Current position

Dev Kantesaria’s S&P Global Inc (SPGI) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares1.76MHighest verified quarter-end share count
Quarters reported39Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported S&P Global Inc in Q4 2016. The reported position was increased and reduced across later filings. Valley Forge Capital Management currently reports 1.52M shares. The latest verified filing showed: Sold 13.3% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 13.3% of the position−234.04K shares · 1.52M shares remained
Filing context

Quarter-end price $407.26 · Estimated holding basis $321.91

Q1 2026
Sold 0.01% of the position−105 shares · 1.76M shares remained
Filing context

Quarter-end price $425.34 · Estimated holding basis $321.91

Q4 2025
Bought 0.2% more+3.08K shares · 1.76M shares reported after the change
Filing context

Quarter-end price $522.59 · Estimated holding basis $321.91

Q4 2024
Bought 2.9% more+49.20K shares · 1.76M shares reported after the change
Filing context

Quarter-end price $498.03 · Estimated holding basis $321.56

Q3 2024
Bought 3.0% more+50.34K shares · 1.71M shares reported after the change
Filing context

Quarter-end price $516.62 · Estimated holding basis $316.47

Q2 2023
Bought 18.9% more+262.91K shares · 1.66M shares reported after the change
Filing context

Quarter-end price $400.89 · Estimated holding basis $310.39

17 unchanged quarters are collapsed by default.

Portfolio importance

How important is S&P Global Inc in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight19.9%Q2 2026
Current rank#2of 7 reported positions
Peak portfolio weight30.3%Q2 2017
Best historical rank#1Q1 2018
At peak importanceQ2 2017
SPGI
30.3%
Largest holding
30.4%
Cross-investor discovery

Who else owns S&P Global Inc?

Also reported by 7 other tracked investors in their latest verified filings.

Chris HohnTCI Fund Management Ltd
SPGI10.9% of reported portfolio
Pat DorseyDorsey Asset Management LLC
SPGI8.3% of reported portfolio
Bill AckmanPershing Square Capital Management
SPGI5.4% of reported portfolio
Explore S&P Global Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$405.322026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$407.26Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$321.91Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.