CIK: 0001577774
Total reported value
$1.8B
Reporting period: 2026-03-31 · Number of holdings: 159
Regal Partners Ltd disclosed 159 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.8B and a quarterly turnover rate of 29.0%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "R"
Regal Partners Ltd's disclosed holdings carry a Herfindahl concentration index of 0.053 — mathematically equivalent to about 19 equally-sized positions, well below its 159 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.15), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim TECK
-28.6% -$38.6M
Trim FCX
-23.7% -$18.9M
Add SNY
+33.2% $30.0M
Add AA
+567.4% $20.8M
Trim B
-45.3% -$17.7M
Add RPRX
-0.6% $23.9M
Showing top 106 holdings (of 159 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | Stock-Materials | 11.42% | -0.51% | -6.33% | |
| 2 | FCX | Freeport-mcmoran INC | Stock-Materials | 7.78% | -1.57% | -23.69% | |
| 3 | APO | Apollo Global Management INC | Stock-Financials | 7.69% | — | +28.37% | |
| 4 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 7.07% | -2.65% | -28.64% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 6.97% | -0.29% | +15.00% | |
| 6 | RPRX | Royalty Pharma plc | Stock-Healthcare | 6.84% | +0.96% | -0.61% | |
| 7 | SNY | Sanofi-adr | Stock-Healthcare | 6.67% | +1.33% | +33.15% | |
| 8 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 4.96% | -0.63% | +11.42% | |
| 9 | UNP | Union Pacific CORP | Stock-Industrials | 3.60% | -0.02% | +0.35% | |
| 10 | TFC | Truist Financial CORP | Stock-Financials | 2.99% | +0.39% | +30.15% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 2.87% | -0.38% | +9.75% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | -0.50% | -3.19% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.82% | +1.82% | NEW | |
| 14 | CCJ | Cameco CORP | Stock-Energy | 1.64% | -0.34% | -26.27% | |
| 15 | KGC | Kinross Gold CORP | Stock-Materials | 1.34% | — | +0.83% | |
| 16 | AA | Alcoa CORP | Stock-Materials | 1.28% | +1.12% | +567.41% | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | +1.21% | NEW | |
| 18 | NUE | Nucor CORP | Stock-Materials | 1.12% | +0.94% | +532.13% | |
| 19 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.12% | — | +1.07% | |
| 20 | GROY | Gold Royalty CORP | Stock-Other | 1.11% | -0.25% | — | |
| 21 | NNE | Nano Nuclear Energy INC | Stock-Other | 1.09% | -0.27% | -0.20% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | +1.04% | NEW | |
| 23 | B | Barrick Mining CORP | Stock-Materials | 1.01% | -1.08% | -45.33% | |
| 24 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.96% | +0.11% | +0.09% | |
| 25 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.90% | — | +1.88% | |
| 26 | HBM | Hudbay Minerals INC | Stock-Other | 0.83% | +0.44% | +114.38% | |
| 27 | BTG | B2gold CORP | Stock-Other | 0.79% | +0.43% | +135.51% | |
| 28 | STLD | Steel Dynamics INC | Stock-Materials | 0.78% | +0.57% | +263.63% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.78% | +0.78% | NEW | |
| 30 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.68% | — | +0.57% | |
| 31 | SII | Sprott INC | Stock-Other | 0.64% | — | -19.40% | |
| 32 | SCCO | Southern Copper CORP | Stock-Materials | 0.59% | -0.30% | -41.72% | |
| 33 | EQX | Equinox Gold CORP | Stock-Other | 0.50% | — | — | |
| 34 | ALB | Albemarle CORP | Stock-Materials | 0.46% | +0.22% | +60.22% | |
| 35 | DNN | Denison Mines CORP | Stock-Other | 0.40% | +0.27% | +149.81% | |
| 36 | INSP | Inspire Medical Systems INC | Stock-Healthcare | 0.38% | -0.74% | -35.75% | |
| 37 | TGB | Taseko Mines LTD | Stock-Other | 0.35% | — | — | |
| 38 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.34% | +0.34% | NEW | |
