Current position

Joel Greenblatt’s Moodys Corp (MCO) position

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

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2012Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares58.75KHighest verified quarter-end share count
Quarters reported51Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Moodys Corp in Q1 2012. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gotham Asset Management currently reports 51.85K shares. The latest verified filing showed: Bought 24.5% more.

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
Bought 24.5% more+10.22K shares · 51.85K shares reported after the change
Filing context

Quarter-end price $452.92 · Estimated holding basis $443.34

Q1 2026
Bought 42.0% more+12.31K shares · 41.63K shares reported after the change
Filing context

Quarter-end price $436.25 · Estimated holding basis $440.99

Q4 2025
Sold 17.4% of the position−6.18K shares · 29.32K shares remained
Filing context

Quarter-end price $510.85 · Estimated holding basis $442.98

Q3 2025
Bought 55.3% more+12.63K shares · 35.50K shares reported after the change
Filing context

Quarter-end price $476.48 · Estimated holding basis $442.98

Q2 2025
Sold 36.0% of the position−12.85K shares · 22.86K shares remained
Filing context

Quarter-end price $501.59 · Estimated holding basis $424.47

Q1 2025
Bought 38.5% more+9.93K shares · 35.71K shares reported after the change
Filing context

Quarter-end price $465.69 · Estimated holding basis $424.47

Portfolio importance

How important is Moodys Corp in Gotham Asset Management’s reported portfolio?

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

Current portfolio weight0.1%Q2 2026
Current rank#504of 1791 reported positions
Peak portfolio weight0.2%Q4 2019
Best historical rank#88Q4 2021
At peak importanceQ4 2019
MCO
0.2%
Largest holding
1.8%
Cross-investor discovery

Who else owns Moodys Corp?

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

Dev KantesariaValley Forge Capital Management
MCO19.1% of reported portfolio
Chris HohnTCI Fund Management Ltd
MCO12.3% of reported portfolio
Chuck AkreAkre Capital Management
MCO10.3% 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$443.34Historical reference — not actual purchase price

Calculated from supported filing history.

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

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.