Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shell plc | SHEL | 8.07K | $313.72K |
 Salesforce, Inc. | CRM | 8.01K | $1.25M |
 Cullen/Frost Bankers, Inc. | CFR | 7.97K | $1.23M |
 Kforce Inc. | KFRC | 7.96K | $373.25K |
 Copa Holdings, S.A. | CPA | 7.87K | $1.22M |
 Granite Construction Incorporated | GVA | 7.76K | $1.23M |
 Alcoa Corporation | AA | 7.64K | $398.3K |
 Avery Dennison Corporation | AVY | 7.61K | $1.24M |
 NETGEAR, Inc. | NTGR | 7.59K | $177.27K |
 Bandwidth Inc. | BAND | 7.42K | $469.81K |
 First Industrial Realty Trust, Inc. | FR | 7.2K | $441.13K |
 Virtu Financial, Inc. | VIRT | 7.05K | $419.85K |
 HF Sinclair Corporation | DINO | 7.04K | $490.55K |
 TechnipFMC plc | FTI | 7.01K | $464.83K |
 Travel + Leisure Co. | TNL | 7.01K | $535.77K |
 Align Technology, Inc. | ALGN | 6.94K | $1.17M |
 Citizens Financial Group, Inc. | CFG | 6.83K | $478.72K |
 IMAX Corporation | IMAX | 6.74K | $268.46K |
 The Boston Beer Company, Inc. | SAM | 6.45K | $1.14M |
 ITT Inc. | ITT | 6.41K | $1.27M |