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CIK: 0001896379
Total reported value
$265.0M
$265.0M
18 檔
55.9%
In Q2 2024, Mount Capital Ltd's U.S. equity holdings reached a combined market value of $265.0M, distributed across 18 disclosed stock positions.
During Q2 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, SCHW, NOMD) accounted for 55.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Stock-Financials | 18.22% | -0.38% | — | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 13.44% | -0.29% | — | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 11.74% | +0.46% | +1.72% | |
| 4 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 8.00% | -2.79% | — | |
| 5 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 7.95% | +0.52% | +4.67% | |
| 6 | CARG | Cargurus Inc | Stock-Consumer Disc | 7.18% | — | — | |
| 7 | ALV | Autoliv Inc | Stock-Consumer Disc | 5.38% | — | +55.95% | |
| 8 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 5.36% | -0.01% | — | |
| 9 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 4.73% | -3.28% | +729.28% | |
| 10 | KMX | Carmax Inc | Stock-Consumer Disc | 4.39% | +4.79% | — | |
| 11 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 3.21% | +0.09% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.60% | +0.32% | -50.62% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 2.06% | -0.20% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.88% | +0.31% | — | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 1.54% | +0.09% | — | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | +0.04% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | -0.03% | — | |
| 18 | STT | State Street CORP | Stock-Financials | 0.55% | +0.13% | — |
According to official SEC Form 13F filings, Mount Capital Ltd reported a total U.S. public equity portfolio value of $265.0M across 18 disclosed positions in Q2 2024.
During Q2 2024, Mount Capital Ltd's top holdings by market value included WFC (18.2%)、SCHW (13.4%)、NOMD (11.7%). The largest single position, WFC, represented 18.2% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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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