Bastion Asset Management Inc. — 13F Holdings & Portfolio

CIK 1977794 · latest 13F-HR filed 2026-05-05

Bastion Asset Management Inc. manages $328.0M in 13F-reported U.S. long-equity assets across 65 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTRS (6.39%), GPC (5.18%), ANGO (4.30%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 44 new positions, exited 14, added to 10, and trimmed 10.

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

$328.0M

Long-equity book

Holdings

65

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+44 / −14 / ↑10 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VIATRIS INC$6.6M +46.1%
  • REGAL REXNORD CORPORATION$4.4M +66.5%
  • RINGCENTRAL INC$3.9M +89.6%
  • VISHAY PRECISION GROUP INC$3.7M +61.5%
  • LOVESAC COMPANY$3.5M +199.3%
Show all 10

Top Trims

  • GOODYEAR TIRE & RUBR CO-$5.3M -66.2%
  • NORTH AMERN CONSTR GROUP LTD-$3.5M -35.4%
  • STRATEGIC ED INC-$3.3M -58.7%
  • UNDER ARMOUR INC-$2.0M -55.9%
  • POWERFLEET INC-$1.8M -20.4%
Show all 10

New Positions

  • GENUINE PARTS CO$17.0M
  • INTERNATIONAL PAPER CO$8.7M
  • VIZSLA SILVER CORP$8.7M
  • HELIX ENERGY SOLUTIONS GRP I$8.6M
  • JBT MAREL CORPORATION$8.6M
Show all 44

Exited Positions

  • KYNDRYL HLDGS INC$9.0M
  • PARSONS CORP DEL$8.0M
  • AMERICAN PUB ED INC$7.8M
  • ZIFF DAVIS INC$3.3M
  • GXO LOGISTICS INCORPORATED$3.0M
Show all 14
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 VIATRIS INC VTRS 92556V106 $21.0M 6.39% 1,588,476 SH
2 GENUINE PARTS CO GPC 372460105 $17.0M 5.18% 158,009 SH
3 ANGIODYNAMICS INC ANGO 03475V101 $14.1M 4.30% 1,313,002 SH
4 REGAL REXNORD CORPORATION RRX 758750103 $11.1M 3.39% 59,369 SH
5 VISHAY PRECISION GROUP INC VPG 92835K103 $9.8M 2.99% 224,196 SH
6 ICF INTL INC ICFI 44925C103 $9.7M 2.96% 133,781 SH
7 INTERNATIONAL PAPER CO IP 460146103 $8.7M 2.66% 238,971 SH
8 VIZSLA SILVER CORP VZLA 92859G608 $8.7M 2.64% 2,542,937 SH
9 HELIX ENERGY SOLUTIONS GRP I HLX 42330P107 $8.6M 2.62% 893,824 SH
10 JBT MAREL CORPORATION JBTM 477839104 $8.6M 2.61% 67,067 SH
11 V2X INC VVX 92242T101 $8.4M 2.55% 122,261 SH
12 RINGCENTRAL INC RNG 76680R206 $8.3M 2.55% 232,921 SH
13 MIRION TECHNOLOGIES INC MIR 60471A101 $7.3M 2.22% 389,158 SH
14 POWERFLEET INC AIOT 73931J109 $7.0M 2.15% 1,943,380 SH
15 PELOTON INTERACTIVE INC PTON 70614W100 $7.0M 2.14% 1,655,100 SH
16 GRID DYNAMICS HLDGS INC GDYN 39813G109 $6.9M 2.10% 1,134,450 SH
17 FRANKLIN RESOURCES INC BEN 354613101 $6.7M 2.03% 272,892 SH
18 BANDWIDTH INC BAND 05988J103 $6.6M 2.01% 393,263 SH
19 NORTH AMERN CONSTR GROUP LTD NOA 656811106 $6.4M 1.96% 401,076 SH
20 IAMGOLD CORP IAG 450913108 $6.3M 1.93% 351,333 SH
21 GENTHERM INC THRM 37253A103 $6.2M 1.89% 210,206 SH
22 MGM RESORTS INTERNATIONAL MGM 552953101 $6.2M 1.89% 169,054 SH
23 ADAPTHEALTH CORP AHCO 00653Q102 $6.2M 1.88% 555,764 SH
24 TRANSMEDICS GROUP INC TMDX 89377M109 $6.1M 1.86% 55,463 SH
25 STRIDE INC LRN 86333M108 $5.9M 1.79% 67,686 SH
26 QUAKER HOUGHTON KWR 747316107 $5.6M 1.70% 44,266 SH
27 COOPER COS INC COO 216648501 $5.4M 1.65% 76,187 SH
28 TRANSFORCE INC TFII 87241L109 $5.4M 1.63% 49,672 SH
29 KLARNA GROUP PLC KLAR G5279N105 $5.3M 1.62% 391,024 SH
30 LOVESAC COMPANY LOVE 54738L109 $5.3M 1.61% 356,097 SH
31 OUSTER INC OUST 68989M202 $5.3M 1.61% 274,101 SH
32 MONRO INC MNRO 610236101 $4.8M 1.48% 306,200 SH
33 OMNICELL COM OMCL 68213N109 $4.6M 1.41% 131,647 SH
34 FERROGLOBE PLC GSM G33856108 $4.2M 1.27% 909,547 SH
35 CARDINAL INFRASTRUCTURE GROU CDNL 14154A102 $4.0M 1.22% 109,080 SH
36 MARCUS CORP DEL MCS 566330106 $3.9M 1.20% 243,132 SH
37 EAGLE MATLS INC EXP 26969P108 $3.8M 1.15% 20,116 SH
38 THOMSON REUTERS CORP TRI 884903808 $3.5M 1.06% 38,658 SH
39 CAE INC CAE 124765108 $3.1M 0.96% 102,941 SH
40 GOODYEAR TIRE & RUBR CO GT 382550101 $2.7M 0.83% 406,847 SH
41 CIRCLE INTERNET GROUP INC CRCL 172573107 $2.7M 0.83% 29,073 SH
42 EURONET WORLDWIDE INC EEFT 298736109 $2.7M 0.83% 39,438 SH
43 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $2.7M 0.81% 5,508 SH
44 NATURAL RESOURCE PARTNERS LP NRP 63900P608 $2.4M 0.72% 19,330 SH
45 STRATEGIC ED INC STRA 86272C103 $2.3M 0.71% 28,627 SH
46 BRAZIL POTASH CORP GRO 10586A108 $2.3M 0.69% 891,033 SH
47 PHOENIX ED PARTNERS INC PXED 718968100 $2.1M 0.64% 67,817 SH
48 FLAGSTAR BANK NATIONAL ASSOC FLG 649445400 $1.8M 0.56% 139,902 SH
49 MDA SPACE LTD MDA 55293N109 $1.7M 0.53% 68,527 SH
50 AFFILIATED MANAGERS GROUP AMG 008252108 $1.7M 0.52% 6,101 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $328.0M 65 0001977794-26-000005
2025-12-31 2026-02-06 $181.1M 35 0001977794-26-000003