Mount Lucas Management LP Portfolio Holdings

Mount Lucas Management LP

  • $280 Million
  • Q4 2024

Mount Lucas Management LP has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Kraneshares Tr Csi China Inter with a value of $44.1M, Invesco Exchange Traded Fd Tr with a value of $24.7M, Xtrackers Harvest Csi 300 Chin with a value of $18.5M, Ishares Barclays 1 3 Year Trea with a value of $16.3M, and Jd.Com, Inc. with a value of $13.9M.

Examining the 13F form we can see an decrease of $7.12M in the current position value, from $287M to 280M.

Mount Lucas Management LP is based out at Newtown, PA

Below you can find more details about Mount Lucas Management LP portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $164 Million
Financial Services: $37.8 Million
Consumer Cyclical: $25.9 Million
Industrials: $19.1 Million
Technology: $9.52 Million
Healthcare: $6.43 Million
Real Estate: $4.81 Million
Energy: $4.25 Million
Other: $8.94 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $280 Million
  • Prior Value $287 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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