Acasta Partners UK
Acasta Partners UK reported 10 stocks worth $34.7M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are HYG (37.4%), OPI (24.8%) and HBM (15.2%). Compared with Q2 2026, the fund opened new positions in OPI and NFE, added to HBM, trimmed HYG and BMM and sold out of HIVE and BMM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  HYG Ishares TR | $13M | 37.4% | 168K | −31K (−15%) | 4 of 4 | |
| 2 |  OPI Office Pptys Income TR | $8.6M | 24.8% | 542K | New position | 1 of 4 | |
| 3 |  HBM Hudbay Minerals Inc | $5.3M | 15.2% | 197K | +85K (+76%) | 4 of 4 | |
| 4 |  CCJ Cameco Corp F | $1.9M | 5.5% | 22K | No change | 4 of 4 | |
| 5 |  USAR USA Rare Earth Inc | $1.4M | 4.0% | 98K | No change | 2 of 4 | |
| 6 |  UEC Uranium Energy Corp | $1.3M | 3.9% | 143K | No change | 4 of 4 | |
| 7 |  ISOU Isoenergy Ltd | $1.3M | 3.9% | 151K | No change | 3 of 4 | |
| 8 |  NXE Nexgen Energy Ltd | $1.2M | 3.5% | 132K | No change | 4 of 4 | |
| 9 |  BMM Blue Moon Metals Ord | $499K | 1.4% | 100K | −29K (−22%) | 2 of 4 | |
| 10 |  NFE New Fortress Energy Inc. | $183K | 0.5% | 29K | New position | 1 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 5, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Acasta Partners UK 13F FAQ
What does Acasta Partners UK own?
Acasta Partners UK reported 10 stocks worth $34.7M in its 13F filing for Q3 2026, filed Oct 5, 2026. Its largest holdings are HYG (37.4%), OPI (24.8%) and HBM (15.2%). The table above lists every position in the filing (the top 10 without an account).
What did Acasta Partners UK buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 1 added to, 2 trimmed and 2 sold out. New positions include OPI and NFE. It sold all of HIVE and BMM.
When will Acasta Partners UK file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Acasta Partners UK's portfolio worth?
The Q3 2026 filing reports $34.7M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.