| 39 | COP | Conocophillips | Stock-Energy | 0.32% | +0.32% | NEW | |
| 40 | FNV | Franco-nevada CORP | Stock-Materials | 0.31% | +0.31% | NEW | |
| 41 | CRM | Salesforce INC | Stock-Tech | 0.28% | — | +2.49% | |
| 42 | BTU | Peabody Energy CORP | Stock-Energy | 0.28% | — | -25.93% | |
| 43 | UBER | Uber Technologies INC | Stock-Industrials | 0.28% | +0.23% | +548.25% | |
| 44 | SHAZ | Sharonai Holdings INC | Stock-Other | 0.25% | +0.25% | NEW | |
| 45 | IREN | Iren LTD F | Stock-Other | 0.21% | — | -19.26% | |
| 46 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 0.19% | — | — | |
| 47 | GWRE | Guidewire Software INC | Stock-Tech | 0.19% | +0.19% | NEW | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | — | +1.54% | |
| 49 | VNET | Vnet Group Inc-adr | Stock-Other | 0.17% | +0.17% | NEW | |
| 50 | DUOT | Duos Technologies Group INC | Stock-Other | 0.16% | +0.16% | NEW |
Performance for Q3 2026
-5.9%
Performance Last 4 Quarters
+24.5%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 159 | $1.8B | 29 | |
| 2025-12-31 | 154 | $1.7B | 40 | |
| 2025-09-30 | 124 | $1.4B | 47 | |
| 2025-06-30 | 106 | $1.2B | 0 | |
| 2025-03-31 | 81 | $976.4M | 100 | |
| 2024-12-31 | 97 | $987.7M | 0 | |
| 2024-09-30 | 87 | $1.1B | 0 | |
| 2024-06-30 | 79 | $965.5M | 0 | |
| 2024-03-31 | 53 | $994.9M | 0 | |
| 2023-12-31 | 45 | $940.2M | 0 | |
| 2023-09-30 | 41 | $448.0M | 0 | |
| 2023-06-30 | 33 | $462.2M | 0 | |
| 2023-03-31 | 35 | $512.9M | 0 | |
| 2022-12-31 | 37 | $427.9M | 0 | |
| 2022-09-30 | 34 | $476.6M | 0 | |
| 2022-06-30 | 32 | $588.3M | 0 | |
| 2022-03-31 | 17 | $772.4M | 0 | |
| 2021-12-31 | 14 | $833.7M | 0 | |
| 2021-09-30 | 14 | $910.3M | 0 | |
| 2021-06-30 | 18 | $1.3B | 94 | |
| 2021-03-31 | 16 | $1.1B | 27 | |
| 2020-12-31 | 13 | $968.9M | 30 | |
| 2020-09-30 | 7 | $756.5M | 52 | |
| 2020-06-30 | 9 | $851.2M | 47 | |
| 2020-03-31 | 8 | $928.2M | 31 | |
| 2019-12-31 | 10 | $1.3B | 9 | |
| 2019-09-30 | 10 | $1.2B | 7 | |
| 2019-06-30 | 10 | $1.2B | 22 | |
| 2019-03-31 | 11 | $985.7M | 19 | |
| 2018-12-31 | 10 | $927.6M | 31 | |
| 2018-09-30 | 11 | $962.2M | 14 | |
| 2018-06-30 | 11 | $909.2M | 15 | |
| 2018-03-31 | 11 | $818.4M | 27 | |
| 2017-12-31 | 10 | $690.5M | 41 | |
| 2017-09-30 | 11 | $494.1M | 21 | |
| 2017-06-30 | 10 | $457.9M | 39 | |
| 2017-03-31 | 12 | $505.9M | 24 | |
| 2016-12-31 | 10 | $396.7M | 33 | |
| 2016-09-30 | 10 | $384.0M | 18 | |
| 2016-06-30 | 11 | $345.0M | 19 | |
| 2016-03-31 | 11 | $353.2M | 36 | |
| 2015-12-31 | 12 | $293.7M | 30 | |
| 2015-09-30 | 13 | $248.5M | 32 | |
| 2015-06-30 | 12 | $229.0M | 32 | |
| 2015-03-31 | 13 | $222.0M | 44 | |
| 2014-12-31 | 10 | $189.5M | 48 | |
| 2014-09-30 | 11 | $199.7M | 67 | |
| 2014-06-30 | 8 | $199.0M | 53 | |
| 2014-03-31 | 11 | $341.9M | 25 | |
| 2013-12-31 | 11 | $312.1M | 77 | |
| 2013-09-30 | 13 | $300.8M | 37 | |
| 2013-06-30 | 14 | $286.7M | 52 |
Regal Partners Ltd's most significant position changes for 2026-03-31: New buy: Schwab (charles) CORP (SCHW); New buy: Walt Disney Co/the (DIS); New buy: Exxon Mobil CORP (XOM); New buy: Chevron CORP (CVX); New buy: Vale Sa-sp Adr (VALE).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNY | Sanofi-adr | +1.3% | +33.15% | Add |
| 2 | AA | Alcoa CORP | +1.1% | +567.41% | Add |
| 3 | RPRX | Royalty Pharma plc | +1% | -0.61% | Trim |
| 4 | NUE | Nucor CORP | +0.9% | +532.13% | Add |
| 5 | STLD | Steel Dynamics INC | +0.6% | +263.63% | Add |
| 6 | HBM | Hudbay Minerals INC | +0.4% | +114.38% | Add |
| 7 | BTG | B2gold CORP | +0.4% | +135.51% | Add |
| 8 | TFC | Truist Financial CORP | +0.4% | +30.15% | Add |
| 9 | DNN | Denison Mines CORP | +0.3% | +149.81% | Add |
| 10 | UBER | Uber Technologies INC | +0.2% | +548.25% | Add |
