Here’s S&P Global’s (SPGI) Valuation Analysis
Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Skylands Capital Charles Paquelet | 7,003 | $2,978,656 | +294% | 0.39% |
| 2. | Ayrshire Capital Management John Nevin Jr. | 3,637 | $1,546,755 | +256% | 0.8% |
| 3. | Bourgeon Capital John Zaro | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $493.40 | 12 | $5,963.73 | 8,724 | 2025-12-10 | Filing | |
| $544.30 | 11 | $5,953.55 | 8,712 | 2025-09-10 | Filing | |
| $130.01 | 69 | $8,970.69 | 469 | 2017-04-03 | 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. | 568,792 | $244,239,722 | 2.63% | |
| 2. | 209,594 | $89,148,714 | 0.13% | |
| 3. | 179,842 | $76,486,802 | 3% | |
| 4. | 176,065 | $74,881,318 | 0.08% | |
| 5. | 144,215 | $61,340,218 | 1.5% |