MTCO Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), MTCO Ltd. reported 2 stock positions worth $247.2 million. Its top holding was Qxo (QXO) at 85.4% of the portfolio, followed by Paramount Skydance Class B (PSKY, 14.6%). Compared with Q3 2025, it added to 1. The biggest buy was Paramount Skydance Class B (PSKY, shares +93%).

Most Recent 13F
Q2 2026
Location
Nassau, C5
CIK
0002095669
Portfolio Value
$247.2M (Q4 2025)
SEC Filing
0000950157-26-000042 ↗ filed Jan 21, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $235.0M Q3 2025 Q4 2025: $247.2M $247.2M Q4 2025 Q1 2026: $269.3M Q1 2026 Q2 2026: $271.3M Q2 2026

Holdings 2 stocks · $247.2M
QXO Qxo Inc. 85.37% 10,940,919 $211.1M No change
PSKY Paramount Skydance Class B 14.63% 2,700,000 $36.2M Add +92.9%

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
PSKY Paramount Skydance Class B Add +92.9% 14.63% +3.36

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 4$271.3MQXO, PSKY, QQQ, AOR
Q1 2026 2$269.3MQXO, PSKY
Q4 2025 2$247.2MQXO, PSKY
Q3 2025 2$235.0MQXO, PSKY