Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dillard's, Inc. | DDS | 11 | $5.81K |
 Argan, Inc. | AGX | 12 | $9.58K |
 CACI International Inc | CACI | 15 | $6.95K |
 Bel Fuse Inc. | BELFB | 16 | $5.33K |
 MYR Group Inc. | MYRG | 18 | $9.01K |
 Red River Bancshares, Inc. | RRBI | 21 | $1.92K |
 Dycom Industries, Inc. | DY | 22 | $11.12K |
 Sterling Infrastructure, Inc. | STRL | 22 | $18.47K |
 International Flavors & Fragrances Inc. | IFF | 23 | $1.82K |
 HCI Group, Inc. | HCI | 24 | $4.21K |
 Huntington Ingalls Industries, Inc. | HII | 24 | $6.72K |
 Moog Inc. | MOG-A | 24 | $10.17K |
 DXP Enterprises, Inc. | DXPE | 26 | $4.39K |
 Kaiser Aluminum Corporation | KALU | 26 | $5.09K |
 Metropolitan Bank Holding Corp. | MCB | 27 | $2.67K |
 NWPX Infrastructure, Inc. | NWPX | 27 | $4.05K |
 Powell Industries, Inc. | POWL | 30 | $8.59K |
 Southern First Bancshares, Inc. | SFST | 30 | $1.83K |
 Enova International, Inc. | ENVA | 32 | $7.7K |
 Nexstar Media Group, Inc. | NXST | 33 | $5.89K |