S&P Global Inc. (SPGI)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:10
Ownership rank:27
% of all portfolios:0.554%
Hold Price * :$516.29
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 21.67% 13,000 0.71
≡ Valley Forge Capital Management Add 3.04% 50,337 0.58
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.89% 55,405 0.17
≡ Robert Olstein - Olstein Capital Management Reduce 16.92% 1,100 0.10
≡ David Rolfe - Wedgewood Partners Reduce 1.06% 262 0.02
≡ Lee Ainslie - Maverick Capital Buy 2,356 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Buy 401 0.00
Q2  2024
≡ Daniel Loeb - Third Point Sell 100.00% 335,000 1.83
≡ Chris Hohn - TCI Fund Management Add 15.14% 1,367,466 1.49
≡ William Von Mueffling - Cantillon Capital Management Reduce 7.59% 157,193 0.47
≡ David Rolfe - Wedgewood Partners Reduce 2.02% 507 0.05
Q1  2024
≡ Daniel Loeb - Third Point Buy 335,000 1.83
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 4.00% 2,500 0.12
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.97% 41,532 0.11
≡ David Rolfe - Wedgewood Partners Reduce 1.77% 454 0.04
≡ Robert Olstein - Olstein Capital Management Reduce 7.14% 500 0.03
Q4  2023
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.38% 51,566 0.15
≡ Robert Olstein - Olstein Capital Management Reduce 17.65% 1,500 0.11
≡ David Rolfe - Wedgewood Partners Reduce 2.45% 642 0.06
≡ Chris Hohn - TCI Fund Management Reduce 0.29% 26,000 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 698 0.01
Q3  2023
≡ David Rolfe - Wedgewood Partners Reduce 29.02% 10,733 0.94
≡ Chris Hohn - TCI Fund Management Reduce 2.90% 271,000 0.36
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.85% 2,500 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 8,501 0.02
≡ Lee Ainslie - Maverick Capital Buy 698 0.01
Q2  2023
≡ Valley Forge Capital Management Add 18.88% 262,908 3.57
≡ William Von Mueffling - Cantillon Capital Management Add 6.36% 129,946 0.36
≡ David Rolfe - Wedgewood Partners Reduce 4.48% 1,734 0.11
≡ Lindsell Train Add 34.09% 1,500 0.01
Q1  2023
≡ Chris Hohn - TCI Fund Management Add 1.58% 145,038 0.17
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.62% 33,667 0.09
≡ Robert Olstein - Olstein Capital Management Reduce 15.00% 1,500 0.08
≡ David Rolfe - Wedgewood Partners Reduce 0.82% 320 0.02
Q4  2022
≡ Valley Forge Capital Management Add 7.52% 97,378 1.32
≡ Chris Hohn - TCI Fund Management Add 4.75% 416,252 0.47
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.85% 39,241 0.11
≡ Robert Olstein - Olstein Capital Management Add 17.65% 1,500 0.08
≡ David Rolfe - Wedgewood Partners Reduce 0.67% 263 0.02
≡ First Eagle Investment Management Sell 100.00% 9,542 0.01
≡ Thomas Gayner - Markel Group Add 0.27% 400 0.00
Q3  2022
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.14% 5,000 0.22
≡ Robert Olstein - Olstein Capital Management Reduce 15.00% 1,500 0.08
≡ David Rolfe - Wedgewood Partners Reduce 2.58% 1,042 0.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.88% 18,778 0.05
≡ Thomas Gayner - Markel Group Add 0.33% 500 0.00
≡ First Eagle Investment Management Reduce 0.58% 56 0.00
Q2  2022
≡ Daniel Loeb - Third Point Sell 100.00% 960,000 5.13
≡ Chris Hohn - TCI Fund Management Add 28.51% 1,945,249 2.07
