MondegarAI
← Tracker

Institutional

PICTON MAHONEY ASSET MANAGEMENT

CIK 0001539041
$13.55B
Reported AUM
1,207
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · PICTON MAHONEY ASSET MANAGEMENT · Q1 2026

AI · grounded in 13F

PICTON MAHONEY ASSET MANAGEMENT established a new position in EEM worth $136.29M. The fund also initiated a new position in MTUM for $124.79M and increased its holdings in TECK by 226.38%. On the sell side, the fund closed its position in VOE, reducing its exposure by $97.07M.

Portfolio · Q1 2026

HYG$1.81BLQD$817.7MRYTDSHOPCNQOther$8.12BPM

Top holdings· first 500 of 1207

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1HYGISHARES TR$79.43-0.50%6.72%19.17%$1.81B13.39%+2,977,300+15.0%
2LQDISHARES TR$108.17-0.62%6.23%-3.50%$817.7M6.04%2,501,000−25.0%
3RYROYAL BK CDA$194.04-0.48%54.50%126.91%$429.2M3.17%+2,390+0.1%
4TDTORONTO DOMINION BK ONT$113.16-0.52%63.73%107.71%$350.0M2.58%+349,746+10.3%
5SHOPSHOPIFY INC$109.54-5.60%-1.68%-26.97%$278.4M2.06%+412,685+21.4%
6CNQCANADIAN NAT RES LTD MED TER$45.70-4.11%47.96%249.86%$262.5M1.94%+714,806+15.3%
7AEMAGNICO EAGLE MINES LTD$163.66-7.41%40.03%184.98%$233.3M1.72%+381,736+49.8%
8CPCANADIAN PACIFIC KANSAS CITY$89.930.48%10.51%25.53%$195.2M1.44%+226,734+10.1%
9SUSUNCOR ENERGY INC NEW$62.22-4.96%73.56%284.50%$190.2M1.40%+1,919,912+201.1%
10FNVFRANCO NEV CORP$218.74-7.31%31.34%42.76%$188.1M1.39%+128,586+20.4%
11TLTISHARES TR$85.06-0.51%4.59%-32.66%$174.2M1.29%+2,000,000+20000.0%
12TECKTECK RESOURCES LTD$62.531.39%60.90%188.55%$168.2M1.24%+2,254,233+226.4%
13NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$155.2M1.15%+87,662+10.9%
14ENBENBRIDGE INC$56.31-0.76%26.01%94.29%$150.7M1.11%+114,177+4.3%
15BNBROOKFIELD CORP$44.60-1.00%14.26%59.83%$148.2M1.09%+41,561+1.2%
16OROR ROYALTIES INC$33.87-6.20%31.16%161.53%$146.2M1.08%+679,676+21.5%
17EEMISHARES TR$64.59-6.53%40.98%40.06%$136.3M1.01%+2,400,000NEW
18TRPTC ENERGY CORP$68.68-0.39%38.48%78.83%$129.1M0.95%+8,405+0.4%
19CVECENOVUS ENERGY INC$28.22-5.27%112.04%275.61%$128.8M0.95%1,957,036−28.7%
20MTUMISHARES TR$306.47-5.95%32.74%85.12%$124.8M0.92%+520,000NEW
21GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$119.0M0.88%+31,020+8.1%
22RCIROGERS COMMUNICATIONS INC$37.63-1.08%46.22%-13.03%$115.1M0.85%+194,910+7.0%
23BBARRICK MNG CORP$39.46-7.78%103.64%108.72%$114.1M0.84%632,660−18.5%
24WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%31.44%165.71%$105.8M0.78%4,715−0.6%
25GDXVANECK ETF TRUST$78.84-8.75%53.84%141.98%$102.9M0.76%+1,119,900+93325.0%
26AAPLAPPLE INC$307.34-1.25%51.31%116.17%$102.9M0.76%7,732−1.9%
27HBMHUDBAY MINERALS INC$26.141.87%166.82%262.03%$99.6M0.74%275,457−5.5%
28CLSCELESTICA INC$371.71-12.61%207.89%4090.64%$93.3M0.69%195,011−37.1%
29IAGIAMGOLD CORP$15.581.04%107.26%462.77%$89.5M0.66%270,220−5.4%
30SLFSUN LIFE FINANCIAL INC$73.721.04%15.19%71.47%$86.2M0.64%+1,374,917NEW
31AMZNAMAZON COM INC$246.03-3.06%$75.4M0.56%+19,376+5.7%
32MSFTMICROSOFT CORP$416.67-2.66%$73.8M0.54%27,693−12.2%
33RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%$73.2M0.54%+217,876+133.1%
34HO1HOLOGIC INC$71.8M0.53%+449,300+89.6%
35WCNWASTE CONNECTIONS INC$155.220.82%$71.4M0.53%202,129−31.5%
36BGSIBOYD GROUP SERVICES INC$103.11-1.07%$70.3M0.52%+40,905+8.0%
37SPLVINVESCO EXCH TRADED FD TR II$73.471.45%$69.6M0.51%+789,991+488.8%
38CCJCAMECO CORP$103.44-9.28%$64.9M0.48%+115,540+24.0%
