1y return+27.7%S&P 500 +20.9%
3y return+75.4%S&P 500 +68.5%
5y return+16.8%S&P 500 +74.5%
10y return+197.4%S&P 500 +256.5%
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.
$100 invested in its stock picks
Since June 30, 2016: $297 against $357 in the S&P 500.2
Regal Partners LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NEMNewmont Corp | $180.7M | 10.0% | |
| APOApollo Global Management Inc | $166.0M | 9.2% | +10.5% |
| BACBank of America Corp | $149.9M | 8.3% | |
| Royalty Pharma PLCCUSIP G7709Q104 | $137.3M | 7.6% | −6.7% |
| SCHWCharles Schwab Corp/The | $122.1M | 6.7% | +272.3% |
| SNYSanofi SA | $113.2M | 6.3% | +4.3% |
| FCXFreeport-McMoRan Inc | $109.0M | 6.0% | −28.8% |
| TECKTeck Resources Ltd | $101.1M | 5.6% | −32.3% |
| WYNNWynn Resorts Ltd | $87.2M | 4.8% | |
| DISWalt Disney Co/The | $76.0M | 4.2% | +242.8% |
| UNPUnion Pacific Corp | $74.4M | 4.1% | |
| WFCWells Fargo & Co | $68.7M | 3.8% | +25.3% |
| TFCTruist Financial Corp | $59.5M | 3.3% | |
| SHAZSharonAI Holdings Inc | $45.3M | 2.5% | +164.3% |
| VVisa Inc | $31.6M | 1.7% | New |
| HBMHudbay Minerals Inc | $21.3M | 1.2% | +24.0% |
| GROYGold Royalty Corp | $15.8M | 0.9% | |
| BTGB2Gold Corp | $14.8M | 0.8% | +22.5% |
| HCAHCA Healthcare Inc | $12.5M | 0.7% | New |
| AAAlcoa Corp | $11.1M | 0.6% | −40.5% |
| TWTradeweb Markets Inc | $10.9M | 0.6% | +2.7% |
| CCJCameco Corp | $10.1M | 0.6% | −64.1% |
| KGCKinross Gold Corp | $9.7M | 0.5% | −49.2% |
| ALBAlbemarle Corp | $9.6M | 0.5% | +49.3% |
| MPMP Materials Corp | $9.4M | 0.5% | +604.7% |
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 |
|---|---|---|---|
| AEMAgnico Eagle Mines Ltd | December 31, 2023 | +182.8% | $3.5M |
| HBMHudbay Minerals Inc | June 30, 2024 | +160.9% | $21.3M |
| SIISprott Inc | September 30, 2024 | +159.4% | $9.0M |
| CCJCameco Corp | March 31, 2025 | +147.5% | $10.1M |
| NEMNewmont Corp | December 31, 2023 | +125.7% | $180.7M |
| METAMeta Platforms Inc | September 30, 2023 | +87.6% | $3.4M |
| SCCOSouthern Copper Corp | March 31, 2025 | +86.5% | $3.6M |
| Royalty Pharma PLCCUSIP G7709Q104 | March 31, 2024 | +84.6% | $137.3M |
| BACBank of America Corp | December 31, 2023 | +69.2% | $149.9M |
| WFCWells Fargo & Co | December 31, 2023 | +67.9% | $68.7M |
Sold off last quarter
- GOOGAlphabet Inc was $45.9M
- AMZNAmazon.com Inc was $20.6M
- Exxon Mobil CorpCUSIP 30231G102 was $19.1M
- BBarrick Mining Corp was $18.6M
- GEHCGE HealthCare Technologies Inc was $16.5M
- CVXChevron Corp was $14.3M
- INSPInspire Medical Systems Inc was $7.0M
- Taseko Mines LtdCUSIP 876511106 was $6.5M
- VALEVale SA was $6.2M
- COPConocoPhillips was $5.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.8% | +14.8% |
| March 31, 2026 | +0.4% | −4.6% |
| December 31, 2025 | +11.1% | +2.4% |
| September 30, 2025 | +12.5% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −2.6% | +2.1% |
| September 30, 2024 | +6.8% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +8.4% | +8.3% |
| March 31, 2023 | +18.2% | +7.0% |
| December 31, 2022 | −3.5% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −26.2% | −16.5% |
| March 31, 2022 | −10.4% | −4.9% |
| December 31, 2021 | −5.9% | +10.7% |
| September 30, 2021 | −10.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Regal Partners Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1577774&type=13F-HR&dateb=&owner=include&count=40CIK 1577774
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1577774/000157777426000008/Filed August 14, 2026 · accession 0001577774-26-000008