Picton Mahoney Asset Management’s Hudbay HBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$78.7M Sell
3,758,830
-1,275,457
-25% -$29.8M 0.58% 32
2025
Q4
$100M Sell
5,034,287
-1,316,195
-21% -$22.3M 0.78% 26
2025
Q3
$96.2M Buy
6,350,482
+537,964
+9% +$6.16M 0.87% 22
2025
Q2
$61.4M Buy
+5,812,518
New +$48.4M 0.63% 32

Other funds holding HBM

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

Picton Mahoney Asset Management reduced its Hudbay (HBM) stake by 25% in Q1 2026, selling an estimated $29.8M and leaving 3,758,830 shares worth $78.7M. The position accounts for 0.58% of the portfolio, ranked #32.

Picton Mahoney Asset Management first reported a position in HBM in Q2 2025 and has held it in 4 quarters since. The position peaked at $100M in Q4 2025. 295 funds tracked by Wall St. Rank hold HBM as of Q1 2026.

  • Picton Mahoney Asset Management held 3,758,830 shares of Hudbay worth $78.7M as of Q1 2026.
  • Picton Mahoney Asset Management sold 1,275,457 Hudbay shares in Q1 2026, an estimated $29.8M.
  • Hudbay made up 0.58% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #32 holding.
  • Picton Mahoney Asset Management first reported a position in Hudbay in Q2 2025 and has held it in 4 quarters since.
  • Picton Mahoney Asset Management's Hudbay position peaked at $100M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Hudbay as of Q1 2026.

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