Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
108,60 € ↓ -0,40 (-0,37%)
2026-05-29
DEL PRIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionLavaca Capital Llc
Latest Disclosed Ownership1,209 shares
Latest Disclosed Value $ 123,488
Lavaca Capital Llc reports 25.81% increase in ownership of I5M / Iron Mountain Incorporated

On May 13, 2026 - Lavaca Capital Llc filed a 13F-HR form disclosing ownership of 1,209 shares of Iron Mountain Incorporated (DE:I5M) valued at $107,335 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 961 shares of Iron Mountain Incorporated. This represents a change in shares of 25.81% during the quarter. The current value of the position is $131,297 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F IRON MTN INC DEL COM 46284V101 1,209 248 25.81 123 55.70 0.0219
2026-02-13 2025-12-31 13F IRON MTN INC DEL COM 46284V101 961 -140 -12.72 80 -29.46 0.0129
2025-11-13 2025-09-30 13F IRON MTN INC DEL COM 46284V101 1,101 0 0.00 112 0.00 0.0194
2025-08-28 2025-06-30 13F/A-1 IRON MTN INC DEL COM 46284V101 1,101 0 0.00 113 19.15 0.0420
2025-08-14 2025-06-30 13F IRON MTN INC DEL COM 46284V101 300 -801 55 0.0203
2025-05-15 2025-03-31 13F IRON MTN INC DEL COM 46284V101 1,101 0 0.00 95 -18.26 0.0391
2025-02-14 2024-12-31 13F IRON MTN INC DEL COM 46284V101 1,101 1,101 116 0.0454
2023-08-25 2023-06-30 13F/A-1 IRON MTN INC DEL COM 46284V101 0 -19,230 -100.00 0 -100.00
2023-08-15 2023-06-30 13F IRON MTN INC DEL COM 46284V101 0 -19,230 0
2023-05-15 2023-03-31 13F IRON MTN INC DEL COM 46284V101 19,230 0 0.00 1,050 9.04 0.2194
2023-02-14 2022-12-31 13F IRON MTN INC DEL COM 46284V101 19,230 -63 -0.33 963 2.78 0.3006
2022-11-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 19,293 -400 -2.03 936 -11.53 0.3363
2022-08-12 2022-06-30 13F IRON MTN INC COM 46284V101 19,693 639 3.35 1,058 0.19 0.1574
2022-05-13 2022-03-31 13F IRON MTN INC COM 46284V101 19,054 -5,534 -22.51 1,056 -17.95 0.1138
2022-02-10 2021-12-31 13F IRON MTN INC COM 46284V101 24,588 -88 -0.36 1,287 20.06 0.1652
2021-11-12 2021-09-30 13F IRON MTN INC COM 46284V101 24,676 -250 -1.00 1,072 1.61 0.1083
2021-08-13 2021-06-30 13F IRON MTN INC COM 46284V101 24,926 0 0.00 1,055 14.30 0.1051
2021-05-14 2021-03-31 13F IRON MTN INC COM 46284V101 24,926 -2,680 -9.71 923 13.39 0.0786
2021-01-13 2020-12-31 13F IRON MTN INC COM 46284V101 27,606 -28 -0.10 814 10.00 0.1067
2020-11-10 2020-09-30 13F IRON MTN INC COM 46284V101 27,634 -2,384 -7.94 740 -5.49 0.1164
2020-08-11 2020-06-30 13F IRON MTN INC COM 46284V101 30,018 -66 -0.22 783 9.36 0.2492
2020-05-12 2020-03-31 13F IRON MTN INC COM 46284V101 30,084 0 0.00 716 -25.34 0.6928
2020-02-05 2019-12-31 13F IRON MTN INC COM 46284V101 30,084 -21,262 -41.41 959 -42.33 0.7370
2019-11-04 2019-09-30 13F IRON MTN INC COM 46284V101 51,346 0 0.00 1,663 3.48 1.2545
2019-07-29 2019-06-30 13F IRON MTN INC COM 46284V101 51,346 0 0.00 1,607 -11.75 1.2387
2019-04-11 2019-03-31 13F IRON MTN INC COM 46284V101 51,346 3,077 6.37 1,821 16.43 1.5518
2019-01-22 2018-12-31 13F IRON MTN INC COM 46284V101 48,269 48,269 1,564 1.5571
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.