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Mount Capital LTD

CIK:0001896379
Family Office
$310M AUM
18 holdings
London, United Kingdom
Founded:2002
8 employees
Latest filing:Jun 30, 2025

Mount Capital Ltd is a London-based single-family office and asset manager, founded in 2002. The firm specializes in comprehensive investment management services, primarily serving high-net-worth individuals and families with a disciplined, long-term approach to wealth preservation and growth. Mount Capital offers strategies across a diversified portfolio of asset classes, including private equity, real estate, and public markets, and is regulated by the UK Financial Conduct Authority. Employee count is not publicly disclosed but appears to be a small, specialized team.

Investment Strategy

Mount Capital Ltd employs a disciplined investment approach, allocating capital across private equity, real estate, and public market securities. The firm focuses on long-term value creation and prudent risk management, supporting multi-generational wealth preservation and growth. Asset selection is concentrated in core holdings, with a recent focus on large-cap equities and strong diversification across sectors. The fund typically maintains a high concentration in a select group of top holdings while actively managing allocation to fulfill tailored family office mandates.

Latest 13F Filing Activity

Mount Capital LTD filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $310M. The fund increased holdings in Schwab Charles Corp., Liberty Broadband Corp., Autoliv Inc. among other positions. Mount Capital LTD reduced exposure to Wells Fargo Co. New, Nomad Foods LTD, Cargurus Inc. among others.

Top Buys
S
SCHWSCHWAB CHARLES CORP
+$7.2M
L
LBRDKLIBERTY BROADBAND CORP
+$4.5M
A
ALVAUTOLIV INC
+$4.1M
C
CCKCROWN HLDGS INC
+$3.8M
K
KMXCARMAX INC
+$2.8M
Top Sells
W
WFCWELLS FARGO CO NEW
-$10.8M
N
NOMDNOMAD FOODS LTD
-$4.7M
C
CARGCARGURUS INC
-$4.4M
K
KHCKRAFT HEINZ CO
-$2.7M
A
ATUSALTICE USA INC
-$2.1M

Top Holdings

S
SCHWSCHWAB CHARLES CORP
+16.4%$50.8M
L
LBRDKLIBERTY BROADBAND CORP
+11.4%$35.5M
W
WFCWELLS FARGO CO NEW
+11.1%$34.6M
N
NOMDNOMAD FOODS LTD
+9.7%$30.2M
K
KMXCARMAX INC
+9.5%$29.5M

Equity Positions (18)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SCHWAB CHARLES CORP16.37%$50.8M556,678$73.59$91.24+$7.2M
LIBERTY BROADBAND CORP11.43%$35.5M360,485$149.57$92.10+$4.5M
WELLS FARGO CO NEW11.14%$34.6M431,246$47.98$80.12-$10.8M
NOMAD FOODS LTD9.74%$30.2M1,778,381$24.36$16.99-$4.7M
CARMAX INC9.51%$29.5M439,100$74.01$67.21+$2.8M

Industry Allocation

CABLE & OTHER PAY TELEVISION SERVICES
+20.4%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+19.1%
RETAIL-AUTO DEALERS & GASOLINE STATIONS
+13.2%
NATIONAL COMMERCIAL BANKS
+13.0%
METAL CANS
+10.7%