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Morningstar shares owned by Annandale Capital

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Annandale Capital from 13F filings

Historical chart of Annandale Capital investment in Morningstar

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All positions including Morningstar held by Annandale Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morningstar by Annandale Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 20k 2.32