Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
First Horizon CorporationFHN81.24K$2.08M
V.F. CorporationVFC83.53K$1.39M
Blackbaud, Inc.BLKB83.74K$2.48M
Sirius XM Holdings Inc.SIRI84.05K$2.48M
Visa Inc.V84.25K$28.91M
Bill.com Holdings, Inc.BILL84.35K$3.05M
Dropbox, Inc.DBX85.44K$2.35M
PRA Group, Inc.PRAA85.54K$1.62M
Corning IncGLW86.13K$22M
AMETEK, Inc.AME86.44K$20.91M
Xometry, Inc.XMTR87.09K$8.41M
Datadog, Inc.DDOG87.32K$22.73M
MongoDB, Inc.MDB87.57K$29.41M
First Advantage CorporationFA88.14K$1.59M
EVERTEC, Inc.EVTC88.68K$2.46M
The J. M. Smucker CompanySJM88.88K$10M
Gen Digital Inc.GEN89.2K$2.22M
UL Solutions Inc.ULS89.44K$9.11M
Medline Inc.MDLN89.51K$3.53M
Federal Signal CorporationFSS89.55K$11.51M