StockDriftsStockDriftsTop 50 Mount Lucas Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EWZ | ISHARES MSCI BRAZIL ETF | 6.76% | 550.4K | $19.0M | +0.51%(+2.80K) | $34.68(+0.05%) | 2026-06-30 | |
| RPV | INVESCO S&P 500 PURE VALUE E | 5.67% | 139.7K | $15.9M | -49.87%(-139.00K) | $92.50(+31.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST SERIES 1 | 5.56% | 21.2K | $15.6M | new | $526.75(+36.84%) | 2026-06-30 | |
| NBIS | NEBIUS GROUP NV | 2.95% | 30.0K | $8.3M | -25.00%(-10.00K) | $93.73(+106.76%) | 2026-06-30 | |
| SHY | ISHARES 1-3 YEAR TREASURY BO | 2.47% | 84.5K | $6.9M | +34.74%(+21.79K) | $82.56(-0.81%) | 2026-06-30 | |
| IREN | IREN LTD | 1.63% | 100.0K | $4.6M | +0.00%(+0) | $36.02(+11.04%) | 2026-06-30 | |
| BBJP | JPMORGAN BETABUILDERS JAPAN | 1.51% | 56.4K | $4.2M | +0.62%(+346) | $55.05(+41.63%) | 2026-06-30 | |
| EWA | ISHARES MSCI AUSTRALIA ETF | 1.48% | 147.3K | $4.1M | +4.91%(+6.89K) | $24.27(+23.96%) | 2026-06-30 | |
| IEI | ISHARES 3-7 YEAR TREASURY BO | 1.42% | 34.0K | $4.0M | -21.30%(-9.21K) | $118.28(-1.53%) | 2026-06-30 | |
| ADBE | ADOBE INC | 1.28% | 17.5K | $3.6M | -50.00%(-17.50K) | $296.53(-9.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.29% | +4.35% | +23.73% |
| Top 20 Holdings Unweighted | +11.62% | +39.06% | +1.95% | +10.16% |
Mount Lucas Management LP reports $280.70M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are EWZ (6.8%), RPV (5.7%) and QQQ (5.6%). The top 20 holdings account for 41.87% of reported assets. Its disclosed equity book has returned +43.29% 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.
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Holdings on this page are parsed from Mount Lucas Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1185072). View Mount Lucas Management LP’s 13F filings on SEC