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Mount Lucas Management LP

Position in IREN — IREN Ltd

CIK 1185072 Newtown, PA

Position in IREN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$4,573,000
+$1,145,000 QoQ
Shares Held
100,000
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#171
of 672 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IREN Over Time

Shares Held

Position Value (USD)

Derivatives in IREN

reported options exposure · as of Dec 31, 2025
CallValue
$3,777,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Mount Lucas Management LP holds $5,792,965 across 2 Capital Markets names. IREN ranks #1 (78.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IREN
IREN Ltd
This page
100,000 $4,573,000

All Filings in IREN

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,573,000 100,000
2026-03-31 $3,428,000 100,000
2025-12-31 $3,777,000 100,000