SPG
S&P Global Inc.
SPGI · Financials
Across the roster this quarter
Balanced4 managers hold it
No crowd here. Whatever you think, it's your call.
New1
Added1
Held1
Trimmed1
Sold out1
Combined position
$7.5B
Across all holders
Average weight in book
11.1%
Largest: Kantesaria at 19.9%
Average holding period
2.7 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
DK
Dev Kantesaria
Valley Forge Capital · $621M
19.9%
−13%CH
Chris Hohn
TCI Fund Management · $5.7B
10.9%
HeldPD
Pat Dorsey
Dorsey Asset Management · $129M
8.3%
+42%BA
Bill Ackman
Pershing Square · $1.1B
5.4%
NewSold out this quarter:Li Lu
Managers holding, last five years
Up from 2 to 4 managers. Crowding cuts both ways.
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
4
4
Q3'21Q2'26