39MUMICRON TECHNOLOGY INC$864.01-13.25%$64.3M0.47%+156,681+464.6%
40INTUINTUIT$296.76-1.73%$64.2M0.47%+128,265+635.4%
41BEPBROOKFIELD RENEWABLE ENERGY$36.52-0.27%$61.3M0.45%+199,497+11.9%
42AVGOBROADCOM INC$385.73-7.92%$59.5M0.44%+10,479+5.8%
43KKRKKR & CO INC$93.40-2.16%$55.7M0.41%+327,463+119.3%
44GILGILDAN ACTIVEWEAR INC$57.61-0.45%$55.2M0.41%134,986−12.0%
45TEVATEVA PHARMACEUTICAL INDS LTD$34.19-0.70%$54.5M0.40%+1,229,467+211.7%
46MDBMONGODB INC$350.74-7.74%$53.8M0.40%+147,251+203.3%
47MGAMAGNA INTL INC$66.09-3.02%$53.5M0.40%+212,302+28.5%
48KRESPDR SERIES TRUST$70.170.27%$52.1M0.38%+265,841+49.8%
49LITE 1.5 12/15/29LUMENTUM HLDGS INC$50.4M0.37%+1,000,000+25.0%
50CGNXCOGNEX CORP$61.691.43%$45.5M0.34%+779,673+523.3%
51ALAIR LEASE CORP$65.000.03%$45.4M0.33%+55,847+8.7%
52PAASPAN AMERN SILVER CORP$48.612.16%$44.4M0.33%+797,248+5990.3%
53BIPBROOKFIELD INFRASTRUCTURE PA$38.80-0.59%$43.4M0.32%639,158−34.7%
54ARESARES MANAGEMENT CORPORATION$125.65-3.72%$42.9M0.32%+263,918+204.1%
55SDASEALED AIR CORP NEW$1.15-14.18%$42.2M0.31%+231,739+30.0%
56EAELECTRONIC ARTS INC$203.00-0.20%$41.7M0.31%77,900−27.6%
57CAECAE INC$25.39-0.45%$40.5M0.30%+596,729+62.3%
58GTLSCHART INDS INC$207.31-0.11%$39.9M0.29%+34,800+22.0%
59DSGXDESCARTES SYS GROUP INC$75.46-3.14%$39.7M0.29%+57,095+11.5%
60JPMJPMORGAN CHASE & CO$312.370.48%$37.5M0.28%+67,867+114.0%
61DOOBRP INC$60.70-3.37%$36.9M0.27%187,239−26.7%
62MFCMANULIFE FINL CORP$38.710.55%$36.5M0.27%837,605−44.2%
63SJMSMUCKER J M CO$102.96-0.56%$35.3M0.26%+366,050NEW
64FSVFIRSTSERVICE CORP NEW$140.680.76%$34.0M0.25%63,163−20.6%
65TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$33.7M0.25%+7,002+7.6%
66SCHWSCHWAB CHARLES CORP$88.840.95%$33.2M0.25%4,722−1.3%
67RBCRBC BEARINGS INC$591.850.30%$32.9M0.24%+190+0.3%
68BMOBANK MONTREAL MEDIUM$164.37-0.51%$32.2M0.24%+224,953+1732.7%
69MSMORGAN STANLEY$211.93-2.90%$30.6M0.23%18,778−9.2%
70METAMETA PLATFORMS INC$593.00-5.51%$30.6M0.23%10,489−16.4%
71LLYELI LILLY & CO$1131.420.55%$30.3M0.22%8,385−20.3%
72HWMHOWMET AEROSPACE INC$251.901.03%$30.1M0.22%2,050−1.5%
73AQNALGONQUIN POWER & UTILITIES$6.010.08%$29.9M0.22%+1,361,666+38.7%
74QUREQUANTA SVCS INC$26.45-5.50%$29.0M0.21%+4,735+9.9%
75TJXTJX COS INC NEW$160.711.31%$29.0M0.21%1,471−0.8%
76COHRCOHERENT CORP$376.99-10.64%$28.7M0.21%+120,294NEW
77BRZEBRAZE INC$22.91-0.99%$28.3M0.21%+759,762+172.5%
78MRVLMARVELL TECHNOLOGY INC$263.47-16.74%$28.3M0.21%+285,953NEW
79CRMSALESFORCE INC$185.66-1.64%$28.0M0.21%+109,803+273.2%
80COFCAPITAL ONE FINL CORP$180.67-1.38%$27.5M0.20%19,893−11.7%
81CAHCARDINAL HEALTH INC$205.711.97%$27.3M0.20%+63,817+97.7%
82MLIMUELLER INDS INC$132.800.17%$27.3M0.20%+18,152+8.0%
83KOCOCA COLA CO$79.483.46%$27.2M0.20%+60,307+20.3%
84ADIANALOG DEVICES INC$401.39-6.38%$26.9M0.20%+4,143+5.2%
85TERTERADYNE INC$357.93-12.03%$26.4M0.19%+18,061+25.5%
86PENPENUMBRA INC$320.30-0.07%$26.3M0.19%+80,000NEW
87XPOXPO INC$218.94-0.15%$25.9M0.19%50,695−27.6%
88WMTWALMART INC$118.880.97%$25.6M0.19%69,191−25.2%
89AUANGLOGOLD ASHANTI PLC$83.88-0.29%$25.4M0.19%+261,357NEW
90BABOEING CO$215.45-0.91%$25.3M0.19%+14,330+12.7%
91SNDKSANDISK CORP$1559.32-11.39%$25.1M0.19%2,680−6.4%
92PPLPPL CORP$35.760.06%$24.7M0.18%+88,212+15.8%
93VTRVENTAS INC$81.73-0.35%$24.7M0.18%+17,499+6.1%
94NETCLOUDFLARE INC$250.11-6.90%$24.6M0.18%+24,904+26.4%
