Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ecovyst Inc.ECVT234$2.91K
MetLife, Inc.MET236$19.97K
Newmont CorporationNEM237$22.14K
Axon Enterprise, Inc.AXON238$133.43K
Applied Digital Corp.APLD239$8.91K
Antero Resources CorporationAR239$8.4K
Amentum Holdings, Inc.AMTM240$4.96K
SM Energy CompanySM244$6.37K
Royalty Pharma plcRPRX244$13.68K
APi Group CorporationAPG246$10.42K
Franklin BSP Realty Trust, Inc.FBRT250$2.04K
Garrett Motion Inc.GTX252$9.13K
TPG RE Finance Trust, Inc.TRTX254$2.13K
MFA Financial, Inc.MFA260$2.52K
ConocoPhillipsCOP262$27.24K
AdaptHealth Corp.AHCO270$2.81K
Fidelity National Information Services, Inc.FIS270$10.5K
Ares Commercial Real Estate CorporationACRE270$1.22K
EQT CorporationEQT271$14.41K
Chevron CorporationCVX272$45.09K