Dev Kantesaria - Valley Forge Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
Holdings Activity Buys Sells    History
Holding/activity history for  S&P Global Inc. (SPGI)
← All SPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,858,284 22.15 Reduce 0.01% <0.01 $361.03–502.78 · VW $423.93i $747,779,195 SEC
2025   Q4 1,858,395 20.83 Add 0.18% 0.04 $457.68–522.47 · VW $493.16i $918,806,764 SEC
2025   Q3 1,855,139 20.55 $460.46 $854,223,748 SEC
2025   Q2 1,855,139 20.44 $498.86 $925,445,624 SEC
2025   Q1 1,855,139 20.32 $480.70 $891,765,294 SEC
2024   Q4 1,855,139 19.25 Add 2.88% 0.54 $451.55–499.53 · VW $481.46i $874,091,457 SEC
2024   Q3 1,803,134 19.58 Add 3.04% 0.58 $442.47–504.53 · VW $467.15i $881,301,025 SEC
2024   Q2 1,749,928 19.09 $421.95 $738,380,206 SEC
2024   Q1 1,749,928 19.21 $402.51 $704,358,428 SEC
2023   Q4 1,749,928 20.73 $416.76 $729,307,732 SEC
2023   Q3 1,749,928 20.64 $345.70 $604,958,545 SEC
2023   Q2 1,749,928 22.50 Add 18.88% 3.57 $327.93–405.53 · VW $368.90i $663,697,849 SEC
2023   Q1 1,472,034 18.18 $326.18 $480,144,975 SEC
2022   Q4 1,472,034 18.94 Add 7.52% 1.32 $288.60–354.99 · VW $332.77i $466,455,196 SEC
2022   Q3 1,369,106 18.77 $288.88 $395,512,000 SEC
2022   Q2 1,369,106 19.52 Add 8.91% 1.60 $295.05–358.08 · VW $336.58i $436,585,000 SEC
2022   Q1 1,257,155 18.56 Add 6.87% 1.19 $343.94–400.71 · VW $366.95i $487,852,000 SEC
2021   Q4 1,176,349 19.86 Reduce 12.82% 2.76 $369.87–458.10 · VW $406.93i $525,217,000 SEC
2021   Q3 1,349,307 21.55 Add 0.31% 0.07 $392.56–450.01 · VW $430.39i $542,391,000 SEC
2021   Q2 1,345,079 20.29 $388.32 $522,316,000 SEC
2021   Q1 1,345,079 21.24 Add 97.13% 10.47 $300.08–373.64 · VW $347.69i $449,043,000 SEC
2020   Q4 682,337 19.71 Add 1.82% 0.35 $287.13–348.41 · VW $311.82i $212,209,000 SEC
2020   Q3 670,136 24.81 Add 15.80% 3.38 $301.84–359.39 · VW $322.18i $228,620,000 SEC
2020   Q2 578,713 21.93 Add 25.01% 4.39 $265.91–340.59 · VW $312.62i $180,392,000 SEC
2020   Q1 462,924 22.73 Add 3.93% 0.86 $176.03–296.06 · VW $249.73i $107,322,000 SEC
2019   Q4 445,427 22.36 $258.33 $115,065,000 SEC
2019   Q3 445,427 23.04 $231.77 $103,236,000 SEC
2019   Q2 445,427 22.76 Add 3.44% 0.76 $194.82–235.30 · VW $220.62i $95,992,000 SEC
2019   Q1 430,629 22.70 $199.20 $85,780,000 SEC
2018   Q4 430,629 26.19 Add 10.25% 2.43 $148.23–181.50 · VW $170.35i $69,235,000 SEC
2018   Q3 390,595 24.03 Add 22.27% 4.38 $157.15–203.41 · VW $177.68i $72,203,000 SEC
2018   Q2 319,459 23.96 $192.89 $61,622,000 SEC
2018   Q1 319,459 27.04 Add 3.43% 0.90 $156.09–187.10 · VW $173.87i $57,744,000 SEC
2017   Q4 308,865 26.13 $160.26 $49,500,000 SEC
2017   Q3 308,865 28.95 $147.88 $45,675,000 SEC
2017   Q2 308,865 30.34 $138.12 $42,660,000 SEC
2017   Q1 308,865 29.73 $123.69 $38,203,000 SEC
2016   Q4 308,865 28.67 $101.74 $31,424,000 SEC
Price snapshot:
Current price$437.84
Avg. buy price$304.56
+/- since buy43.76%
52-week low$359.36
52-week high$543.27