Regal Partners Ltd — 13F Holdings & Portfolio

CIK 1577774 · latest 13F-HR filed 2026-05-15

Regal Partners Ltd manages $1.84B in 13F-reported U.S. long-equity assets across 159 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NEM (10.23%), BAC (6.97%), APO (6.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 43 new positions, exited 34, added to 27, and trimmed 30.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.84B

Long-equity book

Holdings

159

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+43 / −34 / ↑27 / ↓30

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Sanofi SA$30.0M +32.4%
  • Royalty Pharma PLC$23.9M +23.4%
  • Alcoa Corp$20.8M +733.1%
  • Nucor Corp$17.5M +555.3%
  • Steel Dynamics Inc$10.6M +286.3%
Show all 27

Top Trims

  • Teck Resources Ltd-$38.6M -22.9%
  • Freeport-McMoRan Inc-$18.9M -11.7%
  • Barrick Mining Corp-$17.7M -48.8%
  • Inspire Medical Systems Inc-$12.5M -64.1%
  • Hycroft Mining Holding Corp-$6.8M -90.9%
Show all 30

New Positions

  • Charles Schwab Corp/The$33.4M
  • Walt Disney Co/The$22.2M
  • Exxon Mobil Corp$19.1M
  • Chevron Corp$14.3M
  • Vale SA$6.2M
Show all 43

Exited Positions

  • Uranium Energy Corp$5.4M
  • Core Natural Resources Inc$4.1M
  • State Street Financial Select$3.8M
  • State Street Utilities Select$3.3M
  • News Corp$2.5M
Show all 34
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Newmont Corp NEM 651639106 $188.1M 10.23% 1,737,609 SH
2 Bank of America Corp BAC 060505104 $128.3M 6.97% 2,630,869 SH
3 Apollo Global Management Inc APO 03769M106 $120.8M 6.57% 1,084,206 SH
4 Teck Resources Ltd TECK 878742204 $106.0M 5.76% 2,048,424 SH
5 Royalty Pharma PLC RPRX G7709Q104 $105.9M 5.76% 2,207,221 SH
6 Sanofi SA SNY 80105N105 $105.8M 5.75% 2,195,257 SH
7 Wynn Resorts Ltd WYNN 983134107 $91.2M 4.96% 897,646 SH
8 Freeport-McMoRan Inc FCX 35671D857 $84.7M 4.61% 1,441,733 SH
9 Union Pacific Corp UNP 907818108 $55.9M 3.04% 230,350 SH
10 Truist Financial Corp TFC 89832Q109 $54.9M 2.99% 1,194,516 SH
11 Wells Fargo & Co WFC 949746101 $52.8M 2.87% 663,572 SH
12 Alphabet Inc GOOG 02079K107 $45.9M 2.49% 159,857 SH
13 Freeport-McMoRan Inc FCX 35671D857 $31.0M 1.68% 526,650 SH
14 Charles Schwab Corp/The SCHW 808513105 $28.5M 1.55% 302,909 SH
15 Walt Disney Co/The DIS 254687106 $22.2M 1.21% 230,300 SH
16 GOLD ROYALTY CORP GROY 38071H106 $20.4M 1.11% 5,712,223 SH
17 Cameco Corp CCJ 13321L108 $19.9M 1.08% 183,656 SH
18 Kinross Gold Corp KGC 496902404 $19.0M 1.03% 622,732 SH
19 Teck Resources Ltd TECK 878742204 $17.7M 0.96% 341,102 SH
20 Apollo Global Management Inc APO 03769M106 $16.4M 0.89% 147,348 SH
21 Alcoa Corp AA 013872106 $16.3M 0.89% 246,361 SH
22 Amazon.com Inc AMZN 023135106 $16.2M 0.88% 77,694 SH
23 Freeport-McMoRan Inc FCX 35671D857 $16.1M 0.88% 274,485 SH
24 Nucor Corp NUE 670346105 $15.1M 0.82% 89,277 SH
25 Barrick Mining Corp B 06849F108 $15.0M 0.82% 368,712 SH
26 Agnico Eagle Mines Ltd AEM 008474108 $14.7M 0.80% 72,194 SH
27 Royalty Pharma PLC RPRX G7709Q104 $14.2M 0.77% 296,163 SH
28 Sanofi SA SNY 80105N105 $13.3M 0.72% 275,711 SH
29 GE HealthCare Technologies Inc GEHC 36266G107 $13.1M 0.71% 183,348 SH
30 NANO Nuclear Energy Inc NNE 63010H108 $12.6M 0.69% 616,391 SH
31 Exxon Mobil Corp XOM 30231G102 $12.5M 0.68% 73,923 SH
32 Freeport-McMoRan Inc FCX 35671D857 $11.3M 0.62% 192,514 SH
33 Steel Dynamics Inc STLD 858119100 $11.0M 0.60% 61,206 SH
34 B2Gold Corp BTG 11777Q209 $10.8M 0.59% 2,377,791 SH
35 Hudbay Minerals Inc HBM 443628102 $10.3M 0.56% 491,925 SH
36 Chevron Corp CVX 166764100 $10.3M 0.56% 49,689 SH
37 Newmont Corp NEM 651639106 $10.3M 0.56% 94,862 SH
38 Cameco Corp CCJ 13321L108 $10.2M 0.55% 93,544 SH
39 Tradeweb Markets Inc TW 892672106 $9.8M 0.53% 83,508 SH
40 Newmont Corp NEM 651639106 $9.8M 0.53% 90,274 SH
41 Sprott Inc SII 852066208 $8.6M 0.47% 59,956 SH
42 Union Pacific Corp UNP 907818108 $8.1M 0.44% 33,193 SH
43 Southern Copper Corp SCCO 84265V105 $7.5M 0.41% 43,765 SH
44 NANO Nuclear Energy Inc NNE 63010H108 $7.4M 0.40% 361,810 SH
45 Alcoa Corp AA 013872106 $7.3M 0.40% 109,969 SH
46 Exxon Mobil Corp XOM 30231G102 $6.5M 0.35% 38,487 SH
47 Teck Resources Ltd TECK 878742204 $6.4M 0.35% 123,344 SH
48 Albemarle Corp ALB 012653101 $5.8M 0.32% 32,419 SH
49 Royalty Pharma PLC RPRX G7709Q104 $5.8M 0.32% 121,088 SH
50 Equinox Gold Corp EQX 29446Y502 $5.8M 0.31% 398,625 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.84B 159 0001577774-26-000005
2025-12-31 2026-02-18 $1.73B 154 0001577774-26-000002
2025-09-30 2025-11-13 $1.40B 124 0001577774-25-000016