SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Mountain Road Advisors, LLC

CIK 0001753564 · 437 MADISON AVE, 21ST FLOOR, NEW YORK, NY, 10022 · 646-256-9147

Reported Value
$105M
Q2 2020
Positions
15
Filings on Record
5
2019–present window
Filed
Aug 7, 2020
original filing

Summary

Mountain Road Advisors, LLC reported $105M in U.S.-listed holdings across 15 positions for Q2 2020.

Its largest position, YUSD, represents 13.5% of the portfolio.

Compared with Q1 2020, the fund opened 5 new positions and exited 7.

Portfolio Metrics

Turnover
+14.1%
vs prior filed quarter
Top-10 Concentration
+92.3%
share of reported value
Largest Position
+13.5%
Alleghany
New / Exited
5 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $59MQ4 ’19Q1 ’20: $29MQ1 ’20Q2 ’20: $105MQ2 ’20Q3 ’20: $113MQ3 ’20filingsflow.com

Portfolio Composition

By security type
Common Stock: 58.7%Other: 41.3%
  • Common Stock · 58.7% · $61M
  • Other · 41.3% · $43M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
AFGAMERICAN FINL GROUP INC OHIONEW+190.7K190.7K+$12M$12M
MKLMARKEL CORPNEW+11.8K11.8K+$11M$11M
RLIRLI CORPNEW+58.4K58.4K+$5M$5M
MRSHMARSH & MCLENNAN COS INCNEW+20.0K20.0K+$2M$2M
EIGEMPLOYERS HOLDINGS INCNEW+7.4K7.4K+$224,000$224,000
YUSDALLEGHANY CORP DELADDED+25.6K29.0K+$12M$14M
ARCH CAP GROUP LTDADDED+344.3K404.3K+$10M$12M
WRBBERKLEY W R CORPADDED+110.0K130.0K+$6M$7M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2020

15 positions
#IssuerClass% PortfolioValueShares
1YUSDALLEGHANY CORP DELhistory →COM13.54%$14M29.0K
2AFGAMERICAN FINL GROUP INC OHIOhistory →COM11.55%$12M190.7K
3ARCH CAP GROUP LTDORD11.05%$12M404.3K
4RENAISSANCERE HOLDINGS LTDCOM10.96%$11M67.2K
5MKLMARKEL CORPhistory →COM10.35%$11M11.8K
6ARGO GROUP INTL HLDGS LTDCOM9.96%$10M299.7K
7JAMES RIV GROUP LTDCOM7.42%$8M172.9K
8WRBBERKLEY W R CORPhistory →COM7.11%$7M130.0K
9PGRPROGRESSIVE CORP OHIOhistory →COM5.73%$6M75.0K
10RLIRLI CORPhistory →COM4.58%$5M58.4K
11BWINBRP GROUP INChistory →COM CL A3.55%$4M215.6K
12MRSHMARSH & MCLENNAN COS INChistory →COM2.05%$2M20.0K
13INTL GNRL INSURANCE HLDNGS LSHS1.20%$1M182.3K
14ENSTAR GROUP LIMITEDSHS0.73%$764,0005.0K
15EIGEMPLOYERS HOLDINGS INCCOM0.21%$224,0007.4K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2020$113M17Nov 16, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$105M15Aug 7, 202013F-HRchanges · EDGAR ↗
Q1 2020$29M17May 7, 202013F-HRchanges · EDGAR ↗
Q4 2019$59M21Feb 12, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.