PICTON MAHONEY ASSET MANAGEMENT

Position in SHEL — Shell plc

CIK 1539041 Toronto, A6

Position in SHEL

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

Position Value

$1,078,800

+$226,432 QoQ

Shares Held

11,600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

PICTON MAHONEY ASSET MANAGEMENT holds $322,288,960 across 5 Oil & Gas Integrated names. SHEL ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SU	Suncor Energy Inc	2,874,698	$190,046,284
2	CVE	Cenovus Energy Inc.	4,867,402	$129,132,175
3	NFG	National Fuel Gas Co	21,605	$2,030,005
4	SHEL	Shell plc This page	11,600	$1,078,800
5	XOM	ExxonMobil Holdings Corp	10	$1,696

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,078,800	11,600	0.0%	Shares	Sole	2026-05-13
2025-12-31	$852,368	11,600	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.