Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Valero Energy Corporation | VLO | 59.73K | $15.56M |
 Easterly Government Properties, Inc. | DEA | 61.13K | $1.52M |
 H&R Block, Inc. | HRB | 61.94K | $2.36M |
 Kirby Corporation | KEX | 62.03K | $8.43M |
 Airbnb, Inc. | ABNB | 62.3K | $8.92M |
 Gibraltar Industries, Inc. | ROCK | 62.49K | $2.82M |
 Five Below, Inc. | FIVE | 62.67K | $11.27M |
 The Home Depot, Inc. | HD | 62.94K | $22.2M |
 CG Oncology Inc. | CGON | 63.87K | $4.54M |
 Tapestry, Inc. | TPR | 64.07K | $9.38M |
 Crane NXT, Co. | CXT | 65.03K | $3.33M |
 Analog Devices, Inc. | ADI | 65.39K | $25.97M |
 Rhythm Pharmaceuticals, Inc. | RYTM | 65.88K | $7.31M |
 RingCentral, Inc. | RNG | 66.29K | $2.58M |
 Ball Corporation | BALL | 66.3K | $4.14M |
 Arthur J. Gallagher & Co. | AJG | 67.63K | $15.52M |
 IDEX Corporation | IEX | 68.19K | $15.48M |
 Manulife Financial Corporation | MFC | 68.77K | $2.78M |
 PROG Holdings, Inc. | PRG | 68.88K | $3.21M |
 Bank of America Corporation | BAC | 69.8K | $3.98M |