUTIONS INC$1,8770.02%26,492CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$1,8630.02%52,743CommonSOLE
670837103OGEOGE ENERGY CORP$1,8520.02%40,072CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$1,8420.02%19,947CommonSOLE
925652109VICIVICI PPTYS INC$1,8240.02%55,936CommonSOLE
G7633M104DRDBROMAN DBDR ACQUISITION CORP$1,8060.02%175,000CommonSOLE
290876101EMAEMERA INC$1,7780.02%37,048CommonSOLE
39854F101GRNDGRINDR INC$1,7750.02%118,264CommonSOLE
574795100MASIMASIMO CORP$1,7660.02%11,970CommonSOLE
26856L103ELFE L F BEAUTY INC$1,7460.02%13,175CommonSOLE
G0750N104AXINAXIOM INTELLIGENCE AC CORP 1$1,7430.02%175,000CommonSOLE
637417106NNNNNN REIT INC$1,7270.02%40,546CommonSOLE
559222401MGAMAGNA INTL INC$1,7240.02%36,390CommonSOLE
67011P100DNOWDNOW INC$1,6890.02%110,813CommonSOLE
464287440IEFISHARES TR$1,6760.02%17,370CommonSOLE
457187102INGRINGREDION INC$1,6650.02%13,623CommonSOLE
496902404KGCKINROSS GOLD CORP$1,6640.02%67,054CommonSOLE
387437205GRTUFGRANITE REAL ESTATE INVT TR$1,6570.01%29,822CommonSOLE
91688F104UPWKUPWORK INC$1,6480.01%88,764CommonSOLE
128030202CALMCAL MAINE FOODS INC$1,6420.01%17,450CommonSOLE
421906108HCSGHEALTHCARE SVCS GROUP INC$1,5640.01%92,954CommonSOLE
983134107WYNNWYNN RESORTS LTD$1,5630.01%12,190CommonSOLE
G7134A104PLMKPLUM ACQUISITION CORP IV$1,5480.01%150,000CommonSOLE
G7257A105PCAPPROCAP ACQUISITION CORP$1,5410.01%149,994CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$1,5370.01%8,600CommonSOLE
753422104RPDRAPID7 INC$1,5350.01%81,903CommonSOLE
G3933N108GTERUGLOBA TERRA ACQUISITION COR$1,5260.01%150,000CommonSOLE
038336103ATRAPTARGROUP INC$1,4780.01%11,050CommonSOLE
G491BT108IVZINVESCO LTD$1,4690.01%64,104CommonSOLE
974155103WINGWINGSTOP INC$1,4530.01%5,773CommonSOLE
92338C103VLTOVERALTO CORP$1,4500.01%13,601CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$1,3950.01%11,941CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1,3770.01%8,423CommonSOLE
697900108PAASPAN AMERN SILVER CORP$1,3280.01%34,257CommonSOLE
92839U206VCVISTEON CORP$1,2660.01%10,560CommonSOLE
29269R105EFXTENERFLEX LTD$1,2490.01%115,925CommonSOLE
760759100RSGREPUBLIC SVCS INC$1,1690.01%5,095CommonSOLE
96758W101WOWWIDEOPENWEST INC$1,1100.01%215,112CommonSOLE
G75389109RFAIRF ACQUISITION CORP II$1,0730.01%100,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1,0720.01%6,300CommonSOLE
501044101KRKROGER CO$1,0660.01%15,822CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1,0660.01%15,831CommonSOLE
922475108VEEVVEEVA SYS INC$1,0620.01%3,564CommonSOLE
G3730U123FCRS/UFUTURECREST ACQUISITION CORP$1,0600.01%100,000CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$1,0580.01%31,064CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1,0490.01%2,466CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$1,0490.01%25,745CommonSOLE
680223104ORIOLD REP INTL CORP$1,0490.01%24,686CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1,0470.01%10,129CommonSOLE
830940102SKWDSKYWARD SPECIALTY INS GROUP$1,0460.01%22,000CommonSOLE
G6757R105ONCH1RT ACQUISITION CORP$1,0450.01%100,000CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1,0440.01%4,383CommonSOLE
011642105ALRMALARM COM HLDGS INC$1,0420.01%19,621CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$1,0420.01%4,248CommonSOLE
447462102HURNHURON CONSULTING GROUP INC$1,0420.01%7,097CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$1,0410.01%8,490CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1,0410.01%40,815CommonSOLE
G2003N105BEAGBOLD EAGLE ACQUISITION CORP$1,0410.01%100,000CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$1,0400.01%25,550CommonSOLE
832248207SFDSMITHFIELD FOODS INC$1,0400.01%44,301CommonSOLE
513847103MZTIMARZETTI COMPANY$1,0380.01%6,005CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$1,0350.01%18,925CommonSOLE
315616102FFIVF5 INC$1,0320.01%3,190CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1,0310.01%4,370CommonSOLE
70975L107PENPENUMBRA INC$1,0280.01%4,058CommonSOLE
