Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 37.66K | $21.21M |
 Robert Half Inc. | RHI | 37.77K | $1.16M |
 Nutrien Ltd. | NTR | 38.34K | $2.41M |
 Valvoline Inc. | VVV | 38.98K | $1.54M |
 The Southern Company | SO | 39.17K | $3.75M |
 CrowdStrike Holdings, Inc. | CRWD | 39.23K | $29.94M |
 Fifth Third Bancorp | FITB | 40.2K | $2.27M |
 Invitation Homes Inc. | INVH | 40.62K | $1.23M |
 CoStar Group, Inc. | CSGP | 40.9K | $1.16M |
 Tempus AI, Inc. | TEM | 40.96K | $2.37M |
 Innovative Industrial Properties, Inc. | IIPR | 41.06K | $2.54M |
 LendingTree, Inc. | TREE | 41.13K | $1.82M |
 KLA Corporation | KLAC | 41.62K | $12.56M |
 Signet Jewelers Limited | SIG | 41.68K | $3.59M |
 EPR Properties | EPR | 41.83K | $2.43M |
 South Bow Corporation | SOBO | 43.86K | $1.54M |
 Quanta Services, Inc. | PWR | 43.95K | $31.64M |
 Sensata Technologies Holding plc | ST | 44.07K | $2.1M |
 Wells Fargo & Company | WFC | 44.98K | $3.72M |
 Norfolk Southern Corporation | NSC | 45K | $14.16M |