95CNICANADIAN NATL RY CO$120.380.74%$24.2M0.18%109,493−31.8%
96SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$24.0M0.18%+2,881+6.2%
97AKAMAKAMAI TECHNOLOGIES INC$149.32-6.08%$23.8M0.18%+103,285+99.1%
98GHGUARDANT HEALTH INC$125.61-5.60%$23.1M0.17%+90,962+57.2%
99HDHOME DEPOT INC$310.780.27%$22.8M0.17%+11,571+20.1%
100RKTROCKET COS INC$12.65-4.38%$22.5M0.17%338,162−17.6%
101ACLXGBXARCELLX INC$22.4M0.17%+195,000NEW
102MCOMOODYS CORP$22.2M0.16%+50,044+6781.0%
103TEAMATLASSIAN CORPORATION$22.1M0.16%+247,011+323.5%
104LPLALPL FINL HLDGS INC$22.0M0.16%+37,637+106.3%
105TMOTHERMO FISHER SCIENTIFIC INC$21.9M0.16%916−2.0%
106JHGJANUS HENDERSON GROUP PLC$21.8M0.16%+250,000+142.8%
107VVISA INC$21.7M0.16%+19,347+36.9%
108SIISPROTT INC$21.6M0.16%123,148−44.9%
109NSCNORFOLK SOUTHN CORP$21.5M0.16%15,000−16.7%
110AMDADVANCED MICRO DEVICES INC$21.4M0.16%+69,307+191.9%
111HASHASBRO INC$21.2M0.16%+10,314+4.8%
112ISRGINTUITIVE SURGICAL INC$21.2M0.16%2,625−5.4%
113NOWSERVICENOW INC$20.9M0.15%+200,000NEW
114IQVIQVIA HLDGS INC$20.5M0.15%+59,285+97.6%
115AONAON PLC$20.3M0.15%+6,881+12.3%
116CDECOEUR MNG INC$20.2M0.15%+1,079,102NEW
117ALFCENTURION ACQUISITION CORP$20.2M0.15%HELD
118AIZASSURANT INC$20.1M0.15%+1,007+1.1%
119WBDWARNER BROS DISCOVERY INC$20.0M0.15%+102,800+16.4%
120CGAUCENTERRA GOLD INC$19.5M0.14%+1,100,036NEW
121TRI4EURTHOMSON REUTERS CORP$19.5M0.14%3,020−1.4%
122AMEAMETEK INC$19.4M0.14%2,104−2.3%
123EFAISHARES TR$19.4M0.14%+200,000NEW
124VLYVALLEY NATL BANCORP$19.3M0.14%+211,947+15.6%
125AM6AMICUS THERAPEUTIC$19.2M0.14%+715,674+116.3%
126APOAPOLLO GLOBAL MGMT INC$19.2M0.14%+4,232+2.5%
127CRWDCROWDSTRIKE HLDGS INC$19.2M0.14%+23,390+90.6%
128CCITIGROUP INC$19.0M0.14%22,588−11.9%
129WABWABTEC$18.8M0.14%+2,332+3.2%
130SLSRSOLARIS RES INC$18.6M0.14%+114,683+5.6%
131PDSPRECISION DRILLING CORP$18.5M0.14%74,151−28.3%
132NTRANATERA INC$18.0M0.13%1,952−2.1%
133LRCXLAM RESEARCH CORP$18.0M0.13%+4,610+5.8%
134TSLATESLA INC$18.0M0.13%+6,410+15.3%
135LPAALAUNCH ONE ACQUISITION CORP$17.9M0.13%HELD
136NFLXNETFLIX INC$17.8M0.13%+31,369+20.4%
137WBSWEBSTER FINL CORP$17.8M0.13%+138,531+118.0%
138OVVOVINTIV INC$17.7M0.13%+297,560NEW
139FIVEFIVE BELOW INC$17.5M0.13%+24,741+47.9%
140CMCANADIAN IMPERIAL BANK OF CO$17.4M0.13%811,563−81.6%
141CENXCENTURY ALUM CO$17.3M0.13%+295,330NEW
142RDNTRADNET INC$17.3M0.13%208,545−40.3%
143NTRNUTRIEN LTD$16.8M0.12%5,281−2.3%
144SUNCSUNOCOCORP LLC$16.7M0.12%+16,909+6.6%
145ELANELANCO ANIMAL HEALTH INC$16.7M0.12%+27,625+4.1%
146PANWPALO ALTO NETWORKS INC$16.6M0.12%+17,507+20.4%
147CLHCLEAN HARBORS INC$16.5M0.12%74−0.1%
148CRLCHARLES RIV LABS INTL INC$16.5M0.12%+21,928+29.8%
149HOODROBINHOOD MKTS INC$16.4M0.12%+95,336+67.1%
150GVA 3.25 06/15/30GRANITE CONSTR INC$16.4M0.12%+6,000,000+150.0%
151TPRTAPESTRY INC$16.4M0.12%+6,953+6.4%
152MRKMERCK & CO INC$16.3M0.12%+135,203NEW
153SNOWSNOWFLAKE INC$16.2M0.12%240,080−69.1%
154CUBLIONHEART HOLDINGS$16.1M0.12%HELD
155WMBWILLIAMS COS INC$16.1M0.12%+220,576NEW
156DASHDOORDASH INC$15.9M0.12%151,818−58.8%
157ICEINTERCONTINENTAL EXCHANGE IN$15.9M0.12%+2,581+2.6%
158LYV 3.125 01/15/29LIVE NATION ENTERTAINMENT IN$15.2M0.11%+7,000,000+233.3%
159AAOIAPPLIED OPTOELECTRONICS INC$15.2M0.11%+180,080NEW
160EVRGEVERGY INC$15.2M0.11%+12,948+7.5%
161TLNTALEN ENERGY CORP$15.2M0.11%+5,261+12.4%
162FASTFASTENAL CO$15.0M0.11%+6,641+2.1%
163GPATGP-ACT III ACQUISITION CORP$14.9M0.11%500,000−26.7%
