Mount Lucas Management LP Q4 2024 Filing

Filed February 7, 2025

Portfolio Value

$287.3B

Holdings

135

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
101
FCNCAFIRST CITIZENS BCSHS -CL A
260$549.4M0.19%
102
BURLBURLINGTON STORES INC
1,871$533.3M0.19%
103
EMEEMCOR GROUP INC
1,145$519.7M0.18%
104
ALSALLSTATE CORP
2,676$515.9M0.18%
105
PGRPROGRESSIVE CORP
2,058$493.1M0.17%
106
EWIISHARES MSCI ITALY ETF
13,655$491.2M0.17%
107
NCLHNORWEGIAN CRUISE LINE HOLDIN
18,200$468.3M0.16%
108
RGAREINSURANCE GROUP OF AMERICA
2,146$458.4M0.16%
109
PRUPRUDENTIAL FINANCIAL INC
3,831$454.1M0.16%
110
INDAISHARES MSCI INDIA ETF
8,514$448.2M0.16%
111
CAHCARDINAL HEALTH INC
3,754$444.0M0.15%
112
CECELANESE CORP
5,383$372.6M0.13%
113
NUNU HOLDINGS LTD/CAYMAN ISL-A
35,000$362.6M0.13%
114
DUOLDUOLINGO
1,106$358.6M0.12%
115
ANETARISTA NETWORKS INC
3,148$347.9M0.12%
116
AVGOBROADCOM INC
1,474$341.7M0.12%
117
EWUISHARES MSCI UNITED KINGDOM
9,868$334.5M0.12%
118
WBDWARNER BROS DISCOVERY INC
30,228$319.5M0.11%
119
DASHDOORDASH INC - A
1,823$305.8M0.11%
120
MGMMGM RESORTS INTERNATIONAL
8,595$297.8M0.10%
121
HWMHOWMET AEROSPACE INC
2,579$282.1M0.10%
122
EWPISHARES MSCI SPAIN ETF
8,585$266.6M0.09%
123
GXOGXO LOGISTICS INC
6,045$263.0M0.09%
124
HUBSHUBSPOT INC
333$232.0M0.08%
125
BCCCGLOBAL X MSCI GREECE ETF
5,593$217.0M0.08%
126
DDOGDATADOG INC - CLASS A
1,511$215.9M0.08%
127
MLB1MERCADOLIBRE INC
118$200.7M0.07%
128
WWDWOODWARD INC
1,189$197.9M0.07%
129
CRWDCROWDSTRIKE HOLDINGS INC - A
558$190.9M0.07%
130
ESTCELASTIC NV
1,919$190.1M0.07%
131
ZSZSCALER INC
836$150.8M0.05%
132
SNOWSNOWFLAKE INC-CLASS A
932$143.9M0.05%
133
EWOISHARES MSCI AUSTRIA ETF
5,358$112.3M0.04%
134
SMCISUPER MICRO COMPUTER INC
2,803$85.4M0.03%
135
TKNOALPHA TEKNOVA INC
9,000$75.2M0.03%
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