Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hasbro, Inc.HAS171.92K$14.2M
SanofiSNY170K$78.2K
Canadian National Railway CompanyCNI169.4K$20.16M
Morgan StanleyMS168.26K$35.17M
Rexford Industrial Realty, Inc.REXR166.96K$5.59M
Host Hotels & Resorts, Inc.HST166.22K$3.94M
Apogee Therapeutics, Inc.APGE165K$21.9M
The Western Union CompanyWU164.59K$1.27M
Apollo Global Management, Inc.APO164.41K$19.45M
Builders FirstSource, Inc.BLDR157.3K$14.07M
Colgate-Palmolive CompanyCL156.9K$14.38M
The Charles Schwab CorporationSCHW156.81K$14.47M
Lithium Americas Corp.LAC156.39K$600.59K
Macy's, Inc.M155.83K$3.67M
Solaris Energy Infrastructure, Inc.SEI155.68K$12.53M
The Boeing CompanyBA155.17K$33.59M
The Estée Lauder Companies Inc.EL154.67K$12.21M
OneSpaWorld Holdings LtdOSW154.29K$4.36M
Snowflake Inc.SNOW153.76K$39.13M
Kohl's CorporationKSS151.51K$2.68M