Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Voya Financial, Inc. | VOYA | 110.76K | $10.03M |
 JFrog Ltd. | FROG | 110.38K | $10.03M |
 Reynolds Consumer Products Inc. | REYN | 109.17K | $2.93M |
 Interactive Brokers Group, Inc. | IBKR | 108.73K | $9.46M |
 Advanced Micro Devices, Inc. | AMD | 108.2K | $62.85M |
 Tradeweb Markets Inc. | TW | 108.18K | $10.78M |
 Agilent Technologies, Inc. | A | 107.65K | $14.3M |
 CSX Corporation | CSX | 107.07K | $5.09M |
 Adient plc | ADNT | 104.88K | $1.93M |
 Bowhead Specialty Holdings Inc. | BOW | 103.83K | $3.11M |
 The Kraft Heinz Company | KHC | 103.31K | $2.44M |
 Radian Group Inc. | RDN | 102.83K | $3.87M |
 Twilio Inc. | TWLO | 102.63K | $21.17M |
 Palo Alto Networks, Inc. | PANW | 101.97K | $34.77M |
 Healthcare Services Group, Inc. | HCSG | 101.33K | $2.49M |
 RB Global, Inc. | RBA | 96.84K | $11.25M |
 Johnson & Johnson | JNJ | 96.59K | $24.53M |
 The Procter & Gamble Company | PG | 95.43K | $13.99M |
 Associated Banc-Corp | ASB | 95K | $2.92M |
 Gentex Corporation | GNTX | 94.31K | $2.38M |