MTCO Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 20, 2026), MTCO Ltd. reported 2 stock positions worth $269.3 million. Its top holding was Qxo (QXO) at 78.9% of the portfolio, followed by Paramount Skydance Class B (PSKY, 21.1%). Compared with Q4 2025, it added to 1. The biggest buy was Paramount Skydance Class B (PSKY, shares +133%).

Most Recent 13F
Q2 2026
Location
Nassau, C5
CIK
0002095669
Portfolio Value
$269.3M (Q1 2026)
SEC Filing
0000950157-26-000521 ↗ filed Apr 20, 2026

Holdings Value

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

Holdings 2 stocks · $269.3M
QXO Qxo Inc. 78.90% 10,940,919 $212.5M No change
PSKY Paramount Skydance Class B 21.10% 6,300,000 $56.8M Add +133.3%

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
PSKY Paramount Skydance Class B Add +133.3% 21.10% +6.47

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