Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CBIZ, Inc.CBZ72.91K$2.34M
GigaCloud Technology Inc.GCT72.55K$2.29M
Perdoceo Education CorporationPRDO71.17K$2.28M
Westinghouse Air Brake Technologies CorporationWAB70.95K$19.13M
Microchip Technology IncorporatedMCHP70.68K$6.45M
Bank of America CorporationBAC69.8K$3.98M
PROG Holdings, Inc.PRG68.88K$3.21M
Manulife Financial CorporationMFC68.77K$2.78M
IDEX CorporationIEX68.19K$15.48M
Arthur J. Gallagher & Co.AJG67.63K$15.52M
Ball CorporationBALL66.3K$4.14M
RingCentral, Inc.RNG66.29K$2.58M
Rhythm Pharmaceuticals, Inc.RYTM65.88K$7.31M
Analog Devices, Inc.ADI65.39K$25.97M
Crane NXT, Co.CXT65.03K$3.33M
Tapestry, Inc.TPR64.07K$9.38M
CG Oncology Inc.CGON63.87K$4.54M
The Home Depot, Inc.HD62.94K$22.2M
Five Below, Inc.FIVE62.67K$11.27M
Gibraltar Industries, Inc.ROCK62.49K$2.82M