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CIK: 0001896379
Total reported value
$265.0M
$265.0M
17 檔
57.6%
As reported in its official Q1 2024 Form 13F filing, Mount Capital Ltd's tracked investment portfolio stood at $265.0M with 17 total positions.
During Q1 2024, Mount Capital Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including WFC, NOMD, SCHW) accounted for 57.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Stock-Financials | 18.71% | -0.38% | — | |
| 2 | NOMD | Nomad Foods Limited | Stock-Other | 14.42% | +0.46% | +6.07% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 13.88% | -0.29% | — | |
| 4 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 8.79% | -2.79% | — | |
| 5 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 8.51% | +0.52% | +40.72% | |
| 6 | CARG | Cargurus Inc | Stock-Consumer Disc | 6.66% | — | -5.83% | |
| 7 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 6.46% | -0.01% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.32% | +0.32% | — | |
| 9 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 4.32% | +0.09% | — | |
| 10 | ALV | Autoliv Inc | Stock-Consumer Disc | 4.08% | — | — | |
| 11 | SPGI | S&p Global Inc | Stock-Financials | 2.07% | -0.20% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.05% | +0.31% | — | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 1.59% | +0.09% | -30.57% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.03% | — | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 0.97% | +0.04% | — | |
| 16 | STT | State Street CORP | Stock-Financials | 0.61% | +0.13% | — | |
| 17 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.58% | -3.28% | — |
According to official SEC Form 13F filings, Mount Capital Ltd reported a total U.S. public equity portfolio value of $265.0M across 17 disclosed positions in Q1 2024.
During Q1 2024, Mount Capital Ltd's top holdings by market value included WFC (18.7%)、NOMD (14.4%)、SCHW (13.9%). The largest single position, WFC, represented 18.7% of total portfolio value.
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In Q1 2024, Mount Capital Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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