Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 39.17K | $3.75M |
 Valvoline Inc. | VVV | 38.98K | $1.54M |
 Nutrien Ltd. | NTR | 38.34K | $2.41M |
 Robert Half Inc. | RHI | 37.77K | $1.16M |
 Meta Platforms, Inc. | META | 37.66K | $21.21M |
 Intuitive Surgical, Inc. | ISRG | 37.21K | $14.8M |
 Spotify Technology S.A. | SPOT | 36.62K | $16.81M |
 Ally Financial Inc. | ALLY | 36.01K | $1.65M |
 Eagle Materials Inc. | EXP | 35.71K | $8.03M |
 First Majestic Silver Corp. | AG | 35.67K | $604.2K |
 Solstice Advanced Materials Inc. | SOLS | 34.95K | $3.1M |
 Tesla, Inc. | TSLA | 34.94K | $14.69M |
 Coherent, Inc. | COHR | 34.92K | $13.78M |
 Kennametal Inc. | KMT | 34.7K | $1.22M |
 Euronet Worldwide, Inc. | EEFT | 33.78K | $2.47M |
 Eli Lilly and Company | LLY | 33.63K | $40.33M |
 GE Aerospace | GE | 33.32K | $12.45M |
 Onto Innovation Inc. | ONTO | 33.28K | $12.6M |
 Aon plc | AON | 33.02K | $10.95M |
 Ross Stores, Inc. | ROST | 32.94K | $7.01M |