Equal-WT
WhaleScore 2.0
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Regal Partners LTD is based out of Sydney, Nsw. Regal Partners LTD is a hedge fund with 7 clients and discretionary assets under management (AUM) of $944,308,411 (Form ADV from 2023-06-12). Their last reported 13F filing for Q4 2023 included $940,232,000 in managed 13F securities
and a top 10 holdings concentration of 65.63%. Regal Partners LTD's largest holding is Teck Resources Ltd with shares held of 3,526,843. Whalewisdom has at least 49 13F filings, and 1 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
FCX Freeport-McMoRan Cop | 8.3% |
APO Apollo Global Manage | 8.12% |
BAC Bank of America Corp | 7.24% |
WYNN Wynn Resorts Ltd | 6.23% |
WFC Wells Fargo & Co. ( | 5.12% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
KVUE Kenvue Inc | 9.04% |
CME CME Group Inc | 6.15% |
GEHC GE HealthCare Techno | 5% |
SLB Schlumberger Ltd. | 3.57% |
PINS Pinterest Inc | 3.55% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
TECK Teck Resources Ltd | 15.86% |
FCX Freeport-McMoRan Cop | 8.3% |
APO Apollo Global Manage | 8.12% |
BAC Bank of America Corp | 7.24% |
WYNN Wynn Resorts Ltd | 6.23% |
2023-12-31
13F Activity
Market Value | $0.94b, Prior: $448m |
New Purchases | 17 stocks |
Added To | 10 stocks |
Sold out of | 17 stocks |
Reduced holdings in | 12 stocks |
Top 10 Holdings % | 65.63% |
Turnover %[1] | 85% |
Turnover Alt %[2] | 15.53% |
Time Held Top 20 | 4.9 quarters |
Time Held Top 10 | 8.5 quarters |
Time Held All | 4.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31