13F

Investor

Regal Partners Ltd

CIK 0001577774 · filed 2026-05-15 · SEC filing

13F book

$1.84B

Positions

106

43 new · 34 sold

Largest name

11.4%

Newmont Corp

Est. mark

−$3.6M

Price effect on 63 names still held. Flow $108.7M.
NameTickerSharesValueWeightEst. markChange
Newmont Corp1.94M$210M11.4%$16.3MCut$3.21M
Freeport-Mcmoran IncFCX2.44M$143.2M7.8%$19.5MCut−$18.9M
Apollo Global Mgmt Inc1.27M$141.5M7.7%−$33MAdded−$1.71M
Teck Resources Ltd2.51M$130M7.1%$9.7MCut−$38.6M
Bank America Corp2.63M$128.3M7.0%−$14.3MAdded$2.43M
Royalty Pharma PLCRPRX2.62M$125.9M6.8%$24.5MCut$23.9M
Sanofi Sa2.55M$122.6M6.7%−$535.3KAdded$30M
Wynn Resorts LtdWYNN897.6K$91.2M5.0%−$15.1MAdded−$5.79M
Union Pac Corp272.6K$66.1M3.6%$3.07MAdded$3.3M
Truist Finl Corp1.19M$54.9M3.0%−$2.97MAdded$9.75M
Wells Fargo Co New663.6K$52.8M2.9%−$8.22MAdded−$3.52M
Alphabet Inc159.9K$45.9M2.5%−$4.31MCut−$5.96M
Schwab Charles Corp355.5K$33.4M1.8%New
Cameco CorpCCJ277.2K$30.1M1.6%$4.75MCut−$4.29M
Kinross Gold Corp805K$24.6M1.3%$1.88MAdded$2.09M
Alcoa CorpAA356.3K$23.6M1.3%$704.2KAdded$20.8M
Disney Walt Co230.3K$22.2M1.2%New
Nucor CorpNUE121.9K$20.6M1.1%$115.6KAdded$17.5M
Amazon Com IncAMZN98.9K$20.6M1.1%−$2.21MAdded−$1.99M
Gold Royalty Corp5.71M$20.4M1.1%−$3.08MHeld
Nano Nuclear Energy Inc.NNE978.2K$20M1.1%−$3.45MCut−$3.5M
Exxon Mobil Corp112.4K$19.1M1.0%New
Barrick Mng Corp455.6K$18.6M1.0%−$1.26MCut−$17.7M
Agnico Eagle Mines LtdAEM87.2K$17.7M1.0%$2.91MAdded$2.93M
Ge Healthcare Technologies I231.6K$16.5M0.9%−$2.46MAdded−$2.16M
Hudbay Minerals Inc.HBM728.8K$15.2M0.8%$357KAdded$8.48M
B2gold CorpBTG3.23M$14.6M0.8%$27.4KAdded$8.44M
Steel Dynamics IncSTLD79.5K$14.3M0.8%$230.6KAdded$10.6M
Chevron Corp NewCVX69.1K$14.3M0.8%New
Tradeweb Mkts Inc106.4K$12.5M0.7%$1.07MAdded$1.14M
Sprott Inc.SII82.9K$11.8M0.6%$3.73MCut$1.77M
Southern Copper Corp/SCCO63K$10.8M0.6%$1.8MCut−$4.67M
Equinox Gold Corp.EQX633.5K$9.16M0.5%$266.1KHeld
Albemarle Corp47.4K$8.51M0.5%$1.13MAdded$4.33M
Denison Mines Corp.DNN2.09M$7.36M0.4%$726.3KAdded$5.14M
Inspire Med Sys Inc135.8K$7M0.4%−$5.52MCut−$12.5M
Taseko Mines Ltd1M$6.45M0.4%$790KHeld
Vale S.A.VALE390.9K$6.22M0.3%New
ConocophillipsCOP44.4K$5.86M0.3%New
Franco Nev Corp23.2K$5.74M0.3%New
Salesforce, Inc.CRM28K$5.23M0.3%−$2.14MAdded−$2.01M
Peabody Energy CorpBTU157.3K$5.18M0.3%$511.4KCut−$1.12M
Uber Technologies, IncUBER70.7K$5.09M0.3%−$106.7KAdded$4.2M
Sharonai Holdings Inc202.4K$4.6M0.3%New
Iren Limited114.2K$3.92M0.2%−$398.6KCut−$1.43M
Viper Energy, Inc.VNOM75.1K$3.53M0.2%$628.1KHeld
Guidewire Software, Inc.GWRE22.9K$3.43M0.2%New
Meta Platforms, Inc.META5.81K$3.32M0.2%−$503.1KAdded−$452.8K
