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Position history for VFValley Forge Capital Management, LP's holdings in S&P Global Inc.

Yes. Valley Forge Capital Management holds 1,524,036 shares of SPGI (S&P Global), worth $620.7M, as of its Q2 2026 13F filing. It reduced the position by 234,038 shares (-13.3%) from Q1 2026. Valley Forge Capital Management has held SPGI in every 13F on record since Q3 2019, 28 quarterly filings. SPGI is 19.9% of Valley Forge Capital Management's reported 13F portfolio.

Current Value

$620.7M

Current Shares

1.5M

Total Value Change

-$260.6M

Total Shares Change

-181,862

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.5M
-13.3%
$620.7M19.9%$384.43
0
2026-Q1
Decreased
1.8M
-0.0%
$747.8M22.2%$400.57
0
2025-Q4
Increased
1.8M
+0.2%
$918.8M20.8%$491.01
65
2025-Q3
Unchanged
1.8M
0.0%
$854.2M20.5%$456.40
0
2025-Q2
Unchanged
1.8M
0.0%
$925.4M20.4%$493.60
0
2025-Q1
Unchanged
1.8M
0.0%
$891.8M20.3%$474.75
0
2024-Q4
Increased
1.8M
+2.9%
$874.1M19.3%$464.50
67
2024-Q3
Increased
1.7M
+3.0%
$881.3M19.6%$481.00
67

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