Moody's retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Superinvestors › Dev Kantesaria
Valley Forge Capital Management · 13F for Q2 2026
Moody's retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
In the Q2 2026 13F, Valley Forge Capital Management held MCO, MA. 2 of them are on the Buyback Radar leaderboard.
From Valley Forge Capital Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
Mastercard retired 3.9% of its shares in the last twelve months. That alone made every remaining share, including Dev Kantesaria's 1,065,934, 4.1% bigger as a slice of the company, without buying anything.
Dev Kantesaria’s moves in companies like these are covered on Cannibal Stocks.
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