Latest Mount Capital Ltd Stock Portfolio
$231Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Mount Capital Ltd and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Mount Capital Ltd reported an equity portfolio of $231 Millions as of 31 Dec, 2023.
The top stock holdings of Mount Capital Ltd are WFC, SCHW, LBRDA. The fund has invested 16.3% of it's portfolio in WELLS FARGO CO NEW and 13.6% of portfolio in SCHWAB CHARLES CORP.
The fund managers got completely rid off OTIS WORLDWIDE CORP (OTIS) and SMARTSHEET INC (SMAR) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), AUTOLIV INC (ALV) and CARGURUS INC (CARG). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW).
The top stock holdings of Mount Capital Ltd are WFC, SCHW, LBRDA. The fund has invested 16.3% of it's portfolio in WELLS FARGO CO NEW and 13.6% of portfolio in SCHWAB CHARLES CORP.
The fund managers got completely rid off OTIS WORLDWIDE CORP (OTIS) and SMARTSHEET INC (SMAR) stocks. They significantly reduced their stock positions in SPDR S&P 500 ETF TR (SPY), AUTOLIV INC (ALV) and CARGURUS INC (CARG). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| SCHWAB CHARLES CORP | 9.63 |
Additions to existing portfolio by Mount Capital Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| SPDR S&P 500 ETF TR | -47.95 |
| AUTOLIV INC | -40.73 |
| CARGURUS INC | -23.52 |
| WELLS FARGO CO NEW | -16.19 |
Mount Capital Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| OTIS WORLDWIDE CORP | -1,941,900 |
| SMARTSHEET INC | -877,739 |
Mount Capital Ltd got rid off the above stocks
Current Stock Holdings of Mount Capital Ltd
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ACWV | ISHARES INC | 2.16 | 37,451 | 4,981,730 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 2.01 | 23,100 | 4,636,400 | UNCHANGED | 0.00 | |
| ALV | AUTOLIV INC | 3.84 | 80,433 | 8,862,910 | REDUCED | -40.73 | |
| ATUS | ALTICE USA INC | 5.52 | 3,925,080 | 12,756,500 | UNCHANGED | 0.00 | |
| CARG | CARGURUS INC | 7.60 | 726,441 | 17,550,800 | REDUCED | -23.52 | |
| CCK | CROWN HLDGS INC | 7.22 | 181,000 | 16,668,300 | UNCHANGED | 0.00 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 0.80 | 4,765 | 1,852,060 | UNCHANGED | 0.00 | |
| DIS | DISNEY WALT CO | 0.75 | 19,200 | 1,733,570 | UNCHANGED | 0.00 | |
| KHC | KRAFT HEINZ CO | 6.64 | 414,896 | 15,342,900 | UNCHANGED | 0.00 | |
| LBRDA | LIBERTY BROADBAND CORP | 12.71 | 364,249 | 29,354,800 | UNCHANGED | 0.00 | |
| NOMD | NOMAD FOODS LTD | 12.09 | 1,648,380 | 27,940,100 | UNCHANGED | 0.00 | |
| OTIS | OTIS WORLDWIDE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PM | PHILIP MORRIS INTL INC | 1.02 | 25,000 | 2,352,000 | UNCHANGED | 0.00 | |
| SCHW | SCHWAB CHARLES CORP | 13.56 | 455,208 | 31,318,300 | ADDED | 9.63 | |
| SMAR | SMARTSHEET INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPGI | S&P GLOBAL INC | 2.20 | 11,550 | 5,088,010 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 4.96 | 24,100 | 11,455,000 | REDUCED | -47.95 | |
| STT | STATE STR CORP | 0.62 | 18,600 | 1,440,760 | UNCHANGED | 0.00 | |
| WFC | WELLS FARGO CO NEW | 16.31 | 765,576 | 37,681,700 | REDUCED | -16.19 |