16 hedge funds and family offices disclose a SPGI position in their latest SEC 13F filing — combined $1.13B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Dev Kantesaria | Valley Forge Capital Management | 1,758,074 | $747.8M | 22.15% | 2026-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 335,000 | $142.5M | 1.82% | 2024-03-31 |
| 3 | Pat Dorsey | Dorsey Asset Management, LLC | 222,683 | $94.7M | 7.54% | 2026-03-31 |
| 4 | Li Lu | Himalaya Capital Management LLC | 121,463 | $51.7M | 1.61% | 2026-03-31 |
| 5 | Tom Gayner | Markel Group Inc. | 117,690 | $50.1M | 0.42% | 2026-03-31 |
| 6 | David Rolfe | Wedgewood Partners Inc | 33,764 | $17.6M | 3.29% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 32,699 | $13.9M | 0.06% | 2026-03-31 |
| 8 | George Soros | Soros Fund Management LLC | 16,532 | $7.0M | 0.10% | 2026-03-31 |
| 9 | Lindsell Train | Lindsell Train Ltd | 6,800 | $3.6M | 0.09% | 2025-12-31 |
| 10 | Lee Ainslie | Maverick Capital Ltd | 1,198 | $632K | 0.01% | 2025-06-30 |
| 11 | Stephen Mandel | Lone Pine Capital LLC | 1,724,511 | $422K | 2.49% | 2019-09-30 |
| 12 | Steven Romick | First Pacific Advisors LP | 744 | $298K | 0.00% | 2023-06-30 |
| 13 | Egerton Capital | Egerton Capital (UK) LLP | 505,106 | $124K | 1.28% | 2020-03-31 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 168 | $88K | 0.01% | 2025-12-31 |
| 15 | Christopher Davis | Davis Selected Advisers, LP | 180,638 | $28K | 0.12% | 2017-09-30 |
| 16 | Olstein Capital Management | Olstein Capital Management LP | 7,800 | $4K | 0.84% | 2025-12-31 |
As of the latest 13F window, 16 tracked superinvestors hold SPGI. The largest disclosed position is Dev Kantesaria at $747.8M (22.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SPGI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
16 hedge funds and family offices disclose a SPGI position in their latest SEC 13F filing — combined $1.13B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Dev Kantesaria | Valley Forge Capital Management | 1,758,074 | $747.8M | 22.15% | 2026-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 335,000 | $142.5M | 1.82% | 2024-03-31 |
| 3 | Pat Dorsey | Dorsey Asset Management, LLC | 222,683 | $94.7M | 7.54% | 2026-03-31 |
| 4 | Li Lu | Himalaya Capital Management LLC | 121,463 | $51.7M | 1.61% | 2026-03-31 |
| 5 | Tom Gayner | Markel Group Inc. | 117,690 | $50.1M | 0.42% | 2026-03-31 |
| 6 | David Rolfe | Wedgewood Partners Inc | 33,764 | $17.6M | 3.29% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 32,699 | $13.9M | 0.06% | 2026-03-31 |
| 8 | George Soros | Soros Fund Management LLC | 16,532 | $7.0M | 0.10% | 2026-03-31 |
| 9 | Lindsell Train | Lindsell Train Ltd | 6,800 | $3.6M | 0.09% | 2025-12-31 |
| 10 | Lee Ainslie | Maverick Capital Ltd | 1,198 | $632K | 0.01% | 2025-06-30 |
| 11 | Stephen Mandel | Lone Pine Capital LLC | 1,724,511 | $422K | 2.49% | 2019-09-30 |
| 12 | Steven Romick | First Pacific Advisors LP | 744 | $298K | 0.00% | 2023-06-30 |
| 13 | Egerton Capital | Egerton Capital (UK) LLP | 505,106 | $124K | 1.28% | 2020-03-31 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 168 | $88K | 0.01% | 2025-12-31 |
| 15 | Christopher Davis | Davis Selected Advisers, LP | 180,638 | $28K | 0.12% | 2017-09-30 |
| 16 | Olstein Capital Management | Olstein Capital Management LP | 7,800 | $4K | 0.84% | 2025-12-31 |
As of the latest 13F window, 16 tracked superinvestors hold SPGI. The largest disclosed position is Dev Kantesaria at $747.8M (22.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SPGI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
