SEC 13F Intelligence

Valley Forge Capital Management, LP / SPGI

Valley Forge Capital Management, LP’s S&P Global Inc Position

Does Valley Forge Capital Management, LP own S&P Global Inc (SPGI)? Yes — 1.76M shares worth $748M (+22.15% of its 13F portfolio) as of Q1 2026, down from 1.76M shares the prior filed quarter.

Position Value
$748M
Q1 2026
Shares
1.76M
% of Portfolio
+22.15%
Quarters Held
30
currently held

Position History SPGI

Reported value by quarter
Q4 ’18: $69MQ4 ’18Q1 ’19: $86MQ2 ’19: $96MQ3 ’19: $103MQ4 ’19: $115MQ4 ’19Q1 ’20: $107MQ2 ’20: $180MQ3 ’20: $229MQ4 ’20: $212MQ4 ’20Q1 ’21: $449MQ2 ’21: $522MQ3 ’21: $542MQ4 ’21: $525MQ4 ’21Q1 ’22: $488MQ2 ’22: $437MQ3 ’22: $396MQ4 ’22: $466MQ4 ’22Q1 ’23: $480MQ2 ’23: $664MQ3 ’23: $605MQ4 ’23: $729MQ4 ’23Q1 ’24: $704MQ2 ’24: $738MQ3 ’24: $881MQ4 ’24: $874MQ4 ’24Q1 ’25: $892MQ2 ’25: $925MQ3 ’25: $854MQ4 ’25: $919MQ4 ’25Q1 ’26: $748Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.76M$748M+22.15%
Q4 20251.76M$919M+20.83%
Q3 20251.76M$854M+20.55%
Q2 20251.76M$925M+20.44%
Q1 20251.76M$892M+20.32%
Q4 20241.76M$874M+19.25%
Q3 20241.71M$881M+19.58%
Q2 20241.66M$738M+19.09%
Q1 20241.66M$704M+19.21%
Q4 20231.66M$729M+20.73%
Q3 20231.66M$605M+20.64%
Q2 20231.66M$664M+22.50%
Q1 20231.39M$480M+18.18%
Q4 20221.39M$466M+18.94%
Q3 20221.30M$396M+18.77%
Q2 20221.30M$437M+19.52%
Q1 20221.19M$488M+18.56%
Q4 20211.11M$525M+19.86%
Q3 20211.28M$542M+21.55%
Q2 20211.27M$522M+20.29%
Q1 20211.27M$449M+21.24%
Q4 2020645.5K$212M+19.71%
Q3 2020634.0K$229M+24.81%
Q2 2020547.5K$180M+21.93%
Q1 2020438.0K$107M+22.73%
Q4 2019421.4K$115M+22.36%
Q3 2019421.4K$103M+23.04%
Q2 2019421.4K$96M+22.76%
Q1 2019407.4K$86M+22.70%
Q4 2018407.4K$69M+26.19%

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