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Sun Mountain Capital Ltd

Q2 2026 · Filed 2026-07-24
Market Value
$184M
+62.7%
Holdings
2
+1
New Purchases
1
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EWJ 28.42% 0.00% +28.42% $52M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWF 71.58% 100.00% -28.42% $132M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $184M 100.0%

Portfolio Analytics

Avg Market Cap
$80.9B
Median Market Cap
$80.9B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.00
# Stocks
0
# ETFs / Funds
2

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWF 71.58% 1,061,852 $132M $124.17 $19M +796,389 +300.0%
2 EWJ 28.42% 561,388 $52M $93.27 — +561,388 — NEW

New Positions

SymbolValue% Port
EWJ $52M 28.42%
View SEC EDGAR Filings for Sun Mountain Capital Ltd →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms