Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Copa Holdings, S.A.CPA7.87K$1.22M
Kforce Inc.KFRC7.96K$373.25K
Cullen/Frost Bankers, Inc.CFR7.97K$1.23M
Salesforce, Inc.CRM8.01K$1.25M
Shell plcSHEL8.07K$313.72K
The Hanover Insurance Group, Inc.THG8.1K$1.73M
NetApp, Inc.NTAP8.12K$1.26M
AerCap Holdings N.V.AER8.31K$1.21M
Darling Ingredients Inc.DAR8.41K$459.35K
ASML Holding N.V.ASML8.41K$16.74M
Exelixis, Inc.EXEL8.57K$466.08K
Centuri Holdings, Inc.CTRI8.58K$259.46K
Bristol-Myers Squibb CompanyBMY8.72K$502.33K
Affirm Holdings, Inc.AFRM8.78K$716.09K
Monster Beverage CorporationMNST8.88K$853.45K
American Financial Group, Inc.AFG8.89K$1.24M
Target CorporationTGT8.91K$1.16M
American Electric Power Company, Inc.AEP8.92K$1.22M
Las Vegas Sands Corp.LVS9.13K$421.48K
The Hershey CompanyHSY9.56K$1.68M