PICTON MAHONEY ASSET MANAGEMENT
Top Portfolio Positions
935 positions ·
$9,676,525,255 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
2,654,433 | $429,434,170 | 4.44% |
| TD |
Toronto Dominion Bank
Financial Services
|
3,746,718 | $349,606,256 | 3.61% |
| SHOP |
Shopify Inc.
Technology
|
2,345,617 | $278,237,088 | 2.88% |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
5,381,403 | $262,235,768 | 2.71% |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
1,148,916 | $233,206,969 | 2.41% |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
2,479,436 | $195,032,435 | 2.02% |
| SU |
Suncor Energy Inc
Energy
|
2,874,698 | $190,046,284 | 1.96% |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
759,289 | $187,582,347 | 1.94% |
| TECK |
Teck Resources Ltd
Basic Materials
|
3,249,983 | $168,186,620 | 1.74% |
| NVDA |
Nvidia Corp
Technology
|
889,790 | $155,179,376 | 1.60% |
Holdings in TECK
Export CSV
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,861,620 | 1,349,983 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $98,325,000 | 1,900,000 | Call | Sole | 2026-05-13 | |
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