# S&P Global (SPGI): value investors who own it | moatshark

15 value investors held S&P Global in their Q3 2026 13F, led by Valley Forge Capital Management, TCI Fund Management, Dorsey Asset Management, Pershing…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Valley Forge Capital Management | 19.9% | $621m | Trimmed -13% | 39 |
| TCI Fund Management | 10.9% | $5.7bn | Added +0.3% | 38 |
| Dorsey Asset Management | 8.3% | $129m | Added +42% | 2 |
| Pershing Square | 5.4% | $1.1bn | New | 1 |
| Cantillon Capital Management | 4.4% | $29.0m | Trimmed -95% | 41 |
| Wedgewood Partners | 2.6% | $12.8m | Trimmed -3.2% | 12 |
| Semper Augustus | 2.1% | $18.7m | New | 1 |
| Troy Asset Management | 0.5% | $18.5m | Added +10% | 25 |
| Markel Group | 0.4% | $47.9m | Unchanged | 41 |
| Weitz Investment Management | 0.2% | $2.9m | Added +1.4% | 26 |
| Lindsell Train | 0.1% | $3.0m | Added +1.4% | 25 |
| Brave Warrior Advisors | 0.0% | $571k | New | 1 |
| Horizon Kinetics | 0.0% | $1.2m | Trimmed -21% | 30 |
| Dodge & Cox | 0.0% | $2.1m | Trimmed -3.7% | 41 |
| Himalaya Capital | 0.0% | $0k | Sold out | 1 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $216k | Unchanged | 11 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/spgi). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.