MM
Mercato Management Legacy, LLC 13F Holdings & Recent Stock Buys (Q2 2026)
Mercato Management Legacy, LLCCIK: 0002113675
Concentrated strategyLong-term holder
Total reported value
$56.7M
Reporting period: 2026-06-30 · Number of holdings: 1
Mercato Management Legacy, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $56.7M and a quarterly turnover rate of 4.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 4.44
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged MNTN
0.0% $2.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MNTN | Mntn Inc-a | Stock-Other | 100.00% | — | — |
Portfolio Performance
Performance for Q3 2026
+40.3%
Performance Last 4 Quarters
+40.3%
Based on 3 months of available history
- Stdev
- +89.3%
- Beta
- +13.79
- Alpha
- +79%
- Max Drawdown
- 0%
- Annualized Perf
- +287.4%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +33.84
- Stutzer
- —
- Treynor
- +0.12
- Sterling
- —
- Calmar
- —
- Information Ratio
- +1.91
- Tracking Error
- +83.1%
- Stdev Down
- +4.9%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.87
- Sharpe
- +1.85
- Stdev Sectors
- —
- Skewness
- +0.7
- Kurtosis
- -1.5
- Upside Potential
- +35.84
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MNTN | Mntn Inc-a | — | — | Unchanged |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Mercato Management Legacy, LLC and what type of investor is it?
Mercato Management Legacy, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $56.7M, spread across 1 disclosed positions.
What are Mercato Management Legacy, LLC's largest equity positions?
Based on the latest 13F filing, Mercato Management Legacy, LLC's top holdings by market value are:
1. Mntn Inc-a (MNTN) — $56.7M (100.0%)
What changes did Mercato Management Legacy, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Mercato Management Legacy, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Mercato Management Legacy, LLC focus on?
Sector breakdown data is not yet available for Mercato Management Legacy, LLC. Check back after the next 13F processing cycle.
Investment Profile
Mercato Management Legacy, LLC returned an annualized 287.4% over the trailing 3 months — outperforming the S&P 500 by 79.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 13.79 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
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Developer Access
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