Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Deere & Company | DE | 14.58K | $9.25M |
 GoDaddy Inc. | GDDY | 14.74K | $1.25M |
 The Middleby Corporation | MIDD | 15.05K | $2.59M |
 Woodward, Inc. | WWD | 15.13K | $6.44M |
 Expedia Group, Inc. | EXPE | 15.2K | $3.89M |
 Essent Group Ltd. | ESNT | 15.43K | $991.58K |
 Masco Corporation | MAS | 15.47K | $1.26M |
 Adobe Inc. | ADBE | 15.55K | $3.19M |
 Fortis Inc. | FTS | 15.68K | $895.82K |
 Ingram Micro Holding Corporation | INGM | 15.71K | $430.95K |
 Johnson Controls International plc | JCI | 15.93K | $2.33M |
 Alkami Technology, Inc. | ALKT | 15.98K | $289.56K |
 General Motors Company | GM | 16.12K | $1.24M |
 Archer-Daniels-Midland Company | ADM | 16.4K | $1.25M |
 UMB Financial Corporation | UMBF | 16.43K | $2.35M |
 Caterpillar Inc. | CAT | 16.65K | $17.73M |
 Canada Goose Holdings Inc. | GOOS | 16.72K | $157.97K |
 Thermo Fisher Scientific Inc. | TMO | 16.78K | $8.41M |
 Canadian Imperial Bank of Commerce | CM | 16.78K | $1.93M |
 LPL Financial Holdings Inc. | LPLA | 16.79K | $4.73M |