G3922B107GGENPACT LIMITED$1,0280.01%24,535CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$1,0250.01%38,895CommonSOLE
90384S303ULTAULTA BEAUTY INC$1,0240.01%1,873CommonSOLE
552848103MTGMGIC INVT CORP WIS$1,0210.01%36,001CommonSOLE
002474104AZZAZZ INC$1,0200.01%9,344CommonSOLE
052800109ALVAUTOLIV INC$1,0200.01%8,263CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$1,0190.01%78,544CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$1,0160.01%9,560CommonSOLE
G2254C121CCIICOHEN CIRCLE ACQUISIT CORP I$1,0150.01%100,000CommonSOLE
G24979109CHACCRANE HBR ACQUISITION CORP$1,0140.01%100,000CommonSOLE
925550105VIAVVIAVI SOLUTIONS INC$1,0130.01%79,818CommonSOLE
98138H101WDAYWORKDAY INC$1,0100.01%4,198CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$1,0070.01%9,257CommonSOLE
G4474Y214JHGJANUS HENDERSON GROUP PLC$1,0040.01%22,576CommonSOLE
74758T303QLYSQUALYS INC$1,0020.01%7,569CommonSOLE
G04819127A PARADISE ACQUISITION CORP$9980.01%100,000CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$9970.01%87,026CommonSOLE
26210C104DBXDROPBOX INC$9950.01%32,917CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$9900.01%4,755CommonSOLE
233051879ASHRDBX ETF TR$9840.01%29,845CommonSOLE
79546E104SBHSALLY BEAUTY HLDGS INC$9780.01%60,041CommonSOLE
552690109MDUMDU RES GROUP INC$9720.01%54,628CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$9680.01%41,609CommonSOLE
615369105MCOMOODYS CORP$9650.01%2,025CommonSOLE
71363P106PRDOPERDOCEO ED CORP$9620.01%25,508CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$9560.01%31,323CommonSOLE
093671105HRBBLOCK H & R INC$9560.01%18,915CommonSOLE
092113109BKHBLACK HILLS CORP$9560.01%15,535CommonSOLE
46131B704IVRINVESCO MORTGAGE CAPITAL INC$9550.01%126,353CommonSOLE
H11356104BGBUNGE GLOBAL SA$9530.01%11,731CommonSOLE
85254J102STAGSTAG INDL INC$9520.01%26,977CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$9520.01%15,746CommonSOLE
26884U109EPREPR PPTYS$9510.01%16,393CommonSOLE
05379B107AVAAVISTA CORP$9500.01%25,151CommonSOLE
896288107TNETTRINET GROUP INC$9490.01%14,206CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$9490.01%28,556CommonSOLE
099724106BWABORGWARNER INC$9460.01%21,491CommonSOLE
40434L105HPQHP INC$9460.01%34,716CommonSOLE
85256A109STGWSTAGWELL INC$9460.01%168,041CommonSOLE
02209S103MOALTRIA GROUP INC$9450.01%14,306CommonSOLE
09227Q100BLKBBLACKBAUD INC$9440.01%14,661CommonSOLE
00090Q103ADTADT INC DEL$9440.01%108,281CommonSOLE
500754106KHCKRAFT HEINZ CO$9410.01%36,112CommonSOLE
00130H105AESAES CORP$9400.01%71,467CommonSOLE
22266M104COURCOURSERA INC$9390.01%80,140CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$9360.01%12,366CommonSOLE
928881101VNTVONTIER CORPORATION$9350.01%22,298CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$9340.01%3,917CommonSOLE
806037107SCSCSCANSOURCE INC$9330.01%21,221CommonSOLE
366505105GTXGARRETT MOTION INC$9330.01%68,573CommonSOLE
30040P103EVTCEVERTEC INC$9320.01%27,576CommonSOLE
172755100CRUSCIRRUS LOGIC INC$9300.01%7,423CommonSOLE
371901109GNTXGENTEX CORP$9290.01%32,848CommonSOLE
668771108GENGEN DIGITAL INC$9280.01%32,679CommonSOLE
00724F101ADBEADOBE INC$9280.01%2,630CommonSOLE
126349109CSNCSG SYS INTL INC$9250.01%14,374CommonSOLE
37045V100GMGENERAL MTRS CO$9240.01%15,185CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$9240.01%31,853CommonSOLE
29249E109ACTENACT HLDGS INC$9240.01%24,101CommonSOLE
7495271071RGREV GROUP INC$9230.01%16,294CommonSOLE
46817M107JXNJACKSON FINANCIAL INC$9230.01%9,129CommonSOLE
412822108HOGHARLEY DAVIDSON INC$9230.01%33,127CommonSOLE
911163103UNFIUNITED NAT FOODS INC$9220.01%24,535CommonSOLE
706915105PENGPENGUIN SOLUTIONS INC$9220.01%35,088CommonSOLE
74386T105PFSPROVIDENT FINL SVCS INC$9200.01%47,657CommonSOLE
88025T102TENBTENABLE HLDGS INC$9190.01%31,492CommonSOLE
088929104BGCBGC GROUP INC$9190.01%97,103CommonSOLE
92343E102VRSNVERISIGN INC$9180.01%3,283CommonSOLE
G38644103GCTGIGACLOUD TECHNOLOGY INC$9170.01%32,267CommonSOLE

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.