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Disclosery

PICTON MAHONEY ASSET MANAGEMENT: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PICTON MAHONEY ASSET MANAGEMENT on AMAT, newest first. How the timeline and the estimate are built.

PICTON MAHONEY ASSET MANAGEMENT held 13,908 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,908 shares
    Change vs previous 13F +12,751 shares

    0.09% of the 13F portfolio, value $10,055,487.

    13F-HR 0001539041-26-000020 filed by PICTON MAHONEY ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,157 shares
    Change vs previous 13F -2,409 shares

    <0.01% of the 13F portfolio, value $395,451.

    13F-HR 0001539041-26-000013 filed by PICTON MAHONEY ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $916,426.

    13F-HR 0001539041-26-000005 filed by PICTON MAHONEY ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).