Mount Capital Ltd
Mount Capital Ltd reported 17 US-listed holdings worth $265.0 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Charles Schwab Corp. (17.1%), Wells Fargo & Company (13.4%) and Moderna, Inc. (12.1%). Against the quarter before, it opened 0 positions, added to 3, trimmed 0 and sold out of 1.
The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -2.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Carmax Inc. KMX+174,400 shares · +42%
- Moderna, Inc. MRNA+62,700 shares · +16%
- Charles Schwab Corp. SCHW+31,900 shares · +7%
Sold out of 1
- Dauch Corp. DCH$9.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Charles Schwab Corp. SCHW | 492.2K | $45.4 million | 17.14% | +31.9K |
| Wells Fargo & Company WFC | 431.2K | $35.6 million | 13.45% | no change |
| Moderna, Inc. MRNA | 457.9K | $32.1 million | 12.10% | +62.7K |
| Crown Holdings, Inc. CCK | 285.0K | $31.9 million | 12.03% | no change |
| Carmax Inc. KMX | 584.8K | $30.9 million | 11.67% | +174.4K |
| Nomad Foods Limited NOMD | 1.8M | $19.5 million | 7.35% | no change |
| Charter Communications, Inc. CHTR | 98.7K | $14.0 million | 5.30% | no change |
| SPDR S&P 500 SPY | 16.2K | $12.1 million | 4.57% | no change |
| Liberty Broadband Corp. LBRDK | 360.5K | $12.0 million | 4.52% | no change |
| iShares Russell 2000 ETF IWM | 23.1K | $6.9 million | 2.62% | no change |
| Altice USA Inc. OPTU | 3.9M | $5.6 million | 2.13% | no change |
| iShares Inc. URTH | 23.7K | $4.8 million | 1.81% | no change |
| S&P Global Inc. SPGI | 11.2K | $4.6 million | 1.72% | no change |
| Philip Morris International Inc. PM | 22.5K | $4.1 million | 1.54% | no change |
| Kraft Heinz Co. KHC | 106.4K | $2.5 million | 0.95% | no change |
| State Street Corp. STT | 9.3K | $1.6 million | 0.60% | no change |
| Walt Disney Co. DIS | 14.0K | $1.3 million | 0.51% | no change |