In a recent 13F filing with the SEC, John Armitage's Egerton Capital disclosed a significant increase in its investment in S&P Global Inc. (SPGI). The filing, which reflects positions held as of September 30, 2026, reveals that the firm boosted its holdings by over 124%, from approximately 352,000 shares to nearly 790,000 shares. This transaction increased the reported value of Egerton's stake to roughly $311.77 million.
Investors should note that 13F filings are submitted to the SEC quarterly and reflect a snapshot of a firm's holdings at the end of a specific period, meaning this trade occurred at some point during the third quarter. The move elevates S&P Global to a more prominent position within Egerton's portfolio, with its weight increasing from 1.38% to 3.17%. No specific commentary from the firm on this particular trade has been made public.