Gates Capital Management’s S&P Global SPGI Stock Holding History

Gates Capital Management’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
2024 Q1	–	Sell	-250,000	Closed	-$110M	–	37
2023 Q4	$110M	Buy	250,000 +74,500	+42%	+$29.4M	2.54%	16
2023 Q3	$64.1M	Sell	175,500 -124,500	-42%	-$49M	1.61%	28
2023 Q2	$120M	Buy	+300,000	New	+$110M	2.83%	18
2022 Q4	–	Sell	-343,000	Closed	-$105M	–	30
2022 Q3	$105M	Buy	+343,000	New	+$123M	3.84%	14
2017 Q1	–	Sell	-300,000	Closed	-$32.3M	–	31
2016 Q4	$32.3M	Hold	300,000	–	–	1.24%	26
2016 Q3	$38M	Buy	+300,000	New	+$36M	1.37%	24

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gates Capital Management's SPGI Position: Q1 2026 in Review

Gates Capital Management increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $18.8M and bringing the position to 327,955 shares worth $139M. The position accounts for 3.81% of the portfolio, ranked #8.

Gates Capital Management first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $194M in Q2 2021. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Gates Capital Management held 327,955 shares of S&P Global worth $139M as of Q1 2026.
Gates Capital Management bought 40,401 S&P Global shares in Q1 2026, an estimated $18.8M.
S&P Global made up 3.81% of Gates Capital Management's portfolio in Q1 2026, its #8 holding.
Gates Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
Gates Capital Management's S&P Global position peaked at $194M in Q2 2021.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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