Mount Lucas Management LP
CIK 0001185072 · NEWTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$280.7M
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
EWZ
ISHARES MSCI BRAZIL ETF
6.8%
RPV
INVESCO S&P 500 PURE VALUE E
5.7%
QQQ
INVESCO QQQ TRUST SERIES 1
5.6%
NBIS
NEBIUS GROUP NV
3.0%
SHY
ISHARES 1-3 YEAR TREASURY BO
2.5%
IREN
IREN LTD
1.6%
BBJP
JPMORGAN BETABUILDERS JAPAN
1.5%
EWA
ISHARES MSCI AUSTRALIA ETF
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.