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 $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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gates Capital Management's SPGI Position: Q2 2026 in Review

Gates Capital Management increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $14M and bringing the position to 361,186 shares worth $147M. The position accounts for 3.54% of the portfolio, ranked #9.

Gates Capital Management first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $194M in Q2 2021. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Gates Capital Management held 361,186 shares of S&P Global worth $147M as of Q2 2026.
Gates Capital Management bought 33,231 S&P Global shares in Q2 2026, an estimated $14M.
S&P Global made up 3.54% of Gates Capital Management's portfolio in Q2 2026, its #9 holding.
Gates Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Gates Capital Management's S&P Global position peaked at $194M in Q2 2021.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gates Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.