Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aveanna Healthcare Holdings Inc.AVAH461$3.95K
UFP Industries, Inc.UFPI464$42.1K
TA TALKSPACE INCTALK465$2.42K
Diversified Healthcare TrustDHC466$4.33K
Hecla Mining CompanyHL467$7.21K
Stagwell Inc.STGW499$3.71K
Patterson-UTI Energy, Inc.PTEN507$4.65K
Permian Resources CorporationPR523$9.63K
EMCOR Group, Inc.EME532$441.5K
UiPath Inc.PATH561$6.1K
KeyCorpKEY567$13.07K
Borr Drilling LimitedBORR570$2.35K
Monolithic Power Systems, Inc.MPWR594$821.12K
W&T Offshore, Inc.WTI630$1.98K
Linde plcLIN690$358.07K
Carpenter Technology CorporationCRS758$467.56K
Verizon Communications Inc.VZ782$33.11K
Global Business Travel Group, Inc.GBTG800$7.51K
Murphy USA Inc.MUSA807$434.87K
ESCO Technologies Inc.ESE850$297.53K