SEC 13F Intelligence

Davis Capital Partners, LLC / SPGI

Davis Capital Partners, LLC’s S&P Global Inc Position

Does Davis Capital Partners, LLC own S&P Global Inc (SPGI)? Not currently — the last reported position was 50.0K shares worth $21M in Q3 2021; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$21M
Q3 2021
Shares
50.0K
% of Portfolio
+1.06%
Quarters Held
12
position exited

Position History SPGI

Reported value by quarter
Q4 ’18: $31MQ4 ’18Q1 ’19: $38MQ2 ’19: $41MQ2 ’19Q3 ’19: $44MQ4 ’19: $46MQ4 ’19Q1 ’20: $37MQ2 ’20: $49MQ2 ’20Q3 ’20: $18MQ4 ’20: $16MQ4 ’20Q1 ’21: $18MQ2 ’21: $21MQ2 ’21Q3 ’21: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202150.0K$21M+1.06%
Q2 202150.0K$21M+1.09%
Q1 202150.0K$18M+1.00%
Q4 202050.0K$16M+1.13%
Q3 202050.0K$18M+1.65%
Q2 2020150.0K$49M+4.90%
Q1 2020150.0K$37M+4.23%
Q4 2019170.0K$46M+3.44%
Q3 2019180.0K$44M+3.41%
Q2 2019180.0K$41M+3.25%
Q1 2019180.0K$38M+3.24%
Q4 2018180.0K$31M+3.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis Capital Partners, LLC’s full portfolio or all institutional holders of SPGI.