Mount Lucas Management LP

All 13F Filings

Location
Newtown, PA
Most recent 13F
Q4 2025
Holdings value ($000)
250,031
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/5/2026 171 250,031 13F-HR Mount Lucas Management LP
Q3 2025 11/10/2025 162 243,471 13F-HR Mount Lucas Management LP
Q2 2025 8/11/2025 159 234,564 13F-HR Mount Lucas Management LP
Q1 2014 5/14/2014 87 729,589 13F-HR Mount Lucas Management LP
Q4 2013 2/14/2014 88 457,893 13F-HR Mount Lucas Management LP
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 24.17 K (9.7% of total reported value) · QoQ Δ: +2.313 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 112.4 K 49.8% 1.907 K 0 1.907 K
ETFs 113.5 K 50.2% 2.346 K 0 2.346 K
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Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
250,031
Holdings
171
QoQ value change ($000)
6,560 (2.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.