Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Monarch Casino & Resort, Inc.MCRI34$4.47K
First Financial CorporationTHFF34$2.63K
Forum Energy Technologies, Inc.FET35$1.76K
Sphere Entertainment Co.SPHR36$6.23K
Ingredion IncorporatedINGR36$3.41K
WEX Inc.WEX37$5.22K
AZZ Inc.AZZ37$5.74K
Northrop Grumman CorporationNOC37$18.84K
Pathward Financial, Inc.CASH38$3.31K
Brinker International, Inc.EAT39$6.55K
Liberty Live GroupLLYVA40$4.05K
Regional Management Corp.RM40$1.65K
Strategic Education, Inc.STRA42$3.22K
ANI Pharmaceuticals, Inc.ANIP43$3.56K
Cimpress plcCMPR44$4.47K
AAR Corp.AIR45$6.43K
ePlus inc.PLUS45$3.75K
Primoris Services CorporationPRIM46$4.56K
American Public Education, Inc.APEI46$2.47K
Intrepid Potash, Inc.IPI47$1.54K