Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Expedia Group, Inc. | EXPE | 15.2K | $3.89M |
 Woodward, Inc. | WWD | 15.13K | $6.44M |
 The Middleby Corporation | MIDD | 15.05K | $2.59M |
 GoDaddy Inc. | GDDY | 14.74K | $1.25M |
 Deere & Company | DE | 14.58K | $9.25M |
 Zoom Communications, Inc. | ZM | 14.45K | $1.25M |
 Globus Medical, Inc. | GMED | 14.43K | $1.14M |
 Brixmor Property Group Inc. | BRX | 14.38K | $453.5K |
 Reinsurance Group of America, Incorporated | RGA | 14.21K | $3.02M |
 Kinder Morgan, Inc. | KMI | 14.07K | $449.95K |
 Applied Materials, Inc. | AMAT | 13.91K | $10.06M |
 APA Corporation | APA | 13.72K | $446.8K |
 D-Wave Quantum Inc. | QBTS | 13.5K | $323.77K |
 Stantec Inc. | STN | 13.47K | $927.19K |
 AstraZeneca PLC | AZN | 13.33K | $2.49M |
 Gates Industrial Corporation plc | GTES | 13.26K | $370.77K |
 James Hardie Industries plc | JHX | 12.59K | $338.04K |
 Match Group, Inc. | MTCH | 12.54K | $477.26K |
 Sandisk Corporation | SNDK | 12.5K | $28.43M |
 CVS Health Corp. | CVS | 12.17K | $1.26M |