1y return−15.2%S&P 500 +20.9%
3y return+10.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $80 against $157 in the S&P 500.2
Mount Capital LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHWSchwab Charles Corp | $45.4M | 17.1% | +6.9% |
| WFCWells Fargo Co | $35.6M | 13.4% | |
| MRNAModerna Inc | $32.1M | 12.1% | +15.9% |
| CCKCrown Hldgs Inc | $31.9M | 12.0% | |
| KMXCarmax Inc | $30.9M | 11.7% | +42.5% |
| Nomad Foods LtdCUSIP G6564A105 | $19.5M | 7.3% | |
| CHTRCharter Communications Inc N | $14.0M | 5.3% | |
| SPYState Str Spdr S&p 500 Etf T | $12.1M | 4.6% | |
| Liberty Broadband CorpCUSIP 530307305 | $12.0M | 4.5% | |
| IWMIshares Tr | $6.9M | 2.6% | |
| OPTUOptimum Communications Inc | $5.6M | 2.1% | |
| URTHIshares Inc | $4.8M | 1.8% | |
| SPGIS&p Global Inc | $4.6M | 1.7% | |
| PMPhilip Morris Intl Inc | $4.1M | 1.5% | |
| KHCKraft Heinz Co | $2.5M | 0.9% | |
| STTState Str Corp | $1.6M | 0.6% | |
| DISDisney Walt Co | $1.3M | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PMPhilip Morris Intl Inc | December 31, 2021 | +90.4% | $4.1M |
| STTState Str Corp | December 31, 2021 | +82.4% | $1.6M |
| IWMIshares Tr | June 30, 2022 | +77.4% | $6.9M |
| WFCWells Fargo Co | December 31, 2021 | +72.2% | $35.6M |
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $12.1M |
| URTHIshares Inc | December 31, 2021 | +49.8% | $4.8M |
| MRNAModerna Inc | March 31, 2026 | +37.9% | $32.1M |
| CCKCrown Hldgs Inc | September 30, 2023 | +26.4% | $31.9M |
| SCHWSchwab Charles Corp | December 31, 2021 | +9.7% | $45.4M |
| SPGIS&p Global Inc | December 31, 2021 | −13.7% | $4.6M |
Sold off last quarter
- DCHDauch Corp was $9.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | −6.4% | −4.6% |
| December 31, 2025 | −4.2% | +2.4% |
| September 30, 2025 | −8.6% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | +4.7% | −4.6% |
| December 31, 2024 | +3.6% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +0.4% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.2% | +8.3% |
| March 31, 2023 | −4.0% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −10.9% | −5.3% |
| June 30, 2022 | −17.7% | −16.5% |
| March 31, 2022 | −7.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mount Capital Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1896379&type=13F-HR&dateb=&owner=include&count=40CIK 1896379
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1896379/000189637926000004/Filed August 13, 2026 · accession 0001896379-26-000004