Mount Lucas Management LP

13F Filings History

Latest 13F report
Q3 2025 - Nov 10, 2025
Value $
$220M
Signature - Title
Timothy J. Rudderow - Chief Investment Officer
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Mount Lucas Management LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mount Lucas Management LP reported 160 stock holdings with total value $220M as of Q3 2025. Top holdings included QQQ, AGNC, NLY, BBJP, and EWA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 160 $220M +$13.8M -$18M -$4.21M QQQ, AGNC, NLY, BBJP, EWA 13F-HR 11/10/2025, 05:02 PM
Q2 2025 156 $210M +$47.3M -$64.9M -$17.6M QQQ, NLY, AGNC, IEF, IEI 13F-HR 8/11/2025, 12:08 PM
Q1 2025 144 $213M +$89.3M -$165M -$75.9M QQQ, IEI, SHY, IEF, NLY 13F-HR 5/6/2025, 11:55 AM
Q4 2024 135 $287M +$79.8M -$79.4M +$445K KWEB, RPV, ASHR, SHY, JD 13F-HR 2/7/2025, 01:40 PM
Q3 2024 145 $293M +$92.2M -$98.1M -$5.93M KWEB, QQQ, BABA, JD, AGNC 13F-HR 11/6/2024, 04:22 PM
Q2 2024 154 $280M +$78.7M -$90.2M -$11.5M QQQ, HIG, L, COST, ACGL 13F-HR 8/6/2024, 01:07 PM
Q1 2024 142 $299M +$24.5M -$34.9M -$10.4M RPV, PCAR, URI, PHM, CAH 13F-HR 5/10/2024, 12:15 PM
Q4 2023 142 $348M +$136M -$129M +$6.41M QQQ, PCAR, CAH, PHM, RPV 13F-HR 2/7/2024, 11:31 AM
Q3 2023 143 $283M +$30.2M -$39.7M -$9.46M RPV, SHY, CI, MCK, EQT 13F-HR 11/14/2023, 01:17 PM
Q2 2023 172 $299M +$133M -$209M -$75.7M RPV, SHY, CI, CAH, EQT 13F-HR 8/14/2023, 01:29 PM
Q1 2023 113 $379M +$163M -$2.8M +$160M SHY, QQQ, MPC, VLO, XOM 13F-HR 5/12/2023, 01:11 PM
Q4 2022 107 $305M +$138M -$121M +$16.9M SCHO, SHY, RPV, IWD, MPC 13F-HR 2/14/2023, 10:30 AM
Q3 2022 93 $290M +$7.33M -$3.38M +$3.94M SHY, RPV, ADM, NUE, MOS Restatement 11/14/2022, 11:23 AM
Q2 2022 90 $299M +$115M -$13M +$102M SHY, RPV, NUE, ADM, MOS 13F-HR 8/10/2022, 12:19 PM
Q1 2022 111 $343M +$69.4M -$24.4M +$45M SHY, MOS, RPV, EFV, BBJP 13F-HR 5/12/2022, 01:12 PM
Q4 2021 129 $350M +$162M -$52.1M +$109M SHY, HPQ, MOS, WHR, BBWI 13F-HR 2/14/2022, 01:07 PM
Q3 2021 107 $317M +$14.4M -$33.7M -$19.3M SHY, MS, ALL, LEN, DHI 13F-HR 11/15/2021, 12:03 PM
Q2 2021 110 $340M +$130M -$140M -$10.4M SHY, MS, ALL, CI, LEN 13F-HR 8/16/2021, 10:55 AM
Q1 2021 110 $339M +$26.1M -$177M -$151M KSS, IVZ, MGM, ALK, SHY 13F-HR 5/17/2021, 01:34 PM
Q4 2020 114 $475M +$211M -$193M +$17.8M SHY, KSS, XLU, MGM, BBJPXXXX 13F-HR 2/16/2021, 02:33 PM
Q3 2020 77 $479M +$47.8M -$91.4M -$43.6M SHY, XLB, XLI, XLP, XLY 13F-HR 11/16/2020, 02:13 PM
