PICTON MAHONEY ASSET MANAGEMENT

Position in ADT — ADT Inc.

CIK 1539041 Toronto, A6

Position in ADT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,294,942

+$774,191 QoQ

Shares Held

353,068

+52.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#116

of 455 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $2,624,546 across 4 Security & Protection Services names. ADT ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADT	ADT Inc. This page	353,068	$2,294,942
2	MSA	MSA Safety Inc	1,831	$319,655
3	CXW	CoreCivic, Inc.	172	$5,225
4	BCO	Brinks Co	50	$4,724

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,294,942	353,068	+52.5%	Shares	Sole	2026-08-13
2026-03-31	$1,520,751	231,469	+113.8%	Shares	Sole	2026-05-13
2025-09-30	$943,127	108,281	-52.7%	Shares	Sole	2025-11-12
2025-06-30	$1,939,494	228,984	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.