SEC Form 13F · Q2 2026

Regatta Research & Money Management

Institutional Holdings Report

13F-HRLA
$105.7M
Portfolio Value
3,120
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Regatta Research & Money Management
CIK
2137529
Accession No.
0002137529-26-000001
Location
METAIRIE, LA
Form Type
13F-HR
Portfolio Value
$105.7M
Holdings Reported
3,120
Reporting Period
Q2 2026
Filed
August 12, 2026

About this Filing

Regatta Research & Money Management is an institutional investment manager based in METAIRIE, LA reporting approximately $105.7M in 13(f) securities across 3,120 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.