S&P GLOBAL INC (SPGI) — Hedge Fund Ownership Q4 2025
SPGI
- S&P GLOBAL INC (SPGI) is held by 11 of 81 tracked hedge funds, with Valley Forge Capital Management (21%) and TCI Fund Management (11%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in SPGI holdings came from TCI Fund Management (+5%) and Cantillon Capital Management (+1%), highlighting conviction.
- The biggest decreases in SPGI holdings came from Wedgewood Partners (-3%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to S&P GLOBAL INC (SPGI) by +4% vs the prior quarter and +9% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Valley Forge Capital Management
|
20.83% | 1.8M | +0.18% | +0.18% | $918.8M | $522.59 | — |
| 2 |
TCI Fund Management
|
11.48% | 11.8M | +5.37% | +13.37% | $6.16B | $522.59 | — |
| 3 |
Cantillon Capital Management William von Mueffling
|
4.96% | 1.8M | +0.76% | -6.06% | $917.5M | $522.59 | — |
| 4 |
Wedgewood Partners David Rolfe
|
3.30% | 34K | -2.76% | +44.54% | $17.6M | $522.58 | — |
| 5 |
Olstein Capital Management Robert Olstein
|
0.84% | 8K | — | +44.44% | $4.1M | $522.56 | — |
| 6 |
Markel Group Tom Gayner
|
0.63% | 151K | — | — | $78.7M | $522.59 | — |
| 7 |
Weitz Investment Management Wallace Weitz
|
0.22% | 7K | — | -84.85% | $3.7M | $522.59 | — |
| 8 |
Lindsell Train
|
0.09% | 7K | +4.62% | +15.25% | $3.6M | $522.59 | — |
| 9 |
Brave Warrior Advisors Glenn Greenberg
|
0.00% | 401 | NEW | — | $209,559 | $522.59 | — |
| 10 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.00% | 531 | — | — | $277,495 | $522.59 | — |
| 11 |
Dodge & Cox
|
0.00% | 5K | — | — | $2.8M | $522.59 | — |
| 11 | Total | — | 15.5M | +4.13% | +8.79% | $8.11B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.