Mount Capital Ltd
Long book
$248.2M
Q1 2026
Positions
18
Top-10 weight
89%
concentration
Last quarter
+6.4%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsMount Capital Ltd is a concentrated fundamental stock-picker, running a $248.2M US long book across 18 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: SCHWAB (CHARLES) CORP, WELLS FARGO & CO, CROWN HOLDINGS INC, CHARTER COMMUNICATIONS INC-A, MODERNA INC.
Over the last 9 quarters its long book ran on average 3.3pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-3.2%
Q2 2024
+8.5%
Q3 2024
+4.1%
Q4 2024
+5.1%
Q1 2025
+7.0%
Q2 2025
-7.7%
Q3 2025
-3.8%
Q4 2025
-6.1%
Q1 2026
+6.4%
Sector allocation
Financials 35%
Communications 20%
Industrials 17%
Consumer staples 10%
Healthcare 9%
Consumer discretionary 7%
Services media 3%
Long book by quarter
What does Mount Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SCHW SCHWAB (CHARLES) CORP | Financials | 460.3K | $43.3M | 17.4% | -12.2% |
| WFC WELLS FARGO & CO | Financials | 431.2K | $34.3M | 13.8% | Held |
| CCK CROWN HOLDINGS INC | Industrials | 285.0K | $28.6M | 11.5% | -19.2% |
| CHTR CHARTER COMMUNICATIONS INC-A | Communications | 98.7K | $21.3M | 8.6% | Held |
| MRNA MODERNA INC | Healthcare | 395.2K | $20.1M | 8.1% | New |
| LBRDK LIBERTY BROADBAND-C | Communications | 360.5K | $18.1M | 7.3% | Held |
| NOMD NOMAD FOODS LTD | Consumer staples | 1.8M | $17.1M | 6.9% | Held |
| KMX CARMAX INC | Consumer discretionary | 410.4K | $17.1M | 6.9% | Held |
| DCH DAUCH CORPORATION | Industrials | 1.6M | $9.3M | 3.8% | New |
| OPTU OPTIMUM COMMUNICATIONS INC-A | Communications | 3.9M | $5.1M | 2.0% | Held |
| SPGI S&P GLOBAL INC | Services media | 11.2K | $4.8M | 1.9% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 22.5K | $3.7M | 1.5% | Held |
| KHC KRAFT HEINZ CO/THE | Consumer staples | 106.4K | $2.4M | 1.0% | Held |
| DIS WALT DISNEY CO/THE | Services media | 14.0K | $1.3M | 0.5% | Held |
| STT STATE STREET CORP | Financials | 9.3K | $1.2M | 0.5% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 18 | $248.2M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 16 | $247.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 16 | $278.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 18 | $310.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 18 | $310.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 17 | $281.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 18 | $285.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 9, 2024 | 18 | $249.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 17 | $237.2M | canonical | SEC ↗ |
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