DOSSIER · 13F-HR · Q1 2026

Mount Capital Ltd

Mount's holding co. based in London, UK $248M in tracked AUM across 18 positions as of Q1 2026.

M
Mount·London, UK·Holding Co.
CIK 0001896379 · last filed Mar 31, 2026
Total AUM
$248M
3.0%
vs prior
Holdings
18
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for Mount Capital Ltd as of September 30, 2025, here is a comprehensive institutional investment analysis.

1. Portfolio Overview

The most striking feature of this filing is the dramatic contraction in portfolio size, with total assets under management (AUM) plummeting by 76.3%, falling from $310.22M to $73.57M in a single quarter. Concurrently, the firm streamlined its operations significantly, reducing the number of holdings from 18 to ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHW
SCHWAB CHARLES CORP
$43M460K17.4%
02
WFC
WELLS FARGO CO
$34M431K13.8%
03
CCK
CROWN HLDGS INC
$29M285K11.5%
04
CHTR
CHARTER COMMUNICATIONS INC N
$21M99K8.6%
05
MRNA
MODERNA INC
$20M395K8.1%
06
LBRDK
LIBERTY BROADBAND CORP
$18M360K7.3%
07
G6564A105
NOMAD FOODS LTD
$17M1.8M6.9%
08
KMX
CARMAX INC
$17M410K6.9%
09
SPY
SPDR S&P 500 ETF TR
$11M16K4.2%
10
AXL
DAUCH CORP
$9M1.6M3.8%

Filing history

Filing history loading…