Kingdom Capital
MLCI · Investing & exchanges

Mount Logan Capital

Runs funds that lend money to companies and owns an insurer.
Owns it

What the manager says

In short: Finance company that gains from higher interest rates; earnings cleaned up but stock barely moved.

The numbers

Share of the fund
Not disclosed
Named in
Q3 2026 letter
Also owned by
No other fund we follow
More about Mount Logan Capital
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works