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Bastion Asset Management Inc.: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1977794) · Explore on the interactive board

Bastion Asset Management Inc. disclosed 54 US equity positions worth $294.8m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 10, 2026). Its largest position is HPE at 5.5% of the reported book, followed by VTRS, RNG. The top ten holdings are 42.1% of the book, and the portfolio behaves like about 35 equal-weight positions. Versus the prior filing it opened 26 new positions, added to 14, reduced 14 and exited 25. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$294.8mreported US equity book
54positions
5.5%largest position
42.1%top 10 weight
35.13effective positions (1/HHI)
2quarters on file since Q1 2026

What does Bastion Asset Management Inc. own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 26 new, 14 added, 14 reduced, 25 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 HPE HEWLETT PACKARD ENTERPRISE C Technology 5.5%$16.2m367,691 new
2 VTRS VIATRIS INC Healthcare 5.5%$16.2m1,052,647 -34% reduced
3 RNG RINGCENTRAL INC Technology 4.6%$13.5m355,446 53% added
4 IAG IAMGOLD CORP Basic Materials 4.5%$13.1m861,060 145% added
5 JBTM JBT MAREL CORPORATION Industrials 4.4%$13.0m96,138 43% added
6 AHCO ADAPTHEALTH CORP Healthcare 4.0%$11.7m1,148,094 107% added
7 ANGO ANGIODYNAMICS INC Healthcare 3.7%$10.8m923,270 -30% reduced
8 STRA STRATEGIC ED INC Consumer Defensive 3.6%$10.5m142,237 397% added
9 THRM GENTHERM INC Consumer Cyclical 3.3%$9.6m288,931 37% added
10 EEFT EURONET WORLDWIDE INC Technology 3.2%$9.5m136,837 247% added
11 AVGO BROADCOM INC Technology 3.2%$9.3m25,487 new
12 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3.0%$8.8m191,674 new
13 ZETA ZETA GLOBAL HOLDINGS CORP Technology 2.7%$7.9m417,329 295% added
14 OMCL OMNICELL COM Healthcare 2.6%$7.7m191,352 45% added
15 CAE CAE INC Industrials 2.6%$7.6m284,801 177% added
16 CVEO CIVEO CORP CDA Consumer Cyclical 2.4%$7.2m216,898 new
17 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 2.3%$6.8m209,180 new
18 COO COOPER COS INC Healthcare 2.2%$6.5m95,003 25% added
19 KLAR KLARNA GROUP PLC Financial Services 2.1%$6.3m334,295 -15% reduced
20 LOVE LOVESAC CO 1.8%$5.4m344,484 -3% reduced
21 TMDX TRANSMEDICS GROUP INC Healthcare 1.7%$5.1m79,452 43% added
22 METC RAMACO RES INC Basic Materials 1.7%$4.9m351,659 new
23 MIR MIRION TECHNOLOGIES INC Industrials 1.6%$4.7m272,545 -30% reduced
24 WOR WORTHINGTON ENTERPRISES INC Industrials 1.5%$4.5m86,136 new
25 KWR QUAKER HOUGHTON Basic Materials 1.5%$4.3m29,158 -34% reduced
26 FIVN FIVE9 INC Technology 1.4%$4.2m207,483 new
27 AIOT POWERFLEET INC Technology 1.4%$4.0m1,136,609 -42% reduced
28 HOS HELIX ENERGY SOLUTIONS GRP I 1.4%$4.0m474,317 -47% reduced
29 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1.4%$4.0m111,326 new
30 GXO GXO LOGISTICS INCORPORATED Industrials 1.3%$3.9m79,661 new
31 HNI HNI CORP Consumer Cyclical 1.3%$3.8m103,713 new
32 DLO DLOCAL LTD Technology 1.2%$3.6m290,156 new
33 FLO FLOWERS FOODS INC Consumer Defensive 1.2%$3.4m451,895 new
34 NOW SERVICENOW INC Technology 1.1%$3.3m34,692 118% added
35 NOA NORTH AMERN CONSTR GROUP LTD Energy 1.1%$3.1m213,316 -47% reduced
36 PLTK PLAYTIKA HLDG CORP Communication Services 1.0%$2.9m817,249 new
37 LEGH LEGACY HOUSING CORP 1.0%$2.9m116,246 new
38 OPRA OPERA LTD Communication Services 0.9%$2.6m141,304 new
39 FLR FLUOR CORP Industrials 0.8%$2.4m48,446 new
40 MAN MANPOWERGROUP INC WIS Industrials 0.8%$2.3m73,197 new
41 UBER UBER TECHNOLOGIES INC Technology 0.7%$2.2m32,020 new
42 CHYM CHIME FINL INC Technology 0.7%$2.1m110,027 new
43 GSM FERROGLOBE PLC Basic Materials 0.7%$2.1m604,639 -34% reduced
44 TRIP TRIPADVISOR INC Consumer Cyclical 0.7%$2.0m157,917 new
45 VVX V2X INC Industrials 0.6%$1.9m25,889 -79% reduced
46 CSGP COSTAR GROUP INC Real Estate 0.6%$1.9m67,716 new
47 VNT VONTIER CORPORATION Technology 0.6%$1.9m66,336 new
48 OXY OCCIDENTAL PETE CORP Energy 0.6%$1.7m36,269 new
49 GRO BRAZIL POTASH CORP 0.6%$1.7m1,583,966 78% added
50 CGNT COGNYTE SOFTWARE LTD Technology 0.6%$1.6m195,592 -1% reduced

