Mount Capital as of Dec. 31, 2025
Portfolio Holdings for Mount Capital
Mount Capital holds 16 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 21.2 | $52M | 525k | 99.91 | |
| Wells Fargo & Company (WFC) | 16.2 | $40M | 431k | 93.20 | |
| Crown Holdings (CCK) | 14.7 | $36M | 353k | 102.97 | |
| Nomad Foods Usd Ord Shs (NOMD) | 9.0 | $22M | 1.8M | 12.51 | |
| Charter Communications Inc N Cl A (CHTR) | 8.3 | $21M | 99k | 208.75 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.1 | $18M | 361k | 48.60 | |
| CarMax (KMX) | 6.4 | $16M | 410k | 38.64 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.5 | $11M | 16k | 681.92 | |
| Optimum Communications Cl A (OPTU) | 2.6 | $6.4M | 3.9M | 1.65 | |
| S&p Global (SPGI) | 2.4 | $5.9M | 11k | 522.59 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $5.7M | 23k | 246.16 | |
| Ishares Msci World Etf (URTH) | 1.8 | $4.4M | 24k | 185.77 | |
| Philip Morris International (PM) | 1.5 | $3.6M | 23k | 160.40 | |
| Kraft Heinz (KHC) | 1.0 | $2.6M | 106k | 24.25 | |
| Walt Disney Company (DIS) | 0.6 | $1.6M | 14k | 113.77 | |
| State Street Corporation (STT) | 0.5 | $1.2M | 9.3k | 129.01 |
