Question 1

How many shares of LITE does PICTON MAHONEY ASSET MANAGEMENT own?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT holds 20,258 shares of LITE (LUMENTUM HOLDINGS INC).

Question 2

What is PICTON MAHONEY ASSET MANAGEMENT's LITE position worth?

Accepted Answer

As of 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT's LITE position is worth $17.4M.

Question 3

Is PICTON MAHONEY ASSET MANAGEMENT buying or selling LITE?

Accepted Answer

In 2026-Q2, PICTON MAHONEY ASSET MANAGEMENT decreased their LITE position (-2.8% change in shares).

Question 4

When did PICTON MAHONEY ASSET MANAGEMENT first buy LITE?

Accepted Answer

Based on available 13F filings, PICTON MAHONEY ASSET MANAGEMENT first reported a position in LITE in 2025-Q1. They have held the position across 8 quarters.

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%	$694.43	0
2025-Q4	Decreased	33,016	-58.0%	$12.2M	0.1%	$371.18	0
2025-Q3	Decreased	78,525	-47.8%	$12,778	0.1%	$162.58	0
2025-Q2	Increased	150,351	+50.1%	$14,292	0.1%	$94.75	30
2025-Q1	New	100,164	—	$6.2M	0.1%	$62.58	45