SEC 13F Intelligence

Phase 2 Partners, LLC / SPGI

Phase 2 Partners, LLC’s S&P Global Inc Position

Does Phase 2 Partners, LLC own S&P Global Inc (SPGI)? Not currently — the last reported position was 30.4K shares worth $12M in Q2 2023; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$12M
Q2 2023
Shares
30.4K
% of Portfolio
+5.53%
Quarters Held
6
position exited

Position History SPGI

Reported value by quarter
Q1 ’22: $6MQ1 ’22Q2 ’22: $9MQ2 ’22Q3 ’22: $6MQ3 ’22Q4 ’22: $11MQ4 ’22Q1 ’23: $11MQ1 ’23Q2 ’23: $12MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202330.4K$12M+5.53%
Q1 202331.4K$11M+4.66%
Q4 202233.3K$11M+5.03%
Q3 202219.5K$6M+2.83%
Q2 202228.0K$9M+4.84%
Q1 202215.0K$6M+4.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of SPGI.