Q2 2020 65 $505M +$205M -$133M +$71.3M SHY, XLK, XLY, XLC, XLB 13F-HR 8/14/2020, 10:51 AM
Q1 2020 41 $486M +$339M +$339M SHY, XLK, XLU, XRX, DAL 13F-HR 5/15/2020, 07:32 AM
Q4 2019 90 $502M +$31.7M -$95.6M -$64M SHY, IEI, IEF, XLU, XRX 13F-HR 2/14/2020, 11:06 AM
Q3 2019 104 $558M +$149M -$165M -$16.4M SHY, IEI, IEF, DAL, SYF 13F-HR 11/14/2019, 01:22 PM
Q2 2019 92 $591M +$55.6M -$52.9M +$2.69M IEF, IEI, SHY, XLU, XLK 13F-HR 8/14/2019, 01:56 PM
Q1 2019 84 $604M +$275M -$294M -$18.5M IEF, IEI, SHY, XLU, XLRE 13F-HR 5/15/2019, 11:37 AM
Q4 2018 55 $788M +$409M -$177M +$232M SHY, IEF, IEI, XLE, XLU 13F-HR 2/14/2019, 03:02 PM
Q3 2018 73 $681M +$180M -$42M +$138M SHY, LUMNXXXX, M, VLO, KSS 13F-HR 11/14/2018, 01:52 PM
Q2 2018 73 $659M +$166M -$57.6M +$108M SHY, M, KSS, F, EWJ 13F-HR 8/14/2018, 01:24 PM
Q1 2018 86 $619M +$227M -$69.6M +$158M SHY, KSS, M, F, XLY 13F-HR 5/15/2018, 12:58 PM
Q4 2017 101 $579M +$20.5M -$22.4M -$1.9M SHY, BBY, UNM, EWJ, VLO 13F-HR 2/14/2018, 01:28 PM
Q3 2017 101 $554M +$170M -$63.2M +$107M BBY, UNM, SHY, EWJ, ANDV 13F-HR 11/14/2017, 07:41 AM
Q2 2017 140 $526M +$42.7M -$17.4M +$25.3M SHY, BBY, GLW, PFG, UNM 13F-HR 8/14/2017, 04:25 PM
Q1 2017 142 $502M +$151M -$53.7M +$97.3M SHY, BBY, UNM, PFG, GLW 13F-HR 5/15/2017, 08:43 AM
Q4 2016 143 $527M +$63.8M -$67.2M -$3.41M SHY, UNM, GM, PRU, T 13F-HR 2/14/2017, 10:16 AM
Q3 2016 156 $556M +$184M -$127M +$56.9M SHY, UNM, GM, T, NAVI 13F-HR 11/14/2016, 01:53 PM
Q2 2016 140 $588M +$79.5M -$44.5M +$35M SHY, HIG, F, GM, GME 13F-HR 8/15/2016, 11:37 AM
Q1 2016 122 $575M +$182M -$133M +$48.2M SHY, GM, HIG, F, GME 13F-HR 5/16/2016, 12:11 PM
Q4 2015 111 $674M +$120M -$6.45M +$114M SHY, TRV, TSO, BBY, VLO 13F-HR 2/16/2016, 02:40 PM
Q3 2015 93 $792M +$523M -$4.51M +$519M SHY, TRV, TSO, BBY, ALL 13F-HR 11/16/2015, 10:32 AM
Q2 2015 105 $521M +$82.7M -$49.2M +$33.5M SHY, GHC, VLO, MPC, TRV 13F-HR 8/14/2015, 12:39 PM
Q1 2015 104 $561M SHY, ALL, GHC, VLO, TRV New Holdings 5/15/2015, 04:38 PM
Q1 2015 105 $562M +$201M -$100M +$101M SHY, ALL, GHC, VLO, TRV 13F-HR 5/15/2015, 12:07 PM
Q4 2014 87 $903M +$356M -$34M +$322M SHY, DAL, AIZ, VLO, SPLS 13F-HR 2/17/2015, 02:06 PM
Q3 2014 91 $578M +$265M -$41.3M +$224M SHY, AIZ, DAL, VLO, BBY 13F-HR 11/14/2014, 10:28 AM
Q2 2014 111 $762M +$133M -$106M +$27.3M F, XLK, R, BBY, AIZ 13F-HR 8/14/2014, 12:18 PM
Q1 2014 86 $730M +$467M -$59.5M +$408M F, TSN, SWY, AIZ, R 13F-HR 5/14/2014, 02:00 PM
Q4 2013 88 $458M SWY, MUR, NOC, STXXXXX, WDC 13F-HR 2/14/2014, 11:27 AM