Picton Mahoney Asset Management’s Chewy CHWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.67M	Buy	+246,890	New	+$6.88M	0.05%	317
2025 Q4	–	Sell	-396,555	Closed	-$16M	–	1236
2025 Q3	$16M	Sell	396,555 -169,037	-30%	-$6.52M	0.14%	129
2025 Q2	$24.1M	Sell	565,592 -205,109	-27%	-$8.17M	0.25%	81
2025 Q1	$25.1M	Buy	770,701 +59,403	+8%	+$2.13M	0.43%	34
2024 Q4	$23.8M	Buy	711,298 +428,936	+152%	+$13.3M	0.49%	37
2024 Q3	$8.27M	Buy	282,362 +164,252	+139%	+$4.38M	0.27%	117
2024 Q2	$3.22M	Buy	+118,110	New	+$2.25M	0.12%	183
2024 Q1	–	Sell	-97,173	Closed	-$2.3M	–	398
2023 Q4	$2.3M	Buy	+97,173	New	+$1.92M	0.06%	195

Other funds holding CHWY

BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Picton Mahoney Asset Management opened a new position in Chewy (CHWY) in Q1 2026: 246,890 shares worth $6.67M. The stake represents 0.05% of the portfolio and ranks #317 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in CHWY as recently as Q3 2025.

Picton Mahoney Asset Management first reported a position in CHWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $25.1M in Q1 2025. 592 funds tracked by Wall St. Rank hold CHWY as of Q1 2026.

Picton Mahoney Asset Management held 246,890 shares of Chewy worth $6.67M as of Q1 2026.
Chewy was a new Picton Mahoney Asset Management position in Q1 2026.
Chewy made up 0.05% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #317 holding.
Picton Mahoney Asset Management first reported a position in Chewy in Q4 2023 and has held it in 8 quarters since.
Picton Mahoney Asset Management's Chewy position peaked at $25.1M in Q1 2025.
592 funds tracked by Wall St. Rank held Chewy as of Q1 2026.

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