Picton Mahoney Asset Management’s Enact Holdings ACT Stock Holding History

Picton Mahoney Asset Management’s Portfolio ACT Stock Details ACT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Buy	43,059 +43,027	+134,459%	+$1.76M	0.01%	526
2025 Q4	$1.27K	Sell	32 -24,069	-100%	-$906K	﹤0.01%	1047
2025 Q3	$924K	Sell	24,101 -30,749	-56%	-$1.14M	0.01%	488
2025 Q2	$2.04M	Buy	54,850 +22,242	+68%	+$790K	0.02%	335
2025 Q1	$1.13M	Buy	32,608 +17,105	+110%	+$572K	0.02%	310
2024 Q4	$502K	Buy	15,503 +5,069	+49%	+$175K	0.01%	299
2024 Q3	$380K	Buy	10,434 +6,296	+152%	+$215K	0.01%	262
2024 Q2	$126K	Buy	+4,138	New	+$126K	﹤0.01%	337
2024 Q1	–	Sell	-380	Closed	-$10K	–	378
2023 Q4	$10K	Buy	+380	New	+$10.6K	﹤0.01%	381

Other funds holding ACT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Picton Mahoney Asset Management's ACT Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Enact Holdings (ACT) stake by 134,459% in Q1 2026, buying an estimated $1.76M and bringing the position to 43,059 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #526.

Picton Mahoney Asset Management first reported a position in ACT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.04M in Q2 2025. 251 funds tracked by Wall St. Rank hold ACT as of Q1 2026.

Picton Mahoney Asset Management held 43,059 shares of Enact Holdings worth $1.76M as of Q1 2026.
Picton Mahoney Asset Management bought 43,027 Enact Holdings shares in Q1 2026, an estimated $1.76M.
Enact Holdings made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #526 holding.
Picton Mahoney Asset Management first reported a position in Enact Holdings in Q4 2023 and has held it in 9 quarters since.
Picton Mahoney Asset Management's Enact Holdings position peaked at $2.04M in Q2 2025.
251 funds tracked by Wall St. Rank held Enact Holdings as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.