Arkolith/Funds/Regal Partners Ltd

Regal Partners Ltd

CIK 1577774
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Regal Partners Ltd holds a focused book of 106 stocks worth $1.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Schwab (Charles) Corp and trimmed Newmont Corp. Their largest long position is Newmont Corp at 11% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
28
existing
Trimmed
27
reduced
Sold out
34
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
66%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Materials
41%
Financials
24%
Health Care
15%
Consumer Discretionary
7%
Industrials
4%
Information Technology
4%
Energy
3%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

106 positions
#SecurityValueShares% PortLast moveHistory
1Newmont Corp
COM
$210.0M1.94M
11.4%
−6.3%
Reduced · −131K sh
2Freeport-McMoRan Inc
CL B
$143.2M2.44M
7.8%
−24%
Reduced · −756K sh
3Apollo Global Management Inc
COM
$141.5M1.27M
7.7%
+28%
Added · +281K sh
4Teck Resources Ltd
CL B
$130.0M2.51M
7.1%
−29%
Reduced · −1.0M sh
5Bank of America Corp
COM
$128.3M2.63M
7.0%
+15%
Added · +343K sh
6Royalty Pharma PLC
SHS CLASS A
$125.9M2.62M
6.8%
−0.6%
Reduced · −16K sh
7Sanofi SA
SPONSORED ADR
$122.6M2.55M
6.7%
+33%
Added · +634K sh
8Wynn Resorts Ltd
COM
$91.2M897.6K
5.0%
+11%
Added · +92K sh
9Union Pacific Corp
COM
$66.1M272.6K
3.6%
+0.3%
Added · +950 sh
10Truist Financial Corp
COM
$54.9M1.19M
3.0%
+30%
Added · +277K sh
11Wells Fargo & Co
COM
$52.8M663.6K
2.9%
+9.8%
Added · +59K sh
12Alphabet Inc
CAP STK CL C
$45.9M159.9K
2.5%
−3.2%
Reduced · −5K sh
13Charles Schwab Corp
COM
$33.4M355.5K
1.8%
New
New position
14Cameco Corp
COM
$30.1M277.2K
1.6%
−26%
Reduced · −99K sh
15Kinross Gold Corp
COM
$24.6M805.0K
1.3%
+0.8%
Added · +7K sh
16Alcoa Corp
COM
$23.6M356.3K
1.3%
+567%
Added · +303K sh
17Walt Disney Co
COM
$22.2M230.3K
1.2%
New
New position
18Nucor Corp
COM
$20.6M121.9K
1.1%
+532%
Added · +103K sh
19Amazon.com Inc
COM
$20.6M98.9K
1.1%
+1.1%
Added · +1K sh
20Gold Royalty Corp
COMMON SHARES
$20.4M5.71M
1.1%
Held
21NANO Nuclear Energy Inc
COM
$20.0M978.2K
1.1%
−0.2%
Reduced · −2K sh
22Exxon Mobil Corp
COM
$19.1M112.4K
1.0%
New
New position
23Barrick Mining Corp
COM SHS
$18.6M455.6K
1.0%
−45%
Reduced · −378K sh
24Agnico Eagle Mines Ltd
COM
$17.7M87.2K
1.0%
+0.1%
Added · +79 sh
25GE HealthCare Technologies Inc
COMMON STOCK
$16.5M231.6K
0.9%
+1.9%
Added · +4K sh
26Hudbay Minerals Inc
COM
$15.2M728.8K
0.8%
+114%
Added · +389K sh
27B2Gold Corp
COM
$14.6M3.23M
0.8%
+136%
Added · +1.9M sh
28Steel Dynamics Inc
COM
$14.3M79.5K
0.8%
+264%
Added · +58K sh
29Chevron Corp
COM
$14.3M69.1K
0.8%
New
New position
30Tradeweb Markets Inc
CL A
$12.5M106.4K
0.7%
+0.6%
Added · +603 sh
31Sprott Inc
COM NEW
$11.8M82.9K
0.6%
−19%
Reduced · −20K sh
32Southern Copper Corp
COM
$10.8M63.0K
0.6%
−42%
Reduced · −45K sh
33Equinox Gold Corp
COM
$9.2M633.5K
0.5%
Held
34Albemarle Corp
COM
$8.5M47.4K
0.5%
+60%
Added · +18K sh
35Denison Mines Corp
COM
$7.4M2.09M
0.4%
+150%
Added · +1.3M sh
36Inspire Medical Systems Inc
COM
$7.0M135.8K
0.4%
−36%
Reduced · −76K sh
37Taseko Mines Ltd
COM
$6.5M1.00M
0.4%
Held
38Vale SA
SPONSORED ADS
$6.2M390.9K
0.3%
New
New position
39ConocoPhillips
COM
$5.9M44.4K
0.3%
New
New position
40Franco-Nevada Corp
COM
$5.7M23.2K
0.3%
New
New position
41Salesforce Inc
COM
$5.2M28.0K
0.3%
+2.5%
Added · +681 sh
42Peabody Energy Corp
COM
$5.2M157.3K
0.3%
−26%
Reduced · −55K sh
43Uber Technologies Inc
COM
$5.1M70.7K
0.3%
+548%
Added · +60K sh
44SharonAI Holdings Inc
COM CL A
$4.6M202.4K
0.3%
New
New position
45Iren Ltd
ORDINARY SHARES
$3.9M114.2K
0.2%
−19%
Reduced · −27K sh
46Viper Energy Inc
CL A
$3.5M75.1K
0.2%
Held
47Guidewire Software Inc
COM
$3.4M22.9K
0.2%
New
New position
48Meta Platforms Inc
CL A
$3.3M5.8K
0.2%
+1.5%
Added · +88 sh
49Vnet Group Inc
SPONSORED ADS A
$3.1M368.9K
0.2%
New
New position
50Duos Technologies Group Inc
COM
$3.0M439.7K
0.2%
New
New position
Showing 50 of 106 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026159$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 18, 2026154$1.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025124$1.4B13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025106$1.2B13F-HR
Q1 2025Mar 31, 2025May 13, 202581$976.4M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202597$987.7M13F-HR
Q3 2024Sep 30, 2024Nov 6, 202487$1.1B13F-HR
Q2 2024Jun 30, 2024Aug 2, 202479$965.5M13F-HR
Q1 2024Mar 31, 2024May 15, 202453$994.9M13F-HR/A
Q4 2023Dec 31, 2023May 15, 202445$940.2M13F-HR/A
Q3 2023Sep 30, 2023Nov 14, 202341$448.0M13F-HR
Q2 2023Jun 30, 2023Aug 15, 202333$462.2M13F-HR
Q1 2023Mar 31, 2023May 15, 202335$512.9M13F-HR
Q4 2022Dec 31, 2022Aug 16, 202337$427.9M13F-HR/A
Q3 2022Sep 30, 2022Aug 16, 202334$476.6M13F-HR/A
Q2 2022Jun 30, 2022Sep 9, 202232$588.3M13F-HR/A
Q1 2022Mar 31, 2022May 16, 202217$772.4M13F-HR
Q4 2021Dec 31, 2021Feb 14, 202214$833.7M13F-HR
Q3 2021Sep 30, 2021Nov 15, 202114$910.3M13F-HR
Amended / restated
  • Q1 2024 · filed May 13, 202413F-HR · superseded
  • Q4 2023 · filed Feb 9, 202413F-HR · superseded
  • Q4 2022 · filed Feb 15, 202313F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR · superseded
  • Q2 2022 · filed Aug 15, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.