Back to VF Valley Forge Capital Management, LP

SPGI

28 quarters

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

+$517.4M

Total Shares Change

+1.1M

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
2024-Q2
Unchanged
1.7M
0.0%
$738.4M19.1%$414.50
0
2024-Q1
Unchanged
1.7M
0.0%
$704.4M19.2%$394.56
0
2023-Q4
Unchanged
1.7M
0.0%
$729.3M20.7%$407.69
0
2023-Q3
Unchanged
1.7M
0.0%
$605M20.6%$337.44
0
2023-Q2
Increased
1.7M
+18.9%
$663.7M22.5%$369.35
75
2023-Q1
Unchanged
1.4M
0.0%
$480.1M18.2%$316.84
0
2022-Q4
Increased
1.4M
+7.5%
$466.5M18.9%$307.01
68
2022-Q3
Unchanged
1.3M
0.0%
$395.5M18.8%$279.22
0
2022-Q2
Increased
1.3M
+8.9%
$436.6M19.5%$307.52
69
2022-Q1
Increased
1.2M
+6.9%
$487.9M18.6%$373.32
68
2021-Q4
Decreased
1.1M
-12.8%
$525.2M19.9%$428.69
0
2021-Q3
Increased
1.3M
+0.3%
$542.4M21.5%$385.31
64
2021-Q2
Unchanged
1.3M
0.0%
$522.3M20.3%$371.56
0
2021-Q1
Increased
1.3M
+97.1%
$449M21.2%$318.79
100
2020-Q4
Increased
645,541
+1.8%
$212.2M19.7%$296.29
63
2020-Q3
Increased
633,998
+15.8%
$228.6M24.8%$324.37
72
2020-Q2
Increased
547,505
+25.0%
$180.4M21.9%$295.83
76
2020-Q1
Increased
437,960
+3.9%
$107.3M22.7%$219.55
64
2019-Q4
Unchanged
421,407
0.0%
$115.1M22.4%$244.07
0
2019-Q3
First report
421,407
-
$103.2M23.0%$218.51
0

Other major holders of SPGI: Vanguard Group Inc.

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