In an August 13, 2026, quarterly disclosure, Bryan Lawrence's firm, Oakcliff Capital, revealed the acquisition of a new stake in Moody's Corporation (MCO). The firm purchased 34,000 shares, valued at $15.4 million as of the filing period's end on June 30. This new investment establishes Moody's as a notable holding within Oakcliff's concentrated portfolio, accounting for a 5.74% weight.
As a 13F filing, this report reflects trades executed during the second quarter of 2026, a period in which Moody's reported exceptional financial results, with a 15% increase in revenue and a 31% rise in adjusted earnings per share. Investors should note the inherent delay in this type of disclosure, which is a snapshot of holdings from the end of the prior quarter.