Mountain Hill Investment Partners Corp.
Long book
$169.0M
Q1 2026
Positions
205
Top-10 weight
57%
concentration
Last quarter
+10.6%
SPY +14.8%
Turnover
31%
of book per quarter
Strategy in plain words
auto-generated from filingsMountain Hill Investment Partners Corp. is an institutional manager, running a $169.0M US long book across 205 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: FIDELITY TOTAL BOND ETF, VISTRA CORP, NVIDIA CORP, ISHARES CORE S&P 500 ETF, EVERPURE INC-A.
Over the last 6 quarters its long book ran on average 3pp per quarter ahead of the S&P 500, beating the index in 5 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.5%
Q1 2025
+13.2%
Q2 2025
+17.4%
Q3 2025
+4.1%
Q4 2025
+1.9%
Q1 2026
+10.6%
Sector allocation
Technology 37%
Utilities 18%
Industrials 18%
Consumer staples 9%
Other 7%
Consumer discretionary 7%
Financials 2%
Healthcare 1%
Long book by quarter
What does Mountain Hill own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| VST VISTRA CORP | Utilities | 74.6K | $11.2M | 6.6% | +67.8% |
| NVDA NVIDIA CORP | Technology | 63.5K | $11.1M | 6.5% | +36.0% |
| P EVERPURE INC-A | Technology | 169.2K | $10.0M | 5.9% | +59.9% |
| CRM SALESFORCE INC | Technology | 47.6K | $8.9M | 5.3% | +100.2% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 82.0K | $8.1M | 4.8% | -14.1% |
| CEG CONSTELLATION ENERGY | Utilities | 25.8K | $7.2M | 4.3% | New |
| AAL AMERICAN AIRLINES GROUP INC | Industrials | 645.4K | $6.9M | 4.1% | +21413.3% |
| AMCR AMCOR PLC | Other | 174.1K | $6.9M | 4.1% | New |
| MSFT MICROSOFT CORP | Technology | 18.3K | $6.8M | 4.0% | +2994.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 30.9K | $6.4M | 3.8% | +0.1% |
| GIS GENERAL MILLS INC | Consumer staples | 163.4K | $6.1M | 3.6% | +1.7% |
| CPB THE CAMPBELL'S COMPANY | Consumer staples | 138.9K | $3.1M | 1.8% | New |
| AZ A2Z CUST2MATE SOLUTIONS CORP | Industrials | 372.2K | $2.5M | 1.5% | +51.2% |
| BGC BGC GROUP INC-A | Financials | 97.2K | $950K | 0.6% | -52.1% |
| GS GOLDMAN SACHS GROUP INC | Financials | 800 | $677K | 0.4% | Held |
| ABBV ABBVIE INC | Healthcare | 2.7K | $577K | 0.3% | -4.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.1K | $418K | 0.2% | +13.9% |
| ORCL ORACLE CORP | Technology | 2.4K | $347K | 0.2% | +110.7% |
| DIS WALT DISNEY CO/THE | Services media | 3.3K | $322K | 0.2% | +31.9% |
| VTRS VIATRIS INC | Healthcare | 14.3K | $193K | 0.1% | Held |
| AJG ARTHUR J GALLAGHER & CO | Financials | 700 | $152K | 0.1% | Held |
| BN BROOKFIELD CORP | Real estate | 3.6K | $145K | 0.1% | Held |
| LOW LOWE'S COS INC | Consumer discretionary | 555 | $131K | 0.1% | Held |
| BA BOEING CO/THE | Industrials | 652 | $130K | 0.1% | -3.7% |
| AAPL APPLE INC | Technology | 508 | $129K | 0.1% | -52.7% |
| GOOGL ALPHABET INC-CL A | Technology | 400 | $115K | 0.1% | -11.1% |
| ECL ECOLAB INC | Other | 300 | $80K | 0.0% | New |
| UBS UBS GROUP AG-REG | Financials | 2.0K | $78K | 0.0% | -75.0% |
| CAG CONAGRA BRANDS INC | Consumer staples | 4.6K | $72K | 0.0% | +46000.0% |
| AES AES CORP | Utilities | 5.0K | $70K | 0.0% | -37.5% |
| JBLU JETBLUE AIRWAYS CORP | Industrials | 14.0K | $62K | 0.0% | New |
| NKE NIKE INC -CL B | Other | 1.1K | $58K | 0.0% | Held |
| PEG PUBLIC SERVICE ENTERPRISE GP | Utilities | 700 | $57K | 0.0% | New |
| OMC OMNICOM GROUP | Services media | 730 | $55K | 0.0% | New |
| DIN DINE BRANDS GLOBAL INC | Consumer discretionary | 2.0K | $52K | 0.0% | Held |
| ETR ENTERGY CORP | Utilities | 460 | $52K | 0.0% | Held |
| KKR KKR & CO INC | Financials | 540 | $50K | 0.0% | +25.6% |
| PAYX PAYCHEX INC | Services media | 530 | $49K | 0.0% | New |
| WH WYNDHAM HOTELS & RESORTS INC | Services media | 600 | $49K | 0.0% | New |
| NFLX NETFLIX INC | Services media | 500 | $48K | 0.0% | New |
| HD HOME DEPOT INC | Consumer discretionary | 145 | $48K | 0.0% | Held |
| DG DOLLAR GENERAL CORP | Consumer discretionary | 400 | $47K | 0.0% | Held |
| DPZ DOMINO'S PIZZA INC | Consumer discretionary | 130 | $47K | 0.0% | Held |
| PYPL PAYPAL HOLDINGS INC | Services media | 1.0K | $46K | 0.0% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 850 | $43K | 0.0% | -34.3% |
| CSCO CISCO SYSTEMS INC | Technology | 501 | $39K | 0.0% | +56.1% |
| LLY ELI LILLY & CO | Healthcare | 42 | $39K | 0.0% | New |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 77 | $37K | 0.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 120 | $36K | 0.0% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 145 | $33K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 1, 2026 | 205 | $169.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 219 | $139.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 220 | $114.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 177 | $119.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 2, 2025 | 177 | $102.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 183 | $98.2M | canonical | SEC ↗ |
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