Q2 2026 13F · SEC CIK 1896379
Mount Capital Ltd
Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $265.0M
- Reported positions
- 17
- Top holdings a year, 3 yrs
- +6.6%
- Average holding period
- 3.6 yrs
Mount Capital Ltd is an asset manager that reported 17 positions worth $265.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Charles Schwab Corp (the) (SCHW, 17.1%), Wells Fargo & Co (WFC, 13.4%), Moderna Inc (MRNA, 12.1%). A portfolio copying its top holdings returned 6.6% a year over the last 3 years, against 20.4% for the S&P 500.
Mount Capital Ltd holdings all 17 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SCHWCharles Schwab Corp (the) | 17.1% | +6.9% | $45.4M |
| WFCWells Fargo & Co | 13.4% | +0.0% | $35.6M |
| MRNAModerna Inc | 12.1% | +15.9% | $32.1M |
| CCKCrown Hldgs Inc | 12.0% | +0.0% | $31.9M |
| KMXCarmax Inc | 11.7% | +42.5% | $30.9M |
| NOMDNomad Foods Ltd | 7.3% | +0.0% | $19.5M |
| CHTRCharter Communications Inc | 5.3% | +0.0% | $14.0M |
| SPYState Str Spdr S&p 500 ETF T | 4.6% | +0.0% | $12.1M |
| LBRDKLiberty Broadband Corp | 4.5% | +0.0% | $12.0M |
| IWMIshares Tr | 2.6% | +0.0% | $6.9M |
| ATUSOptimum Communications Inc | 2.1% | +0.0% | $5.6M |
| URTHIshares Inc | 1.8% | +0.0% | $4.8M |
| SPGIS&p Global Inc | 1.7% | +0.0% | $4.6M |
| PMPhilip Morris Intl Inc | 1.5% | +0.0% | $4.1M |
| KHCKraft Heinz Co | 0.9% | +0.0% | $2.5M |
| STTState Str Corp | 0.6% | +0.0% | $1.6M |
| DISDisney Walt Co | 0.5% | +0.0% | $1.3M |
What Mount Capital Ltd bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- KMX Carmax Inc+42.5% shares
- MRNA Moderna Inc+15.9% shares
- SCHW Charles Schwab Corp (the)+6.9% shares
Reduced
No position shrank by more than 5%.
Sold out
- DCH Dauch Corpwas 3.8%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +0.7% /yr
- S&P 500 +20.1%
- 3 years
- +6.6% /yr
- S&P 500 +20.4%
- 5 years
- -3.2% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $265.0M | 17 |
| Q1 2026 | $248.2M | 18 |
| Q4 2025 | $247.5M | 16 |
| Q3 2025 | $278.8M | 16 |
| Q2 2025 | $310.2M | 18 |
| Q1 2025 | $310.3M | 18 |
| Q4 2024 | $281.9M | 17 |
| Q3 2024 | $285.6M | 18 |
| Q2 2024 | $249.5M | 18 |
| Q1 2024 | $237.2M | 17 |
| Q4 2023 | $231.0M | 17 |
| Q3 2023 | $233.6M | 19 |
Questions about Mount Capital Ltd's portfolio
What stocks does Mount Capital Ltd own?
Mount Capital Ltd's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 17 positions worth $265.0M. The largest are Charles Schwab Corp (the) (SCHW) at 17.1%, Wells Fargo & Co (WFC) at 13.4%, Moderna Inc (MRNA) at 12.1%, Crown Hldgs Inc (CCK) at 12.0% and Carmax Inc (KMX) at 11.7%.
What did Mount Capital Ltd buy last quarter?
In Q2 2026, Mount Capital Ltd added Carmax Inc (KMX) (+42.5% shares), Moderna Inc (MRNA) (+15.9% shares) and Charles Schwab Corp (the) (SCHW) (+6.9% shares), compared with its Q1 2026 filing.
What did Mount Capital Ltd sell last quarter?
In Q2 2026, Mount Capital Ltd sold all of Dauch Corp (DCH), compared with its Q1 2026 filing.
How has Mount Capital Ltd's portfolio performed?
A portfolio copying Mount Capital Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +6.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.7% against +20.1%. Over 5 years: -3.2% a year against +13.0%.
When is Mount Capital Ltd's next 13F filing due?
13F filings are due 45 days after each quarter ends. Mount Capital Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.