MNTN (MNTN) Stock Concentration Calculator
Calculator · free · no signup · MNTNQuantify MNTN concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About MNTN
MNTN (MNTN) is a public Marketing company, incorporated in Delaware and headquartered in Austin, TX. IPO'd May 22, 2025.
Last close: $8.86 per share (as of 2026-06-16).
CTV ad platform.
Equity grants at MNTN typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
On May 22, 2025, MNTN priced its IPO at $16 per share on the NYSE (ticker: MNTN), raising $187 million. Mark Douglas and Brooke Partelow founded the company in 2009 to apply performance-marketing discipline (measurable cost per acquisition, return on ad spend) to connected TV advertising, which had traditionally been sold on reach and brand metrics. Its self-serve platform lets brands target first-party audiences directly on streaming and broadcast inventory without traditional TV media buyers. Ryan Reynolds joined as an investor and creative collaborator. Total pre-IPO funding was $184 million.
Sources: businesswire.com · ir.mountain.com
Equity comp at MNTN
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by MNTN.
If a meaningful share of your net worth sits in MNTN, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with MNTN's option-implied volatility.
Example: 5,000 MNTN shares at $8.86 is a $44,300 position. A 30% drawdown costs $13,290; a 50% drawdown costs $22,150; a 70% drawdown costs $31,010. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using MNTN's option-implied volatility and your cost basis.
All MNTN tools → · Use the generic Stock Concentration Calculator for any company.
MNTN equity questions
- How much MNTN stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your MNTN position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does MNTN grant ISOs, NSOs, or RSUs?
- Equity compensation at MNTN typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the MNTN IPO lockup expire?
- MNTN (MNTN) went public on May 22, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around November 18, 2025. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do MNTN RSUs use double-trigger vesting?
- No. MNTN restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your MNTN equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.