Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Airbnb, Inc.ABNB62.3K$8.92M
Kirby CorporationKEX62.03K$8.43M
H&R Block, Inc.HRB61.94K$2.36M
Easterly Government Properties, Inc.DEA61.13K$1.52M
Valero Energy CorporationVLO59.73K$15.56M
Regal Rexnord CorporationRRX59.61K$14.2M
Pinterest, Inc.PINS59.43K$1.25M
RTX CorporationRTX59.42K$11.27M
Brookfield Renewable CorporationBEPC58.96K$2.19M
RBC Bearings IncorporatedRBC58.81K$37.88M
FTAI Aviation Ltd.FTAI58.49K$15.82M
Agilysys, Inc.AGYS56.87K$5.94M
Intercontinental Exchange, Inc.ICE56.46K$6.95M
GitLab Inc.GTLB56.39K$1.72M
F.N.B. CorporationFNB55.94K$1.07M
Scholastic CorporationSCHL55.91K$2.57M
NetScout Systems, Inc.NTCT55.7K$2.43M
John Wiley & Sons, Inc.WLY54.82K$2.66M
National Vision Holdings, Inc.EYE54.23K$1.03M
Vistra Corp.VST54.08K$8.58M