Mount Capital Ltd
Portfolio value QoQ: +6.8% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.64% Est. buys $16,558,310 · sells $9,348,645
Median holding: 5.0 quarters Tracked Q2 2025–Q2 2026 · 85.0% still held
Performance vs S&P 500
Annualized: -14.5% · S&P 500: +21.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHW | $45,413,264 | 17.14% | 492,178 | $2,156,338 | Up ×1 | ||
| WFC | $35,638,169 | 13.45% | 431,246 | $1,306,675 | |||
| MRNA | $32,066,737 | 12.10% | 457,900 | $11,990,577 | Up ×1 | ||
| CCK | $31,868,700 | 12.03% | 285,000 | $3,297,450 | |||
| KMX | $30,930,072 | 11.67% | 584,800 | $13,865,640 | Up ×1 | ||
| NOMD | $19,473,272 | 7.35% | 1,778,381 | $2,383,031 | |||
| CHTR | $14,030,581 | 5.30% | 98,661 | $-7,268,356 | |||
| SPY | $12,097,674 | 4.57% | 16,200 | $1,562,166 | |||
| LBRDK | $11,989,731 | 4.52% | 360,485 | $-6,142,665 | |||
| IWM | $6,940,395 | 2.62% | 23,100 | $1,211,595 | |||
| OPTU | $5,640,013 | 2.13% | 3,889,664 | $583,450 | |||
| URTH | $4,807,634 | 1.81% | 23,725 | $536,659 | |||
| SPGI | $4,569,457 | 1.72% | 11,220 | $-202,858 | |||
| PM | $4,078,978 | 1.54% | 22,547 | $351,057 | |||
| KHC | $2,512,696 | 0.95% | 106,380 | $120,210 | |||
| STT | $1,577,280 | 0.60% | 9,300 | $400,272 | |||
| DIS | $1,342,784 | 0.51% | 13,951 | $-1,813 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| KMX | Bought more | +174K | +$13.9M |
| MRNA | Bought more | +63K | +$12.0M |
| CHTR | Price move only | +0 | -$7.3M |
| LBRDK | Price move only | +0 | -$6.1M |
| CCK | Price move only | +0 | +$3.3M |
| NOMD | Price move only | +0 | +$2.4M |
| SCHW | Bought more | +32K | +$2.2M |
| SPY | Price move only | +0 | +$1.6M |
| WFC | Price move only | +0 | +$1.3M |
| IWM | Price move only | +0 | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.