WINDACRE PARTNERSHIP LLC — MOODYS CORP MCO: Quarterly 13F Position History
WINDACRE PARTNERSHIP LLC has reported MOODYS CORP (MCO) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 1,332,900 shares ($581.5M market value, 6.22% of the equity book). Quarter-over-quarter share count change: + 214,000 (+19.1%) .
- 1,332,900Shares Held (Latest Filing)
- $581.5MReported Market Value (Latest Filing)
- 6.22%Portfolio Weight (% of 13F Equity Book)
- +214,000Quarter-over-Quarter Share Change
- +$9.9MQuarter-over-Quarter Value Change
- 2,149,700Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,332,900 | +214,000 | +19.1% | $581.5M | 6.22% | $436.25 |
| Q4 2025 | 1,118,900 | 46,000 | -3.9% | $571.6M | 6.13% | $510.85 |
| Q3 2025 | 1,164,900 | +181,305 | +18.4% | $555.1M | 6.94% | $476.48 |
| Q2 2025 | 983,595 | 27,000 | -2.7% | $493.4M | 6.76% | $501.59 |
| Q1 2025 | 1,010,595 | 0 | — | $470.6M | 7.05% | $465.69 |
| Q4 2024 | 1,010,595 | 165,405 | -14.1% | $478.4M | 7.02% | $473.37 |
| Q3 2024 | 1,176,000 | 460,000 | -28.1% | $558.1M | 7.42% | $474.59 |
| Q2 2024 | 1,636,000 | 110,000 | -6.3% | $688.6M | 9.06% | $420.93 |
| Q1 2024 | 1,746,000 | +173,900 | +11.1% | $686.2M | 9.43% | $393.03 |
| Q4 2023 | 1,572,100 | +22,600 | +1.5% | $614.0M | 9.32% | $390.56 |
| Q3 2023 | 1,549,500 | +92,400 | +6.3% | $489.9M | 8.91% | $316.17 |
| Q2 2023 | 1,457,100 | +415,300 | +39.9% | $506.7M | 9.77% | $347.72 |
| Q1 2023 | 1,041,800 | 0 | — | $318.8M | 6.81% | $306.02 |
| Q4 2022 | 1,041,800 | 198,100 | -16.0% | $290.3M | 7.01% | $278.62 |
| Q3 2022 | 1,239,900 | +1,239,900 | — | $301.4M | 5.05% | $243.11 |
| Q2 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2021 | 0 | 866,800 | -100.0% | $0 | 0.00% | — |
| Q3 2021 | 866,800 | 195,000 | -18.4% | $307.8M | 6.86% | $355.11 |
| Q2 2021 | 1,061,800 | 52,200 | -4.7% | $384.8M | 8.50% | $362.37 |
| Q1 2021 | 1,114,000 | +294,800 | +36.0% | $332.7M | 8.28% | $298.61 |
| Q4 2020 | 819,200 | +196,200 | +31.5% | $237.8M | 6.25% | $290.24 |
| Q3 2020 | 623,000 | 87,000 | -12.3% | $180.6M | 5.50% | $289.85 |
| Q2 2020 | 710,000 | 1,439,700 | -67.0% | $195.1M | 5.86% | $274.73 |
| Q1 2020 | 2,149,700 | +528,500 | +32.6% | $454.7M | 20.29% | $211.50 |
| Q4 2019 | 1,621,200 | 169,800 | -9.5% | $384.9M | 20.03% | $237.41 |
| Q3 2019 | 1,791,000 | +149,000 | +9.1% | $366.9M | 18.35% | $204.83 |
| Q2 2019 | 1,642,000 | +150,800 | +10.1% | $320.7M | 15.52% | $195.31 |
| Q1 2019 | 1,491,200 | 126,100 | -7.8% | $270.0M | 15.03% | $181.09 |
| Q4 2018 | 1,617,300 | +1,086,300 | +204.6% | $226.5M | 13.06% | $140.04 |
| Q3 2018 | 531,000 | 0 | — | $88.8M | 8.54% | $167.20 |
| Q2 2018 | 531,000 | 0 | — | $90.6M | 9.09% | $170.56 |
| Q1 2018 | 531,000 | 107,000 | -16.8% | $85.7M | 9.84% | $161.30 |
| Q4 2017 | 638,000 | 22,000 | -3.3% | $94.2M | 10.72% | $147.61 |
| Q3 2017 | 660,000 | 0 | — | $91.9M | 13.01% | $139.21 |
| Q2 2017 | 660,000 | +65,400 | +11.0% | $80.3M | 13.69% | $121.68 |
| Q1 2017 | 594,600 | 17,000 | -2.8% | $66.6M | 14.77% | $112.04 |
| Q4 2016 | 611,600 | +69,000 | +12.7% | $57.7M | 18.89% | $94.27 |
| Q3 2016 | 542,600 | 90,900 | -14.3% | $58.8M | 20.31% | $108.28 |
| Q2 2016 | 633,500 | +74,000 | +13.2% | $59.4M | 20.34% | $93.71 |
| Q1 2016 | 559,500 | — | — | $54.0M | 20.05% | $96.56 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did WINDACRE PARTNERSHIP LLC first disclose a MCO position in 13F-HR filings?
WINDACRE PARTNERSHIP LLC first reported MOODYS CORP (MCO) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was WINDACRE PARTNERSHIP LLC's most recent quarter-over-quarter share-count change in MCO?
Between Q4 2025 and Q1 2026, WINDACRE PARTNERSHIP LLC added 214,000 shares of MCO (+19.1%), bringing the total reported position to 1,332,900 shares at a market value of $581.5M.
Does the implied price-per-share represent WINDACRE PARTNERSHIP LLC's cost basis in MCO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.