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CIK: 0001896379
Total reported value
$265.0M
$265.0M
16 檔
68.2%
In Q3 2025, Mount Capital Ltd's U.S. equity holdings reached a combined market value of $265.0M, distributed across 16 disclosed stock positions.
In Q3 2025, Mount Capital Ltd adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, KMX, WFC) accounted for 68.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 19.06% | -0.29% | — | |
| 2 | KMX | Carmax Inc | Stock-Consumer Disc | 13.21% | +4.79% | +86.93% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 12.97% | -0.38% | — | |
| 4 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 10.73% | +0.52% | +11.81% | |
| 5 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 8.81% | -3.28% | +133.48% | |
| 6 | NOMD | Nomad Foods Limited | Stock-Other | 8.39% | +0.46% | — | |
| 7 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 8.22% | -2.79% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.87% | +0.32% | -32.78% | |
| 9 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 3.61% | -0.01% | — | |
| 10 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 3.36% | +0.09% | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.00% | +0.31% | — | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 1.96% | -0.20% | — | |
| 13 | URTH | Ishares Msci World ETF | ETF-Other | 1.55% | +0.09% | — | |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.31% | +0.04% | — | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.03% | — | |
| 16 | STT | State Street CORP | Stock-Financials | 0.39% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +5% | — | Unchanged |
| 2 | KMX | Carmax Inc | +4.6% | +86.93% | Add |
| 3 | CHTR | Charter Communications Inc-a | +4.1% | +133.48% | Add |
| 4 | CCK | Crown Holdings Inc | +2.8% | +11.81% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.5% | — | Unchanged |
| 6 | URTH | Ishares Msci World ETF | +0.3% | — | Trim |
| 7 | SPGI | S&p Global Inc | +0.1% | — | Trim |
| 8 | PM | Philip Morris International | 0% | — | Trim |
| 9 | OPTU | Optimum Communications Inc-a | — | — | Trim |
| 10 | DIS | Walt Disney Co/the | 0% | — | Trim |
| 11 | STT | State Street CORP | -0.2% | — | Trim |
| 12 | KHC | Kraft Heinz Co/the | -0.5% | — | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -32.78% | Trim |
| 14 | WFC | Wells Fargo & Co | -1.7% | — | Trim |
| 15 | LBRDK | Liberty Broadband-c | -1.8% | — | Trim |
| 16 | NOMD | Nomad Foods Limited | -2.9% | — | Unchanged |
| 17 | ALV | Autoliv Inc | — | EXIT | Sold out |
| 18 | CARG | Cargurus Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mount Capital Ltd reported a total U.S. public equity portfolio value of $265.0M across 16 disclosed positions in Q3 2025.
During Q3 2025, Mount Capital Ltd's top holdings by market value included SCHW (19.1%)、KMX (13.2%)、WFC (13.0%). The largest single position, SCHW, represented 19.1% of total portfolio value.
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Top Position Liquidated / Trimmed
ALV
前期市值: $15.6M
In Q3 2025, Mount Capital Ltd made 15 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 10 holdings, and fully liquidating 2 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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