S&P GLOBAL INC (SPGI) — Hedge Fund Ownership Q1 2026
SPGI
- S&P GLOBAL INC (SPGI) is held by 12 of 82 tracked hedge funds, with Valley Forge Capital Management (22%) and TCI Fund Management (13%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- New positions in SPGI stock were initiated by Dorsey Asset Management (8%), and Himalaya Capital Management (2%).
- The biggest increases in SPGI holdings came from TCI Fund Management (+19%) and Olstein Capital Management (+73%), highlighting conviction.
- The biggest decreases in SPGI holdings came from Cantillon Capital Management (-12%) and Markel Group (-22%), suggesting profit-taking or de-risking.
- 1 hedge fund exited SPGI.
- Overall, hedge funds increased exposure to S&P GLOBAL INC (SPGI) by +13% vs the prior quarter and +24% 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
|
22.15% | 1.8M | -0.01% | +0.17% | $747.8M | $425.34 | — |
| 2 |
TCI Fund Management
|
13.22% | 14.0M | +19.04% | +35.46% | $5.97B | $425.34 | — |
| 3 |
Dorsey Asset Management Pat Dorsey
|
7.54% | 223K | NEW | — | $94.7M | $425.34 | — |
| 4 |
Cantillon Capital Management William von Mueffling
|
4.37% | 1.5M | -11.87% | -14.64% | $658.1M | $425.34 | — |
| 5 |
Wedgewood Partners David Rolfe
|
2.84% | 32K | -4.13% | -5.05% | $13.8M | $425.34 | — |
| 6 |
Himalaya Capital Management Li Lu
|
1.61% | 121K | NEW | — | $51.7M | $425.34 | — |
| 7 |
Olstein Capital Management Robert Olstein
|
1.25% | 14K | +73.08% | +150.00% | $5.7M | $425.33 | — |
| 8 |
Markel Group Tom Gayner
|
0.42% | 118K | -21.90% | -21.90% | $50.1M | $425.34 | — |
| 9 |
Weitz Investment Management Wallace Weitz
|
0.21% | 7K | -1.26% | -1.26% | $3.0M | $425.34 | — |
| 10 |
Lindsell Train
|
0.10% | 7K | +7.35% | +23.73% | $3.1M | $425.34 | — |
| 11 |
Ruane, Cunniff & Goldfarb / Sequoia Fund John Harris
|
0.00% | 531 | — | — | $225,856 | $425.34 | — |
| 12 |
Dodge & Cox
|
0.00% | 5K | — | — | $2.3M | $425.34 | — |
| — |
Brave Warrior Advisors Glenn Greenberg
|
— | — | EXITED | — | — | — | — |
| 12 | Total | — | 17.9M | +12.94% | +23.95% | $7.60B | — | — |
* 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.