Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Capital Bancshares, Inc. | TCBI | 119.92K | $12.38M |
 Columbia Banking System, Inc. | COLB | 121.14K | $3.88M |
 Baker Hughes Company | BKR | 121.46K | $6.74M |
 Medtronic plc | MDT | 121.81K | $9.53M |
 Eastern Bankshares, Inc. | EBC | 122.17K | $2.72M |
 Freshworks Inc. | FRSH | 125.62K | $1.27M |
 Century Aluminum Company | CENX | 125.9K | $5.79M |
 Viking Holdings Ltd | VIK | 126.95K | $13.29M |
 Broadcom Inc. | AVGO | 127.74K | $48.25M |
 XPO Logistics, Inc. | XPO | 128.03K | $26.28M |
 Performance Food Group Co | PFGC | 128.21K | $14.33M |
 Sprott Inc. | SII | 129.94K | $14.65M |
 Sabra Health Care REIT, Inc. | SBRA | 130.27K | $2.54M |
 Bath & Body Works, Inc. | BBWI | 130.49K | $3.02M |
 D.R. Horton, Inc. | DHI | 130.54K | $21.26M |
 Upbound Group, Inc. | UPBD | 131.44K | $2.79M |
 nLIGHT, Inc. | LASR | 138.72K | $9.66M |
 PG&E Corporation | PCG | 139.55K | $2.35M |
 DXC Technology Company | DXC | 140.29K | $1.24M |
 Pitney Bowes Inc. | PBI | 142.81K | $2.5M |