What did Bastion Asset Management Inc. sell? Positions exited since the previous filing

StockPrior weightPrior value
GPC GENUINE PARTS CO10.9%$17.0m
VPG VISHAY PRECISION GROUP INC6.3%$9.8m
ICFI ICF INTL INC6.2%$9.7m
IP INTERNATIONAL PAPER CO5.6%$8.7m
VZLA VIZSLA SILVER CORP5.6%$8.7m
PTON PELOTON INTERACTIVE INC4.5%$7.0m
GDYN GRID DYNAMICS HLDGS INC4.4%$6.9m
BEN FRANKLIN RESOURCES INC4.3%$6.7m
BAND BANDWIDTH INC4.2%$6.6m
MGM MGM RESORTS INTERNATIONAL4.0%$6.2m
LRN STRIDE INC3.8%$5.9m
TFII TRANSFORCE INC3.4%$5.4m
OUST OUSTER INC3.4%$5.3m
MNRO MONRO INC3.1%$4.8m
CDNL CARDINAL INFRASTRUCTURE GROU2.6%$4.0m
MCS MARCUS CORP DEL2.5%$3.9m
EXP EAGLE MATLS INC2.4%$3.8m
TRI4EUR THOMSON REUTERS CORP2.2%$3.5m
GT GOODYEAR TIRE & RUBR CO1.8%$2.7m
CRCL CIRCLE INTERNET GROUP INC1.8%$2.7m
SPOT SPOTIFY TECHNOLOGY S A1.7%$2.7m
NRP NATURAL RESOURCE PARTNERS LP1.5%$2.4m
PXED PHOENIX ED PARTNERS INC1.3%$2.1m
FLG FLAGSTAR BANK NATIONAL ASSOC1.2%$1.8m
MDA MDA SPACE LTD1.1%$1.7m

Sector mix

SectorWeight
Technology26.9%
Healthcare22.3%
Industrials14.3%
Consumer Cyclical10.7%
Basic Materials8.3%
Consumer Defensive4.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202654$294.8m
Q1 202665$328.0m

How concentrated is Bastion Asset Management Inc.'s portfolio?

Across every quarter Bastion Asset Management Inc. has filed, its median largest position is 5.9% of the book and its median top-ten weight is 38.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 37.0 completed holding spells, the median lasted 1.0 quarters; 54.0 positions are still open and their final length is unknown.