Mount Capital Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 97.3%; sector active share 50.5% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 32.9% | $87,198,170 |
| Consumer Cyclical | 23.7% | $62,798,772 |
| Communication Services | 12.5% | $33,003,106 |
| Healthcare | 12.1% | $32,066,737 |
| Consumer Defensive | 9.8% | $26,064,943 |
| Unclassified | 9.0% | $23,845,703 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DCH | Dauch Corp | 1,576,500 | $9,348,645 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 492,178 | $45,413,264 | 17.14% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 431,246 | $35,638,169 | 13.45% | |
| MRNA |
Moderna, Inc.
Healthcare
|
Added | 457,900 | $32,066,737 | 12.10% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
Held | 285,000 | $31,868,700 | 12.03% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
Added | 584,800 | $30,930,072 | 11.67% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
Held | 1,778,381 | $19,473,271 | 7.35% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Held | 98,661 | $14,030,580 | 5.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 16,200 | $12,097,674 | 4.57% | |
|
|
Held | 360,485 | $11,989,731 | 4.52% | ||
| IWM |
iShares Russell 2000 ETF
|
Held | 23,100 | $6,940,395 | 2.62% | |
| OPTU |
Optimum Communications, Inc.
Communication Services
|
Held | 3,889,664 | $5,640,012 | 2.13% | |
| URTH |
iShares MSCI World ETF
|
Held | 23,725 | $4,807,634 | 1.81% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 11,220 | $4,569,457 | 1.72% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 22,547 | $4,078,977 | 1.54% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 106,380 | $2,512,695 | 0.95% | |
| STT |
State Street Corp
Financial Services
|
Held | 9,300 | $1,577,280 | 0.60% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 13,951 | $1,342,783 | 0.51% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.