Mount Capital as of March 31, 2026
Portfolio Holdings for Mount Capital
Mount Capital holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 17.4 | $43M | 460k | 93.98 | |
| Wells Fargo & Company (WFC) | 13.8 | $34M | 431k | 79.61 | |
| Crown Holdings (CCK) | 11.5 | $29M | 285k | 100.25 | |
| Charter Communications Inc N Cl A (CHTR) | 8.6 | $21M | 99k | 215.88 | |
| Moderna (MRNA) | 8.1 | $20M | 395k | 50.80 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.3 | $18M | 361k | 50.30 | |
| Nomad Foods Usd Ord Shs (NOMD) | 6.9 | $17M | 1.8M | 9.61 | |
| CarMax (KMX) | 6.9 | $17M | 410k | 41.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $11M | 16k | 650.34 | |
| American Axle & Manufact. Holdings (DCH) | 3.8 | $9.3M | 1.6M | 5.93 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.3 | $5.7M | 23k | 248.00 | |
| Optimum Communications Cl A (OPTU) | 2.0 | $5.1M | 3.9M | 1.30 | |
| S&p Global (SPGI) | 1.9 | $4.8M | 11k | 425.34 | |
| Ishares Msci World Etf (URTH) | 1.7 | $4.3M | 24k | 180.02 | |
| Philip Morris International (PM) | 1.5 | $3.7M | 23k | 165.34 | |
| Kraft Heinz (KHC) | 1.0 | $2.4M | 106k | 22.49 | |
| Walt Disney Company (DIS) | 0.5 | $1.3M | 14k | 96.38 | |
| State Street Corporation (STT) | 0.5 | $1.2M | 9.3k | 126.56 |
