iSAM Funds (UK) Ltd MCO — MOODYS CORP

Ownership history in iSAM Funds (UK) Ltd  ·  7 quarters on record

AI Ownership Summary

iSAM Funds (UK) Ltd reported MOODYS CORP (MCO) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2023 Q4. The latest visible filing shows MCO at 1.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was iSAM Funds (UK) Ltd's position in MOODYS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCO was reported at 1.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCO stock page iSAM Funds (UK) Ltd fund profile iSAM Funds (UK) Ltd full holdings
How iSAM Funds (UK) Ltd held MCO — position size vs. price
% of Fund (quarterly)    MCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 5,655 +4,018 +245.4% 1.04% $2.9M 2026-02-17 $421.30
2025 Q3 ADDED — — — 1,637 +153 +10.3% 0.16% $780K 2025-11-14 $476.36
2025 Q1 ADDED — — — 1,484 +524 +54.6% 0.34% $691K 2025-05-15 $482.36
2024 Q4 REDUCED 68.4% -1.4% ✅ 960 -2,082 -68.4% 0.34% $454K 2025-02-14 $516.53
2024 Q3 ADDED — — — 3,042 +1,679 +123.2% 0.82% $1.4M 2024-11-14 $475.43
2024 Q2 REDUCED 69.1% +12.9% ❌ 1,363 -3,045 -69.1% 0.43% $574K 2024-08-14 $458.87
2023 Q4 INITIATED — — — 4,408 — — 1.23% $1.7M 2024-02-14 $359.19

🏢 Other funds also holding MCO

As of 2026 Q1 — sorted by position size

BRX Global LP 3Y 42.57% Rings Capital Management LLC 3Y 7Y 28.13% Valley Forge Capital Management, LP 3Y 7Y 17.02% Bluegrass Capital Partners LP 3Y 16.35% TCI Fund Management Ltd 3Y 7Y 13.84% Coalescence Partners Investment Management, LP 9.77% Square Wave Capital, LLC 9.13% ALTAROCK PARTNERS LP 3Y 7Y 9.11% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 8.86% Aquamarine Zurich AG 3Y 8.71%

FAQ About iSAM Funds (UK) Ltd and MCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has iSAM Funds (UK) Ltd reported owning MCO?

iSAM Funds (UK) Ltd reported MCO across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCO position in iSAM Funds (UK) Ltd's portfolio?

The largest reported portfolio weight for MCO was 1.23% in 2023 Q4.

What is the latest reported MCO position on this page?

The most recent filing on this page is 2025 Q4, when iSAM Funds (UK) Ltd reported 5,655 shares, equal to 1.04% of portfolio, with an estimated market value of $2.9M.

What does the chart on this MCO ownership page compare?

The chart compares iSAM Funds (UK) Ltd's quarterly MCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did iSAM Funds (UK) Ltd time their MCO position?

Based on 13F filing dates vs. subsequent MCO price moves, iSAM Funds (UK) Ltd correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MCO relative to SPY over the holding period was -8.5%.

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