PICTON MAHONEY ASSET MANAGEMENT
Position in FAF — First American Financial Corp
CIK 1539041
Toronto, A6
Position in FAF
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,600,880
+$1,250,857 QoQ
Shares Held
26,553
+366.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FAF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $7,253,148 across 8 Insurance - Specialty names. FAF ranks #4 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACT |
Enact Holdings, Inc.
|
43,059 | $1,757,237 | |
| 2 | NMIH |
NMI Holdings, Inc.
|
46,321 | $1,737,500 | |
| 3 | RDN |
Radian Group Inc
|
52,386 | $1,732,928 | |
| 4 | FAF |
First American Financial Corp
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|
26,553 | $1,600,880 | |
| 5 | AXS |
Axis Capital Holdings Ltd
|
4,155 | $421,358 | |
| 6 | MTG |
Mgic Investment Corp
|
46 | $1,207 | |
| 7 | ESNT |
Essent Group Ltd.
|
18 | $1,051 | |
| 8 | EIG |
Employers Holdings, Inc.
|
24 | $987 |
All Filings in FAF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,600,880 | 26,553 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $350,023 | 5,697 | Shares | Sole | 2026-02-11 | |
| 2020-03-31 | $5,967,087 | 140,700 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||