Mount Capital Ltd

CIK

1896379

Location

LONDON, X0

Portfolio Value

Small $219,787,127

Diversification

Diversified

Filing Date

Global Rank

#3,988 / 8,605 ▲ 109 · as of Mar 2026

Top Industry

Capital Markets 20.7%

3Y Alpha vs SPY

-10.1%

Period ended 3 months ago

Filed May 14, 2026 · 56d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+33.1%

SPY

+76.5%

Annualised alpha

-10.9%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.7%

−4.2 pts

Top 5

67.1%

−11.1 pts

Top 10

94.0%

−3.5 pts

HHI

1,154

Diversified−312

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	37.9%	$83,280,389	4
Consumer Cyclical	25.0%	$54,984,327	3
Communication Services	12.6%	$27,700,096	3
Consumer Defensive	10.6%	$23,210,647	3
Healthcare	9.1%	$20,076,160	1
Unclassified	4.8%	$10,535,508	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
CCK	Crown Holdings, Inc.	−67,700	285,000	$28,571,250
SCHW	Schwab Charles Corp	−64,200	460,278	$43,256,926
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MRNA	Moderna, Inc.	395,200	$20,076,160
DCH	Dauch Corp	1,576,500	$9,348,645
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $219,787,127 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHW	Schwab Charles Corp Financial Services	Reduced	460,278	-64,200	$43,256,926	−17.4%	19.68%
WFC	Wells Fargo & Company/Mn Financial Services	Held	431,246	0	$34,331,494	−14.6%	15.62%
CCK	Crown Holdings, Inc. Consumer Cyclical	Reduced	285,000	-67,700	$28,571,250	−21.3%	13.00%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Held	98,661	0	$21,298,936	+3.4%	9.69%
MRNA	Moderna, Inc. Healthcare	NEW	395,200	NEW	$20,076,160	NEW	9.13%
NOMD	Nomad Foods Ltd Consumer Defensive	Held	1,778,381	0	$17,090,241	−23.2%	7.78%
KMX	Carmax Inc Consumer Cyclical	Held	410,400	0	$17,064,432	+7.6%	7.76%
SPY	Spdr S&P 500 ETF Trust	Held	16,200	0	$10,535,508	−4.6%	4.79%
DCH	Dauch Corp Consumer Cyclical	NEW	1,576,500	NEW	$9,348,645	NEW	4.25%
OPTU	Optimum Communications, Inc. Communication Services	Held	3,889,664	0	$5,056,563	−21.2%	2.30%
SPGI	S&P Global Inc. Financial Services	Held	11,220	0	$4,514,961	−18.6%	2.05%
PM	Philip Morris International Inc. Consumer Defensive	Held	22,547	0	$3,727,920	+3.1%	1.70%
KHC	Kraft Heinz Co Consumer Defensive	Held	106,380	0	$2,392,486	−7.3%	1.09%
DIS	Walt Disney Co Communication Services	Held	13,951	0	$1,344,597	−15.3%	0.61%
STT	State Street Corp Financial Services	Held	9,300	0	$1,177,008	−1.9%	0.54%