Position in NU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,202,400
+$525,573 QoQ
Shares Held
90,000
+91.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#433
of 846 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NU Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mount Lucas Management LP holds $5,032,280 across 5 Banks - Regional names. NU ranks #1 (23.9% of the industry book) .
All Filings in NU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,202,400 | 90,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $676,827 | 47,100 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $788,454 | 47,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $800,500 | 50,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $686,000 | 50,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $512,000 | 50,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $362,600 | 35,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $477,750 | 35,000 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||