Picton Mahoney Asset Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.64M	Sell	39,706 -6,767	-15%	-$360K	0.02%	569
2025 Q4	$3.17M	Buy	46,473 +45,787	+6,674%	+$3.32M	0.03%	406
2025 Q3	$53K	Hold	686	–	–	﹤0.01%	735
2025 Q2	$48K	Sell	686 -67,273	-99%	-$4.53M	﹤0.01%	646
2025 Q1	$4.66M	Buy	+67,959	New	+$5.19M	0.16%	196
2024 Q4	–	Sell	-79,087	Closed	-$5.05M	–	958
2024 Q3	$5.05M	Buy	+79,087	New	+$4.25M	0.2%	162
2024 Q1	–	Sell	-11,800	Closed	-$683K	–	487
2023 Q4	$683K	Sell	11,800 -37,720	-76%	-$1.66M	0.03%	228
2023 Q3	$2.29M	Buy	+49,520	New	+$2.55M	0.11%	194
2021 Q3	–	Sell	-43,412	Closed	-$5.31M	–	974
2021 Q2	$5.31M	Buy	43,412 +15,792	+57%	+$1.92M	0.19%	117
2021 Q1	$3.58M	Sell	27,620 -19,880	-42%	-$2.95M	0.18%	164
2020 Q4	$6.17M	Sell	47,500 -2,700	-5%	-$299K	0.31%	103
2020 Q3	$5.1M	Buy	50,200 +48,300	+2,542%	+$3.77M	0.28%	103
2020 Q2	$110K	Buy	+1,900	New	+$94.3K	0.01%	283

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return