PMAM
KFII

Picton Mahoney Asset Management’s K&F Growth Acquisition Corp II KFII Stock Holding History

Picton Mahoney Asset Management’s Portfolio KFII Stock Details KFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Hold
1,000,000
– – 0.08% 224
2025
Q4 		$10.3M Hold
1,000,000
– – 0.08% 195
2025
Q3 		$10.2M Hold
1,000,000
– – 0.09% 189
2025
Q2 		$10.2M Buy
+1,000,000
New +$10.1M 0.1% 187

Other funds holding KFII

TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

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

Picton Mahoney Asset Management held its K&F Growth Acquisition Corp II (KFII) position steady in Q1 2026 at 1,000,000 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #224.

Picton Mahoney Asset Management first reported a position in KFII in Q2 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold KFII as of Q1 2026.

  • Picton Mahoney Asset Management held 1,000,000 shares of K&F Growth Acquisition Corp II worth $10.4M as of Q1 2026.
  • Picton Mahoney Asset Management left its K&F Growth Acquisition Corp II share count unchanged in Q1 2026.
  • K&F Growth Acquisition Corp II made up 0.08% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #224 holding.
  • Picton Mahoney Asset Management first reported a position in K&F Growth Acquisition Corp II in Q2 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q1 2026.

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