Value Investors Say S&P Global (SPGI) is a Better Buy Than SpaceX (SPCX)
Value investing communities on Reddit and other notable platforms have been pounding the table on SPGI. They say it's a better investment than SPCX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Egerton Capital Limited John Armitage | 351,920 | $143,322,939 | 1.38% | |
| 2. | Lee Munder Capital Group Lee Munder | 20,219 | $8,234,390 | -7% | 0.44% |
| 3. | Ayrshire Capital Management John Nevin Jr. | 10,164 | $4,139,226 | +180% | 1.94% |
| 4. | Skylands Capital Charles Paquelet | 8,085 | $3,292,697 | +16% | 0.4% |
| 5. | Levin Easterly Partners John Murphy | 5,400 | $2,199,204 | 0.11% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $434.03 | 1,152 | $500,000.82 | 1,152 | 2026-04-30 | Filing | |
| $431.39 | 2,500 | $1,078,475.00 | 2,500 | 2026-05-01 | Filing | |
| $429.93 | 2,322 | $998,297.46 | 27,518 | 2026-04-29 | Filing | |
| $399.49 | 199 | $79,498.51 | 2,665 | 2026-02-11 | Filing | |
| $398.94 | 2,301 | $917,960.94 | 2,466 | 2026-02-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $561.12 | 2,000 | $1,122,240.00 | 3,150 | 2025-08-08 | Filing | |
| $555.00 | 1,799 | $998,526.03 | 17,138 | 2025-08-06 | Filing | |
| $510.43 | 500 | $255,147.62 | 5,131 | 2025-05-05 | Filing | |
| $508.82 | 2,000 | $1,017,640.00 | 7,249 | 2025-05-05 | Filing | |
| $504.38 | 300 | $151,314.00 | 48,842 | 2025-05-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 971,294 | $395,569,112 | 0.88% | |
| 2. | 823,025 | $335,185,162 | 0.29% | |
| 3. | 661,225 | $269,290,494 | 1.66% | |
| 4. | 482,746 | $196,603,135 | 0.72% | |
| 5. | 483,600 | $186,036,036 | 0.78% |