Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Delta Air Lines, Inc.DAL6.05K$567.11K
W.W. Grainger, Inc.GWW6.3K$8.57M
BorgWarner Inc.BWA6.35K$421.44K
GE Vernova Inc.GEV6.37K$7.48M
W. P. Carey Inc.WPC6.38K$456.46K
ITT Inc.ITT6.41K$1.27M
The Boston Beer Company, Inc.SAM6.45K$1.14M
IMAX CorporationIMAX6.74K$268.46K
Citizens Financial Group, Inc.CFG6.83K$478.72K
Align Technology, Inc.ALGN6.94K$1.17M
Travel + Leisure Co.TNL7.01K$535.77K
TechnipFMC plcFTI7.01K$464.83K
HF Sinclair CorporationDINO7.04K$490.55K
Virtu Financial, Inc.VIRT7.05K$419.85K
First Industrial Realty Trust, Inc.FR7.2K$441.13K
Bandwidth Inc.BAND7.42K$469.81K
NETGEAR, Inc.NTGR7.59K$177.27K
Avery Dennison CorporationAVY7.61K$1.24M
Alcoa CorporationAA7.64K$398.3K
Granite Construction IncorporatedGVA7.76K$1.23M