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| Happy Holidays!! thanks for using AUM13F!! |
| Mount Lucas Management LP
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| CRD # | 108255 |
| SEC # | 801-28254 |
| CIK # | 0001185072 |
| AUM | $1.1 B (2025-03-21) |
| Employees | 15 (33% Investors, 13% Brokers) |
| Phone | 267-759-3500 |
| Address | 405 South State Street Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Tesla Motors Inc | 9.5 | |
| Annaly Capital Management Inc | 5.5 | |
| American Capital Agency Corp | 5.2 | |
| Intel Corp | 3.4 | |
| Progressive Corp/Oh/ | 2.6 | |
| Fox Corp | 2.4 | |
| AT&T Inc | 2.2 | |
| MetLife Inc | 2.0 | |
| Amerisourcebergen Corp | 2.0 | |
| UAL Corp /DE/ | 1.7 |
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | M2 Global Multi-Strategy Fund LP | [2021-03-19] | 15.0 | 18.6 |
| PE | MLM Micro Cap Fund LP | 2015-04-01 | 2.6 | |
| HF | MLM Symmetry Master Fund Ltd | [2012-11-15] | 0.0 | 64.2 |
| Other | MLM US Focused Equity Fund LLC | [2012-03-29] | 12.6 | 4.9 |
| HF | Peak Offshore Master Fund Ltd | 2012-03-29 | 341.6 | |
| HF | Peak Partners LP | [2012-03-29] | 233.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 56.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 293.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 768.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 2.2 |
| Total | 13 | 1,120.6 |
| By Discretionary | ||
| Discretionary | 13 | 1,120.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,120.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 16.2 | |
| United States Persons | 1,104.4 | |
| Total | 13 | 1,120.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Timothy Rudderow | 20 | |||
| James Mehling | 16 | |||
| Mount Lucas Management LP | 15 | |||
| Raymond IX Jr | 14 | |||
| Roger Alcaly | 13 | |||
| John Oberkofler | 13 | |||
| Paul Derosa | 9 | |||
| Paul de Rosa | 8 | |||
| Timothy Rudderow Sr | 4 | |||
| Gerald Prior | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001185072] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
River Partners Capital Management LP
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|
NY | 1.2 |
|
Connors Investor Services Inc
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|
PA | 1.2 |
|
Clear Haven Capital Management LLC
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|
NY | 1.2 |
|
Rosemawr Management LLC
✚
|
FL | 1.2 |
|
Granville Capital Inc
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|
NC | 1.1 |
|
Godwin Capital Group LLC
✚
|
GA | 1.1 |
|
Seer Capital Management LP
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|
NY | 1.1 |
|
Overbrook Management Corporation
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|
NY | 1.1 |
|
MG Financial LLC
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|
MA | 1.1 |
|
Andina Capital Management LLC
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|
UT | 1.0 |