Current position

Dev Kantesaria’s Moodys Corp (MCO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.32MHighest verified quarter-end share count
Quarters reported39Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported Moodys Corp in Q4 2016. The reported position was increased and reduced across later filings. Valley Forge Capital Management currently reports 1.32M shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change1.32M shares reported
Filing context

Quarter-end price $452.92 · Estimated holding basis $252.61

Q1 2026
Sold 0.01% of the position−104 shares · 1.32M shares remained
Filing context

Quarter-end price $436.25 · Estimated holding basis $252.61

Q4 2025
Bought 0.2% more+3.15K shares · 1.32M shares reported after the change
Filing context

Quarter-end price $510.85 · Estimated holding basis $252.61

Q4 2024
Bought 2.0% more+25.70K shares · 1.31M shares reported after the change
Filing context

Quarter-end price $473.37 · Estimated holding basis $251.99

Q3 2024
Bought 5.7% more+70.03K shares · 1.29M shares reported after the change
Filing context

Quarter-end price $474.59 · Estimated holding basis $247.57

Q4 2022
Bought 5.1% more+59.41K shares · 1.22M shares reported after the change
Filing context

Quarter-end price $278.62 · Estimated holding basis $234.52

18 unchanged quarters are collapsed by default.

Portfolio importance

How important is Moodys Corp in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight19.1%Q2 2026
Current rank#3of 7 reported positions
Peak portfolio weight31.0%Q3 2017
Best historical rank#1Q4 2016
At peak importanceQ3 2017
MCO
31.0%
Largest holding
31.0%
Cross-investor discovery

Who else owns Moodys Corp?

Also reported by 6 other tracked investors in their latest verified filings.

Chris HohnTCI Fund Management Ltd
MCO12.3% of reported portfolio
Chuck AkreAkre Capital Management
MCO10.3% of reported portfolio
Guy SpierAquamarine Capital
MCO8.5% of reported portfolio
Explore Moodys Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$468.592026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$452.92Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$252.61Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.