Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Penguin Solutions, Inc. | PENG | 32.93K | $2.5M |
 Nokia Oyj | NOK | 32.53K | $432K |
 Universal Insurance Holdings, Inc. | UVE | 31.7K | $1.31M |
 ScanSource, Inc. | SCSC | 31.33K | $1.63M |
 Scorpio Tankers Inc. | STNG | 31.19K | $2.16M |
 FedEx Corporation | FDX | 30.89K | $9.67M |
 CareTrust REIT, Inc. | CTRE | 30.3K | $1.22M |
 Yum China Holdings, Inc. | YUMC | 30.29K | $1.24M |
 Philip Morris International Inc. | PM | 30.29K | $5.48M |
 Encore Capital Group, Inc. | ECPG | 30.18K | $2.82M |
 C.H. Robinson Worldwide, Inc. | CHRW | 30.1K | $5.67M |
 Viatris Inc. | VTRS | 29.68K | $471.29K |
 Crocs, Inc. | CROX | 29.53K | $3.56M |
 Spectrum Brands Holdings, Inc. | SPB | 29.53K | $2.53M |
 Abivax S.A. | ABVX | 27.71K | $3.69M |
 Victory Capital Holdings, Inc. | VCTR | 27.67K | $2.33M |
 DocuSign, Inc. | DOCU | 27.37K | $1.22M |
 Merchants Bancorp | MBIN | 26.91K | $1.35M |
 Bread Financial Holdings, Inc. | BFH | 26.67K | $2.89M |
 DigitalOcean Holdings, Inc. | DOCN | 26.57K | $4.17M |