S&P Global (SPGI) Could Deliver Mid-Teens EPS Growth From a Cheaper Valuation
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | TCI Fund Management Chris Hohn | 14,081,957 | $5,735,017,808 | +1% | 10.87% |
| 2. | Eagle Capital Management Boykin Curry | 4,067,628 | $1,656,582,354 | +186% | 5.06% |
| 3. | Pershing Square Bill Ackman | 2,593,155 | $1,056,088,305 | 5.43% | |
| 4. | Unisphere Establishment Hani Lazkani (Ceo) | 2,133,600 | $821,884,056 | +1% | 7% |
| 5. | Soroban Capital Partners Eric W. Mandelblatt | 1,731,643 | $705,228,928 | +3% | 1.48% |
| 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. | 23,981,586 | $9,766,740,650 | 0.15% | |
| 2. | 19,302,219 | $7,861,021,711 | 0.17% | |
| 3. | 14,482,789 | $5,898,260,648 | 0.17% | |
| 4. | 7,309,278 | $2,976,778,092 | 0.16% | |
| 5. | 6,903,684 | $2,801,306,042 | 0.15% |