Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ero Copper Corp.ERO142.88K$3.81M
Capital One Financial CorporationCOF143.17K$28.72M
Slide Insurance Holdings, Inc. Common StockSLDE145.45K$2.82M
InvenTrust Properties Corp.IVT148.7K$5.26M
Idea Acquisition Corp. Class A Ordinary SharesIACO149.99K$1.49M
Kohl's CorporationKSS151.51K$2.68M
Snowflake Inc.SNOW153.76K$39.13M
OneSpaWorld Holdings LtdOSW154.29K$4.36M
The Estée Lauder Companies Inc.EL154.67K$12.21M
The Boeing CompanyBA155.17K$33.59M
Solaris Energy Infrastructure, Inc.SEI155.68K$12.53M
Macy's, Inc.M155.83K$3.67M
Lithium Americas Corp.LAC156.39K$600.59K
The Charles Schwab CorporationSCHW156.81K$14.47M
Colgate-Palmolive CompanyCL156.9K$14.38M
Builders FirstSource, Inc.BLDR157.3K$14.07M
Apollo Global Management, Inc.APO164.41K$19.45M
The Western Union CompanyWU164.59K$1.27M
Apogee Therapeutics, Inc.APGE165K$21.9M
Host Hotels & Resorts, Inc.HST166.22K$3.94M