57
MCO
MOODYS CORP · Industrials
Consensus score 57/100 · #8 this quarter · tier-weighted across tracked managers
↑ConfirmedPrice action since filingas of 2026-07-10
vs 50-day avg
+7.1%
21-day momentum
+8.3%
recent volume
0.85×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+4.3%
30-wk MA slope
-0.6%
rel. strength
-12.3
52-wk range
59%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
12
tracked managers
New this Q
1
opened a position
Avg weight
5.5%
of their portfolios
Combined value
$19.29B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Valley Forge Capital Quality compounder | 17.0% | $575M | HOLD |
| TCI Fund Management Quality compounder | 13.8% | $6.25B | ADD |
| Altarock Partners Quality compounder | 9.1% | $376M | ADD |
| Akre Capital Quality compounder | 8.9% | $544M | TRIM |
| Marshfield Associates Concentrated | 4.7% | $235M | TRIM |
| AKO Capital Concentrated | 4.4% | $223M | TRIM |
| Berkshire Hathaway Quality compounder | 4.1% | $10.76B | HOLD |
| Himalaya Capital Value/global | 1.6% | $51M | NEW |
| Cantillon Capital Concentrated | 1.1% | $171M | TRIM |
| Markel Group Concentrated | 0.8% | $93M | HOLD |
| Yacktman Asset Management Quality value | 0.1% | $5M | HOLD |
| Brave Warrior Concentrated | 0.0% | $205K | 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.