164SAIASAIA INC$14.9M0.11%4,899−10.4%
165FVICN 3.75 06/30/29FORTUNA MNG CORP$14.7M0.11%+8,500,000NEW
166LITELUMENTUM HLDGS INC$14.6M0.11%12,184−36.9%
167PFGCPERFORMANCE FOOD GROUP CO$14.4M0.11%53,547−24.2%
168INTCINTEL CORP$14.3M0.11%33,437−9.3%
169WDC 3 11/15/28WESTERN DIGITAL CORP$14.3M0.11%+2,000,000NEW
170PGPROCTER & GAMBLE CO$14.0M0.10%+61,390+171.3%
171CTASCINTAS CORP$14.0M0.10%+82,857NEW
172SIMASIM ACQUISITION CORP. I$13.9M0.10%500,000−27.8%
173DEDEERE & CO$13.8M0.10%+4,798+24.3%
174ABBVABBVIE INC$13.6M0.10%7,527−10.7%
175MDTMEDTRONIC PLC$13.6M0.10%+24,781+18.7%
176DHID R HORTON INC$13.6M0.10%17,469−15.0%
177RDDTREDDIT INC$13.5M0.10%+28,908+40.7%
178CGCTCARTESIAN GROWTH CORP III$13.3M0.10%100,000−7.1%
179GLWCORNING INC$13.3M0.10%+38,778+65.6%
180BKDBROOKDALE SR LIVING INC$13.2M0.10%+411,490+74.5%
181FACTFACT II ACQUISITION CORP$13.1M0.10%HELD
182PKGPACKAGING CORP AMER$13.0M0.10%+61,277+1225540.0%
183NEENEXTERA ENERGY INC$12.8M0.09%+28,529+26.0%
184JNJJOHNSON & JOHNSON$12.6M0.09%4,965−8.8%
185JAZZ 3.125 09/15/30JAZZ INVESTMENTS I LTD$12.5M0.09%+5,000,000+125.0%
186ASMLASML HLDG NV$12.5M0.09%+2,046+27.7%
187MAMASTERCARD INCORPORATED$12.4M0.09%16,971−40.6%
188EXEEXPAND ENERGY CORPORATION$12.4M0.09%+38,508+51.9%
189GLGLOBE LIFE INC$12.2M0.09%17,666−16.7%
190NINISOURCE INC$12.1M0.09%32,424−11.1%
191EQXCN 4.75 10/15/28EQUINOX GOLD CORP$12.1M0.09%+5,000,000NEW
192AEIS 2.5 09/15/28ADVANCED ENERGY INDS$12.0M0.09%+5,000,000NEW
193TWTRADEWEB MKTS INC$12.0M0.09%+101,902NEW
194REGNREGENERON PHARMACEUTICALS$11.9M0.09%176−1.1%
195ROSTROSS STORES INC$11.8M0.09%+10,483+23.8%
196MASIMASIMO CORP$11.6M0.09%+54,500+519.0%
197PCARPACCAR INC$11.5M0.08%+99,194+826616.7%
198CTRACOTERRA ENERGY INC$11.3M0.08%+321,002NEW
199CATCATERPILLAR INC$11.2M0.08%+15,803NEW
200TXNMTXNM ENERGY INC$11.1M0.08%+90,000+90.0%
201TWLOTWILIO INC$11.1M0.08%+87,871+462478.9%
202MBVIM3-BRIGADE ACQUISITION VI CO$11.1M0.08%HELD
203SOSOUTHERN CO$11.0M0.08%+114,444NEW
204AMPXAMPRIUS TECHNOLOGIES INC$11.0M0.08%+650,000NEW
205COSTCOSTCO WHOLESALE CORPORATION$11.0M0.08%+10,574+2493.9%
206GRAFGRAF GLOBAL CORP$10.8M0.08%HELD
207KFIIK&F GROWTH ACQUISITION CORP$10.4M0.08%HELD
208SFSTIFEL FINL CORP$10.4M0.08%48,545−25.7%
209VIKVIKING HOLDINGS LTD$10.4M0.08%+42,531+43.1%
210SNSHARKNINJA INC$10.3M0.08%+19,477+24.9%
211TACHTITAN ACQUISITION CORP$10.3M0.08%HELD
212FDXFEDEX CORP$10.3M0.08%+28,424+6783.8%
213NPACNEW PROVIDENCE ACQUISITION C$10.3M0.08%HELD
214STXSEAGATE TECHNOLOGY HLDNGS PL$10.3M0.08%+15,680+149.5%
215TCBITEXAS CAP BANCSHARES INC$10.2M0.08%+3,967+3.8%
216OYSEOYSTER ENTERPRISES II ACQUIS$10.2M0.08%HELD
217AEAQACTIVATE ENERGY ACQUISIT COR$10.1M0.07%+1,025,000NEW
218OBAOXLEY BRIDGE ACQ LTD$10.1M0.07%HELD
219PRIMPRIMORIS SVCS CORP$10.1M0.07%+26,384+59.6%
220FIGXFIGX CAP ACQUISITION CORP$10.1M0.07%HELD
221EVACEQV VENTURES AC CORP. II$10.1M0.07%HELD
222CHECCHENGHE ACQUISITION III CO$10.1M0.07%HELD
223CWANCLEARWATER ANALYTICS HLDGS I$10.0M0.07%+173,900+69.6%
224LATAGALATA ACQUISITION CORP II$10.0M0.07%HELD
225GILDGILEAD SCIENCES INC$9.9M0.07%+4,179+6.2%
226GPACGENERAL PURP ACQUISITION COR$9.9M0.07%+1,000,000NEW
227OTGAOTG ACQUISITION CORP. I$9.8M0.07%HELD
228ROKUROKU INC$9.8M0.07%+46,997+83.3%
229POLEANDRETTI ACQUISITION CORP II$9.6M0.07%HELD
230HBANHUNTINGTON BANCSHARES INC$9.5M0.07%+473,245+348.3%
