Mount Lucas Management LP Reduced Holdings in Q3 2025

Mount Lucas Management LP

  • $232 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-21.1K
- 42.49%
$93.91 - $97.26 $1.98M - $2.05M
28.6K $2.76M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-16.8K
- 42.27%
$117.65 - $120.08 $1.98M - $2.02M
23K $2.74M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-23.7K
- 41.77%
$82.38 - $83.0 $1.96M - $1.97M
33.1K $2.75M
AGNC
Agnc Investment Corp.

Real Estate
-114K
- 19.94%
$9.2 - $10.37 $1.05M - $1.18M
457K $4.47M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-502
- 7.2%
$108.8 - $169.61 $54.6K - $85.1K
6.48K $704K
PGR
Progressive Corp

Financial Services
-458
- 4.63%
$238.61 - $264.3 $109K - $121K
9.43K $2.33M
CHTR
Charter Communications, Inc.

Communication Services
-51
- 2.79%
$256.57 - $418.22 $13.1K - $21.3K
1.78K $488K
DUOL
Duolingo, Inc.

Technology
-95
- 7.07%
$271.18 - $403.06 $25.8K - $38.3K
1.25K $401K
EQH
Equitable Holdings, Inc.

Financial Services
-720
- 6.72%
$50.09 - $55.88 $36.1K - $40.2K
9.99K $507K
EXEL
Exelixis, Inc.

Healthcare
-980
- 7.21%
$36.22 - $46.25 $35.5K - $45.3K
12.6K $521K
AXON
Axon Enterprise, Inc.

Industrials
-31
- 7.29%
$698.02 - $870.97 $21.6K - $27K
394 $282K
COIN
Coinbase Global, Inc.

Technology
-130
- 7.19%
$297.99 - $419.78 $38.7K - $54.6K
1.68K $566K
PPC
Pilgrims Pride Corp

Consumer Defensive
-352
- 2.96%
$40.22 - $50.41 $14.2K - $17.7K
11.6K $470K
ARES
Ares Management Corp

Financial Services
-180
- 6.63%
$159.89 - $192.76 $28.8K - $34.7K
2.53K $405K
COF
Capital One Financial Corp

Financial Services
-293
- 4.55%
$207.29 - $229.74 $60.7K - $67.3K
6.14K $1.31M
DVA
Davita Inc.

Healthcare
-226
- 7.22%
$127.69 - $151.32 $28.9K - $34.2K
2.91K $385K
GMED
Globus Medical Inc

Healthcare
-619
- 7.2%
$51.89 - $62.79 $32.1K - $38.9K
7.98K $456K
USFD
Us Foods Holding Corp.

Consumer Defensive
-533
- 7.2%
$76.35 - $84.68 $40.7K - $45.1K
6.87K $526K
CB
Chubb LTD

Financial Services
-73
- 2.68%
$265.99 - $289.59 $19.4K - $21.1K
2.65K $749K
NOW
Service Now, Inc.

Technology
-16
- 7.02%
$850.86 - $1044.69 $13.6K - $16.7K
212 $195K
IOT
Samsara Inc.

Technology
-521
- 7.18%
$32.22 - $42.09 $16.8K - $21.9K
6.74K $250K
PRU
Prudential Financial Inc

Financial Services
-109
- 1.72%
$100.68 - $109.89 $11K - $12K
6.24K $646K
ZS
Zscaler, Inc.

Technology
-68
- 7.3%
$267.68 - $316.5 $18.2K - $21.5K
863 $258K
CF
Cf Industries Holdings, Inc.

Basic Materials
-161
- 2.29%
$80.91 - $98.75 $13K - $15.9K
6.88K $616K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-156
- 7.3%
$301.44 - $365.84 $47K - $57.1K
1.98K $640K
MET
Metlife Inc

Financial Services
-854
- 3.38%
$73.82 - $82.37 $63K - $70.3K
24.4K $2.01M
EWY
Ishares Inc Msci South Korea E

ETFs
-1.58K
- 11.01%
$70.07 - $81.56 $110K - $129K
12.7K $1.02M
MTB
M&T Bank Corp

Financial Services
-82
- 2.15%
$183.74 - $204.05 $15.1K - $16.7K
3.73K $737K
CCL
Carnival Corp

Consumer Cyclical
-1.68K
- 2.81%
$28.37 - $32.49 $47.7K - $54.6K
58.3K $1.68M
Simplify Bond Bull ETF
-18.4K
- 61.17%
N/A
11.7K $0
Arista Networks Inc
-148
- 7.14%
N/A
1.92K $0
Annaly Capital Management In
-74.6K
- 25.58%
N/A
217K $0
EPU
Ishares Msci Peru ETF
-1.81K
- 9.55%
N/A
17.1K $0
Barrick Mining Corp
-1.77K
- 6.67%
N/A
24.7K $0
VZ
Verizon Communications Inc

Communication Services
-222
- 1.31%
$40.84 - $45.06 $9.07K - $10K
16.7K $734K
HBAN
Huntington Bancshares Inc

Financial Services
-925
- 2.07%
$15.87 - $17.88 $14.7K - $16.5K
43.7K $754K
PWR
Quanta Services, Inc.

Industrials
-108
- 7.22%
$372.29 - $421.68 $40.2K - $45.5K
1.39K $575K
GREK
Global X Msci Greece ETF

ETFs
-1.4K
- 8.74%
$58.63 - $66.89 $81.9K - $93.4K
14.6K $938K
NET
Cloudflare, Inc.

Technology
-267
- 7.24%
$181.39 - $228.28 $48.4K - $61K
3.42K $733K
WRB
Berkley W R Corp

Financial Services
-349
- 2.74%
$67.78 - $76.62 $23.7K - $26.7K
12.4K $949K
TRV
Travelers Companies, Inc.

Financial Services
-78
- 2.55%
$250.62 - $279.43 $19.5K - $21.8K
2.99K $833K
EWO
Ishares Inc Msci Austria ETF

ETFs
-712
- 2.61%
$28.99 - $32.37 $20.6K - $23K
26.5K $822K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-169
- 2.49%
$119.73 - $134.7 $20.2K - $22.8K
6.62K $882K
PFGC
Performance Food Group CO

Consumer Defensive
-468
- 7.21%
$88.19 - $102.08 $41.3K - $47.8K
6.02K $591K
CVNA
Carvana Co.

Consumer Cyclical
-142
- 7.26%
$326.09 - $392.66 $46.3K - $55.8K
1.82K $684K
NVDA
Nvidia Corp

Technology
-123
- 7.2%
$153.3 - $186.58 $18.9K - $22.9K
1.59K $295K
RY
Royal Bank Of Canada

Financial Services
-249
- 6.16%
$128.46 - $148.6 $32K - $37K
3.79K $558K
NTRS
Northern Trust Corp

Financial Services
-514
- 4.16%
$123.6 - $134.6 $63.5K - $69.2K
11.8K $1.59M
CINF
Cincinnati Financial Corp

Financial Services
-126
- 2.42%
$145.8 - $158.1 $18.4K - $19.9K
5.09K $804K
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 3 Puts 0
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