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Regal Partners Ltd — 13F Holdings & Portfolio

CIK 1577774 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Regal Partners Ltd manages $1.81B in 13F-reported U.S. long-equity assets across 174 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NEM (9.15%), BAC (8.28%), APO (7.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 52 new positions and exited 36; 29 existing positions rose in reported value and 34 fell.

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
$1.81B

Long-equity book

Holdings
174

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+52 / −36 / ↑29 / ↓34

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NEM10.0% · -0%APO9.2% · +10%BAC8.3% · 0%RPRX7.6% · -7%SCHW6.7% · +272%SNY6.3% · +4%FCX6.0% · -29%TECK5.6% · -32%WYNN4.8% · 0%DIS4.2% · +243%UNP4.1% · +0%WFC3.8% · +25%TFC3.3% · 0%SHAZ2.5% · +164%V1.7% · newHBM1.2% · +24%GROY0.9% · 0%BTG0.8% · +22%HCA0.7% · newAA0.6% · -40%TW0.6% · +3%CCJ0.6% · -64%KGC0.5% · -49%ALB0.5% · +49%MP0.5% · +605%SII0.5% · -4%UBER0.5% · +67%NTES0.4% · newCNR0.3% · newASYS0.3% · newIREN0.3% · 0%VNET0.3% · +64%FNV0.3% · 0%DAVE0.3% · +315%LAR0.2% · newSCCO0.2% · -67%AEM0.2% · -74%BTU0.2% · -3%REA0.2% · newMETA0.2% · +3%VNOM0.2% · 0%SEZL0.2% · +348%NNE0.2% · -86%EQX0.2% · -53%DNN0.2% · -55%GWRE0.2% · 0%CENX0.1% · newBLZE0.1% · newNUE0.1% · -91%HCC0.1% · +224%SNDK0.1% · +32%CDNA0.1% · newPDFS0.1% · newCIFR0.1% · +41%SQM0.1% · +689%EGO0.1% · newMOG.A0.1% · newVRSN0.1% · newWPM0.1% · 0%TKO0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 68.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People
Assets Under Management
$2.88B
Discretionary
$2.45B
Employees
131
Accounts
13,473
Address
2687 44TH STREET SE
KENTWOOD, MI 49512
Phone
(616) 224-2204
Website
This firm reports 5 disclosure items on its registration.
Name Title / Status Ownership Type
BEST, WILLIAM, SAMUEL ControlCHIEF OPERATING OFFICERLess than 5%Individual
KAILUNAS, JOHN, ANTHONY ControlCEOLess than 5%Individual
KAILUNAS, JOHN, ANTHONY ControlMEMBER75% or moreIndividual
REGAL HOLDINGS OF AMERICA, LLC ControlHOLDING COMPANY75% or moreDomestic Entity
Bonnington, Thomas, JackCHIEF COMPLIANCE OFFICERLess than 5%Individual
CARLSON, DONALD, NATEEXECUTIVE VICE PRESIDENTLess than 5%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Regal Partners Ltd Holdings (2026-06-30)

