Timothy J. Rudderow

Mount Lucas Management Lp

Assets Managed

$270.804M

Holdings

165

Last Quarter

2026 - Q1

Filed Date

21d ago

Growth Rate

8.31%(2Q avg: 5.51%)

Sustained Growth

3 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Lucas Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Mount Lucas Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 270.804M in assets, with a quarterly growth rate of 8.31% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Timothy J. Rudderow, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RPV Invesco S&p 500 Pure Value E Recent Activity Increased 34.22%	11.06%	$29.931M 278,712 shares@ $107.4 avg price	Increased 34.22%
EWZ Ishares Msci Brazil Etf Recent Activity Increased 48.15%	7.77%	$21.021M 547,564 shares@ $38.4 avg price	Increased 48.15%
ADBE Adobe Inc Recent Activity New Position	3.15%	$8.508M 35,000 shares@ $243.08 avg price	New Position
INTC Intel Corp Recent Activity	2.04%	$5.516M 125,000 shares@ $44.13 avg price
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 160.96%	1.92%	$5.179M 62,719 shares@ $82.58 avg price	Increased 160.96%
IEI Ishares 3-7 Year Treasury Bo Recent Activity Increased 160.3%	1.9%	$5.126M 43,217 shares@ $118.6 avg price	Increased 160.3%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 159.97%	1.88%	$5.081M 53,239 shares@ $95.44 avg price	Increased 159.97%
RKT Rocket Cos Inc-class A Recent Activity	1.7%	$4.603M 323,000 shares@ $14.25 avg price
NBIS Nebius Group Nv Recent Activity New Position	1.54%	$4.15M 40,000 shares@ $103.76 avg price	New Position
EWA Ishares Msci Australia Etf Recent Activity Decreased -6.04%	1.44%	$3.897M 140,370 shares@ $27.76 avg price	Decreased -6.04%

1-10 of 165