Position in BBY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,695,659
+$3,694,889 QoQ
Shares Held
48,704
+405766.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#231
of 868 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BBY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $24,913,737 across 9 Specialty Retail names. BBY ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIVE |
Five Below, Inc
|
62,673 | $11,267,978 | |
| 2 | BBY |
Best Buy Co Inc
This page
|
48,704 | $3,695,659 | |
| 3 | BBWI |
Bath & Body Works, Inc.
|
130,490 | $3,018,233 | |
| 4 | CASY |
Caseys General Stores Inc
|
3,258 | $2,589,425 | |
| 5 | ASO |
Academy Sports & Outdoors, Inc.
|
45,403 | $2,139,843 | |
| 6 | EYE |
National Vision Holdings, Inc.
|
54,225 | $1,030,817 | |
| 7 | WOOF |
Petco Health & Wellness Company, Inc.
|
269,835 | $733,951 | |
| 8 | MUSA |
Murphy USA Inc.
|
807 | $434,868 |
All Filings in BBY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,695,659 | 48,704 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $770 | 12 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $856,302 | 12,794 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $907 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $140,033 | 2,086 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1 | 12 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,029 | 12 | Shares | Sole | 2025-04-02 | |
| 2024-09-30 | $1 | 12 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $75,018 | 890 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $144,939 | 1,807 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||