StockDriftsStockDriftsTop 17 Mount Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 17.14% | 492.2K | $45.4M | +6.93%(+31.90K) | $72.74(+50.32%) | 2026-06-30 | |
| WFC | WELLS FARGO CO | 13.45% | 431.2K | $35.6M | +0.00%(+0) | $47.19(+88.43%) | 2026-06-30 | |
| MRNA | MODERNA INC | 12.1% | 457.9K | $32.1M | +15.87%(+62.70K) | $42.74(+48.95%) | 2026-06-30 | |
| CCK | CROWN HLDGS INC | 12.03% | 285.0K | $31.9M | +0.00%(+0) | $89.42(+34.99%) | 2026-06-30 | |
| KMX | CARMAX INC | 11.67% | 584.8K | $30.9M | +42.50%(+174.40K) | $61.09(-3.89%) | 2026-06-30 | |
| NOMD | NOMAD FOODS LTD | 7.35% | 1.78M | $19.5M | +0.00%(+0) | $25.39(-55.10%) | 2026-06-30 | |
| CHTR | CHARTER COMMUNICATIONS INC N | 5.3% | 98.7K | $14.0M | +0.00%(+0) | $332.61(-54.84%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.57% | 16.2K | $12.1M | +0.00%(+0) | $504.83(+53.02%) | 2026-06-30 | |
| LBRDK | LIBERTY BROADBAND CORP | 4.52% | 360.5K | $12.0M | +0.00%(+0) | $144.26(-75.49%) | 2026-06-30 | |
| IWM | ISHARES TR | 2.62% | 23.1K | $6.9M | +0.00%(+0) | $182.00(+66.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +3.66% | +11.38% | — | — | -25.41% |
| Top 20 Holdings Unweighted | +6.79% | +21.80% | — | — | +2.43% |
Mount Capital LTD reports $264.98M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are SCHW (17.1%), WFC (13.4%) and MRNA (12.1%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +11.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mount Capital LTD, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mount Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1896379). View Mount Capital LTD’s 13F filings on SEC