Bluegrass Capital Partners LP — 13F Holdings

2026 Q1  ·  11 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Bluegrass Capital Partners LP maintained a portfolio of 11 distinct positions. They heavily accumulated shares in MOODYS CORP, increasing the position by 23.8%. The fund also reduced its exposure to S&P GLOBAL INC by 59.3%.
Position History hover any row below to update
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Bluegrass Capital Partners LP Andover, MA Wealth Management / RIA AUM $139M
PCA Score Concentration Risk
Risk ENB
Total Positions
11
Quarter
2026 Q1
Top Holding
TDG (16.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11

Bluegrass Capital Partners LP Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TDG
TRANSDIGM GROUP...
Industrials 16.37% 14.30% #1
Prev: #1
8.0
1,600 8.9%
P
S
19,600 $22,715,616 2020 Q4 13F Filing 2026-03-31 2026-05-13
MCO
MOODYS CORP
Financial Services 16.35% 12.82% #2 4
Prev: #6
8.0
10,000 23.8%
P
S
52,000 $22,685,000 2020 Q4 13F Filing 2026-03-31 2026-05-13
GE
GE AEROSPACE
Industrials 16.26% 14.17% #3 1
Prev: #2
5.5
2,500 3.2%
P
S
79,500 $22,559,715 2023 Q3 13F Filing 2026-03-31 2026-05-13
MA
MASTERCARD INCO...
Financial Services 16.20% 13.98% #4 1
Prev: #3
6.5
4,000 9.8%
P
S
45,000 $22,484,700 2020 Q4 13F Filing 2026-03-31 2026-05-13
AMZN
AMAZON COM INC
Consumer Cyclical 15.98% 13.79% #5
Prev: #5
6.5
6,500 6.5%
P
S
106,500 $22,180,755 2024 Q3 13F Filing 2026-03-31 2026-05-13
MSFT
MICROSOFT CORP
Technology 11.74% 13.87% #6 2
Prev: #4
4.5
-4,000 -8.3%
P
S
44,000 $16,287,480 2020 Q4 13F Filing 2026-03-31 2026-05-13
MLM
MARTIN MARIETTA...
Basic Materials 3.39% 2.60% #7 2
Prev: #9
3.4
1,000 14.3%
P
S
8,000 $4,709,440 2024 Q2 13F Filing 2026-03-31 2026-05-13
SPGI
S&P GLOBAL INC
Financial Services 3.37% 8.43% #8 1
Prev: #7
1.3
-16,000 -59.3%
P
S
11,000 $4,678,740 2023 Q4 13F Filing 2026-03-31 2026-05-13
SHW
SHERWIN WILLIAM...
Basic Materials 0.23% 0.58% #9 1
Prev: #10
0.1
-2,000 -66.7%
P
S
1,000 $320,550 2020 Q4 13F Filing 2026-03-31 2026-05-13
WCN
WASTE CONNECTIO...
Industrials 0.12% 0.52% #10 1
Prev: #11
0.0
-4,000 -80.0%
P
S
1,000 $162,440 2023 Q4 13F Filing 2026-03-31 2026-05-13
SAP
SAP SE
Technology 0.00% 4.93%
Sold All 😨
(Was: #8)
0.0
-34,000 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-05-13
Showing 1-11 of 11 holdings

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