Position in SPGI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$85,918
-$1,628,177 QoQ
Shares Held
214
-93.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Derivatives in SPGI
reported options exposure · as of Sep 30, 2025CallValue
$1,596,408
CallShares
3,467
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,918 | 202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,714,095 | 3,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,596,408 | 3,280 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,623,526 | 3,079 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $3,129,387 | 6,159 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $6,404,665 | 12,860 | Call | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||