Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cigna Corporation | CI | 4.45K | $1.23M |
 Incyte Corporation | INCY | 4.53K | $513.18K |
 Intuit Inc. | INTU | 4.62K | $1.21M |
 Meritage Homes Corporation | MTH | 4.64K | $389.06K |
 Western Digital Corporation | WDC | 4.7K | $3M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 4.75K | $1.81M |
 Alphabet Inc. | GOOG | 4.91K | $1.73M |
 CAVA Group, Inc. | CAVA | 4.97K | $390.05K |
 The Allstate Corporation | ALL | 5.16K | $1.23M |
 Millicom International Cellular S.A. | TIGO | 5.27K | $478.12K |
 Astronics Corporation | ATRO | 5.38K | $436.94K |
 Welltower Inc. | WELL | 5.44K | $1.24M |
 The Progressive Corporation | PGR | 5.51K | $1.2M |
 Automatic Data Processing, Inc. | ADP | 5.53K | $1.24M |
 Allient Inc. | ALNT | 5.58K | $573.84K |
 DexCom, Inc. | DXCM | 5.62K | $378.17K |
 Cincinnati Financial Corporation | CINF | 5.88K | $1.09M |
 Lear Corporation | LEA | 5.94K | $796.18K |
 Paycom Software, Inc. | PAYC | 5.99K | $752.45K |
 Griffon Corporation | GFF | 6.05K | $590.06K |