Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Visa Inc. | V | 84.25K | $28.91M |
 Sirius XM Holdings Inc. | SIRI | 84.05K | $2.48M |
 Blackbaud, Inc. | BLKB | 83.74K | $2.48M |
 V.F. Corporation | VFC | 83.53K | $1.39M |
 First Horizon Corporation | FHN | 81.24K | $2.08M |
 Marvell Technology, Inc. | MRVL | 81.19K | $24.19M |
 SSR Mining Inc. | SSRM | 80.94K | $2.28M |
 Packaging Corporation of America | PKG | 80.25K | $19.12M |
 Cintas Corporation | CTAS | 79.9K | $13.59M |
 Lam Research Corporation | LRCX | 79.53K | $34.46M |
 First Financial Bancorp. | FFBC | 78.99K | $2.67M |
 Symbotic Inc. | SYM | 77.4K | $3.48M |
 Natera, Inc. | NTRA | 76.42K | $20.74M |
 Penumbra, Inc. | PEN | 75.2K | $23.74M |
 SharkNinja, Inc. | SN | 75.14K | $11.44M |
 Celsius Holdings, Inc. | CELH | 73.82K | $2.16M |
 Booking Holdings Inc. | BKNG | 73.77K | $13.15M |
 Globe Life Inc. | GL | 73.7K | $13.17M |
 Howmet Aerospace Inc. | HWM | 73.31K | $19.71M |
 Heritage Insurance Holdings, Inc. | HRTG | 73.29K | $1.91M |