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CIK: 0001896379
Total reported value
$265.0M
$265.0M
18 檔
68.5%
At the close of Q1 2025, Mount Capital Ltd disclosed equity holdings valued at approximately $265.0M, spread across 18 reported holdings.
In Q1 2025, Mount Capital Ltd displayed an active expansion posture, initiating 1 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WFC, SCHW, NOMD) accounted for 68.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | Stock-Financials | 14.63% | -0.38% | — | |
| 2 | SCHW | Schwab (charles) CORP | Stock-Financials | 14.04% | -0.29% | — | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 11.26% | +0.46% | — | |
| 4 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 9.98% | -2.79% | — | |
| 5 | KMX | Carmax Inc | Stock-Consumer Disc | 8.61% | +4.79% | — | |
| 6 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 7.97% | +0.52% | — | |
| 7 | ALV | Autoliv Inc | Stock-Consumer Disc | 5.04% | — | — | |
| 8 | CARG | Cargurus Inc | Stock-Consumer Disc | 4.92% | — | — | |
| 9 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 4.69% | -3.28% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.34% | +0.32% | — | |
| 11 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 4.07% | -0.01% | — | |
| 12 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 3.36% | +0.09% | — | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.89% | -0.20% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | +0.31% | — | |
| 15 | URTH | Ishares Msci World ETF | ETF-Other | 1.28% | +0.09% | — | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.28% | +0.04% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.03% | — | |
| 18 | STT | State Street CORP | Stock-Financials | 0.54% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CARG | Cargurus Inc | +4.9% | NEW | New buy |
| 2 | NOMD | Nomad Foods Limited | +0.7% | — | Unchanged |
| 3 | LBRDK | Liberty Broadband-c | +0.3% | — | Unchanged |
| 4 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 5 | OPTU | Optimum Communications Inc-a | — | — | Unchanged |
| 6 | CHTR | Charter Communications Inc-a | -0.1% | — | Unchanged |
| 7 | STT | State Street CORP | -0.1% | — | Unchanged |
| 8 | CCK | Crown Holdings Inc | -0.2% | — | Unchanged |
| 9 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 10 | SPGI | S&p Global Inc | -0.2% | — | Unchanged |
| 11 | URTH | Ishares Msci World ETF | -0.2% | — | Unchanged |
| 12 | IWM | Ishares Russell 2000 ETF | -0.3% | — | Unchanged |
| 13 | KHC | Kraft Heinz Co/the | -0.5% | — | Unchanged |
| 14 | SCHW | Schwab (charles) CORP | -0.6% | — | Unchanged |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | — | Unchanged |
| 16 | ALV | Autoliv Inc | -0.8% | — | Unchanged |
| 17 | WFC | Wells Fargo & Co | -1.1% | — | Unchanged |
| 18 | KMX | Carmax Inc | -1.3% | — | Unchanged |
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 Q1 2025.
During Q1 2025, Mount Capital Ltd's top holdings by market value included WFC (14.6%)、SCHW (14.0%)、NOMD (11.3%). The largest single position, WFC, represented 14.6% of total portfolio value.
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Top New Position Initiated
CARG
市值: $15.3M
In Q1 2025, Mount Capital Ltd made 1 total portfolio adjustments, initiating 1 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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