PICTON MAHONEY ASSET MANAGEMENT

Position in BGSI — Boyd Group Services Inc.

CIK 1539041 Toronto, A6

Position in BGSI

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

Position Value

$43,312,115

-$27,068,038 QoQ

Shares Held

457,748

-16.8% QoQ

Ownership

1.64%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#14

of 117 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $54,609,727 across 3 Auto & Truck Dealerships names. BGSI ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BGSI	Boyd Group Services Inc. This page	457,748	$43,312,115
2	OPLN	OPENLANE, Inc.	236,570	$9,756,146
3	VVV	Valvoline Inc	38,985	$1,541,466

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,312,115	457,748	-16.8%	Shares	Sole	2026-08-13
2026-03-31	$70,380,153	550,447	+8.0%	Shares	Sole	2026-05-13
2025-12-31	$81,170,040	509,542	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.