MC

Mount Capital Ltd

ContrarianQuality / disciplined sizingSector-focused

Total reported value

$248.2M

Reporting period: 2026-03-31 · Number of holdings: 18

Mount Capital Ltd disclosed 18 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $248.2M and a quarterly turnover rate of 25.6%.

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Personality snowflake

Concentration
38.68
Portfolio Stability
25.64
Momentum/Contrarian
0
Sector conviction
85.98
Diversification
36
Sizing Uniformity
91.15

Recent moves

  • Trim SCHW

    -12.2%　-$9.1M

  • Trim CCK

    -19.2%　-$7.7M

  • Trim WFC

    0.0%　-$5.9M

  • Trim NOMD

    0.0%　-$5.2M

  • Trim OPTU

    0.0%　-$1.4M

  • Add KMX

    0.0%　$1.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHWSchwab (charles) CORPStock-Financials17.43%-3.74%-12.24%
2WFCWells Fargo & CoStock-Financials13.83%-2.41%—
3CCKCrown Holdings INCStock-Consumer Disc11.51%-3.16%-19.19%
4CHTRCharter Communications Inc-aStock-Comm Services8.58%+0.26%—
5MRNAModerna INCStock-Healthcare8.09%+8.09%NEW
6LBRDKLiberty Broadband-cStock-Comm Services7.31%+0.23%—
7NOMDNomad Foods LimitedStock-Other6.89%-2.10%—
8KMXCarmax INCStock-Consumer Disc6.88%+0.47%—
9SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth4.25%-0.21%—
10DCHDauch CorporationStock-Other3.77%+3.77%NEW
11IWMIshares Russell 2000 ETFETF-Small Cap2.31%+0.01%—
12OPTUOptimum Communications Inc-aStock-Comm Services2.04%-0.55%—
13SPGIS&p Global INCStock-Financials1.92%-0.45%—
14URTHIshares Msci World ETFETF-Other1.72%-0.06%—
15PMPhilip Morris InternationalStock-Consumer Staples1.50%+0.04%—
16KHCKraft Heinz Co/theStock-Consumer Staples0.96%-0.08%—
17DISWalt Disney Co/theStock-Comm Services0.54%-0.10%—
18STTState Street CORPStock-Financials0.47%-0.01%—

Holding changes this quarter

Mount Capital Ltd's most significant position changes for 2026-03-31: New buy: Moderna INC (MRNA); New buy: Dauch Corporation (DCH); Trim: Schwab (charles) CORP (SCHW) — shares -12.24%; Trim: Crown Holdings INC (CCK) — shares -19.19%.

Position changes disclosed by Mount Capital Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1KMXCarmax INC+0.5%—Unchanged
2CHTRCharter Communications Inc-a+0.3%—Unchanged
3LBRDKLiberty Broadband-c+0.2%—Unchanged
4PMPhilip Morris International0%—Unchanged
5IWMIshares Russell 2000 ETF0%—Unchanged
6STTState Street CORP0%—Unchanged
7URTHIshares Msci World ETF-0.1%—Unchanged
8KHCKraft Heinz Co/the-0.1%—Unchanged
9DISWalt Disney Co/the-0.1%—Unchanged
10SPYSs Spdr S&p 500 ETF Trust-us-0.2%—Unchanged
11SPGIS&p Global INC-0.5%—Unchanged
12OPTUOptimum Communications Inc-a-0.6%—Unchanged
13NOMDNomad Foods Limited-2.1%—Unchanged
14WFCWells Fargo & Co-2.4%—Unchanged
15CCKCrown Holdings INC-3.2%-19.19%Trim
16SCHWSchwab (charles) CORP-3.7%-12.24%Trim
17MRNAModerna INC—NEWNew buy
18DCHDauch Corporation—NEWNew buy

FAQ

What is Mount Capital Ltd and what type of investor is it?
Mount Capital Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $248.2M, spread across 18 disclosed positions.
What are Mount Capital Ltd's largest equity positions?
Based on the latest 13F filing, Mount Capital Ltd's top holdings by market value are: 1. Schwab (charles) CORP (SCHW) — $43.3M (17.4%) 2. Wells Fargo & Co (WFC) — $34.3M (13.8%) 3. Crown Holdings INC (CCK) — $28.6M (11.5%) 4. Charter Communications Inc-a (CHTR) — $21.3M (8.6%) 5. Moderna INC (MRNA) — $20.1M (8.1%)
What changes did Mount Capital Ltd make in its most recent portfolio filing?
In the latest reported quarter, Mount Capital Ltd made 4 notable position adjustments: 2 new positions were initiated, 0 existing holdings were added to, 2 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Moderna INC (MRNA); New buy: Dauch Corporation (DCH); Trim: Schwab (charles) CORP (SCHW) — shares -12.24%; Trim: Crown Holdings INC (CCK) — shares -19.19%
What sectors does Mount Capital Ltd focus on?
Mount Capital Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 41.5% • Communication Services: 22.8% • Consumer Discretionary: 22.7% • Health Care: 10.0% • Consumer Staples: 3.0%

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