Picton Mahoney Asset Management’s FirstService FSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34M	Sell	244,183 -63,163	-21%	-$9.62M	0.25%	63
2025 Q4	$47.9M	Sell	307,346 -24,384	-7%	-$3.97M	0.37%	47
2025 Q3	$63.2M	Buy	331,730 +9,359	+3%	+$1.81M	0.57%	31
2025 Q2	$56M	Buy	+322,371	New	+$55.8M	0.58%	34

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

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

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

Picton Mahoney Asset Management reduced its FirstService (FSV) stake by 21% in Q1 2026, selling an estimated $9.62M and leaving 244,183 shares worth $34M. The position accounts for 0.25% of the portfolio, ranked #63.

Picton Mahoney Asset Management first reported a position in FSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $63.2M in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Picton Mahoney Asset Management held 244,183 shares of FirstService worth $34M as of Q1 2026.
Picton Mahoney Asset Management sold 63,163 FirstService shares in Q1 2026, an estimated $9.62M.
FirstService made up 0.25% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #63 holding.
Picton Mahoney Asset Management first reported a position in FirstService in Q2 2025 and has held it in 4 quarters since.
Picton Mahoney Asset Management's FirstService position peaked at $63.2M in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

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