Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $15.9M | 49.3% | +95.4% |
| HIVEHIVE Digital Technologies Ltd | $3.6M | 11.3% | New |
| HBMHudbay Minerals Inc | $2.7M | 8.2% | +9.4% |
| CCJCameco Corp | $2.3M | 7.0% | +13.3% |
| USARUSA Rare Earth Inc | $2.1M | 6.5% | New |
| UECUranium Energy Corp | $1.5M | 4.7% | +137.7% |
| ISOUIsoEnergy Ltd (Pre-Reincorporation) | $1.5M | 4.7% | +88.4% |
| NXENexgen Energy Ltd | $1.2M | 3.8% | +96.7% |
| BMMBlue Moon Metals Inc | $817K | 2.5% | New |
| Blue Moon Metals IncCUSIP 09570Q806 | $634K | 2.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HBMHudbay Minerals Inc | December 31, 2025 | +18.9% | $2.7M |
| CCJCameco Corp | December 31, 2025 | +11.3% | $2.3M |
| NXENexgen Energy Ltd | December 31, 2025 | +2.1% | $1.2M |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | December 31, 2025 | −0.8% | $15.9M |
| ISOUIsoEnergy Ltd (Pre-Reincorporation) | March 31, 2026 | −5.4% | $1.5M |
| UECUranium Energy Corp | December 31, 2025 | −8.7% | $1.5M |
Sold off last quarter
- SSRMSSR Mining Inc was $1.9M
- BBarrick Mining Corp was $1.7M
- TECKTeck Resources Ltd was $1.1M
- FCXFreeport-McMoRan Inc was $594K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −1.0% | +14.8% |
| March 31, 2026 | +5.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Acasta Partners UK LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2090007&type=13F-HR&dateb=&owner=include&count=40CIK 2090007
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2090007/000209000726000005/Filed July 6, 2026 · accession 0002090007-26-000005