Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Brookfield Infrastructure Corporation | BIPC | 258.67K | $9.95M |
 Lyft, Inc. | LYFT | 253.6K | $3.71M |
 Casella Waste Systems, Inc. | CWST | 253.51K | $24.58M |
 PagerDuty, Inc. | PD | 252.84K | $2.44M |
 The Williams Companies, Inc. | WMB | 250.13K | $18.59M |
 NiSource Inc | NI | 244.34K | $11.62M |
 KKR & Co. Inc. | KKR | 242.78K | $22.28M |
 Roku, Inc. | ROKU | 240.34K | $33.2M |
 Walmart Inc. | WMT | 238.42K | $27M |
 Smartstop Self Storage REIT Inc | SMA | 232.35K | $7.55M |
 AGNC Investment Corp. | AGNC | 231.21K | $2.52M |
 RLJ Lodging Trust | RLJ | 230.76K | $2.73M |
 Perpetua Resources Corp. | PPTA | 230.47K | $4.78M |
 Apple Hospitality REIT, Inc. | APLE | 227.41K | $3.82M |
 Precision Drilling Corporation | PDS | 225.74K | $17.29M |
 DigitalBridge Group, Inc. | DBRG | 214.67K | $3.39M |
 TeraWulf Inc. | WULF | 213.72K | $5.28M |
 Ford Motor Company | F | 211.31K | $2.94M |
 DiamondRock Hospitality Company | DRH | 209.2K | $2.55M |
 Herbalife Nutrition Ltd. | HLF | 206.45K | $2.71M |