Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$790,084
-$1,151,592 QoQ
Shares Held
2,051
-57.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,102
of 1,991 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Waterloo Capital, L.P. holds $3,967,373 across 4 Financial Data & Stock Exchanges names. SPGI ranks #2 (19.9% of the industry book) .
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,084 | 1,940 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,941,676 | 4,565 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,807,353 | 5,372 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,372,224 | 4,874 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,755,617 | 5,226 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,456,155 | 4,834 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,852,671 | 3,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,702,263 | 3,295 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,139,083 | 2,554 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $348,443 | 819 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $515,408 | 1,170 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $272,605 | 680 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||