Mount Capital
LONDON, X0files as Mount Capital Ltd
$265m in 17 US stocks at the end of 30 June 2026. The top 10 are 90.7% of the money. It changed about 10.8% of the portfolio this quarter.
Value
$265m
Stocks
17
Top 10 share
90.7%
Turnover
10.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Charles SchwabSCHW17.1% of the fund+7%
- ModernaMRNA12.1% of the fund+16%
- CarMaxKMX11.7% of the fund+43%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- DauchDCH-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 4.6%
- Value
- $12m
- Shares
- 16,200
Held
- Liberty BroadbandLBRDK
- Share
- 4.5%
- Value
- $12m
- Shares
- 360,485
Held
- Ishares TRIWM
- Share
- 2.6%
- Value
- $7m
- Shares
- 23,100
Held
- IsharesURTH
- Share
- 1.8%
- Value
- $5m
- Shares
- 23,725
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Charles SchwabSCHW | 17.1% | $45m | 492,178 | +7% |
| Wells Fargo & CompanyWFC | 13.4% | $36m | 431,246 | Held |
| ModernaMRNA | 12.1% | $32m | 457,900 | +16% |
| Crown HoldingsCCK | 12.0% | $32m | 285,000 | Held |
| CarMaxKMX | 11.7% | $31m | 584,800 | +43% |
| Nomad FoodsNOMD | 7.3% | $19m | 1,778,381 | Held |
| Charter CommunicationsCHTR | 5.3% | $14m | 98,661 | Held |
| State STR Spdr S&P 500 ETF TSPY | 4.6% | $12m | 16,200 | Held |
| Liberty BroadbandLBRDK | 4.5% | $12m | 360,485 | Held |
| Ishares TRIWM | 2.6% | $7m | 23,100 | Held |
| Optimum CommunicationsOPTU | 2.1% | $6m | 3,889,664 | Held |
| IsharesURTH | 1.8% | $5m | 23,725 | Held |
| S&P GlobalSPGI | 1.7% | $5m | 11,220 | Held |
| Philip Morris InternationalPM | 1.5% | $4m | 22,547 | Held |
| Kraft HeinzKHC | 0.9% | $3m | 106,380 | Held |
| State StreetSTT | 0.6% | $2m | 9,300 | Held |
| Walt DisneyDIS | 0.5% | $1m | 13,951 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 14.6% since 30 June 2025.
Where the money is
Financial services32.9%
Media & telecom12.5%
Health care12.1%
Materials12.0%
Retail & consumer11.7%
Everyday goods9.8%
Other9.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.