Position in MC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,399,756
-$2,218,610 QoQ
Shares Held
164,908
-2.4% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WINSLOW ASSET MANAGEMENT INC holds $23,315,750 across 2 Capital Markets names. MC ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
148,074 | $13,915,994 | |
| 2 | MC |
Moelis & Co
This page
|
164,908 | $9,399,756 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,399,756 | 164,908 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,618,366 | 169,019 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,030,114 | 168,678 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,628,738 | 170,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,860,622 | 168,962 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,703,592 | 171,949 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,001,513 | 175,179 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $9,883,291 | 173,818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,037,560 | 176,811 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,820,673 | 174,963 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $7,779,058 | 172,370 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,878,913 | 173,774 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,533,416 | 169,964 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,523,015 | 170,003 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,778,805 | 170,920 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,698,589 | 170,231 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,896,943 | 168,199 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,836,546 | 173,357 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,777,939 | 174,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,009,112 | 175,938 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,627,708 | 175,432 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,348,857 | 178,547 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $6,281,837 | 178,766 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,802,646 | 186,221 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,259,280 | 187,163 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||