Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nebius Group N.V.NBIS51.36K$14.18M
American Assets Trust, Inc.AAT51.57K$1.27M
Take-Two Interactive Software, Inc.TTWO51.83K$12.96M
Texas Instruments IncorporatedTXN53.02K$15.8M
Clean Harbors, Inc.CLH53.87K$16.09M
Vistra Corp.VST54.08K$8.58M
National Vision Holdings, Inc.EYE54.23K$1.03M
John Wiley & Sons, Inc.WLY54.82K$2.66M
NetScout Systems, Inc.NTCT55.7K$2.43M
Scholastic CorporationSCHL55.91K$2.57M
F.N.B. CorporationFNB55.94K$1.07M
GitLab Inc.GTLB56.39K$1.72M
Intercontinental Exchange, Inc.ICE56.46K$6.95M
Agilysys, Inc.AGYS56.87K$5.94M
FTAI Aviation Ltd.FTAI58.49K$15.82M
RBC Bearings IncorporatedRBC58.81K$37.88M
Brookfield Renewable CorporationBEPC58.96K$2.19M
RTX CorporationRTX59.42K$11.27M
Pinterest, Inc.PINS59.43K$1.25M
Regal Rexnord CorporationRRX59.61K$14.2M