Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cummins Inc. | CMI | 912 | $650.45K |
 Costco Wholesale Corporation | COST | 940 | $879.34K |
 Transocean Ltd. | RIG | 1.04K | $5.09K |
 Marriott International, Inc. | MAR | 1.12K | $416.17K |
 Lincoln Electric Holdings, Inc. | LECO | 1.13K | $299.76K |
 Equinix, Inc. | EQIX | 1.13K | $1.18M |
 MasTec, Inc. | MTZ | 1.17K | $486.79K |
 Flowco Holdings Inc. | FLOC | 1.22K | $25.93K |
 Hilton Worldwide Holdings Inc. | HLT | 1.27K | $421.34K |
 Affiliated Managers Group, Inc. | AMG | 1.28K | $434.17K |
 AT&T Inc. | T | 1.34K | $27.84K |
 Marsh & McLennan Companies, Inc. | MRSH | 1.38K | $230.5K |
 Vertiv Holdings Co | VRT | 1.43K | $477.45K |
 Versant Media Group, Inc. Class A | VSNT | 1.46K | $52.68K |
 National Energy Services Reunited Corp. | NESR | 1.51K | $45.28K |
 U-Haul Holding Company | UHAL | 1.54K | $100.91K |
 McKesson Corporation | MCK | 1.62K | $1.22M |
 Curtiss-Wright Corporation | CW | 1.62K | $1.23M |
 Matson, Inc. | MATX | 1.66K | $318.14K |
 HubSpot, Inc. | HUBS | 1.67K | $304.43K |