Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Moody's Corporation | MCO | 1.68K | $760.91K |
 Novanta Inc. | NOVT | 1.69K | $274.19K |
 Targa Resources Corp. | TRGP | 1.72K | $460.93K |
 Union Pacific Corporation | UNP | 1.73K | $470.56K |
 Elevance Health Inc. | ELV | 1.76K | $681.03K |
 Nucor Corporation | NUE | 1.82K | $405.85K |
 MSA Safety Incorporated | MSA | 1.83K | $319.66K |
 Marathon Petroleum Corporation | MPC | 1.92K | $491.91K |
 Twist Bioscience Corporation | TWST | 1.97K | $202.16K |
 Jazz Pharmaceuticals plc | JAZZ | 2.02K | $487.72K |
 Thomson Reuters Corporation | TRI | 2.08K | $169.38K |
 BlackRock, Inc. | BLK | 2.1K | $2.02M |
 Simon Property Group, Inc. | SPG | 2.1K | $470.56K |
 Valmont Industries, Inc. | VMI | 2.19K | $1.27M |
 MSCI Inc. | MSCI | 2.23K | $1.25M |
 Fabrinet | FN | 2.27K | $1.28M |
 Keel Infrastructure Corp. | KEEL | 2.28K | $13K |
 ATI Inc. | ATI | 2.28K | $449.78K |
 F5, Inc. | FFIV | 2.34K | $974.6K |
 Coca-Cola Consolidated, Inc. | COKE | 2.45K | $467.75K |