Stock Taper 
PICTON MAHONEY ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sanmina Corporation | SANM | 49 | $12.4K |
 South Plains Financial, Inc. | SPFI | 49 | $2.11K |
 Orange County Bancorp, Inc. | OBT | 49 | $1.8K |
 Lockheed Martin Corporation | LMT | 48 | $24.45K |
 Phibro Animal Health Corporation | PAHC | 47 | $1.48K |
 Intrepid Potash, Inc. | IPI | 47 | $1.54K |
 Primoris Services Corporation | PRIM | 46 | $4.56K |
 American Public Education, Inc. | APEI | 46 | $2.47K |
 AAR Corp. | AIR | 45 | $6.43K |
 ePlus inc. | PLUS | 45 | $3.75K |
 Cimpress plc | CMPR | 44 | $4.47K |
 ANI Pharmaceuticals, Inc. | ANIP | 43 | $3.56K |
 Strategic Education, Inc. | STRA | 42 | $3.22K |
 Liberty Live Group | LLYVA | 40 | $4.05K |
 Regional Management Corp. | RM | 40 | $1.65K |
 Brinker International, Inc. | EAT | 39 | $6.55K |
 Pathward Financial, Inc. | CASH | 38 | $3.31K |
 WEX Inc. | WEX | 37 | $5.22K |
 Northrop Grumman Corporation | NOC | 37 | $18.84K |
 AZZ Inc. | AZZ | 37 | $5.74K |