231BKRBAKER HUGHES COMPANY$9.3M0.07%+485+0.3%
232FROGJFROG LTD$9.3M0.07%+47,380+31.3%
233QSRRESTAURANT BRANDS INTL INC$9.3M0.07%+108,198+618.3%
234CLCOLGATE PALMOLIVE CO$9.2M0.07%+108,372NEW
235SEISOLARIS ENERGY INFRAS INC$9.2M0.07%+163,385NEW
236PEPPEPSICO INC$9.2M0.07%+29,115+96.4%
237DIASTATE STR SPDR DOW JONES IND$9.0M0.07%+19,500NEW
238BIPCBROOKFIELD INFRASTRUCTURE CO$9.0M0.07%+228,424NEW
239TDSTELEPHONE & DATA SYS INC$9.0M0.07%+213,605NEW
240IRHOIRON HORSE ACQUISIT II CORP$8.9M0.07%+900,000NEW
241SBXDSILVERBOX CORP IV$8.8M0.07%HELD
242RNGTRANGE CAP ACQUISITION CORP I$8.8M0.07%HELD
243NXENEXGEN ENERGY LTD$8.8M0.06%2,521−0.3%
244DMIIDRUGS MADE IN AMER ACQ II CO$8.7M0.06%HELD
245RTXRTX CORPORATION$8.7M0.06%+36,366+410.7%
246LASRNLIGHT INC$8.7M0.06%+110,908+270.0%
247VSTVISTRA CORP$8.6M0.06%12,206−17.6%
248LPBBLAUNCH TWO ACQUISITION CORP$8.5M0.06%HELD
249VOYAVOYA FINANCIAL INC$8.4M0.06%+117,900+2435.4%
250KEXKIRBY CORP$8.4M0.06%+11,755+23.0%
251RACRITHM ACQUISITION CORP$8.3M0.06%HELD
252SEMSELECT MED HLDGS CORP$8.1M0.06%+500,000NEW
253CWSTCASELLA WASTE SYS INC$8.1M0.06%+102,126NEW
254ULSUL SOLUTIONS INC$8.0M0.06%+70,446+304.2%
255ALDFALDEL FINL II INC$7.9M0.06%HELD
256VSATVIASAT INC$7.9M0.06%4,745−2.7%
257RXORXO INC$7.8M0.06%+534,052NEW
258KVYOKLAVIYO INC$7.8M0.06%+368,774+1141.9%
259IBKRINTERACTIVE BROKERS GROUP IN$7.8M0.06%22,080−16.0%
260AACBARTIUS II ACQUISITION INC$7.8M0.06%HELD
261BJBJS WHSL CLUB HLDGS INC$7.8M0.06%+78,769NEW
262IPCXINFLECTION PT ACQUISITION CO$7.7M0.06%HELD
263CMECME GROUP INC$7.6M0.06%+21,335+467.5%
264MGNIMAGNITE INC$7.6M0.06%+254,947+65.7%
265CCXICHURCHILL CAP CORP XI$7.6M0.06%+750,000NEW
266PLPLANET LABS PBC$7.6M0.06%+271,901NEW
267LPCVULAUNCHPAD CADENZA ACQU CORP$7.5M0.06%HELD
268GEGE AEROSPACE$7.4M0.05%180−0.7%
269ADACAMERICAN DRIVE ACQUISITION C$7.4M0.05%+750,000NEW
270SMASMARTSTOP SELF STORAG REIT I$7.4M0.05%+56,623+30.2%
271IFFINTERNATIONAL FLAVORS&FRAGRA$7.4M0.05%+47,895+89.1%
272WHWYNDHAM HOTELS & RESORTS INC$7.3M0.05%+90,405NEW
273OPLNOPENLANE INC$7.3M0.05%+868+0.3%
274MRSHMARSH & MCLENNAN COS INC$7.3M0.05%+41,818NEW
275GTENGORES HLDGS X INC$7.2M0.05%HELD
276UGIUGI CORP NEW$7.1M0.05%2,766−1.4%
277ALHCALIGNMENT HEALTHCARE INC$7.1M0.05%2,307−0.6%
278BCSSBAIN CAP GSS INVT CORP$7.1M0.05%HELD
279EYENATIONAL VISION HLDGS INC$7.1M0.05%4,248−1.5%
280KBONKARBON CAP PARTNERS CORP$7.0M0.05%+700,000NEW
281ALHC 4.25 11/15/29ALIGNMENT HEALTHCARE INC$7.0M0.05%+5,000,000NEW
282KRAQUKRAKACQUISITION CORPORATION$7.0M0.05%+700,000NEW
283ALUBALUSSA ENERGY ACQUISIT CORP$7.0M0.05%+700,000NEW
284HCACHALL CHADWICK ACQUISITION CO$7.0M0.05%+700,000NEW
285PLTRPALANTIR TECHNOLOGIES INC$6.9M0.05%+7,594+19.0%
286PPTAPERPETUA RESOURCES CORP$6.9M0.05%6,332−2.5%
287MESHMESHFLOW ACQUISITION CORP$6.9M0.05%+700,000NEW
288HSLVHIGHLANDER SILVER CORP$6.9M0.05%+1,183,093NEW
289TTANSERVICETITAN INC$6.9M0.05%15,399−12.4%
290FTAIFTAI AVIATION LTD$6.9M0.05%+28,094NEW
291HPEHEWLETT PACKARD ENTERPRISE C$6.9M0.05%+269,940+1519.1%
292MIRMMIRUM PHARMACEUTICALS INC$6.8M0.05%+72,698+5119.6%
293TAT&T INC$6.8M0.05%+41,113+21.2%
294CHWYCHEWY INC$6.7M0.05%+246,890NEW
295RLRALPH LAUREN CORP$6.6M0.05%+18,284+1852.5%
296CRAQCAL REDWOOD ACQUISITION CORP$6.6M0.05%HELD
297K4FONESTREAM INC$6.6M0.05%+274,000NEW
298NTWONEWBURY STR II ACQUISITION C$6.6M0.05%HELD
299NBISNEBIUS GROUP N.V$6.6M0.05%+63,281NEW
