13F

Stock

Morningstar, Inc.

MORN · held by 2 managers

Reported value

$2.48M

Holders

2

+0 new · −0 exited

Holders’ est. mark

−$624.5K

Price effect on 2 books still in the name

Largest holder

$2.25M

Henshaw Capital LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Henshaw Capital LLC8.25K$2.25M−$567.4KCut−$564.4K
Leonteq Securities AG830$226.7K−$57.1KCut−$57.1K

Positions as of Q1 2022. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.