SPGI β€” S&P GLOBAL INC

Ownership history in Bluegrass Capital Partners LP  Β·  6 quarters on record

AI Ownership Summary

Bluegrass Capital Partners LP reported S&P GLOBAL INC (SPGI) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.43% in 2025 Q4. The latest visible filing shows SPGI at 8.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bluegrass Capital Partners LP's position in S&P GLOBAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPGI was reported at 8.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.43% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bluegrass Capital Partners LP held SPGI β€” position size vs. price
% of Fund (quarterly)    SPGI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,000 +6,000 +28.6% 8.43% $14.1M 2026-02-14 (Est.) $408.59
2025 Q3 ADDED 21,000 +6,000 +40.0% 6.69% $10.2M 2025-11-12 $493.72
2025 Q2 ADDED 15,000 +8,000 +114.3% 5.48% $7.9M 2025-08-12 $555.70
2024 Q2 UNCHANGED 7,000 β€” 0% 3.19% $3.1M 2024-08-14 $486.16
2024 Q1 REDUCED 7,000 -4,000 -36.4% 3.10% $3.0M 2024-05-13 $421.48
2023 Q4 INITIATED 11,000 β€” β€” 5.73% $4.8M 2024-02-14 $413.93

FAQ About Bluegrass Capital Partners LP and SPGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bluegrass Capital Partners LP reported owning SPGI?

Bluegrass Capital Partners LP reported SPGI across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPGI position in Bluegrass Capital Partners LP's portfolio?

The largest reported portfolio weight for SPGI was 8.43% in 2025 Q4.

What is the latest reported SPGI position on this page?

The most recent filing on this page is 2025 Q4, when Bluegrass Capital Partners LP reported 27,000 shares, equal to 8.43% of portfolio, with an estimated market value of $14.1M.

What does the chart on this SPGI ownership page compare?

The chart compares Bluegrass Capital Partners LP's quarterly SPGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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