TAM
MC icon

Timucuan Asset Management’s Moelis & Co MC Stock Holding History

Timucuan Asset Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.3M Buy
1,514,701
+108,905
+8% +$7.08M 3.18% 15
2025
Q4 		$96.6M Sell
1,405,796
-15,919
-1% -$1.06M 3.14% 15
2025
Q3 		$101M Sell
1,421,715
-2,812
-0.2% -$201K 2.97% 16
2025
Q2 		$88.8M Buy
1,424,527
+7,465
+0.5% +$419K 2.6% 16
2025
Q1 		$82.7M Sell
1,417,062
-581,453
-29% -$41M 2.57% 17
2024
Q4 		$148M Sell
1,998,515
-584,980
-23% -$42.3M 4.52% 13
2024
Q3 		$177M Sell
2,583,495
-458,070
-15% -$29.6M 5.37% 9
2024
Q2 		$173M Buy
3,041,565
+13,935
+0.5% +$753K 5.94% 8
2024
Q1 		$172M Buy
3,027,630
+50,403
+2% +$2.75M 5.8% 9
2023
Q4 		$167M Sell
2,977,227
-73,467
-2% -$3.45M 5.84% 10
2023
Q3 		$138M Sell
3,050,694
-18,012
-0.6% -$848K 5.52% 10
2023
Q2 		$139M Buy
3,068,706
+478,338
+18% +$19.1M 5.47% 9
2023
Q1 		$99.6M Buy
2,590,368
+128,183
+5% +$5.51M 4.17% 13
2022
Q4 		$94.5M Buy
2,462,185
+17,516
+0.7% +$711K 4.1% 15
2022
Q3 		$82.7M Buy
2,444,669
+60,496
+3% +$2.53M 3.95% 15
2022
Q2 		$93.8M Buy
2,384,173
+86,442
+4% +$3.77M 4.36% 13
2022
Q1 		$108M Buy
2,297,731
+252,633
+12% +$13.1M 4.19% 16
2021
Q4 		$128M Buy
2,045,098
+3,472
+0.2% +$233K 4.69% 13
2021
Q3 		$126M Buy
2,041,626
+19,064
+0.9% +$1.14M 4.89% 11
2021
Q2 		$115M Buy
2,022,562
+2,974
+0.1% +$162K 4.56% 12
2021
Q1 		$111M Buy
2,019,588
+31,899
+2% +$1.71M 4.9% 10
2020
Q4 		$92.9M Buy
1,987,689
+96,599
+5% +$3.89M 4.75% 12
2020
Q3 		$66.5M Buy
1,891,090
+300,575
+19% +$9.5M 3.88% 14
2020
Q2 		$49.6M Buy
1,590,515
+1,150,615
+262% +$36.1M 3.21% 18
2020
Q1 		$12.4M Buy
439,900
+89,900
+26% +$2.95M 1% 19
2019
Q4 		$11.2M Hold
350,000
– – 0.58% 21
2019
Q3 		$11.5M Hold
350,000
– – 0.64% 19
2019
Q2 		$12.2M Buy
+350,000
New +$12.7M 0.69% 19

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Timucuan Asset Management's MC Position: Q1 2026 in Review

Timucuan Asset Management increased its Moelis & Co (MC) stake by 7.7% in Q1 2026, buying an estimated $7.08M and bringing the position to 1,514,701 shares worth $86.3M. The position accounts for 3.18% of the portfolio, ranked #15.

Timucuan Asset Management first reported a position in MC in Q2 2019 and has held it in 28 quarters since. The position peaked at $177M in Q3 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Timucuan Asset Management held 1,514,701 shares of Moelis & Co worth $86.3M as of Q1 2026.
  • Timucuan Asset Management bought 108,905 Moelis & Co shares in Q1 2026, an estimated $7.08M.
  • Moelis & Co made up 3.18% of Timucuan Asset Management's portfolio in Q1 2026, its #15 holding.
  • Timucuan Asset Management first reported a position in Moelis & Co in Q2 2019 and has held it in 28 quarters since.
  • Timucuan Asset Management's Moelis & Co position peaked at $177M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on Timucuan Asset Management's 13F filing for Q1 2026, filed 14 May 2026.