Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Moody's Corp. (MCO)
← All MCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 4.63 $469.00–523.19 · VW $500.70i SEC
2025   Q2 81,627 4.63 $501.59 $40,943,000 SEC
2025   Q1 81,627 5.14 Reduce 21.95% 1.41 $435.48–531.93 · VW $487.31i $38,013,000 SEC
2024   Q4 104,587 6.41 Reduce 3.51% 0.23 $450.44–503.95 · VW $475.70i $49,508,000 SEC
2024   Q3 108,387 6.66 Reduce 28.12% 2.09 $418.12–495.10 · VW $464.83i $51,440,000 SEC
2024   Q2 150,787 7.45 Reduce 13.71% 1.07 $360.05–428.79 · VW $394.02i $63,471,000 SEC
2024   Q1 174,753 7.82 $393.03 $68,683,000 SEC
2023   Q4 174,753 8.12 Add 41.34% 2.37 $298.86–396.91 · VW $346.53i $68,252,000 SEC
2023   Q3 123,644 4.96 $316.17 $39,093,000 SEC
2023   Q2 123,644 5.54 $347.72 $42,993,000 SEC
2023   Q1 123,644 5.52 Reduce 21.74% 1.58 $274.81–335.91 · VW $302.75i $37,838,000 SEC
2022   Q4 157,998 7.28 $278.62 $44,021,000 SEC
2022   Q3 157,998 6.77 Reduce 12.87% 0.97 $242.70–325.26 · VW $285.68i $38,411,000 SEC
2022   Q2 181,333 7.54 Add 37.01% 2.04 $251.01–346.22 · VW $298.51i $49,317,000 SEC
2022   Q1 132,353 5.53 $337.41 $44,657,000 SEC
2021   Q4 132,353 5.83 Reduce 47.06% 4.56 $346.88–407.94 · VW $390.19i $51,695,000 SEC
2021   Q3 250,000 9.68 Reduce 16.28% 1.91 $353.03–388.81 · VW $372.98i $88,777,000 SEC
2021   Q2 298,608 11.74 Reduce 20.12% 2.78 $300.99–367.95 · VW $334.30i $108,207,000 SEC
2021   Q1 373,828 13.84 $298.61 $111,629,000 SEC
2020   Q4 373,828 13.23 Reduce 39.10% 5.90 $253.17–304.64 · VW $280.09i $108,500,000 SEC
2020   Q3 613,828 15.10 Reduce 5.60% 0.96 $268.19–305.96 · VW $286.68i $177,918,000 SEC
2020   Q2 650,228 17.22 Reduce 22.70% 4.50 $192.00–283.64 · VW $252.00i $178,637,000 SEC
2020   Q1 841,228 19.82 Reduce 3.93% 0.70 $164.19–287.25 · VW $232.09i $177,920,000 SEC
2019   Q4 875,628 17.89 $237.41 $207,883,000 SEC
2019   Q3 875,628 17.18 $204.83 $179,355,000 SEC
2019   Q2 875,628 17.29 $195.31 $171,019,000 SEC
2019   Q1 875,628 18.32 $181.09 $158,567,000 SEC
2018   Q4 875,628 15.00 Reduce 4.03% 0.64 $129.26–169.92 · VW $150.15i $122,623,000 SEC
2018   Q3 912,389 15.86 $167.20 $152,551,000 SEC
2018   Q2 912,389 16.42 Reduce 11.77% 2.21 $156.24–179.84 · VW $167.65i $155,617,000 SEC
2018   Q1 1,034,075 18.74 $161.30 $166,796,000 SEC
2017   Q4 1,034,075 17.28 $147.61 $152,640,000 SEC
2017   Q3 1,034,075 17.46 $139.21 $143,954,000 SEC
2017   Q2 1,034,075 16.51 $121.68 $125,826,000 SEC
2017   Q1 1,034,075 15.40 $112.04 $115,858,000 SEC
2016   Q4 1,034,075 16.55 Add 11.31% 1.68 $93.85–110.00 · VW $100.23i $97,482,000 SEC
2016   Q3 929,000 15.85 Add 6.17% 0.92 $90.98–110.83 · VW $105.30i $100,592,000 SEC
2016   Q2 875,000 14.73 $93.71 $81,996,000 SEC
2016   Q1 875,000 15.25 Add 20.69% 2.61 $77.76–99.09 · VW $90.15i $84,490,000 SEC
2015   Q4 725,000 15.04 Add 16.00% 2.07 $94.20–104.83 · VW $99.71i $72,747,000 SEC
2015   Q3 625,000 12.99 Add 66.67% 5.20 $96.00–113.87 · VW $104.26i $61,375,000 SEC
2015   Q2 375,000 10.34 Buy 10.34 $102.44–111.06 · VW $107.41i $40,485,000 SEC
Price snapshot:
Current price$495.72
52-week low$400.46
52-week high$544.40