300ITHAITHAX ACQUISITION CORP III$6.5M0.05%+660,689NEW
301GSRFGSR IV ACQUISITION CORP$6.5M0.05%HELD
302ZYMEZYMEWORKS INC$6.4M0.05%+11,892+4.9%
303GLXYGALAXY DIGITAL INC$6.4M0.05%+345,127+23008.5%
304ELVAELECTROVAYA INC$6.3M0.05%+807,547NEW
305APLSUSDAPELLIS PHARMACEUTICALS INC$6.0M0.04%+150,000NEW
306BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M0.04%+12,553NEW
307MKSIMKS INC$6.0M0.04%+25,990NEW
308AEXAAMERICAN EXCEPTIONALISM ACQU$6.0M0.04%100,000−15.4%
309T86TRI POINTE HOMES INC$5.8M0.04%+125,000+480769.2%
310SRADSPORTRADAR GROUP AG$5.8M0.04%19,456−5.3%
311GMTLGUARDIAN METAL RES PLC$5.4M0.04%+309,395NEW
312FSSFEDERAL SIGNAL CORP$5.3M0.04%+49,166NEW
313430TERNS PHARMACEUTICALS INC$5.3M0.04%+100,000NEW
314CHRWC H ROBINSON WORLDWIDE IN$5.2M0.04%+26,175+482.0%
315ATIIARCHIMEDES TECH SPAC PARTNER$5.2M0.04%HELD
316LOKVLIVE OAK ACQUISITION CORP V$5.2M0.04%HELD
317SDHISIDDHI ACQUISITION CORP$5.2M0.04%HELD
318FERAFIFTH ERA ACQUISITION CORP I$5.2M0.04%HELD
319SZZLSIZZLE ACQUISITION CORP. II$5.1M0.04%HELD
320SOULSOULPOWER ACQUISITION CORP$5.1M0.04%HELD
321RDAGREPUBLIC DIGITAL ACQUISITION$5.1M0.04%HELD
322JENAJENA ACQUISITION CORP II$5.1M0.04%HELD
323CEPFCANTOR EQUITY PARTNERS IV IN$5.1M0.04%HELD
324SOCASOLARIUS CAPITAL ACQU CORP$5.1M0.04%HELD
325PAIIPYROPHYTE ACQUISITION CORP$5.1M0.04%HELD
326PACHPIONEER ACQUISITION I CORP$5.1M0.04%HELD
327ALMALMONTY INDS INC$5.1M0.04%+349,178NEW
328RBARB GLOBAL INC$5.0M0.04%+47,926+1037.8%
329HCMAHCM III ACQUISITION CORP$5.0M0.04%HELD
330TDACTRANSLATIONAL DEV ACQUISITIO$5.0M0.04%HELD
331BLZRTRAILBLAZER ACQUISITION CORP$5.0M0.04%HELD
332LKSPLAKE SUPERIOR ACQUISITION CO$5.0M0.04%HELD
333HACQUHCM IV ACQUISITION CORP$5.0M0.04%+500,000NEW
334SVAQUSILICON VY ACQUISITION CORP$5.0M0.04%HELD
335SORNUSOREN ACQUISITION CORP$5.0M0.04%+500,000NEW
336AJGGALLAGHER ARTHUR J & CO$5.0M0.04%15,444−40.1%
337LEGO/ULEGATO MERGER CORP IV$5.0M0.04%+500,000NEW
338CAICARIS LIFE SCIENCES INC$5.0M0.04%+60,672+27.8%
339APXTAPEX TREAS CORP$5.0M0.04%HELD
340IGACINVEST GREEN ACQUISITION COR$5.0M0.04%+500,000NEW
341LFACLEAPFROG ACQUISITION CORP$5.0M0.04%+500,500NEW
342MLAAUMOUNTAIN LAKE ACQUISIT CORP$5.0M0.04%+500,000NEW
343VACIVIKING ACQUISITION CORP I$5.0M0.04%HELD
344TDWDTAILWIND 2.0 ACQUISITION COR$5.0M0.04%HELD
345BLRKBLUEROCK ACQUISITION CORP$5.0M0.04%+500,000NEW
346SBXESILVERBOX CORP V$5.0M0.04%+500,000NEW
347BIXIBITCOIN INFRASTRUCTURE ACQUI$5.0M0.04%+500,000NEW
348CRANCRANE HBR ACQUISITION CORP I$5.0M0.04%+500,000NEW
349PTORUPRAETORIAN ACQUISITION CORP$5.0M0.04%+500,000NEW
350BEBETGE VALUE CREATIVE SOLUTIONS$4.9M0.04%+500,000NEW
351ZKPLAFAYETTE DIGITAL ACQUISITIO$4.9M0.04%+500,000NEW
352IVTINVENTRUST PPTYS CORP$4.9M0.04%+57,985+57.1%
353MCHPMICROCHIP TECHNOLOGY INC$4.8M0.04%2,825−3.6%
354BOWBOWHEAD SPECIALTY HLDGS INC$4.8M0.04%+212,259NEW
355SKESKEENA RES LTD NEW$4.6M0.03%+28,900+22.9%
356CGONCG ONCOLOGY INC$4.6M0.03%+64,554+2265.1%
357ONTOONTO INNOVATION INC$4.5M0.03%+22,180NEW
358VNMEVENDOME ACQUISITION CORP I$4.5M0.03%HELD
359CSXCSX CORP$4.5M0.03%+4,490+4.2%
360SYMSYMBOTIC INC$4.4M0.03%+10,820+14.9%
361ELLAUDER ESTEE COS INC$4.4M0.03%+61,798NEW
362EXPEAGLE MATLS INC$4.4M0.03%22,187−48.8%
363LEGTLEGATO MERGER CORP III$4.4M0.03%HELD
364RYTMRHYTHM PHARMACEUTICALS INC$4.4M0.03%+50,372NEW
365LAFALAFAYETTE ACQUISITION CORP$4.3M0.03%+431,115NEW
366GIWGIGCAPITAL8 CORP$4.2M0.03%HELD
