Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Duke Energy Corporation | DUK | 9.64K | $1.22M |
 Evercore Inc. | EVR | 9.77K | $3.34M |
 Avnet, Inc. | AVT | 9.85K | $874.79K |
 Generac Holdings Inc. | GNRC | 9.85K | $2.88M |
 RenaissanceRe Holdings Ltd. | RNR | 9.89K | $3.14M |
 Workday, Inc. | WDAY | 9.96K | $1.22M |
 Dollar Tree, Inc. | DLTR | 9.99K | $1.21M |
 State Street Corporation | STT | 10.11K | $1.72M |
 Turning Point Brands, Inc. | TPB | 10.18K | $863.37K |
 Amphenol Corporation | APH | 10.27K | $1.81M |
 Popular, Inc. | BPOP | 10.31K | $1.69M |
 Allison Transmission Holdings, Inc. | ALSN | 10.39K | $1.17M |
 Ollie's Bargain Outlet Holdings, Inc. | OLLI | 10.41K | $800.55K |
 Ameren Corporation | AEE | 10.46K | $1.18M |
 Jabil Inc. | JBL | 10.58K | $4.08M |
 Entergy Corporation | ETR | 10.68K | $1.23M |
 Palantir Technologies Inc. | PLTR | 10.96K | $1.28M |
 Consolidated Edison, Inc. | ED | 11.04K | $1.22M |
 SK Telecom Co.,Ltd | SKM | 11.15K | $358.58K |
 United Rentals, Inc. | URI | 11.16K | $12.64M |