Position in SPGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,887,119
+$1,059,060 QoQ
Shares Held
12,684
+33.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#639
of 1,991 holders
Holding Since
Dec 2023
11 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 Mar 31, 2026CallValue
$4,253,399
CallShares
10,570
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.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026KP Management LLC holds $9,869,239 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
11,000 | $4,982,120 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
12,684 | $4,887,119 |
All Filings in SPGI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,887,119 | 12,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,253,399 | 10,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $3,828,059 | 9,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,225,899 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,867,100 | 10,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,272,900 | 10,000 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,081,000 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,980,299 | 10,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,166,200 | 10,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,459,999 | 10,000 | Shares | Sole | 2024-09-19 | |
| 2024-03-31 | $4,254,500 | 10,000 | Shares | Sole | 2024-09-19 | |
| 2023-12-31 | $4,405,199 | 10,000 | Shares | Sole | 2024-09-19 | |
| No filing history on record for this holder in this stock. | ||||||