Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Phibro Animal Health CorporationPAHC47$1.48K
Lockheed Martin CorporationLMT48$24.45K
Orange County Bancorp, Inc.OBT49$1.8K
The Gorman-Rupp CompanyGRC49$4.5K
South Plains Financial, Inc.SPFI49$2.11K
Sanmina CorporationSANM49$12.4K
Oshkosh CorpOSK50$7.67K
The Brink's CompanyBCO50$4.72K
Proto Labs, Inc.PRLB50$4.08K
Teekay Tankers Ltd.TNK50$3.24K
Qualys, Inc.QLYS52$7.15K
Minerals Technologies Inc.MTX53$3.92K
V2X, Inc.VVX53$3.95K
Chord Energy CorporationCHRD54$6.17K
BOK Financial CorporationBOKF54$7.5K
Arrow Financial CorporationAROW54$2.21K
The Andersons, Inc.ANDE54$3.69K
Atkore Inc.ATKR55$4.18K
Ingevity CorporationNGVT56$4.18K
Blue Bird CorporationBLBD56$4.42K