13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
61

MCO

MOODYS CORP · Industrials

Consensus score 61/100 · #11 this quarter · tier-weighted across tracked managers

→NeutralPrice action since filingas of 2026-10-14
vs 50-day avg
-3.1%
21-day momentum
-0.9%
recent volume
1.12×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S1· BasingStage Analysis · Weinstein
vs 30-wk avg
-0.2%
30-wk MA slope
+0.3%
rel. strength
-9.4
52-wk range
42%

Basing after a decline — accumulation; not yet a buy. Watch for a Stage 2 breakout. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
11
tracked managers
New this Q
0
opened a position
Avg weight
5.4%
of their portfolios
Combined value
$19.42B
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Valley Forge Capital
Quality compounder
19.1%
HOLD
TCI Fund Management
Quality compounder
12.3%
HOLD
Akre Capital
Quality compounder
10.3%
TRIM
AKO Capital
Concentrated
4.5%
TRIM
Marshfield Associates
Concentrated
4.5%
TRIM
Berkshire Hathaway
Quality compounder
3.7%
HOLD
Altarock Partners
Quality compounder
3.2%
TRIM
Cantillon Capital
Concentrated
1.2%
TRIM
Markel Group
Concentrated
0.7%
HOLD
Yacktman Asset Management
Quality value
0.1%
HOLD
Brave Warrior
Concentrated
0.0%
HOLD

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.