We are live on ! Find out more
MCM

Mountain Capital Management Portfolio holdings

AUM $142M
This Fund
S&P 500
This Quarter Est. Return
+17.38%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow %
92.49%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BKV
BKV Corp
BKV
+$131M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKV
1
BKV Corp
BKV
$2.84B
$142M 100%
+5,233,957
New +$131M

Similar funds

HAM
Hedges Asset Management Reno, Nevada $142M AUM 33% 1-Year Est. Return
CC
Copos Capital Luxembourg $143M AUM
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RAM
Reflection Asset Management Isle Of Palms, South Carolina $141M AUM
FWM
Forefront Wealth Management Malvern, Pennsylvania $139M AUM 27.37% 1-Year Est. Return
EAM
EIG Asset Management Washington, District of Columbia $139M AUM
NSG
Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return
D
Dentgroup Baton Rouge, Louisiana $146M AUM 14.43% 1-Year Est. Return

Mountain Capital Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Mountain Capital Management, which disclosed 1 position worth $142M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is BKV Corp: 5,233,957 shares worth $142M.

By sector, the portfolio is most concentrated in Energy at 100% of assets.

  • Mountain Capital Management's largest Q4 2025 buy was BKV Corp: 5,233,957 shares worth $142M.
  • Mountain Capital Management's ten largest holdings make up 100% of its $142M portfolio in Q4 2025.
  • Mountain Capital Management disclosed 1 position in Q4 2025, its first 13F filing on record.

Based on Mountain Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.