Mount Lucas Management LP
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 280,703
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 166 | 280,703 | 13F-HR | Mount Lucas Management LP |
| Q1 2026 | 5/5/2026 | 165 | 270,804 | 13F-HR | Mount Lucas Management LP |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 135.6 K | 48.3% | 5.011 K | 0 | 5.011 K |
| ETFs | 145.1 K | 51.7% | 4.89 K | 0 | 4.89 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
280,703
Holdings
166
QoQ value change ($000)
9,899
(3.7%)
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.