Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RenaissanceRe Holdings Ltd. | RNR | 9.89K | $3.14M |
 Generac Holdings Inc. | GNRC | 9.85K | $2.88M |
 Avnet, Inc. | AVT | 9.85K | $874.79K |
 Evercore Inc. | EVR | 9.77K | $3.34M |
 Duke Energy Corporation | DUK | 9.64K | $1.22M |
 The Hershey Company | HSY | 9.56K | $1.68M |
 Las Vegas Sands Corp. | LVS | 9.13K | $421.48K |
 American Electric Power Company, Inc. | AEP | 8.92K | $1.22M |
 Target Corporation | TGT | 8.91K | $1.16M |
 American Financial Group, Inc. | AFG | 8.89K | $1.24M |
 Monster Beverage Corporation | MNST | 8.88K | $853.45K |
 Affirm Holdings, Inc. | AFRM | 8.78K | $716.09K |
 Bristol-Myers Squibb Company | BMY | 8.72K | $502.33K |
 Centuri Holdings, Inc. | CTRI | 8.58K | $259.46K |
 Exelixis, Inc. | EXEL | 8.57K | $466.08K |
 ASML Holding N.V. | ASML | 8.41K | $16.74M |
 Darling Ingredients Inc. | DAR | 8.41K | $459.35K |
 AerCap Holdings N.V. | AER | 8.31K | $1.21M |
 NetApp, Inc. | NTAP | 8.12K | $1.26M |
 The Hanover Insurance Group, Inc. | THG | 8.1K | $1.73M |