13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001896379
Total reported value
$265.0M
$265.0M
16 檔
64.8%
At the close of Q4 2025, Mount Capital Ltd disclosed equity holdings valued at approximately $265.0M, spread across 16 reported holdings.
In Q4 2025, Mount Capital Ltd adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SCHW, WFC, CCK) accounted for 64.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 21.17% | -0.29% | -5.78% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 16.24% | -0.38% | — | |
| 3 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 14.67% | +0.52% | +13.92% | |
| 4 | NOMD | Nomad Foods Limited | Stock-Other | 8.99% | +0.46% | — | |
| 5 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 8.32% | -3.28% | +10.53% | |
| 6 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 7.08% | -2.79% | — | |
| 7 | KMX | Carmax Inc | Stock-Consumer Disc | 6.41% | +4.79% | -50.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.46% | +0.32% | — | |
| 9 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 2.59% | +0.09% | — | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 2.37% | -0.20% | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.30% | +0.31% | — | |
| 12 | URTH | Ishares Msci World ETF | ETF-Other | 1.78% | +0.09% | — | |
| 13 | PM | Philip Morris International | Stock-Consumer Staples | 1.46% | +0.04% | — | |
| 14 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.04% | -0.01% | -72.44% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.03% | — | |
| 16 | STT | State Street CORP | Stock-Financials | 0.48% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CCK | Crown Holdings Inc | +3.9% | +13.92% | Add |
| 2 | WFC | Wells Fargo & Co | +3.3% | — | Unchanged |
| 3 | SCHW | Schwab (charles) CORP | +2.1% | -5.78% | Trim |
| 4 | NOMD | Nomad Foods Limited | +0.6% | — | Unchanged |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | — | Unchanged |
| 6 | SPGI | S&p Global Inc | +0.4% | — | Unchanged |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | — | Unchanged |
| 8 | URTH | Ishares Msci World ETF | +0.2% | — | Unchanged |
| 9 | PM | Philip Morris International | +0.2% | — | Unchanged |
| 10 | STT | State Street CORP | +0.1% | — | Unchanged |
| 11 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 12 | CHTR | Charter Communications Inc-a | -0.5% | +10.53% | Add |
| 13 | OPTU | Optimum Communications Inc-a | -0.8% | — | Unchanged |
| 14 | LBRDK | Liberty Broadband-c | -1.1% | — | Unchanged |
| 15 | KHC | Kraft Heinz Co/the | -2.6% | -72.44% | Trim |
| 16 | KMX | Carmax Inc | -6.8% | -50.00% | Trim |
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 Q4 2025.
During Q4 2025, Mount Capital Ltd's top holdings by market value included SCHW (21.2%)、WFC (16.2%)、CCK (14.7%). The largest single position, SCHW, represented 21.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
SCHW
前期市值: $53.1M
In Q4 2025, Mount Capital Ltd made 5 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.