13F

Investor

MTCO Ltd.

CIK 0002095669 · filed 2026-04-20 · SEC filing

13F book

$269.3M

Positions

2

Largest name

78.9%

Qxo Inc

Est. mark

−$10.4M

Price effect on 2 names still held. Flow $32.5M.
NameTickerSharesValueWeightEst. markChange
Qxo Inc10.9M$212.5M78.9%$1.42MHeld
Paramount Skydance CorpPSKY6.3M$56.8M21.1%−$11.8MAdded$20.6M

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.