Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 4.7K | $3M |
 Meritage Homes Corporation | MTH | 4.64K | $389.06K |
 Intuit Inc. | INTU | 4.62K | $1.21M |
 Incyte Corporation | INCY | 4.53K | $513.18K |
 Cigna Corporation | CI | 4.45K | $1.23M |
 monday.com Ltd. | MNDY | 4.24K | $306.64K |
 Ralph Lauren Corporation | RL | 4.12K | $1.65M |
 Teradyne, Inc. | TER | 3.96K | $1.92M |
 Cisco Systems, Inc. | CSCO | 3.72K | $436.95K |
 Federal Realty Investment Trust | FRT | 3.69K | $455.74K |
 Applied Optoelectronics, Inc. | AAOI | 3.67K | $544.04K |
 Chubb Limited | CB | 3.63K | $1.24M |
 Semtech Corporation | SMTC | 3.6K | $581.85K |
 East West Bancorp, Inc. | EWBC | 3.59K | $463.82K |
 General Dynamics Corporation | GD | 3.57K | $1.26M |
 Knight-Swift Transportation Holdings Inc. | KNX | 3.54K | $275.66K |
 West Pharmaceutical Services, Inc. | WST | 3.53K | $1.27M |
 Everest Group, Ltd. | EG | 3.48K | $1.24M |
 Acuity Brands, Inc. | AYI | 3.41K | $1.29M |
 Casey's General Stores, Inc. | CASY | 3.26K | $2.59M |