Position in PL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,599,632
New position
Shares Held
271,901
first reported quarter
Ownership
0.076%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $134,391,902 across 18 Aerospace & Defense names. PL ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAE |
Cae Inc
|
1,554,416 | $40,492,536 | |
| 2 | HWM |
Howmet Aerospace Inc.
|
130,545 | $30,085,400 | |
| 3 | BA |
Boeing Co
|
126,912 | $25,259,295 | |
| 4 | RTX |
RTX Corp
|
45,220 | $8,722,938 | |
| 5 | PL |
Planet Labs PBC
This page
|
271,901 | $7,599,632 | |
| 6 | GE |
General Electric Co
|
26,199 | $7,434,490 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
28,094 | $6,883,030 | |
| 8 | LMT |
Lockheed Martin Corp
|
3,299 | $1,993,882 |
All Filings in PL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,599,632 | 271,901 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||