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MAKENA CAPITAL MANAGEMENT LLC: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAKENA CAPITAL MANAGEMENT LLC on MCO, newest first. How the timeline and the estimate are built.

MAKENA CAPITAL MANAGEMENT LLC held 59,671 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,671 shares
    Change vs previous 13F +10,613 shares

    2.84% of the 13F portfolio, value $27,026,189.

    13F-HR 0001359262-26-000005 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 49,058 shares
    Change vs previous 13F +10,460 shares

    2.47% of the 13F portfolio, value $21,401,553.

    13F-HR 0001359262-26-000004 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,598 shares
    Change vs previous 13F -28,021 shares

    2.36% of the 13F portfolio, value $19,717,788.

    13F-HR 0001359262-26-000001 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,619 shares
    Change vs previous 13F +9,434 shares

    3.28% of the 13F portfolio, value $31,742,621.

    13F-HR 0001359262-25-000007 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,185 shares
    Change vs previous 13F +9,520 shares

    2.87% of the 13F portfolio, value $28,683,424.

    13F-HR 0001359262-25-000005 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,665 shares
    Change vs previous 13F +21,711 shares

    2.29% of the 13F portfolio, value $22,197,114.

    13F-HR 0001359262-25-000003 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,954 shares
    Change vs previous 13F +3,882 shares

    1.99% of the 13F portfolio, value $12,285,845.

    13F-HR 0001359262-25-000002 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,072 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $10,475,150.

    13F-HR 0001359262-24-000008 filed by MAKENA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).