Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Academy Sports and Outdoors, Inc. | ASO | 45.4K | $2.14M |
 VICI Properties Inc. | VICI | 45.48K | $1.21M |
 Warner Music Group Corp. | WMG | 45.9K | $1.24M |
 Biogen Inc. | BIIB | 46.54K | $10.05M |
 M/I Homes, Inc. | MHO | 46.71K | $7.51M |
 CBRE Group, Inc. | CBRE | 46.95K | $6.32M |
 Talen Energy Corporation | TLN | 47.07K | $18.09M |
 Micron Technology, Inc. | MU | 47.11K | $54.38M |
 Edison International | EIX | 47.49K | $3.54M |
 ExlService Holdings, Inc. | EXLS | 47.59K | $1.23M |
 Mirum Pharmaceuticals, Inc. | MIRM | 47.68K | $5.58M |
 Enerflex Ltd. | EFXT | 47.89K | $1.17M |
 Kimco Realty Corporation | KIM | 48.24K | $1.22M |
 News Corporation | NWSA | 48.7K | $1.21M |
 Best Buy Co., Inc. | BBY | 48.7K | $3.7M |
 Harley-Davidson, Inc. | HOG | 49.12K | $1.2M |
 Bank OZK | OZK | 49.41K | $2.57M |
 Bio-Techne Corporation | TECH | 50K | $3.53M |
 Levi Strauss & Co. | LEVI | 50.42K | $1.25M |
 Franklin Resources, Inc. | BEN | 50.71K | $1.69M |