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Morningstar shares owned by Sone Capital Management

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

Historical chart of Sone Capital Management investment in Morningstar

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

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Quarterly reported holdings in Morningstar by Sone Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1M 39k 232.01

More positions owned by Sone Capital Management

Fox Corp Cl B Com (FOX)
Union Pacific Corporation (UNP)
Paylocity Holding Corporation (PCTY)
Zoetis Cl A (ZTS)
S&p Global (SPGI)
Tyler Technologies (TYL)
CoStar (CSGP)
Tradeweb Mkts Cl A (TW)
FactSet Research Systems (FDS)
Canadian Pacific Kansas City (CP)
Heico Corp Cl A (HEI.A)
Intercontinental Exchange (ICE)
Lennox International (LII)
Trane Technologies SHS (TT)
American Tower Reit (AMT)

View all positions for Sone Capital Management

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View all funds holding Morningstar