Latest Mount Capital Ltd Stock Portfolio
Mount Capital Ltd Performance:
2025 Q4: -3.68%YTD: -6.04%2024: 6.16%
Performance for 2025 Q4 is -3.68%, and YTD is -6.04%, and 2024 is 6.16%.
About Mount Capital Ltd and 13F Hedge Fund Stock Holdings
On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mount Capital Ltd reported an equity portfolio of $247.5 Millions as of 31 Dec, 2025.
The top stock holdings of Mount Capital Ltd are SCHW, WFC, CCK. The fund has invested 21.2% of it's portfolio in SCHWAB CHARLES CORP and 16.2% of portfolio in WELLS FARGO CO NEW.
They significantly reduced their stock positions in KRAFT HEINZ CO (KHC), CARMAX INC (KMX) and SCHWAB CHARLES CORP (SCHW). The fund showed a lot of confidence in some stocks as they added substantially to CROWN HLDGS INC (CCK) and CHARTER COMMUNICATIONS INC N (CHTR).
The top stock holdings of Mount Capital Ltd are SCHW, WFC, CCK. The fund has invested 21.2% of it's portfolio in SCHWAB CHARLES CORP and 16.2% of portfolio in WELLS FARGO CO NEW.
They significantly reduced their stock positions in KRAFT HEINZ CO (KHC), CARMAX INC (KMX) and SCHWAB CHARLES CORP (SCHW). The fund showed a lot of confidence in some stocks as they added substantially to CROWN HLDGS INC (CCK) and CHARTER COMMUNICATIONS INC N (CHTR).
Mount Capital Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Mount Capital Ltd made a return of -3.68% in the last quarter. In trailing 12 months, it's portfolio return was -6.04%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| crown hldgs inc | 13.92 |
| charter communications inc n | 10.53 |
Additions to existing portfolio by Mount Capital Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| kraft heinz co | -72.44 |
| carmax inc | -50.00 |
| schwab charles corp | -5.78 |
Mount Capital Ltd reduced stake in above stock
Sold off
Sector Distribution
Mount Capital Ltd has about 40.3% of it's holdings in Financial Services sector.
- Financial Services
- Others
- Consumer Cyclical
- Communication Services
- Consumer Defensive
| Sector | % |
|---|---|
| Financial Services | 40.3 |
| Others | 24.6 |
| Consumer Cyclical | 21.1 |
| Communication Services | 11.6 |
| Consumer Defensive | 2.5 |
Market Cap. Distribution
Mount Capital Ltd has about 72.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 72.8 |
| UNALLOCATED | 24.6 |
| SMALL-CAP | 2.6 |
Stocks belong to which Index?
About 58.1% of the stocks held by Mount Capital Ltd either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 58.1 |
| Others | 41.9 |
Mount Capital Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Mount Capital Ltd
Mount Capital Ltd has 16 stocks in it's portfolio. About 92.3% of the portfolio is in top 10 stocks. CHTR proved to be the most loss making stock for the portfolio. WFC was the most profitable stock for Mount Capital Ltd last quarter.
Last Reported on: 11 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACWV | ishares inc | 1.78 | 23,725 | 4,407,390 | unchanged | 0.00 | ||
| ATUS | optimum communications inc | 2.59 | 3,889,660 | 6,417,950 | unchanged | 0.00 | ||
| CCK | crown hldgs inc | 14.67 | 352,700 | 36,317,500 | added | 13.92 | ||
| CHTR | charter communications inc n | 8.32 | 98,661 | 20,595,500 | added | 10.53 | ||
| DIS | disney walt co | 0.64 | 13,951 | 1,587,200 | unchanged | 0.00 | ||
| IJR | ishares tr | 2.30 | 23,100 | 5,686,300 | unchanged | 0.00 | ||
| KHC | kraft heinz co | 1.04 | 106,380 | 2,579,720 | reduced | -72.44 | ||
| KMX | carmax inc | 6.41 | 410,400 | 15,857,900 | reduced | -50.00 | ||
| LBRDA | liberty broadband corp | 7.08 | 360,485 | 17,519,600 | unchanged | 0.00 | ||
| PM | philip morris intl inc | 1.46 | 22,547 | 3,616,540 | unchanged | 0.00 | ||
| SCHW | schwab charles corp | 21.17 | 524,478 | 52,400,600 | reduced | -5.78 | ||
| SPGI | s&p global inc | 2.37 | 11,220 | 5,863,460 | unchanged | 0.00 | ||
| SPY | spdr s&p 500 etf tr | 4.46 | 16,200 | 11,047,100 | unchanged | 0.00 | ||
| STT | state str corp | 0.48 | 9,300 | 1,199,790 | unchanged | 0.00 | ||
| WFC | wells fargo co new | 16.24 | 431,246 | 40,192,100 | unchanged | 0.00 | ||
| nomad foods ltd | 8.99 | 1,778,380 | 22,247,500 | unchanged | 0.00 | |||