367JACSJACKSON ACQUISITION CO II$4.2M0.03%HELD
368CELHCELSIUS HLDGS INC$4.2M0.03%+118,301NEW
369EVREVERCORE INC$4.1M0.03%12,300−47.1%
370BALLBALL CORP$4.1M0.03%+69,655NEW
371BLUWBLUE WTR ACQUISITION CORP. I$4.1M0.03%HELD
372FGIIUFG IMPERII ACQUISITION CORP$4.0M0.03%+400,000NEW
373AACOUABONY ACQUISITION CORP I$4.0M0.03%+400,000NEW
374TWLVTWELVE SEAS INVT CO III$3.9M0.03%+400,000NEW
375SVIVUSPRING VY ACQUISITION CORP I$3.8M0.03%+375,000NEW
376HSTHOST HOTELS & RESORTS INC$3.8M0.03%+64,875+48.5%
377FIGSFIGS INC$3.8M0.03%+257,276NEW
378WMT2WELLS FARGO & CO$3.8M0.03%6,334−11.9%
379VACHVOYAGER ACQUISITION CORP$3.7M0.03%HELD
380KGCKINROSS GOLD CORP$3.7M0.03%+55,372+83.3%
381MOALTRIA GROUP INC$3.7M0.03%+36,240+180.7%
382EWWISHARES INC$3.7M0.03%+3,050+6.6%
383BIIIBLACK SPADE ACQUISITION III$3.7M0.03%+375,000NEW
384NLYANNALY CAPITAL MANAGEMENT IN$3.7M0.03%+65,699+61.0%
385OSWONESPAWORLD HOLDINGS LIMITED$3.7M0.03%239,304−60.0%
386PUKPRUDENTIAL PLC$3.7M0.03%+175,788+195.3%
387PTCTPTC THERAPEUTICS INC$3.6M0.03%+51,048+2238.9%
388IPODDUNE ACQUISITION CORP II$3.6M0.03%HELD
389CAEPCANTOR EQUITY PARTNERS III I$3.6M0.03%HELD
390FIGRFIGURE TECHNOLOGY SOLUTIO$3.6M0.03%+105,476NEW
391DBRGDIGITALBRIDGE GROUP INC$3.6M0.03%218,946−48.6%
392SPEGSILVER PEGASUS ACQUISITION C$3.6M0.03%HELD
393KOYNCSLM DIGITA ASSET ACQ CORP I$3.5M0.03%HELD
394MACIMELAR ACQUISITION CORP. I$3.5M0.03%HELD
395VZVERIZON COMMUNICATIONS INC$3.5M0.03%+68,832NEW
396TPBTURNING PT BRANDS INC$3.4M0.03%+33,201+526.2%
397PORPORTLAND GEN ELEC CO$3.4M0.03%+64,475+268645.8%
398SACSAFEGUARD ACQUISITION CORP$3.4M0.02%+338,400NEW
399PHPARKER-HANNIFIN CORP$3.3M0.02%+2,563+218.1%
400PMTRPERIMETER ACQUISITION CORP I$3.3M0.02%HELD
401AUBATLANTIC UN BANKSHARES CORP$3.3M0.02%+92,720NEW
402TNLTRAVEL PLUS LEISURE CO$3.3M0.02%+42,732+830.9%
403WULFTERAWULF INC$3.3M0.02%+225,573NEW
404SVACSPRING VY ACQUISITION CORP I$3.2M0.02%700,000−68.6%
405LEVILEVI STRAUSS & CO NEW$3.1M0.02%+139,456+453.1%
406EWZISHARES INC$3.1M0.02%+3,170+4.0%
407NHICNEWHOLD INVT CORP III$3.1M0.02%HELD
408FFORD MTR CO$3.1M0.02%+115,953+75.9%
409HSYHERSHEY CO$3.1M0.02%+1,890+14.5%
410TVAITHAYER VENTURES ACQ CORP II$3.1M0.02%HELD
411MUZEUMUZERO ACQUISITION CORP$3.0M0.02%+300,000NEW
412DNMXDYNAMIX CORP III$3.0M0.02%HELD
413ILLUUILLUMINATION ACQUISITIO CORP$3.0M0.02%+300,000NEW
414DSACDAEDALUS SPL ACQUISITION COR$3.0M0.02%+300,000NEW
415EZAISHARES INC$2.9M0.02%+2,850+7.3%
416GAPGAP INC$2.8M0.02%186,646−61.6%
417SOLSSOLSTICE ADVANCED MATLS INC$2.8M0.02%+36,881NEW
418SCPQUSOCIAL COMM PARTNERS CORP$2.8M0.02%HELD
419EXPEEXPEDIA GROUP INC$2.8M0.02%+11,913+132366.7%
420BNSBANK NOVA SCOTIA B C$2.7M0.02%89,579−69.7%
421ASBASSOCIATED BANC-CORP$2.7M0.02%+57,638+125.0%
422RAAQREAL ASSET ACQUISITION CORP$2.6M0.02%HELD
423TVATEXAS VENTURES ACQUISITION I$2.6M0.02%50,005−16.7%
424RNGRINGCENTRAL INC$2.6M0.02%+69,338+173345.0%
425WTWISDOMTREE INC$2.6M0.02%2,101−1.2%
426DAAQDIGITAL ASSET ACQUISITION CO$2.6M0.02%HELD
427WENNWEN ACQUISITION CORP$2.5M0.02%HELD
428CEPVCANTOR EQUITY PARTNERS V INC$2.5M0.02%HELD
429MKLYMCKINLEY ACQUISITION CORP$2.5M0.02%HELD
430EVOXEVOLUTION GLOBAL ACQUISITION$2.5M0.02%HELD
431ISTBISHARES TR$2.5M0.02%+36,951NEW
432XCBEUX3 ACQUISITION CORP LTD$2.5M0.02%+250,000NEW
433FSLYFASTLY INC$2.5M0.02%+85,325NEW
434VHCPVINE HILL CAP INVTS CORP II$2.5M0.02%+250,000NEW
435MEDPMEDPACE HLDGS INC$2.4M0.02%+5,092NEW
