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Disclosery

PICTON MAHONEY ASSET MANAGEMENT: PANW position timeline

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

PICTON MAHONEY ASSET MANAGEMENT held 101,969 PANW 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 101,969 shares
    Change vs previous 13F -1,285 shares

    0.32% of the 13F portfolio, value $34,773,478.

    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 103,254 shares
    Change vs previous 13F +17,507 shares

    0.17% of the 13F portfolio, value $16,553,681.

    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 85,747 shares
    Change vs previous 13F +16,824 shares

    0.17% of the 13F portfolio, value $15,794,597.

    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).

  4. period ended2025-09-30
    13F 68,923 shares
    Change vs previous 13F +2,622 shares

    0.18% of the 13F portfolio, value $14,033,000.

    13F-HR 0001539041-25-000062 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).

  5. period ended2025-06-30
    13F 66,301 shares
    Change vs previous 13F +22,878 shares

    0.19% of the 13F portfolio, value $13,566,000.

    13F-HR 0001539041-25-000036 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).

  6. period ended2025-03-31
    13F 43,423 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,409,000.

    13F-HR 0001539041-25-000015 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).