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Mount Logan Capital Inc.: which funds bought and sold

Institutions that bought and sold Mount Logan Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 11 institutions that filed 13F reports for both quarters added to or opened positions in Mount Logan Capital, and 14 cut or closed them. Together they sold a net 249K shares, −9.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 212K shares (−42.2%); index fund managers were net buyers of 38K shares (+4.5%). 3 opened a new position and 6 sold out entirely.

Bought, Q2 2026 11 institutions, 3 of them new holders Sold, Q2 2026 14 institutions, 6 of them sold out
Net change, all compared −249K shares (−9.1%)
Net change, active managers −212K shares (−42.2%), 1 bought, 3 sold

Buyers versus sellers

institutions compared, 35
Active managers and hedge funds 1 bought · 3 sold · −212K
Index fund managers 3 bought · 1 sold · +38K
Other institutions 7 bought · 10 sold · −75K

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Arbiter Partners Capital Management LLC +36K +100.0% 71K $244,276
Blackrock, Inc. Index funds +32K +67.5% 80K $273,531
Jb Capital Partners LP +31K +6.2% 535K $1.8M
AQR Capital Management LLC Hedge fund +17K New position 17K $58,198
Geode Capital Management, LLC Index funds +5,989 +6.3% 102K $350,205
Hightower Advisors, LLC +5,069 +1.8% 286K $985,192
Elkhorn Partners Limited Partnership +1,500 New position 1,500 $5,160
Osaic Holdings, Inc. +700 +49.8% 2,105 $7,241
Royal Bank Of Canada +452 +145.3% 763 $3,000
Vanguard Fiduciary Trust Co Index funds +452 +0.6% 76K $260,460
Barclays PLC +12 New position 12 $41

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Anson Funds Management LP Hedge fund −156K Sold out 0 —
Marshall Wace, LLP Hedge fund −63K Sold out 0 —
1832 Asset Management L.P. −48K Sold out 0 —
Punch & Associates Investment Management, Inc. −34K −15.7% 185K $634,996
Marex Group Ltd −26K Sold out 0 —
Goldman Sachs Group Inc −18K Sold out 0 —
UBS Group AG −11K −50.8% 11K $37,706
Citadel Advisors LLC Hedge fund −9,751 −11.4% 76K $261,189
Financial Consulate, Inc −9,512 −5.4% 165K $569,132
Closed-End Fund Advisors, Inc. −993 −5.3% 18K $60,830
Morgan Stanley −472 −17.8% 2,178 $7,492
Vanguard Capital Management LLC Index funds −452 −0.1% 596K $2.1M
Community Financial Services Group, LLC −425 −26.3% 1,189 $4,066
Allworth Financial LP −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
AQR Capital Management LLCHedge fund 17K $58,198
Elkhorn Partners Limited Partnership 1,500 $5,160
Barclays PLC 12 $41

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Anson Funds Management LPHedge fund 156K $558,222
Marshall Wace, LLPHedge fund 63K $227,115
1832 Asset Management L.P. 48K $173,440
Marex Group Ltd 26K $94,244
Goldman Sachs Group Inc 18K $62,922
Allworth Financial LP 1 $4

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
29
Ten largest holders
92.3%
of 13F-reported shares
Index fund managers
35.7%
of 13F-reported shares
Active managers and hedge funds
11.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 3 1 2 −212K −42.2%
Index fund managers 3 1 0 0 +38K +4.5%
Other institutions 7 10 2 4 −75K −5.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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