S&P Global (SPGI): Strong Fundamentals Amid AI Uncertainties?
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global Inc. (SPGI)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | TCI Fund Management Chris Hohn | 14,035,310 | $5,969,778,755 | +20% | 13.22% |
| 2. | Unisphere Establishment Hani Lazkani (Ceo) | 2,130,050 | $905,995,467 | +7% | 7.62% |
| 3. | Valley Forge Capital Dev Kantesaria | 1,758,074 | $747,779,195 | -1% | 22.15% |
| 4. | Soroban Capital Partners Eric W. Mandelblatt | 1,688,643 | $718,247,414 | +261% | 1.39% |
| 5. | Cantillon Capital Management William Von Mueffling | 1,547,303 | $658,129,858 | -12% | 4.37% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 141,607 | $57,670,844 | 0.9% | |
| 2. | 56,208 | $22,891,296 | 0.35% | |
| 3. | 11,177 | $4,551,945 | 0.12% | |
| 4. | 3,157 | $1,285,720 | 0.45% | |
| 5. | 1,320 | $537,737 | 0.12% |
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S&P Global Inc. (NYSE:SPGI) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to S&P Global's First Quarter 2026 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.
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