Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Polaris Inc. | PII | 17.05K | $1.17M |
 Altria Group, Inc. | MO | 17.18K | $1.24M |
 Fortrea Holdings Inc. | FTRE | 18.76K | $326.48K |
 NextEra Energy, Inc. | NEE | 19.1K | $1.68M |
 Atlassian Corporation | TEAM | 19.97K | $1.55M |
 Annaly Capital Management, Inc. | NLY | 20.02K | $447.63K |
 Lumentum Holdings Inc. | LITE | 20.26K | $17.38M |
 Mercury Systems, Inc. | MRCY | 20.47K | $2.5M |
 WisdomTree, Inc. | WT | 20.51K | $347.44K |
 Science Applications International Corporation | SAIC | 20.55K | $2.27M |
 Waters Corporation | WAT | 20.72K | $7.77M |
 Tyson Foods, Inc. | TSN | 21.13K | $1.21M |
 LCI Industries | LCII | 22.02K | $2.33M |
 MKS Inc. | MKSI | 22.51K | $10.01M |
 Somnigroup International Inc | SGI | 22.61K | $1.77M |
 Pembina Pipeline Corporation | PBA | 23.01K | $1.06M |
 Guidewire Software, Inc. | GWRE | 23.19K | $2.85M |
 Forestar Group Inc. | FOR | 23.91K | $756.88K |
 Mastercard Incorporated | MA | 24.05K | $12.35M |
 Zurn Elkay Water Solutions Corporation | ZWS | 24.32K | $1.23M |