Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Clean Harbors, Inc. | CLH | 53.87K | $16.09M |
 Texas Instruments Incorporated | TXN | 53.02K | $15.8M |
 Take-Two Interactive Software, Inc. | TTWO | 51.83K | $12.96M |
 American Assets Trust, Inc. | AAT | 51.57K | $1.27M |
 Nebius Group N.V. | NBIS | 51.36K | $14.18M |
 Franklin Resources, Inc. | BEN | 50.71K | $1.69M |
 Levi Strauss & Co. | LEVI | 50.42K | $1.25M |
 Bio-Techne Corporation | TECH | 50K | $3.53M |
 Bank OZK | OZK | 49.41K | $2.57M |
 Harley-Davidson, Inc. | HOG | 49.12K | $1.2M |
 Best Buy Co., Inc. | BBY | 48.7K | $3.7M |
 News Corporation | NWSA | 48.7K | $1.21M |
 Kimco Realty Corporation | KIM | 48.24K | $1.22M |
 Enerflex Ltd. | EFXT | 47.89K | $1.17M |
 Mirum Pharmaceuticals, Inc. | MIRM | 47.68K | $5.58M |
 ExlService Holdings, Inc. | EXLS | 47.59K | $1.23M |
 Edison International | EIX | 47.49K | $3.54M |
 Micron Technology, Inc. | MU | 47.11K | $54.38M |
 Talen Energy Corporation | TLN | 47.07K | $18.09M |
 CBRE Group, Inc. | CBRE | 46.95K | $6.32M |