Iron Mountain Incorporated
GB ˙ LSE ˙ US46284V1017
126,74 $ ↓ -1,89 (-1,47%)
2026-06-05
DEL PRIS
SecurityGB:0JDP / Iron Mountain Incorporated
InstitutionBrookstone Capital Management
Latest Disclosed Ownership188,929 shares
Latest Disclosed Value $ 19,297,161
Brookstone Capital Management reports 19.92% decrease in ownership of 0JDP / Iron Mountain Incorporated

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 188,929 shares of Iron Mountain Incorporated (GB:0JDP) valued at $19,232,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 235,933 shares of Iron Mountain Incorporated. This represents a change in shares of -19.92% during the quarter. The current value of the position is $23,944,861 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)
2026-04-16 2026-03-31 13F IRON MTN INC DEL COM 46284V101 188,929 -47,004 -19.92 19,297 -1.39 0.2205
2026-01-15 2025-12-31 13F IRON MTN INC DEL COM 46284V101 235,933 28,490 13.73 19,571 -7.45 0.2239
2025-10-15 2025-09-30 13F IRON MTN INC DEL COM 46284V101 207,443 59,383 40.11 21,147 39.25 0.2523
2025-07-30 2025-06-30 13F IRON MTN INC DEL COM 46284V101 148,060 -10,161 -6.42 15,187 11.56 0.1992
2025-04-29 2025-03-31 13F IRON MTN INC DEL COM 46284V101 158,221 35,362 28.78 13,613 5.42 0.1951
2025-01-13 2024-12-31 13F IRON MTN INC DEL COM 46284V101 122,859 31,064 33.84 12,914 18.38 0.1880
2024-10-08 2024-09-30 13F IRON MTN INC DEL COM 46284V101 91,795 -6,630 -6.74 10,908 11.71 0.1608
2024-07-18 2024-06-30 13F IRON MTN INC DEL COM 46284V101 98,425 11,454 13.17 9,766 40.00 0.1620
2024-04-15 2024-03-31 13F IRON MTN INC DEL COM 46284V101 86,971 -204,651 -70.18 6,976 -65.82 0.1247
2024-01-11 2023-12-31 13F IRON MTN INC DEL COM 46284V101 291,622 -22,769 -7.24 20,408 8.64 0.3968
2023-10-20 2023-09-30 13F IRON MTN INC DEL COM 46284V101 314,391 -54,561 -14.79 18,785 -12.14 0.4123
2023-07-11 2023-06-30 13F IRON MTN INC DEL COM 46284V101 368,952 6,615 1.83 21,381 10.94 0.4302
2023-04-19 2023-03-31 13F IRON MTN INC DEL COM 46284V101 362,337 46,106 14.58 19,273 20.23 0.3752
2023-01-09 2022-12-31 13F IRON MTN INC DEL COM 46284V101 316,231 68,980 27.90 16,030 42.82 0.3245
2022-10-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 247,251 14,317 6.15 11,223 -1.07 0.2594
2022-07-11 2022-06-30 13F IRON MTN INC COM 46284V101 232,934 64,875 38.60 11,344 21.56 0.2511
2022-04-12 2022-03-31 13F IRON MTN INC COM 46284V101 168,059 28,160 20.13 9,332 42.56 0.1826
2022-01-11 2021-12-31 13F IRON MTN INC COM 46284V101 139,899 -2,065 -1.45 6,546 6.60 0.1128
2021-11-03 2021-09-30 13F IRON MTN INC COM 46284V101 141,964 14,990 11.81 6,141 9.43 0.1105
2021-07-14 2021-06-30 13F IRON MTN INC COM 46284V101 126,974 29,721 30.56 5,612 55.93 0.1006
2021-04-16 2021-03-31 13F IRON MTN INC COM 46284V101 97,253 -2,680 -2.68 3,599 22.17 0.1379
2021-01-13 2020-12-31 13F IRON MTN INC COM 46284V101 99,933 7,049 7.59 2,946 18.41 0.1171
2020-10-13 2020-09-30 13F IRON MTN INC COM 46284V101 92,884 13,215 16.59 2,488 19.67 0.1149
2020-07-21 2020-06-30 13F IRON MTN INC COM 46284V101 79,669 -9,611 -10.77 2,079 -2.16 0.1295
2020-04-14 2020-03-31 13F IRON MTN INC COM 46284V101 89,280 -9,887 -9.97 2,125 -32.75 0.1222
2020-01-29 2019-12-31 13F IRON MTN INC COM 46284V101 99,167 22,034 28.57 3,160 26.50 0.1605
2019-10-18 2019-09-30 13F IRON MTN INC COM 46284V101 77,133 27,379 55.03 2,498 60.44 0.1356
2019-07-25 2019-06-30 13F IRON MTN INC COM 46284V101 49,754 14,449 40.93 1,557 24.36 0.0900
2019-04-18 2019-03-31 13F IRON MTN INC COM 46284V101 35,305 3,804 12.08 1,252 22.62 0.0813
2019-02-05 2018-12-31 13F IRON MTN INC COM 46284V101 31,501 31,501 1,021 0.0775
2015-10-28 2015-09-30 13F IRON MOUNTAIN INC COM COM 46284V101 0 -2 -100.00 0 0.0000
2015-08-11 2015-06-30 13F IRON MOUNTAIN INC COM COM 46284V101 2 2 0 0.0000
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.