Institutional
Mount Capital Ltd
CIK 0001896379
$248.2M
Reported AUM
18
Positions
Q1 2026
Period
2026-05-14
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHW | SCHWAB CHARLES CORP | $104.33 | -0.13% | 9.66% | 51.38% | $43.3M | 17.43% | — | HELD |
| 2 | WMT2 | WELLS FARGO CO | — | — | — | — | $34.3M | 13.83% | — | HELD |
| 3 | CCK | CROWN HLDGS INC | $118.37 | -1.16% | 23.50% | 14.90% | $28.6M | 11.51% | — | HELD |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | $142.00 | -2.20% | -46.35% | -82.61% | $21.3M | 8.58% | — | HELD |
| 5 | MRNA | MODERNA INC | $57.92 | 6.29% | 109.82% | -84.62% | $20.1M | 8.09% | — | HELD |
| 6 | LBRDK | LIBERTY BROADBAND CORP | $33.36 | -2.17% | -43.27% | -80.96% | $18.1M | 7.31% | — | HELD |
| 7 | NOMD | NOMAD FOODS LTD | $12.41 | -2.21% | -22.66% | -47.60% | $17.1M | 6.89% | — | HELD |
| 8 | KMX | CARMAX INC | $58.70 | -0.69% | 3.41% | -53.77% | $17.1M | 6.88% | — | HELD |
| 9 | SPY | SPDR S&P 500 ETF TR | $741.69 | 1.68% | 18.63% | 72.84% | $10.5M | 4.25% | — | HELD |
| 10 | DCH | DAUCH CORP | $5.86 | 5.97% | 35.96% | -33.93% | $9.3M | 3.77% | — | HELD |
| 11 | IWM | ISHARES TR | $292.59 | 1.39% | 37.55% | 37.83% | $5.7M | 2.31% | — | HELD |
| 12 | OPTU | OPTIMUM COMMUNICATIONS INC | $0.74 | -2.63% | -69.79% | -97.28% | $5.1M | 2.04% | — | HELD |
| 13 | SPGI | S&P GLOBAL INC | $415.00 | -1.11% | -18.94% | 2.88% | $4.8M | 1.92% | — | HELD |
| 14 | URTH | ISHARES INC | $202.98 | 1.91% | 21.92% | 66.35% | $4.3M | 1.72% | — | HELD |
| 15 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | 22.25% | 135.79% | $3.7M | 1.50% | — | HELD |
| 16 | KHC | KRAFT HEINZ CO | $26.38 | -4.49% | 2.70% | -7.14% | $2.4M | 0.96% | — | HELD |
| 17 | DIS | DISNEY WALT CO | $96.16 | -2.36% | -16.33% | -45.30% | $1.3M | 0.54% | — | HELD |
| 18 | STT | STATE STR CORP | $182.82 | 3.85% | 72.69% | 130.52% | $1.2M | 0.47% | — | HELD |
Source: SEC EDGAR · accession 0001896379-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.