Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dorian LPG Ltd. | LPG | 89 | $3.1K |
 NRG Energy, Inc. | NRG | 90 | $13.14K |
 CF Industries Holdings, Inc. | CF | 91 | $9.85K |
 Constellation Energy Corporation | CEG | 91 | $22.6K |
 United Natural Foods, Inc. | UNFI | 92 | $4.2K |
 Photronics, Inc. | PLAB | 92 | $2.99K |
 Progress Software Corporation | PRGS | 93 | $3.12K |
 Byline Bancorp, Inc. | BY | 94 | $3.54K |
 Nextpower Inc. | NXT | 94 | $11.2K |
 Flowserve Corporation | FLS | 96 | $7.12K |
 Karman Holdings Inc. | KRMN | 96 | $4.79K |
 California Resources Corp | CRC | 96 | $5.08K |
 Kodiak Gas Services, Inc. | KGS | 96 | $7.21K |
 First Bank | FRBA | 97 | $1.72K |
 British American Tobacco p.l.c. | BTI | 97 | $5.99K |
 Veeco Instruments Inc. | VECO | 97 | $7.35K |
 Credo Technology Group Holding Ltd | CRDO | 98 | $26.65K |
 ABM Industries Inc. | ABM | 99 | $4.38K |
 Henry Schein, Inc. | HSIC | 99 | $8.27K |
 Delek US Holdings, Inc. | DK | 99 | $5.03K |