Atalan Capital Partners’s S&P Global SPGI Stock Holding History

Atalan Capital Partners’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-310,200	Closed	-$162M	–	11
2025 Q4	$162M	Buy	310,200 +1,000	+0.3%	+$495K	11.53%	3
2025 Q3	$150M	Buy	309,200 +9,200	+3%	+$4.93M	10.51%	4
2025 Q2	$158M	Sell	300,000 -60,000	-17%	-$29.9M	12.15%	1
2025 Q1	$183M	Hold	360,000	–	–	17.38%	1
2024 Q4	$179M	Hold	360,000	–	–	17.84%	1
2024 Q3	$186M	Sell	360,000 -45,000	-11%	-$22.3M	15.99%	1
2024 Q2	$181M	Sell	405,000 -5,000	-1%	-$2.15M	16.84%	1
2024 Q1	$174M	Buy	410,000 +60,000	+17%	+$26M	14.42%	3
2023 Q4	$154M	Sell	350,000 -20,000	-5%	-$7.89M	13.58%	4
2023 Q3	$135M	Sell	370,000 -60,000	-14%	-$23.6M	12.67%	3
2023 Q2	$172M	Buy	430,000 +40,000	+10%	+$14.6M	13.54%	2
2023 Q1	$134M	Hold	390,000	–	–	11.3%	6
2022 Q4	$131M	Buy	390,000 +115,000	+42%	+$37.9M	12.38%	4
2022 Q3	$84M	Buy	275,000 +47,000	+21%	+$16.8M	9.24%	7
2022 Q2	$76.8M	Buy	+228,000	New	+$81.3M	7.48%	8

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Atalan Capital Partners's SPGI Position: Q1 2026 in Review

Atalan Capital Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 310,200 shares — an estimated $162M sold.

Atalan Capital Partners first reported a position in SPGI in Q2 2022 and held it in 15 quarters. The position peaked at $186M in Q3 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Atalan Capital Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Atalan Capital Partners sold 310,200 S&P Global shares in Q1 2026, an estimated $162M.
Atalan Capital Partners first reported a position in S&P Global in Q2 2022 and held it in 15 quarters.
Atalan Capital Partners's S&P Global position peaked at $186M in Q3 2024.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Atalan Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.