John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
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
2026   Q1 862,036 9.11 Add 5.84% 0.50 $402.28–546.88 · VW $468.02i $376,063,205 SEC
2025   Q4 814,503 8.16 Reduce 14.15% 1.17 $466.19–522.35 · VW $489.06i $416,088,858 SEC
2025   Q3 948,735 8.27 Reduce 0.37% 0.03 $469.00–523.19 · VW $500.70i $452,053,253 SEC
2025   Q2 952,254 8.72 Add 0.14% 0.01 $378.71–502.21 · VW $459.28i $477,641,084 SEC
2025   Q1 950,905 8.90 $465.69 $442,826,949 SEC
2024   Q4 950,905 9.11 Reduce 10.85% 1.08 $450.44–503.95 · VW $475.70i $450,129,900 SEC
2024   Q3 1,066,619 9.97 Reduce 1.88% 0.18 $418.12–495.10 · VW $464.83i $506,206,711 SEC
2024   Q2 1,087,080 9.42 Add 35.86% 2.49 $360.05–428.79 · VW $394.02i $457,584,584 SEC
2024   Q1 800,135 6.76 Reduce 1.30% 0.09 $363.49–407.62 · VW $386.38i $314,477,059 SEC
2023   Q4 810,635 7.06 Add 135.35% 4.06 $298.86–396.91 · VW $346.53i $316,601,606 SEC
2023   Q3 344,434 2.73 Add 31.70% 0.66 $312.91–363.19 · VW $340.16i $108,899,698 SEC
2023   Q2 261,534 2.18 $347.72 $90,940,602 SEC
2023   Q1 261,534 2.19 $306.02 $80,034,635 SEC
2022   Q4 261,534 2.29 Add 3.53% 0.08 $230.16–312.86 · VW $274.91i $72,868,603 SEC
2022   Q3 252,608 2.01 Add 104.86% 1.03 $242.70–325.26 · VW $285.68i $61,412,000 SEC
2022   Q2 123,310 1.03 $271.97 $33,537,000 SEC
2022   Q1 123,310 1.06 $337.41 $41,606,000 SEC
2021   Q4 123,310 1.27 $390.58 $48,162,000 SEC
2021   Q3 123,310 1.18 Reduce 46.07% 1.06 $353.03–388.81 · VW $372.98i $43,789,000 SEC
2021   Q2 228,668 2.29 $362.37 $82,862,000 SEC
2021   Q1 228,668 2.60 $298.61 $68,283,000 SEC
2020   Q4 228,668 2.78 Reduce 65.61% 5.96 $253.17–304.64 · VW $280.09i $66,369,000 SEC
2020   Q3 664,855 9.09 Reduce 9.60% 1.00 $268.19–305.96 · VW $286.68i $192,708,000 SEC
2020   Q2 735,494 10.36 Reduce 50.50% 10.07 $192.00–283.64 · VW $252.00i $202,062,000 SEC
2020   Q1 1,485,724 19.95 Add 41.46% 5.85 $164.19–287.25 · VW $232.09i $314,231,000 SEC
2019   Q4 1,050,261 15.42 $237.41 $249,342,000 SEC
2019   Q3 1,050,261 18.64 Reduce 7.08% 1.35 $195.43–222.85 · VW $210.52i $215,125,000 SEC
2019   Q2 1,130,261 19.05 $195.31 $220,751,000 SEC
2019   Q1 1,130,261 19.45 $181.09 $204,679,000 SEC
2018   Q4 1,130,261 18.84 Add 16.89% 2.72 $129.26–169.92 · VW $150.15i $158,282,000 SEC
2018   Q3 966,907 14.85 $167.20 $161,667,000 SEC
2018   Q2 966,907 17.05 $170.56 $164,916,000 SEC
2018   Q1 966,907 17.85 $161.30 $155,962,000 SEC
2017   Q4 966,907 18.75 Reduce 10.67% 2.35 $139.33–153.86 · VW $146.83i $142,725,000 SEC
2017   Q3 1,082,436 22.03 $139.21 $150,686,000 SEC
2017   Q2 1,082,436 18.55 $121.68 $131,711,000 SEC
2017   Q1 1,082,436 17.99 Add 0.38% 0.07 $93.51–114.03 · VW $106.47i $121,276,000 SEC
2016   Q4 1,078,336 14.90 Add 11.74% 1.57 $93.85–110.00 · VW $100.23i $101,655,000 SEC
2016   Q3 965,000 16.64 Reduce 2.72% 0.46 $90.98–110.83 · VW $105.30i $104,490,000 SEC
2016   Q2 992,019 16.89 Reduce 4.60% 0.85 $87.30–101.70 · VW $95.60i $92,962,000 SEC
2016   Q1 1,039,799 18.51 Add 23.44% 3.51 $77.76–99.09 · VW $90.15i $100,403,000 SEC
2015   Q4 842,370 17.18 Add 14.68% 2.20 $94.20–104.83 · VW $99.71i $84,523,000 SEC
2015   Q3 734,510 17.19 Add 57.31% 6.26 $96.00–113.87 · VW $104.26i $72,129,000 SEC
2015   Q2 466,915 16.08 Add 8.03% 1.20 $102.44–111.06 · VW $107.41i $50,408,000 SEC
2015   Q1 432,216 22.42 Add 98.80% 11.14 $85.50–104.58 · VW $96.03i $44,864,000 SEC
2014   Q4 217,416 17.23 $95.81 $20,831,000 SEC
Price snapshot:
Current price$495.72
Avg. buy price$351.42
+/- since buy41.06%
52-week low$400.46
52-week high$544.40