Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Credicorp Ltd. | BAP | 3.22K | $1.26M |
 Flex Ltd. | FLEX | 3.19K | $516.36K |
 Prologis, Inc. | PLD | 3.16K | $428.63K |
 Diodes Incorporated | DIOD | 3.12K | $340.91K |
 Eaton Corporation plc | ETN | 3.07K | $1.31M |
 Watsco, Inc. | WSO | 3.01K | $1.26M |
 Galaxy Digital | GLXY | 3K | $82.02K |
 UnitedHealth Group Incorporated | UNH | 2.89K | $1.2M |
 Wintrust Financial Corporation | WTFC | 2.88K | $463.52K |
 TD Synnex Corp | SNX | 2.88K | $769.4K |
 Select Water Solutions, Inc. | WTTR | 2.83K | $56.48K |
 Everus Construction Group, Inc. | ECG | 2.82K | $467.81K |
 Neurocrine Biosciences, Inc. | NBIX | 2.81K | $473.42K |
 Phillips 66 | PSX | 2.81K | $474.52K |
 Parker-Hannifin Corporation | PH | 2.78K | $2.72M |
 Albemarle Corporation | ALB | 2.77K | $374.44K |
 Expeditors International of Washington, Inc. | EXPD | 2.75K | $449.01K |
 Illumina, Inc. | ILMN | 2.75K | $482.83K |
 Qnity Electronics, Inc. | Q | 2.63K | $429.67K |
 Tenet Healthcare Corporation | THC | 2.63K | $491.83K |