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

Hudson Way 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
2026
Q1 		$72.2M Buy
169,675
+13,177
+8% +$6.12M 6.9% 7
2025
Q4 		$81.8M Buy
156,498
+31,298
+25% +$15.5M 6.5% 9
2025
Q3 		$60.9M Buy
125,200
+21,030
+20% +$11.3M 5.17% 8
2025
Q2 		$54.9M Buy
104,170
+50,784
+95% +$25.3M 4.96% 11
2025
Q1 		$27.1M Sell
53,386
-32,948
-38% -$16.8M 2.69% 14
2024
Q4 		$43M Sell
86,334
-5,510
-6% -$2.8M 4.86% 10
2024
Q3 		$47.4M Sell
91,844
-14,412
-14% -$7.13M 5.96% 7
2024
Q2 		$47.4M Buy
106,256
+20,055
+23% +$8.6M 6.54% 6
2024
Q1 		$36.7M Sell
86,201
-3,204
-4% -$1.39M 6.7% 6
2023
Q4 		$39.4M Sell
89,405
-29,800
-25% -$11.8M 7.39% 5
2023
Q3 		$43.6M Buy
119,205
+14,258
+14% +$5.61M 8.57% 5
2023
Q2 		$42.1M Sell
104,947
-1,194
-1% -$436K 7.89% 5
2023
Q1 		$36.6M Buy
106,141
+2,000
+2% +$704K 9.11% 6
2022
Q4 		$34.9M Buy
104,141
+400
+0.4% +$132K 9.01% 5
2022
Q3 		$31.7M Sell
103,741
-295
-0.3% -$106K 8.66% 4
2022
Q2 		$35.1M Buy
104,036
+32,760
+46% +$11.7M 9.51% 3
2022
Q1 		$29.2M Buy
+71,276
New +$29M 6.9% 5

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hudson Way Capital Management's SPGI Position: Q1 2026 in Review

Hudson Way Capital Management increased its S&P Global (SPGI) stake by 8.4% in Q1 2026, buying an estimated $6.12M and bringing the position to 169,675 shares worth $72.2M. The position accounts for 6.9% of the portfolio, ranked #7.

Hudson Way Capital Management first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $81.8M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Hudson Way Capital Management held 169,675 shares of S&P Global worth $72.2M as of Q1 2026.
  • Hudson Way Capital Management bought 13,177 S&P Global shares in Q1 2026, an estimated $6.12M.
  • S&P Global made up 6.9% of Hudson Way Capital Management's portfolio in Q1 2026, its #7 holding.
  • Hudson Way Capital Management first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Hudson Way Capital Management's S&P Global position peaked at $81.8M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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