Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lincoln Electric Holdings, Inc. | LECO | 1.13K | $299.76K |
 Marriott International, Inc. | MAR | 1.12K | $416.17K |
 Transocean Ltd. | RIG | 1.04K | $5.09K |
 Costco Wholesale Corporation | COST | 940 | $879.34K |
 Cummins Inc. | CMI | 912 | $650.45K |
 ESCO Technologies Inc. | ESE | 850 | $297.53K |
 Murphy USA Inc. | MUSA | 807 | $434.87K |
 Global Business Travel Group, Inc. | GBTG | 800 | $7.51K |
 Verizon Communications Inc. | VZ | 782 | $33.11K |
 Carpenter Technology Corporation | CRS | 758 | $467.56K |
 Linde plc | LIN | 690 | $358.07K |
 W&T Offshore, Inc. | WTI | 630 | $1.98K |
 Monolithic Power Systems, Inc. | MPWR | 594 | $821.12K |
 Borr Drilling Limited | BORR | 570 | $2.35K |
 KeyCorp | KEY | 567 | $13.07K |
 UiPath Inc. | PATH | 561 | $6.1K |
 EMCOR Group, Inc. | EME | 532 | $441.5K |
 Permian Resources Corporation | PR | 523 | $9.63K |
 Patterson-UTI Energy, Inc. | PTEN | 507 | $4.65K |
 Stagwell Inc. | STGW | 499 | $3.71K |