Mount Lucas Management LP Sells in Q1 2025

Mount Lucas Management LP

  • $302 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-116K
- 58.3%
$81.83 - $82.73 $9.48M - $9.58M
82.8K $6.85M
UAL
United Airlines Holdings, Inc.

Industrials
-22.2K
- 52.21%
$69.05 - $110.52 $1.53M - $2.46M
20.3K $1.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-21.1K
- 26.68%
$114.57 - $118.14 $2.42M - $2.5M
58.1K $6.86M
COST
Costco Wholesale Corp

Consumer Defensive
-2.3K
- 59.93%
$890.62 - $1076.86 $2.04M - $2.47M
1.54K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
-7.38K
- 52.93%
$225.19 - $279.95 $1.66M - $2.07M
6.56K $1.61M
PCAR
Paccar Inc

Industrials
-14.6K
- 65.57%
$96.91 - $112.51 $1.41M - $1.64M
7.66K $745K
PFF
Ishares Trust Ishares Pfd And

ETFs
-47.5K
- 56.07%
$30.73 - $32.26 $1.46M - $1.53M
37.2K $1.14M
L
Loews Corp

Financial Services
-19.7K
- 47.5%
$81.13 - $91.91 $1.6M - $1.81M
21.8K $2M
RSG
Republic Services, Inc.

Industrials
-8.58K
- 55.14%
$200.09 - $242.16 $1.72M - $2.08M
6.98K $1.69M
DAL
Delta Air Lines, Inc.

Industrials
-12.1K
- 22.75%
$43.6 - $69.06 $526K - $833K
41K $1.79M
SYF
Synchrony Financial

Financial Services
-8.02K
- 15.65%
$51.9 - $70.63 $416K - $566K
43.2K $2.29M
AIZ
Assurant, Inc.

Financial Services
-4.72K
- 50.36%
$198.92 - $218.67 $939K - $1.03M
4.65K $975K
PHM
Pultegroup Inc

Consumer Cyclical
-8.19K
- 53.3%
$101.09 - $118.51 $828K - $970K
7.17K $737K
PR
Permian Resources Corporation

Energy
-42K
- 49.06%
$12.33 - $16.0 $518K - $672K
43.6K $603K
DVA
Davita Inc.

Healthcare
-3.72K
- 29.02%
$140.0 - $177.35 $521K - $659K
9.09K $1.39M
DKNG
Draft Kings Inc.

Consumer Cyclical
-10.1K
- 46.74%
$33.21 - $53.49 $337K - $542K
11.6K $383K
ACGL
Arch Capital Group Ltd.

Financial Services
-5.17K
- 18.15%
$88.13 - $96.94 $456K - $501K
23.3K $2.24M
NVDA
Nvidia Corp

Technology
-1.8K
- 32.44%
$106.98 - $149.43 $193K - $269K
3.76K $406K
MUB
Ishares National Muni Bond ETF

ETFs
-2.73K
- 38.4%
$104.71 - $107.69 $285K - $294K
4.37K $461K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-541
- 9.25%
$203.38 - $274.79 $110K - $149K
5.31K $1.09M
KGC
Kinross Gold Corp

Basic Materials
-59.6K
- 40.06%
$9.69 - $12.61 $577K - $751K
89.1K $1.12M
PBP
Invesco Exchange Traded Fd Tr

ETFs
-2.74K
- 2.4%
$21.85 - $24.13 $59.8K - $66.1K
111K $2.47M
LEN
Lennar Corp

Consumer Cyclical
-190
- 3.52%
$113.93 - $141.54 $21.6K - $26.9K
5.21K $597K
APH
Amphenol Corp

Technology
-624
- 3.03%
$61.62 - $78.55 $38.5K - $49K
20K $1.31M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-777
- 0.59%
$20.7 - $21.15 $16.1K - $16.4K
131K $2.71M
HYGV
Flexshares Tr High Yield Value

ETFs
-518
- 1.15%
$40.21 - $41.29 $20.8K - $21.4K
44.4K $1.79M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-719
- 1.67%
$42.38 - $43.28 $30.5K - $31.1K
42.3K $1.8M
FANG
Diamondback Energy, Inc.

Energy
-93
- 2.13%
$139.9 - $180.18 $13K - $16.8K
4.27K $682K
TJX
Tjx Companies Inc

Consumer Cyclical
-367
- 2.93%
$112.81 - $126.16 $41.4K - $46.3K
12.2K $1.48M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-275
- 1.44%
$94.86 - $97.12 $26.1K - $26.7K
18.8K $1.79M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-1.19K
- 1.74%
$38.0 - $38.88 $45.1K - $46.1K
67.1K $2.57M
THC
Tenet Healthcare Corp

Healthcare
-634
- 7.85%
$119.51 - $144.98 $75.8K - $91.9K
7.44K $1M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-684
- 1.01%
$26.64 - $27.14 $18.2K - $18.6K
67.3K $1.8M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-426
- 1.7%
$30.71 - $30.87 $13.1K - $13.2K
24.6K $759K
FXI
Ishares Tr

ETFs
-4.76K
- 16.0%
$28.65 - $38.55 $136K - $183K
25K $895K
GHYG
Ishares Incus & Intl High Yiel

ETFs
-633
- 1.53%
$43.73 - $44.98 $27.7K - $28.5K
40.7K $1.81M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-280
- 1.89%
$51.52 - $52.37 $14.4K - $14.7K
14.5K $760K
Arista Networks Inc
-809
- 25.7%
N/A
2.34K $0
EMB
Ishares Tr

ETFs
-489
- 1.69%
$88.64 - $92.03 $43.3K - $45K
28.4K $2.57M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-47
- 0.67%
$105.1 - $109.61 $4.94K - $5.15K
6.94K $753K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-149
- 0.76%
$126.11 - $135.06 $18.8K - $20.1K
19.5K $2.51M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-847
- 2.9%
$25.69 - $26.89 $21.8K - $22.8K
28.4K $763K
EWG
Ishares Msci Germany ETF

ETFs
-2.83K
- 11.55%
$31.57 - $39.31 $89.4K - $111K
21.7K $804K
FTI
Technip Fmc PLC

Energy
-1.25K
- 3.46%
$25.3 - $32.57 $31.6K - $40.7K
34.8K $1.1M
TRGP
Targa Resources Corp.

Energy
-245
- 3.46%
$178.44 - $217.22 $43.7K - $53.2K
6.83K $1.37M
AIG
American International Group, Inc.

Financial Services
-384
- 3.48%
$70.5 - $86.94 $27.1K - $33.4K
10.7K $927K
CTAS
Cintas Corp

Industrials
-235
- 2.99%
$182.09 - $208.14 $42.8K - $48.9K
7.63K $1.57M
MCK
Mckesson Corp

Healthcare
-72
- 3.16%
$566.21 - $672.99 $40.8K - $48.5K
2.21K $1.49M
BRO
Brown & Brown, Inc.

Financial Services
-465
- 3.13%
$100.54 - $124.4 $46.8K - $57.8K
14.4K $1.79M
Activity Summary
Buys All Purchases 92 New Holdings 50 Increased Positions 42 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 5 Puts 0
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