Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ONEOK, Inc.OKE298$25.91K
SunCoke Energy, Inc.SXC297$2.39K
Alphatec Holdings, Inc.ATEC284$2.46K
Talos Energy Inc.TALO282$3.64K
FirstEnergy Corp.FE272$12.93K
Chevron CorporationCVX272$45.09K
EQT CorporationEQT271$14.41K
Fidelity National Information Services, Inc.FIS270$10.5K
Ares Commercial Real Estate CorporationACRE270$1.22K
AdaptHealth Corp.AHCO270$2.81K
ConocoPhillipsCOP262$27.24K
MFA Financial, Inc.MFA260$2.52K
TPG RE Finance Trust, Inc.TRTX254$2.13K
Garrett Motion Inc.GTX252$9.13K
Franklin BSP Realty Trust, Inc.FBRT250$2.04K
APi Group CorporationAPG246$10.42K
SM Energy CompanySM244$6.37K
Royalty Pharma plcRPRX244$13.68K
Amentum Holdings, Inc.AMTM240$4.96K
Antero Resources CorporationAR239$8.4K