Stock Taper

PICTON MAHONEY ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bowman Consulting Group Ltd.BWMN59$1.72K
Assured Guaranty Ltd.AGO59$4.73K
Five Star BancorpFSBC58$2.82K
PHINIA Inc.PHIN57$4.7K
L3Harris Technologies, Inc.LHX57$16.56K
Ingevity CorporationNGVT56$4.18K
Blue Bird CorporationBLBD56$4.42K
Atkore Inc.ATKR55$4.18K
BOK Financial CorporationBOKF54$7.5K
Chord Energy CorporationCHRD54$6.17K
Arrow Financial CorporationAROW54$2.21K
The Andersons, Inc.ANDE54$3.69K
V2X, Inc.VVX53$3.95K
Minerals Technologies Inc.MTX53$3.92K
Qualys, Inc.QLYS52$7.15K
Oshkosh CorpOSK50$7.67K
Proto Labs, Inc.PRLB50$4.08K
Teekay Tankers Ltd.TNK50$3.24K
The Brink's CompanyBCO50$4.72K
The Gorman-Rupp CompanyGRC49$4.5K