Question 1

Does Picton Mahoney Asset Management own LITE stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Picton Mahoney Asset Management holds 20,258 shares of LITE (Lumentum Holdings), worth $17.4M.

Question 2

How many shares of LITE does Picton Mahoney Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management holds 20,258 shares of LITE (Lumentum Holdings).

Question 3

What is Picton Mahoney Asset Management's LITE position worth?

Accepted Answer

As of its Q2 2026 13F, Picton Mahoney Asset Management's LITE position is worth $17.4M.

Question 4

Is Picton Mahoney Asset Management buying or selling LITE?

Accepted Answer

In Q2 2026, Picton Mahoney Asset Management reduced its LITE position by 574 shares (-2.8%).

Question 5

When did Picton Mahoney Asset Management first buy LITE?

Accepted Answer

Picton Mahoney Asset Management first reported LITE in its Q4 2021 13F and has listed it in 7 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	20,258	-2.8%	$17.4M	0.1%	$858.06	0
2026-Q1	Decreased	20,832	-36.9%	$14.6M	0.1%	$702.76	0
2025-Q4	Decreased	33,016	-58.0%	$12.2M	0.1%	$368.59	0
2025-Q3	Decreased	78,525	-47.8%	$12.8M	0.1%	$162.71	0
2025-Q2	Increased	150,351	+50.1%	$14.3M	0.1%	$95.06	46
2025-Q1	New	100,164	—	$6.2M	0.1%	$62.34	45