Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Seagate Technology Holdings plcSTX24.49K$23.63M
Zions Bancorporation, National AssociationZION24.74K$1.71M
Saia, Inc.SAIA24.88K$10.48M
AbbVie Inc.ABBV25.5K$6.42M
Dell Technologies Inc.DELL26.28K$11.34M
DigitalOcean Holdings, Inc.DOCN26.57K$4.17M
Bread Financial Holdings, Inc.BFH26.67K$2.89M
Merchants BancorpMBIN26.91K$1.35M
DocuSign, Inc.DOCU27.37K$1.22M
Victory Capital Holdings, Inc.VCTR27.67K$2.33M
Abivax S.A.ABVX27.71K$3.69M
Spectrum Brands Holdings, Inc.SPB29.53K$2.53M
Crocs, Inc.CROX29.53K$3.56M
Viatris Inc.VTRS29.68K$471.29K
C.H. Robinson Worldwide, Inc.CHRW30.1K$5.67M
Encore Capital Group, Inc.ECPG30.18K$2.82M
Philip Morris International Inc.PM30.29K$5.48M
Yum China Holdings, Inc.YUMC30.29K$1.24M
CareTrust REIT, Inc.CTRE30.3K$1.22M
FedEx CorporationFDX30.89K$9.67M