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 $165.7M 9.15% 1,774,350 SH
2 Bank of America Corp BAC 060505104 $149.9M 8.28% 2,630,869 SH
3 Apollo Global Management Inc APO 03769M106 $135.0M 7.45% 1,141,135 SH
4 Royalty Pharma PLC RPRX G7709Q104 $115.6M 6.38% 2,061,407 SH
5 Charles Schwab Corp/The SCHW 808513105 $98.9M 5.46% 1,071,663 SH
6 Sanofi SA SNY 80105N105 $96.7M 5.34% 2,267,743 SH
7 Teck Resources Ltd TECK 878742204 $91.3M 5.04% 1,535,260 SH
8 Wynn Resorts Ltd WYNN 983134107 $87.2M 4.81% 897,646 SH
9 Freeport-McMoRan Inc FCX 35671D857 $80.1M 4.42% 1,274,158 SH
10 Wells Fargo & Co WFC 949746101 $68.7M 3.79% 831,402 SH
11 Union Pacific Corp UNP 907818108 $62.7M 3.46% 230,350 SH
12 Walt Disney Co/The DIS 254687106 $62.3M 3.44% 646,757 SH
13 Truist Financial Corp TFC 89832Q109 $59.5M 3.29% 1,194,516 SH
14 SharonAI Holdings Inc SHAZ 778920306 $45.3M 2.50% 534,963 SH
15 Visa Inc V 92826C839 $24.7M 1.36% 72,000 SH
16 Apollo Global Management Inc APO 03769M106 $24.0M 1.33% 203,110 SH
17 Charles Schwab Corp/The SCHW 808513105 $17.8M 0.98% 193,334 SH
18 Hudbay Minerals Inc HBM 443628102 $16.9M 0.93% 715,783 SH
19 GOLD ROYALTY CORP GROY 38071H106 $15.8M 0.87% 5,712,223 SH
20 Royalty Pharma PLC RPRX G7709Q104 $14.9M 0.82% 265,252 SH
21 Freeport-McMoRan Inc FCX 35671D857 $14.7M 0.81% 234,057 SH
22 Freeport-McMoRan Inc FCX 35671D857 $14.2M 0.78% 225,219 SH
23 Sanofi SA SNY 80105N105 $12.6M 0.70% 295,690 SH
24 Newmont Corp NEM 651639106 $11.8M 0.65% 126,091 SH
25 B2Gold Corp BTG 11777Q209 $11.4M 0.63% 3,041,393 SH
26 Walt Disney Co/The DIS 254687106 $10.6M 0.58% 109,621 SH
27 HCA Healthcare Inc HCA 40412C101 $10.4M 0.57% 26,652 SH
28 Alcoa Corp AA 013872106 $9.9M 0.55% 190,019 SH
29 Cameco Corp CCJ 13321L108 $9.4M 0.52% 92,000 SH
30 Union Pacific Corp UNP 907818108 $9.0M 0.50% 33,193 SH
31 Albemarle Corp ALB 012653101 $8.5M 0.47% 63,211 SH
32 Tradeweb Markets Inc TW 892672106 $8.3M 0.46% 83,508 SH
33 MP Materials Corp MP 553368101 $7.4M 0.41% 131,337 SH
34 Kinross Gold Corp KGC 496902404 $7.1M 0.39% 301,663 SH
35 Apollo Global Management Inc APO 03769M106 $7.0M 0.39% 59,050 SH
36 Teck Resources Ltd TECK 878742204 $6.9M 0.38% 115,409 SH
37 Royalty Pharma PLC RPRX G7709Q104 $6.8M 0.38% 121,220 SH
38 Sprott Inc SII 852066208 $6.7M 0.37% 59,956 SH
39 Uber Technologies Inc UBER 90353T100 $6.6M 0.36% 90,897 SH
40 Charles Schwab Corp/The SCHW 808513105 $5.4M 0.30% 58,512 SH
41 Visa Inc V 92826C839 $5.3M 0.29% 15,307 SH
42 IREN Ltd IREN Q4982L109 $5.2M 0.29% 114,207 SH
43 Franco-Nevada Corp FNV 351858105 $4.8M 0.27% 23,218 SH
44 Core Natural Resources Inc CNR 218937100 $4.7M 0.26% 58,694 SH
45 Dave Inc DAVE 23834J201 $4.6M 0.25% 12,381 SH
46 Hudbay Minerals Inc HBM 443628102 $4.4M 0.25% 188,272 SH
47 Sanofi SA SNY 80105N105 $3.9M 0.21% 90,541 SH
48 NetEase Inc NTES 64110W102 $3.7M 0.20% 28,863 SH
49 B2Gold Corp BTG 11777Q209 $3.4M 0.19% 911,739 SH
50 Southern Copper Corp SCCO 84265V105 $3.4M 0.19% 19,462 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.81B 174 0001577774-26-000008
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
Filer Information
Address
GATEWAY BUILDING LEVEL 46
1 MACQUARIE PLACE
SYDNEY 2000
Phone
001161281974358
Filing Manager
Regal Partners Ltd
SYDNEY, C3
Signatory
FAIZ FARRUKH
Head of Compliance