PICTON MAHONEY ASSET MANAGEMENT

Position in AL — SUMISHO AIR LEASE CORP

CIK 1539041 Toronto, A6

Position in AL

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$45,365,265

+$4,083,039 QoQ

Shares Held

698,572

+8.7% QoQ

Ownership

349286.0%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#33

of 431 holders

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $48,673,139 across 6 Rental & Leasing Services names. AL ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AL	SUMISHO AIR LEASE CORP This page	698,572	$45,365,265
2	GATX	Gatx Corp	9,463	$1,615,712
3	PRG	PROG Holdings, Inc.	49,601	$1,423,052
4	URI	United Rentals, Inc.	270	$196,711
5	UHAL	U-Haul Holding Co /NV/	1,481	$70,762
6	R	Ryder System Inc	8	$1,637

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,365,265	698,572	+8.7%	Shares	Sole	2026-05-13
2025-12-31	$41,282,226	642,725	+221.4%	Shares	Sole	2026-02-11
2025-09-30	$12,730,000	200,000	+2271.1%	Shares	Sole	2025-11-12
2024-06-30	$400,915	8,435	+8.2%	Shares	Sole	2024-07-31
2024-03-31	$400,974	7,795	-3.8%	Shares	Sole	2024-05-09
2023-12-31	$339,714	8,100	+1.6%	Shares	Sole	2024-02-06
2023-09-30	$314,097	7,970	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.