Bastion Asset Management Inc. — 13F Holdings & Portfolio

CIK 1977794 · latest 13F-HR filed 2026-08-10

Bastion Asset Management Inc. manages $294.8M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are HPE (5.50%), VTRS (5.49%), RNG (4.56%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 26 new positions, exited 37, added to 13, and trimmed 13.

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.

Loading holdings…
AUM

$294.8M

Long-equity book

Holdings

54

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+26 / −37 / ↑13 / ↓13

vs 2026-03-31

Portfolio charts

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

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • STRATEGIC ED INC$8.1M +349.0%
  • EURONET WORLDWIDE INC$6.8M +250.5%
  • IAMGOLD CORP$6.8M +107.0%
  • ZETA GLOBAL HOLDINGS CORP$6.2M +377.2%
  • ADAPTHEALTH CORP$5.6M +90.3%
Show all 13 →

Top Trims

  • REGAL REXNORD CORPORATION-$10.0M -89.7%
  • V2X INC-$6.5M -77.6%
  • VIATRIS INC-$4.8M -22.7%
  • HELIX ENERGY SOLUTIONS GRP I-$4.5M -53.0%
  • ANGIODYNAMICS INC-$3.3M -23.6%
Show all 13 →

New Positions

  • HEWLETT PACKARD ENTERPRISE C$16.2M
  • BROADCOM INC$9.3M
  • ACADEMY SPORTS & OUTDOORS IN$8.8M
  • CIVEO CORP CDA$7.2M
  • TEVA PHARMACEUTICAL INDS LTD$6.8M
Show all 26 →

Exited Positions

  • GENUINE PARTS CO$17.0M
  • VISHAY PRECISION GROUP INC$9.8M
  • ICF INTL INC$9.7M
  • INTERNATIONAL PAPER CO$8.7M
  • VIZSLA SILVER CORP$8.7M
Show all 37 →
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 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $16.2M 5.50% 367,691 SH
2 VIATRIS INC VTRS 92556V106 $16.2M 5.49% 1,052,647 SH
3 RINGCENTRAL INC RNG 76680R206 $13.5M 4.56% 355,446 SH
4 IAMGOLD CORP IAG 450913108 $13.1M 4.45% 861,060 SH
5 JBT MAREL CORPORATION JBTM 477839104 $13.0M 4.41% 96,138 SH
6 ADAPTHEALTH CORP AHCO 00653Q102 $11.7M 3.98% 1,148,094 SH
7 ANGIODYNAMICS INC ANGO 03475V101 $10.8M 3.66% 923,270 SH
8 STRATEGIC ED INC STRA 86272C103 $10.5M 3.55% 142,237 SH
9 GENTHERM INC THRM 37253A103 $9.6M 3.25% 288,931 SH
10 EURONET WORLDWIDE INC EEFT 298736109 $9.5M 3.24% 136,837 SH
11 BROADCOM INC AVGO 11135F101 $9.3M 3.15% 25,487 SH
12 ACADEMY SPORTS & OUTDOORS IN ASO 00402L107 $8.8M 2.99% 191,674 SH
13 ZETA GLOBAL HOLDINGS CORP ZETA 98956A105 $7.9M 2.68% 417,329 SH
14 OMNICELL COM OMCL 68213N109 $7.7M 2.60% 191,352 SH
15 CAE INC CAE 124765108 $7.6M 2.59% 284,801 SH
16 CIVEO CORP CDA CVEO 17878Y207 $7.2M 2.44% 216,898 SH
17 TEVA PHARMACEUTICAL INDS LTD TEVA 881624209 $6.8M 2.30% 209,180 SH
18 COOPER COS INC COO 216648501 $6.5M 2.20% 95,003 SH
19 KLARNA GROUP PLC KLAR G5279N105 $6.3M 2.14% 334,295 SH
20 LOVESAC CO LOVE 54738L109 $5.4M 1.82% 344,484 SH
21 TRANSMEDICS GROUP INC TMDX 89377M109 $5.1M 1.73% 79,452 SH
22 RAMACO RES INC METC 75134P600 $4.9M 1.67% 351,659 SH
23 MIRION TECHNOLOGIES INC MIR 60471A101 $4.7M 1.59% 272,545 SH
24 WORTHINGTON ENTERPRISES INC WOR 981811102 $4.5M 1.53% 86,136 SH
25 QUAKER HOUGHTON KWR 747316107 $4.3M 1.45% 29,158 SH
26 FIVE9 INC FIVN 338307101 $4.2M 1.42% 207,483 SH
27 POWERFLEET INC AIOT 73931J109 $4.0M 1.37% 1,136,609 SH
28 HELIX ENERGY SOLUTIONS GRP I HLX 42330P107 $4.0M 1.37% 474,317 SH
29 RYAN SPECIALTY HOLDINGS INC RYAN 78351F107 $4.0M 1.35% 111,326 SH
30 GXO LOGISTICS INCORPORATED GXO 36262G101 $3.9M 1.31% 79,661 SH
31 HNI CORP HNI 404251100 $3.8M 1.30% 103,713 SH
32 DLOCAL LTD DLO G29018101 $3.6M 1.21% 290,156 SH
33 FLOWERS FOODS INC FLO 343498101 $3.4M 1.15% 451,895 SH
34 SERVICENOW INC NOW 81762P102 $3.3M 1.12% 34,692 SH
35 NORTH AMERN CONSTR GROUP LTD NOA 656811106 $3.1M 1.06% 213,316 SH
36 PLAYTIKA HLDG CORP PLTK 72815L107 $2.9M 1.00% 817,249 SH
37 LEGACY HOUSING CORP LEGH 52472M101 $2.9M 0.98% 116,246 SH
38 OPERA LTD OPRA 68373M107 $2.6M 0.90% 141,304 SH
39 FLUOR CORP FLR 343412102 $2.4M 0.81% 48,446 SH
40 MANPOWERGROUP INC WIS MAN 56418H100 $2.3M 0.79% 73,197 SH
41 UBER TECHNOLOGIES INC UBER 90353T100 $2.2M 0.75% 32,020 SH
42 CHIME FINL INC CHYM 16935C109 $2.1M 0.71% 110,027 SH
43 FERROGLOBE PLC GSM G33856108 $2.1M 0.70% 604,639 SH
44 TRIPADVISOR INC TRIP 896945201 $2.0M 0.69% 157,917 SH
45 V2X INC VVX 92242T101 $1.9M 0.64% 25,889 SH
46 COSTAR GROUP INC CSGP 22160N109 $1.9M 0.63% 67,716 SH
47 VONTIER CORPORATION VNT 928881101 $1.9M 0.63% 66,336 SH
48 OCCIDENTAL PETE CORP OXY 674599105 $1.7M 0.59% 36,269 SH
49 BRAZIL POTASH CORP GRO 10586A108 $1.7M 0.59% 1,583,966 SH
50 COGNYTE SOFTWARE LTD CGNT M25133105 $1.6M 0.56% 195,592 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $294.8M 54 0001977794-26-000007
2026-03-31 2026-05-05 $328.0M 65 0001977794-26-000005
2025-12-31 2026-02-06 $181.1M 35 0001977794-26-000003
Filer Information
Address
1470 PEEL STREET
SUITE 480
MONTREAL, Z4 H3A 1T1
Phone
(514) 316-0231
Filing Manager
Bastion Asset Management Inc.
Montreal, Z4
Signatory
Mathieu Boisvert
Chief Executive Officer