VNET Group, Inc.VNET368.9K$3.09M0.2%New
Duos Technologies Group, Inc.DUOT439.7K$3.02M0.2%New
Grab Holdings Limited729.6K$2.67M0.1%−$285.2KAdded$1.6M
Figure Technology Solutio70.7K$2.4M0.1%New
Comfort Sys Usa Inc1.66K$2.28M0.1%$738.5KCut$231.7K
Vaneck Etf Trust18.9K$2.27M0.1%$118.1KCut−$52.3K
Wheaton Precious Metals Corp.WPM15.1K$1.97M0.1%New
Vaneck Etf Trust20.4K$1.87M0.1%$122.3KCut−$1.18M
Brookdale Sr Living Inc132.4K$1.81M0.1%$289KAdded$732.3K
TKO Group Holdings, Inc.TKO8.23K$1.66M0.1%−$60.5KHeld
Kimbell Rty Partners Lp113K$1.64M0.1%$306.3KHeld
Iamgold CorpIAG86.2K$1.62M0.1%New
Cloudflare, Inc.NET7.58K$1.56M0.1%$13.8KAdded$1.27M
Or Royalties Inc.OR38.1K$1.45M0.1%$50KAdded$776.2K
Lumentum Hldgs Inc2.01K$1.41M0.1%New
Vertiv Holdings CoVRT5K$1.25M0.1%$221.4KAdded$847.9K
Ciena CorpCIEN3K$1.16M0.1%New
Woodward, Inc.WWD3.25K$1.16M0.1%$111.2KAdded$558.2K
Mp Materials Corp23.8K$1.15M0.1%New
Devon Energy Corp New22.2K$1.12M0.1%New
Applovin CorpAPP2.55K$1.02M0.1%−$703.9KCut−$4M
Life360 Inc21K$855.3K0.0%New
Borr Drilling LtdBORR147.1K$848.6K0.0%New
Warrior Met Coal, Inc.HCC8.86K$825K0.0%$44.1KCut−$2.84M
Cipher Mining IncCIFR57.2K$736.1K0.0%−$108.1KCut−$1.92M
Exelon CorpEXC15K$735.3K0.0%New
Coherent Corp.COHR3K$714.6K0.0%New
Pg&E Corp40.6K$713.7K0.0%New
Permian Resources CorpPR32K$682K0.0%New
Hycroft Mining Holding Corp19.3K$679.3K0.0%$220.6KCut−$6.8M
Transocean Ltd.RIG92.6K$613.9K0.0%New
Select Sector Spdr Tr3.7K$597.9K0.0%$24.4KCut−$1.13M
Comstock Inc.LODE180K$549K0.0%New
NexGen Energy Ltd.NXE45.8K$531.8K0.0%$110KCut−$1.35M
Formfactor IncFORM5.4K$523.9K0.0%$222.6KCut−$33.9K
FabrinetFN1K$521.5K0.0%New
Dave Inc2.98K$519K0.0%−$141.1KCut−$2.8M
Ftai Aviation Ltd2.11K$516.2K0.0%New
Quanta Svcs Inc937$514.4K0.0%New
Aar CorpAIR4.6K$504K0.0%New
Sterling Infrastructure, Inc.STRL1.23K$502.2K0.0%New
Matador Res Co7.93K$501.3K0.0%New
Sandisk CorpSNDK755$479.7K0.0%New
SharkNinja, Inc.SN4.18K$443.1K0.0%New
American Pub Ed Inc7.34K$417.4K0.0%$140KHeld
Marex Group LtdMRX7.67K$342.2K0.0%New
National Healthcare CorpNHC1.91K$304.4K0.0%New
Sitime CorpSITM835$288.4K0.0%New
SkyWater Technology, LLCSKYT9.69K$265.6K0.0%New
Sociedad Quimica Y Minera De3.19K$258.4K0.0%New
Sezzle Inc.SEZL3.97K$251.1K0.0%−$734Cut−$3.5M
Eog Res Inc1.64K$236.8K0.0%New
Nu Hldgs Ltd16.4K$235.5K0.0%−$38.8KCut−$3.14M
Spdr S&P 500 Etf Tr360$234.1K0.0%New
Symbotic Inc.SYM4K$212.8K0.0%−$25.2KHeld
Nebius Group N.V.NBIS2K$207.5K0.0%New
Elemental Rty Corp10.8K$203.5K0.0%New
Radiopharm Theranostics Ltd40.1K$172.6K0.0%−$36.9KCut−$302K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.