≡ Valley Forge Capital Management Add 8.91% 105,914 1.60
≡ Robert Olstein - Olstein Capital Management Add 66.67% 4,000 0.20
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 3.70% 2,500 0.11
≡ David Rolfe - Wedgewood Partners Reduce 1.11% 452 0.03
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 8,359 0.02
≡ First Eagle Investment Management Reduce 0.67% 65 0.00
Q1  2022
≡ Chris Hohn - TCI Fund Management Add 82.08% 3,075,788 3.43
≡ Valley Forge Capital Management Add 6.87% 76,448 1.19
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 8.00% 5,000 0.22
≡ Daniel Loeb - Third Point Reduce 4.00% 40,000 0.21
≡ William Von Mueffling - Cantillon Capital Management Add 2.82% 58,703 0.17
≡ Thomas Gayner - Markel Group Add 0.84% 1,250 0.01
≡ David Rolfe - Wedgewood Partners Add 0.02% 10 0.00
≡ First Eagle Investment Management Reduce 33.18% 4,798 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 145 0.00
Q4  2021
≡ Valley Forge Capital Management Reduce 12.82% 163,631 2.92
≡ Chris Hohn - TCI Fund Management Reduce 22.15% 1,066,154 1.13
≡ William Von Mueffling - Cantillon Capital Management Reduce 10.44% 242,899 0.76
≡ Robert Olstein - Olstein Capital Management Reduce 53.85% 7,000 0.40
≡ David Rolfe - Wedgewood Partners Reduce 0.81% 335 0.02
≡ First Eagle Investment Management Reduce 43.56% 11,162 0.02
≡ Lee Ainslie - Maverick Capital Reduce 80.85% 612 0.00
Q3  2021
≡ Chris Hohn - TCI Fund Management Reduce 17.77% 1,040,022 1.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.68% 39,655 0.11
≡ Valley Forge Capital Management Add 0.31% 4,000 0.07
≡ David Rolfe - Wedgewood Partners Reduce 1.06% 439 0.03
≡ Robert Olstein - Olstein Capital Management Reduce 3.70% 500 0.03
≡ First Eagle Investment Management Reduce 14.50% 4,346 0.01
≡ Lee Ainslie - Maverick Capital Reduce 57.01% 1,004 0.00
Q2  2021
≡ Robert Olstein - Olstein Capital Management Reduce 20.59% 3,500 0.18
≡ David Rolfe - Wedgewood Partners Reduce 5.12% 2,243 0.13
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.24% 29,620 0.08
≡ Lee Ainslie - Maverick Capital Buy 1,761 0.01
≡ Thomas Gayner - Markel Group Add 0.20% 300 0.00
Q1  2021
≡ Valley Forge Capital Management Add 97.13% 627,003 10.47
≡ Chris Hohn - TCI Fund Management Add 147.79% 3,491,166 3.58
≡ William Von Mueffling - Cantillon Capital Management Reduce 7.67% 199,012 0.51
≡ Daniel Loeb - Third Point Add 11.11% 100,000 0.24
≡ David Rolfe - Wedgewood Partners Reduce 6.43% 3,008 0.16
≡ Robert Olstein - Olstein Capital Management Add 13.33% 2,000 0.10
≡ First Eagle Investment Management Add 201.32% 20,023 0.02
≡ Thomas Gayner - Markel Group Add 0.67% 980 0.00
Q4  2020
≡ Triple Frond Partners Sell 100.00% 28,100 0.86
≡ Valley Forge Capital Management Add 1.82% 11,543 0.35
≡ Daniel Loeb - Third Point Add 16.13% 125,000 0.32
≡ Robert Olstein - Olstein Capital Management Add 36.36% 4,000 0.21
≡ David Rolfe - Wedgewood Partners Reduce 5.41% 2,679 0.13
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.49% 12,701 0.03
≡ First Eagle Investment Management Reduce 47.01% 8,824 0.01
≡ Thomas Gayner - Markel Group Add 0.18% 260 0.00
Q3  2020
≡ Valley Forge Capital Management Add 15.80% 86,493 3.38

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.