Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BankUnited, Inc.BKU100$4.84K
AecomACM100$6.98K
Deluxe CorporationDLX101$2.41K
Hilltop Holdings Inc.HTH101$3.92K
Bunge Global S.A.BG101$10.78K
Compass Minerals International, Inc.CMP102$3.17K
ST SKYWATER TECHNOLOGY INCSKYT103$3.59K
Shore Bancshares, Inc.SHBI103$2.36K
Commercial Metals CompanyCMC105$6.59K
Celanese CorporationCE109$5.01K
CVB Financial Corp.CVBF111$2.5K
Clear Secure, Inc.YOU112$6.24K
International Money Express, Inc.IMXI113$1.63K
Ooma, Inc.OOMA114$2.19K
NB Bancorp, Inc. Common StockNBBK114$2.41K
Harmony Biosciences Holdings, Inc.HRMY115$4.19K
Arteris, Inc.AIP117$5.68K
Interface, Inc.TILE118$4.23K
World Kinect CorporationWKC118$3.89K
CNO Financial Group, Inc.CNO119$6.07K