436CASYCASEYS GEN STORES INC$2.4M0.02%+470+16.9%
437GCTGIGACLOUD TECHNOLOGY INC$2.4M0.02%+31,849+157.2%
438GSHRGESHER ACQUISITION CORP. II$2.3M0.02%HELD
439SIGSIGNET JEWELERS LIMITED$2.2M0.02%+26,304NEW
440TLNCTALON CAP CORP$2.2M0.02%HELD
441EIXEDISON INTL$2.2M0.02%+16,170+114.7%
442UMBFUMB FINL CORP$2.2M0.02%+19,526NEW
443AZNASTRAZENECA PLC$2.2M0.02%+11,218NEW
444CRUSCIRRUS LOGIC INC$2.1M0.02%+14,457+180712.5%
445SVCCSTELLAR V CAP CORP$2.1M0.02%HELD
446USBUS BANCORP$2.1M0.02%+16,999+73.5%
447IVZINVESCO LTD$2.1M0.02%7,998−8.5%
448BWABORGWARNER INC$2.1M0.02%+19,693+105.2%
449GMGENERAL MTRS CO$2.1M0.02%+27,747+115612.5%
450XRPNARMADA ACQUISITION CORP II$2.1M0.02%HELD
451PATHUIPATH INC$2.1M0.02%+83,610+82.4%
452JLLJONES LANG LASALLE INC$2.1M0.02%+5,655+516.4%
453JBLJABIL INC$2.1M0.02%+4,936+177.4%
454LWACLIGHTWAVE ACQUISITION CORP$2.0M0.02%HELD
455SAAQUSPACE ASSET ACQUISITION CORP$2.0M0.02%+200,000NEW
456BPOPPOPULAR INC$2.0M0.02%+12,178+407.7%
457NFGNATIONAL FUEL GAS CO$2.0M0.01%+17,104+380.0%
458IEAGUINFINITE EAGLE ACQUISITION C$2.0M0.01%+200,000NEW
459HEHAWAIIAN ELEC INDS INC MTN B$2.0M0.01%+136,642NEW
460CLVTCLARIVATE PLC$2.0M0.01%187,501−19.0%
461LLOEWS CORP$2.0M0.01%+15,421+440.5%
462THGHANOVER INS GROUP INC$2.0M0.01%+2,997+34.6%
463ALLALLSTATE CORP$2.0M0.01%+2,130+28.0%
464HVMCHIGHVIEW MERGER CORP$2.0M0.01%HELD
465BRXBRIXMOR PPTY GROUP INC$2.0M0.01%+69,623NEW
466BBCQBLEICHROEDER ACQUISITI CORP$2.0M0.01%+199,995NEW
467HCICUHENNESSY CAP INVTS CORP VIII$2.0M0.01%+200,000NEW
468PONOUPONO CAP FOUR INC$2.0M0.01%+200,000NEW
469PALOUPALOMA ACQUISITION CORP I$2.0M0.01%+200,000NEW
470LMTLOCKHEED MARTIN CORP$2.0M0.01%+3,297+164850.0%
471CAQUUCAMBRIDGE ACQUISITION CORP$2.0M0.01%+200,000NEW
472MZYX/UMOZAYYX ACQUISITION CORP$2.0M0.01%+200,000NEW
473TRGSUTRG LATIN AMER ACQUIS CORP$2.0M0.01%+200,000NEW
474ALOVUALDABRA 4 LQDTY OPP VEH INC$2.0M0.01%+200,000NEW
475ARTCUART TECHNOLOGY ACQUISITION C$2.0M0.01%+200,000NEW
476NATLNCR ATLEOS CORPORATION$2.0M0.01%+45,358NEW
477OUTOUTFRONT MEDIA INC$2.0M0.01%+64,630+652.8%
478BACCBLUE ACQUISITION CORP$2.0M0.01%HELD
479GNRCGENERAC HLDGS INC$2.0M0.01%+1,285+14.6%
480BSXBOSTON SCIENTIFIC CORP$2.0M0.01%938,690−96.8%
481HRBBLOCK H & R INC$1.9M0.01%+41,027+212.7%
482STGWSTAGWELL INC$1.9M0.01%+155,696+107.9%
483BFHBREAD FINANCIAL HOLDINGS INC$1.9M0.01%+13,883+123.0%
484AMANTERO MIDSTREAM CORP$1.9M0.01%+61,980+300.7%
485PVHPVH CORPORATION$1.9M0.01%+16,288+155.0%
486STNGSCORPIO TANKERS INC$1.9M0.01%+24,935+146676.5%
487XIFRXPLR INFRASTRUCTURE LP$1.8M0.01%+173,931NEW
488CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.8M0.01%+19,896+196.5%
489FEFIRSTENERGY CORP$1.8M0.01%+36,339NEW
490DRDBROMAN DBDR ACQUISITION CORP$1.8M0.01%HELD
491RNRRENAISSANCERE HLDGS LTD$1.8M0.01%+6,160NEW
492SBHSALLY BEAUTY HLDGS INC$1.8M0.01%+131,773NEW
493AVAAVISTA CORP$1.8M0.01%+24,317+115.6%
494LNCLINCOLN NATL CORP IND$1.8M0.01%+4,650+10.0%
495GGENPACT LIMITED$1.8M0.01%+31,051+176.0%
496EROERO COPPER CORP$1.8M0.01%10,928−13.9%
497GTMZOOMINFO TECHNOLOGIES INC$1.8M0.01%+205,027+215.4%
498PFSPROVIDENT FINL SVCS INC$1.8M0.01%+43,517+107.5%
499AXINAXIOM INTELLIGENCE AC CORP 1$1.8M0.01%HELD
500FHBFIRST HAWAIIAN INC$1.8M0.01%+57,899+412.4%

Source: SEC EDGAR · accession 0001539041-26-000013. 13F discloses long positions only — shorts, foreign equities, and options are excluded.