Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Idea Acquisition Corp. Class A Ordinary SharesIACO149.99K$1.49M
InvenTrust Properties Corp.IVT148.7K$5.26M
Slide Insurance Holdings, Inc. Common StockSLDE145.45K$2.82M
Capital One Financial CorporationCOF143.17K$28.72M
Ero Copper Corp.ERO142.88K$3.81M
Pitney Bowes Inc.PBI142.81K$2.5M
DXC Technology CompanyDXC140.29K$1.24M
PG&E CorporationPCG139.55K$2.35M
nLIGHT, Inc.LASR138.72K$9.66M
Upbound Group, Inc.UPBD131.44K$2.79M
D.R. Horton, Inc.DHI130.54K$21.26M
Bath & Body Works, Inc.BBWI130.49K$3.02M
Sabra Health Care REIT, Inc.SBRA130.27K$2.54M
Sprott Inc.SII129.94K$14.65M
Performance Food Group CoPFGC128.21K$14.33M
XPO Logistics, Inc.XPO128.03K$26.28M
Broadcom Inc.AVGO127.74K$48.25M
Viking Holdings LtdVIK126.95K$13.29M
Century Aluminum CompanyCENX125.9K$5.79M
Freshworks Inc.FRSH125.62K$1.27M