SEC 13F Intelligence

Valley Forge Capital Management, LP / DUT

Valley Forge Capital Management, LP’s Moodys Corp Position

Does Valley Forge Capital Management, LP own Moodys Corp (DUT)? Yes — 1.32M shares worth $575M (+17.02% of its 13F portfolio) as of Q1 2026, down from 1.32M shares the prior filed quarter.

Position Value
$575M
Q1 2026
Shares
1.32M
% of Portfolio
+17.02%
Quarters Held
30
currently held

Position History DUT

Reported value by quarter
Q4 ’18: $54MQ4 ’18Q1 ’19: $76MQ2 ’19: $82MQ3 ’19: $92MQ4 ’19: $107MQ4 ’19Q1 ’20: $95MQ2 ’20: $156MQ3 ’20: $171MQ4 ’20: $172MQ4 ’20Q1 ’21: $345MQ2 ’21: $419MQ3 ’21: $411MQ4 ’21: $401MQ4 ’21Q1 ’22: $365MQ2 ’22: $315MQ3 ’22: $282MQ4 ’22: $339MQ4 ’22Q1 ’23: $373MQ2 ’23: $424MQ3 ’23: $385MQ4 ’23: $476MQ4 ’23Q1 ’24: $479MQ2 ’24: $513MQ3 ’24: $611MQ4 ’24: $622MQ4 ’24Q1 ’25: $612MQ2 ’25: $659MQ3 ’25: $626MQ4 ’25: $673MQ4 ’25Q1 ’26: $575Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.32M$575M+17.02%
Q4 20251.32M$673M+15.25%
Q3 20251.31M$626M+15.06%
Q2 20251.31M$659M+14.56%
Q1 20251.31M$612M+13.94%
Q4 20241.31M$622M+13.70%
Q3 20241.29M$611M+13.59%
Q2 20241.22M$513M+13.26%
Q1 20241.22M$479M+13.06%
Q4 20231.22M$476M+13.52%
Q3 20231.22M$385M+13.14%
Q2 20231.22M$424M+14.36%
Q1 20231.22M$373M+14.12%
Q4 20221.22M$339M+13.78%
Q3 20221.16M$282M+13.37%
Q2 20221.16M$315M+14.10%
Q1 20221.08M$365M+13.87%
Q4 20211.03M$401M+15.18%
Q3 20211.16M$411M+16.31%
Q2 20211.16M$419M+16.26%
Q1 20211.16M$345M+16.32%
Q4 2020593.5K$172M+16.00%
Q3 2020588.5K$171M+18.51%
Q2 2020569.5K$156M+19.02%
Q1 2020449.9K$95M+20.15%
Q4 2019449.9K$107M+20.76%
Q3 2019446.9K$92M+20.43%
Q2 2019420.9K$82M+19.49%
Q1 2019420.9K$76M+20.17%
Q4 2018384.9K$54M+20.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valley Forge Capital Management, LP’s full portfolio or all institutional holders of DUT.