| 11 | ALB | Albemarle CORP | +0.2% | +60.22% | Add |
| 12 | AEM | Agnico Eagle Mines LTD | +0.1% | +0.09% | Add |
| 13 | UNP | Union Pacific CORP | 0% | +0.35% | Add |
| 14 | DAVE | Dave INC | -0.2% | -80.13% | Trim |
| 15 | HCC | Warrior Met Coal INC | -0.2% | -78.68% | Trim |
| 16 | NU | Nu Holdings Ltd. | -0.2% | -91.86% | Trim |
| 17 | SEZL | Sezzle INC | -0.2% | -93.28% | Trim |
| 18 | APP | Applovin Corp-class A | -0.2% | -65.69% | Trim |
| 19 | GROY | Gold Royalty CORP | -0.3% | — | Unchanged |
| 20 | NNE | Nano Nuclear Energy INC | -0.3% | -0.20% | Trim |
| 21 | BAC | Bank Of America CORP | -0.3% | +15.00% | Add |
| 22 | SCCO | Southern Copper CORP | -0.3% | -41.72% | Trim |
| 23 | CCJ | Cameco CORP | -0.3% | -26.27% | Trim |
| 24 | WFC | Wells Fargo & Co | -0.4% | +9.75% | Add |
| 25 | HYMC | Hycroft Mining Holding Co-a | -0.4% | -93.87% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | -0.5% | -3.19% | Trim |
| 27 | NEM | Newmont CORP | -0.5% | -6.33% | Trim |
| 28 | WYNN | Wynn Resorts LTD | -0.6% | +11.42% | Add |
| 29 | INSP | Inspire Medical Systems INC | -0.7% | -35.75% | Trim |
| 30 | B | Barrick Mining CORP | -1.1% | -45.33% | Trim |
| 31 | FCX | Freeport-mcmoran INC | -1.6% | -23.69% | Trim |
| 32 | TECK | Teck Resources Ltd-cls B | -2.7% | -28.64% | Trim |
| 33 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | VALE | Vale Sa-sp Adr | — | NEW | New buy |
| 38 | COP | Conocophillips | — | NEW | New buy |
| 39 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 40 | UEC | Uranium Energy CORP | — | EXIT | Sold out |
| 41 | SHAZ | Sharonai Holdings INC | — | NEW | New buy |
| 42 | CNR | Core Natural Resources INC | — | EXIT | Sold out |
| 43 | XLF | Ss Financial Select Sector | — | EXIT | Sold out |
| 44 | GWRE | Guidewire Software INC | — | NEW | New buy |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 46 | VNET | Vnet Group Inc-adr | — | NEW | New buy |
| 47 | DUOT | Duos Technologies Group INC | — | NEW | New buy |
| 48 | NWS | News CORP - Class B | — | EXIT | Sold out |
| 49 | FIGR | Figure Technology Solut-cl A | — | NEW | New buy |
| 50 | CVNA | Carvana Co | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-18 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-06 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-02 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-05-15 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-15 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-08-16 | Amendment | View on EDGAR |
| 2022-12-31 | 2023-02-15 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2023-08-16 | Amendment | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-09-09 | Amendment | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-17 | Amendment | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-09-05 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-18 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-13 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001625959
Total reported value
$1.8B
307 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001819697
Total reported value
$1.8B
728 stks
2026-03-31
AUM within 0.1% of this institution
CIK 0001929170
Total reported value
$1.8B
524 stks
2026-03-31
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0001630363
Total reported value
$425.8M
9 stks
2023-09-30
Stale — no recent filing
3 of the top 5 holdings overlap, including Teck Resources Ltd-cls B
CIK 0001179232
Total reported value
$888.5M
55 stks
2026-03-31
2 of the top 5 holdings overlap, including Newmont CORP
CIK 0000010742
Total reported value
$4.8B
195 stks
2026-03-31
1 of the top 5 holdings overlap, including Apollo Global Management INC