Institutional Fund
Acasta Partners Uk LLP
London, United KingdomCIK 20900072 filings on record
Portfolio Value
$20.01M
Q1 2026
Holdings
10
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.4%
from $19.54M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr40.4%
- Hudbay Minerals Inc10.7%
- Cameco Corp10.6%
- Ssr Mining In9.4%
- Barrick Mng Corp8.3%
- Teck Resources Ltd5.4%
- Other15.1%
Portfolio Holdings
10 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 101.7K | $8.09M | 40.4% | +39.5K | Added |
| 2 | Hudbay Minerals Inc | 102.7K | $2.15M | 10.7% | +11.0K | Added |
| 3 | Cameco Corp | 19.5K | $2.12M | 10.6% | +3.5K | Added |
| 4 | Ssr Mining In | 64.0K | $1.88M | 9.4% | +64.0K | New |
| 5 | Barrick Mng Corp | 40.5K | $1.65M | 8.3% | −40.5K | Reduced |
| 6 | Teck Resources Ltd | 21.1K | $1.09M | 5.4% | +3.0K | Added |
| 7 | Isoenergy Ltd | 80.0K | $847.4K | 4.2% | +80.0K | New |
| 8 | Uranium Energy Corp | 60.0K | $810.0K | 4.0% | +17.0K | Added |
| 9 | Nexgen Energy Ltd | 67.0K | $777.2K | 3.9% | +25.0K | Added |
| 10 | Freeport-Mcmoran Inc | 10.1K | $593.6K | 3.0% | −90.8K | Reduced |