Mount Capital as of June 30, 2026
Portfolio Holdings for Mount Capital
Mount Capital holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 17.1 | $45M | 492k | 92.27 | |
| Wells Fargo & Company (WFC) | 13.4 | $36M | 431k | 82.64 | |
| Moderna (MRNA) | 12.1 | $32M | 458k | 70.03 | |
| Crown Holdings (CCK) | 12.0 | $32M | 285k | 111.82 | |
| CarMax (KMX) | 11.7 | $31M | 585k | 52.89 | |
| Nomad Foods Usd Ord Shs (NOMD) | 7.3 | $20M | 1.8M | 10.95 | |
| Charter Communications Inc N Cl A (CHTR) | 5.3 | $14M | 99k | 142.21 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.6 | $12M | 16k | 746.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.5 | $12M | 361k | 33.26 | |
| Ishares Tr Russell 2000 Etf (IWM) | 2.6 | $6.9M | 23k | 300.45 | |
| Optimum Communications Cl A (OPTU) | 2.1 | $5.6M | 3.9M | 1.45 | |
| Ishares Msci World Etf (URTH) | 1.8 | $4.8M | 24k | 202.64 | |
| S&p Global (SPGI) | 1.7 | $4.6M | 11k | 407.26 | |
| Philip Morris International (PM) | 1.5 | $4.1M | 23k | 180.91 | |
| Kraft Heinz (KHC) | 0.9 | $2.5M | 106k | 23.62 | |
| State Street Corporation (STT) | 0.6 | $1.6M | 9.3k | 169.60 | |
| Walt Disney Company (DIS) | 0.5 | $1.3M | 14k | 96.25 |
