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CIK: 0001896379
Total reported value
$265.0M
$265.0M
18 檔
55.7%
During the Q1 2026 filing period, Mount Capital Ltd (CIK: 0001896379) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $265.0M across 18 reported positions.
In Q1 2026, Mount Capital Ltd displayed an active expansion posture, initiating 2 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | Stock-Financials | 17.43% | -0.29% | -12.24% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 13.83% | -0.38% | — | |
| 3 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 11.51% | +0.52% | -19.19% | |
| 4 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 8.58% | -3.28% | — | |
| 5 | MRNA | Moderna Inc | Stock-Healthcare | 8.09% | +4.01% | — | |
| 6 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 7.31% | -2.79% | — | |
| 7 | NOMD | Nomad Foods Limited | Stock-Other | 6.89% | +0.46% | — | |
| 8 | KMX | Carmax Inc | Stock-Consumer Disc | 6.88% | +4.79% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.25% | +0.32% | — | |
| 10 | DCH | Dauch Corporation | Stock-Other | 3.77% | -3.77% | EXIT | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.31% | +0.31% | — | |
| 12 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 2.04% | +0.09% | — | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.92% | -0.20% | — | |
| 14 | URTH | Ishares Msci World ETF | ETF-Other | 1.72% | +0.09% | — | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.50% | +0.04% | — | |
| 16 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.96% | -0.01% | — | |
| 17 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.03% | — | |
| 18 | STT | State Street CORP | Stock-Financials | 0.47% | +0.13% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KMX | Carmax Inc | +0.5% | — | Unchanged |
| 2 | CHTR | Charter Communications Inc-a | +0.3% | — | Unchanged |
| 3 | LBRDK | Liberty Broadband-c | +0.2% | — | Unchanged |
| 4 | PM | Philip Morris International | 0% | — | Unchanged |
| 5 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 6 | STT | State Street CORP | 0% | — | Unchanged |
| 7 | URTH | Ishares Msci World ETF | -0.1% | — | Unchanged |
| 8 | KHC | Kraft Heinz Co/the | -0.1% | — | Unchanged |
| 9 | DIS | Walt Disney Co/the | -0.1% | — | Unchanged |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | — | Unchanged |
| 11 | SPGI | S&p Global Inc | -0.5% | — | Unchanged |
| 12 | OPTU | Optimum Communications Inc-a | -0.6% | — | Unchanged |
| 13 | NOMD | Nomad Foods Limited | -2.1% | — | Unchanged |
| 14 | WFC | Wells Fargo & Co | -2.4% | — | Unchanged |
| 15 | CCK | Crown Holdings Inc | -3.2% | -19.19% | Trim |
| 16 | SCHW | Schwab (charles) CORP | -3.7% | -12.24% | Trim |
| 17 | MRNA | Moderna Inc | — | NEW | New buy |
| 18 | DCH | Dauch Corporation | — | NEW | New buy |
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 2026.
During Q1 2026, Mount Capital Ltd's top holdings by market value included SCHW (17.4%)、WFC (13.8%)、CCK (11.5%). The largest single position, SCHW, represented 17.4% 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 terms of portfolio concentration, the top 5 core holdings (including SCHW, WFC, CCK) accounted for 55.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MRNA
市值: $20.1M
Top Position Liquidated / Trimmed
SCHW
前期市值: $52.4M
In Q1 2026, Mount Capital Ltd made 4 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 2 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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