Mount Capital Ltd
13F Reported Value
ⓘ$248.2M
Holdings
18
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Mount Capital Ltd disclosed 18 positions worth $248.2M in its Form 13F-HR for Q1 2026, led by $SCHW (SCHWAB CHARLES CORP) at 17.4% of the equity portfolio, followed by $WFC and $CCK. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $MRNA. The portfolio is most concentrated in Financials (33.7% of disclosed assets). All figures are sourced directly from Mount Capital Ltd’s Form 13F-HR filing with the SEC under CIK 1896379.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 77.2#90
Quality
$43.3M460,278 sh - —
Quality
$34.3M431,246 sh - 61.9#780
Quality
$28.6M285,000 sh - 57.7
Quality
$21.3M98,661 sh - 15.9
Quality
$20.1M395,200 sh - 59.4
Quality
$18.1M360,485 sh - —
Quality
$17.1M1,778,381 sh - 54.1
Quality
$17.1M410,400 sh - —
Quality
$10.5M16,200 sh - 49.4
Quality
$9.3M1,576,500 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SCHWAB CHARLES CORP$SCHW | 77.2#90 | $43.3M | 460,278 |
 WELLS FARGO & COMPANY/MN$WFC | — | $34.3M | 431,246 |
 CROWN HOLDINGS, INC.$CCK | 61.9#780 | $28.6M | 285,000 |
 CHARTER COMMUNICATIONS, INC. /MO/$CHTR | 57.7 | $21.3M | 98,661 |
 Moderna, Inc.$MRNA | 15.9 | $20.1M | 395,200 |
 Liberty Broadband Corp$LBRDA | 59.4 | $18.1M | 360,485 |
 Nomad Foods Ltd$NOMD | — | $17.1M | 1,778,381 |
 CARMAX INC$KMX | 54.1 | $17.1M | 410,400 |
 SPDR S&P 500 ETF TRUST$SPY | — | $10.5M | 16,200 |
 Dauch Corp$DCH | 49.4 | $9.3M | 1,576,500 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mount Capital Ltd's 18 positions.
Showing top 10 of 18 holdings.
Sector Allocation
Financials
$83.5M
Communication Services
$45.8M
Industrials
$37.9M
Consumer Staples
$23.2M
Other
$20.5M
Healthcare
$20.1M
Consumer Discretionary
$17.1M
Full Holdings — Mount Capital Ltd (Q1 2026)
All 18 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SCHW | SCHWAB CHARLES CORP | $43.3M | 17.4% | -12% | 77.2 |
| 2 | $WFC | WELLS FARGO & COMPANY/MN | $34.3M | 13.8% | +0% | — |
| 3 | $CCK | CROWN HOLDINGS, INC. | $28.6M | 11.5% | -19% | 61.9 |
| 4 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $21.3M | 8.6% | +0% | 57.7 |
| 5 | $MRNA | Moderna, Inc. | $20.1M | 8.1% | NEW | 15.9 |
| 6 | $LBRDA | Liberty Broadband Corp | $18.1M | 7.3% | +0% | 59.4 |
| 7 | $NOMD | Nomad Foods Ltd | $17.1M | 6.9% | +0% | — |
| 8 | $KMX | CARMAX INC | $17.1M | 6.9% | +0% | 54.1 |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $10.5M | 4.3% | +0% | — |
| 10 | $DCH | Dauch Corp | $9.3M | 3.8% | NEW | 49.4 |
| 11 | — | ISHARES TR | $5.7M | 2.3% | +0% | — |
| 12 |  $OPTU | Optimum Communications, Inc. | $5.1M | 2.0% | +0% | 29.7 |
| 13 |  $SPGI | S&P Global Inc. | $4.8M | 1.9% | +0% | 79.4 |
| 14 | — | ISHARES INC | $4.3M | 1.7% | +0% | — |
| 15 |  $PM | Philip Morris International Inc. | $3.7M | 1.5% | +0% | 80.5 |
| 16 |  $KHC | Kraft Heinz Co | $2.4M | 1.0% | +0% | 42.5 |
| 17 |  $DIS | Walt Disney Co | $1.3M | 0.5% | +0% | 68.9 |
| 18 |  $STT | STATE STREET CORP | $1.2M | 0.5% | +0% | 61.5 |
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