Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 350.88K | $125.39M |
 ADT Inc. | ADT | 353.07K | $2.29M |
 The Coca-Cola Company | KO | 354.49K | $28.81M |
 Orchid Island Capital, Inc. | ORC | 356.28K | $2.48M |
 Fastenal Company | FAST | 357.48K | $17.17M |
 Apple Inc. | AAPL | 358.89K | $103.85M |
 Amazon.com, Inc. | AMZN | 362.73K | $86.45M |
 Brookfield Asset Management Ltd. | BAM | 373.79K | $16.75M |
 Cognex Corporation | CGNX | 382.16K | $27.68M |
 Kinross Gold Corporation | KGC | 388.56K | $9.18M |
 TPG Inc. | TPG | 393.31K | $15.95M |
 BCE Inc. | BCE | 414.57K | $8.91M |
 Webster Financial Corporation | WBS | 415.12K | $31.72M |
 Caesars Entertainment, Inc. | CZR | 435.3K | $13.14M |
 RXO, Inc. | RXO | 451.1K | $12.45M |
 Coeur Mining, Inc. | CDE | 461.43K | $7.53M |
 Waste Connections, Inc. | WCN | 569.05K | $94.61M |
 Brookfield Business Corporation | BBUC | 573.12K | $17.08M |
 Organon & Co. | OGN | 575K | $7.79M |
 PPL Corporation | PPL | 613.09K | $22.29M |