Dev Kantesaria's MCO Position Overview
Dev Kantesaria (via Valley Forge Capital Management, LP) currently holds 1.3M shares of Moody's Corporation (MCO) worth $626.16 M, representing 15.06% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in MCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 561.7K shares. Largest reduction occurred in Q4 2021, reducing 128.5K shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's Moody's Corporation (MCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Moody's Corporation (MCO) Trades by Dev Kantesaria
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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Dev Kantesaria's Moody's Corporation Investment FAQs
Dev Kantesaria first purchased Moody's Corporation (MCO) in Q4 2016, acquiring 351,415 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held Moody's Corporation (MCO) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's largest addition to Moody's Corporation (MCO) was in Q1 2021, adding 1,155,246 shares worth $344.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Dev Kantesaria's firm, Valley Forge Capital Management, LP, owns 1,314,144 shares of Moody's Corporation (MCO), valued at approximately $626.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Moody's Corporation (MCO) represents approximately 15.06% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria's peak holding in Moody's Corporation (MCO) was 1,314,144 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.