Latest Mount Capital Ltd Stock Portfolio
$248Million– No. of Holdings #18
Mount Capital Ltd Performance:
2026 Q1: -5.66%YTD: -5.66%2025: -6.04%
Performance for 2026 Q1 is -5.66%, and YTD is -5.66%, and 2025 is -6.04%.
About Mount Capital Ltd and 13F Hedge Fund Stock Holdings
On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mount Capital Ltd reported an equity portfolio of $248.2 Millions as of 31 Mar, 2026.
The top stock holdings of Mount Capital Ltd are SCHW, WFC, CCK. The fund has invested 17.4% of it's portfolio in SCHWAB CHARLES CORP and 13.8% of portfolio in WELLS FARGO CO.
They significantly reduced their stock positions in CROWN HLDGS INC (CCK) and SCHWAB CHARLES CORP (SCHW). Mount Capital Ltd opened new stock positions in MODERNA INC (MRNA) and DAUCH CORP (AXL).
The top stock holdings of Mount Capital Ltd are SCHW, WFC, CCK. The fund has invested 17.4% of it's portfolio in SCHWAB CHARLES CORP and 13.8% of portfolio in WELLS FARGO CO.
They significantly reduced their stock positions in CROWN HLDGS INC (CCK) and SCHWAB CHARLES CORP (SCHW). Mount Capital Ltd opened new stock positions in MODERNA INC (MRNA) and DAUCH CORP (AXL).
Mount Capital Ltd Equity Portfolio Value
Last Reported on: 14 May, 2026
Mount Capital Ltd Annual Return Estimates Vs S&P 500
Our best estimate is that Mount Capital Ltd made a return of -5.66% in the last quarter. In trailing 12 months, it's portfolio return was -15.11%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| moderna inc | 20,076,200 |
| dauch corp | 9,348,640 |
New stocks bought by Mount Capital Ltd
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| crown hldgs inc | -19.19 |
| schwab charles corp | -12.24 |
Mount Capital Ltd reduced stake in above stock
Sold off
Sector Distribution
Mount Capital Ltd has about 33.7% of it's holdings in Financial Services sector.
- Financial Services
- Others
- Consumer Cyclical
- Communication Services
- Healthcare
- Consumer Defensive
| Sector | % |
|---|---|
| Financial Services | 33.7 |
| Others | 22.5 |
| Consumer Cyclical | 22.2 |
| Communication Services | 11.2 |
| Healthcare | 8.1 |
| Consumer Defensive | 2.5 |
Market Cap. Distribution
Mount Capital Ltd has about 64.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 49.5 |
| UNALLOCATED | 22.5 |
| MEGA-CAP | 15.3 |
| MID-CAP | 6.9 |
| SMALL-CAP | 5.8 |
Stocks belong to which Index?
About 64% of the stocks held by Mount Capital Ltd either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 60.2 |
| Others | 36 |
| RUSSELL 2000 | 3.8 |
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 18 stocks in it's portfolio. About 88.5% of the portfolio is in top 10 stocks. WFC proved to be the most loss making stock for the portfolio. KMX was the most profitable stock for Mount Capital Ltd last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACWV | ishares inc | 1.72 | 23,725 | 4,270,980 | unchanged | 0.00 | ||
| ATUS | optimum communications inc | 2.04 | 3,889,660 | 5,056,560 | unchanged | 0.00 | ||
| AXL | dauch corp | 3.77 | 1,576,500 | 9,348,640 | new | |||
| CCK | crown hldgs inc | 11.51 | 285,000 | 28,571,200 | reduced | -19.19 | ||
| CHTR | charter communications inc n | 8.58 | 98,661 | 21,298,900 | unchanged | 0.00 | ||
| DIS | disney walt co | 0.54 | 13,951 | 1,344,600 | unchanged | 0.00 | ||
| IJR | ishares tr | 2.31 | 23,100 | 5,728,800 | unchanged | 0.00 | ||
| KHC | kraft heinz co | 0.96 | 106,380 | 2,392,490 | unchanged | 0.00 | ||
| KMX | carmax inc | 6.88 | 410,400 | 17,064,400 | unchanged | 0.00 | ||
| LBRDA | liberty broadband corp | 7.31 | 360,485 | 18,132,400 | unchanged | 0.00 | ||
| MRNA | moderna inc | 8.09 | 395,200 | 20,076,200 | new | |||
| NOMD | nomad foods ltd | 6.89 | 1,778,380 | 17,090,200 | unchanged | 0.00 | ||
| PM | philip morris intl inc | 1.50 | 22,547 | 3,727,920 | unchanged | 0.00 | ||
| SCHW | schwab charles corp | 17.43 | 460,278 | 43,256,900 | reduced | -12.24 | ||
| SPGI | s&p global inc | 1.92 | 11,220 | 4,772,320 | unchanged | 0.00 | ||
| SPY | spdr s&p 500 etf tr | 4.24 | 16,200 | 10,535,500 | unchanged | 0.00 | ||
| STT | state str corp | 0.47 | 9,300 | 1,177,010 | unchanged | 0.00 | ||
| WFC | wells fargo co | 13.83 | 431,246 | 34,331,500 | unchanged | 0.00 | ||