☆Mount Capital Ltd
Quality Q
0.758
AUM ($M)
265
Positions
17
Turnover
0.11
Top-10 wt
91%
Herfindahl
0.105
History (qtrs)
6
Excess Return
—
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Holdings · 18 positions · portfolio value $265M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 17.1% | -0.3% | 45.4 | 492,178 | +31,900 | 5 | — |
| ☆WFC funds › | WELLS FARGO CO | HOLD | — | 13.4% | -0.4% | 35.6 | 431,246 | +0 | 5 | — |
| ☆MRNA funds › | MODERNA INC | ADD | — | 12.1% | +4.0% | 32.1 | 457,900 | +62,700 | 2 | — |
| ☆CCK funds › | CROWN HLDGS INC | HOLD | — | 12.0% | +0.5% | 31.9 | 285,000 | +0 | 5 | — |
| ☆KMX funds › | CARMAX INC | ADD | — | 11.7% | +4.8% | 30.9 | 584,800 | +174,400 | 5 | — |
| ☆NOMD funds › | NOMAD FOODS LTD | HOLD | — | 7.3% | +0.5% | 19.5 | 1,778,381 | +0 | 5 | — |
| ☆CHTR funds › | CHARTER COMMUNICATIONS INC N | HOLD | — | 5.3% | -3.3% | 14.0 | 98,661 | +0 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 4.6% | +0.3% | 12.1 | 16,200 | +0 | 5 | — |
| ☆LBRDK funds › | LIBERTY BROADBAND CORP | HOLD | — | 4.5% | -2.8% | 12.0 | 360,485 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 2.6% | +0.3% | 6.9 | 23,100 | +0 | 5 | — |
| ☆OPTU funds › | OPTIMUM COMMUNICATIONS INC | HOLD | — | 2.1% | +0.1% | 5.6 | 3,889,664 | +0 | 5 | — |
| ☆URTH funds › | ISHARES INC | HOLD | — | 1.8% | +0.1% | 4.8 | 23,725 | +0 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | HOLD | — | 1.7% | -0.2% | 4.6 | 11,220 | +0 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | HOLD | — | 1.5% | +0.0% | 4.1 | 22,547 | +0 | 5 | — |
| ☆KHC funds › | KRAFT HEINZ CO | HOLD | — | 0.9% | -0.0% | 2.5 | 106,380 | +0 | 5 | — |
| ☆STT funds › | STATE STR CORP | HOLD | — | 0.6% | +0.1% | 1.6 | 9,300 | +0 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | HOLD | — | 0.5% | -0.0% | 1.3 | 13,951 | +0 | 5 | — |
| ☆DCH funds › | DAUCH CORP | EXIT | — | 0.0% | -3.8% | 0.0 | 0 | -1,576,500 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 265 | 17 | 0.11 | 91% | 0.105 | 0.758 | — | in |
| 2026Q1 | 248 | 18 | 0.13 | 89% | 0.097 | 0.704 | — | in |
| 2025Q4 | 248 | 16 | 0.12 | 92% | 0.121 | 0.714 | — | in |
| 2025Q3 | 279 | 16 | 0.15 | 92% | 0.109 | 0.670 | — | in |
| 2025Q2 | 310 | 18 | 0.08 | 87% | 0.092 | 0.792 | — | entered |
| 2025Q1 | 310 | 18 | 0.00 | 85% | 0.090 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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