Waterloo Capital, L.P.

Position in MCO — Moodys Corp /De/

CIK 1730942 Austin, TX

Position in MCO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$310,250

+$103,904 QoQ

Shares Held

685

+44.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,011

of 1,401 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $3,967,373 across 4 Financial Data & Stock Exchanges names. MCO ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	17,884	$2,614,461
2	SPGI	S&P Global Inc.	2,051	$790,084
3	MCO	Moodys Corp /De/ This page	685	$310,250
4	MSCI	MSCI Inc.	451	$252,578

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,250	685	+44.8%	Shares	Sole	2026-07-29
2026-03-31	$206,346	473	-2.3%	Shares	Sole	2026-05-12
2025-12-31	$247,251	484	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.