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Dev Kantesaria

Valley Forge Capital Management

Dev Kantesaria S&P Global Inc stake

total: 16

Valley Forge Capital Management SPGI trades

Total transactions:
20
New positions:
1
Added:
17
Reduced:
2
Held since:
2016 Q4
Held for:
38 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Dev Kantesaria holds 1,758,074 S&P Global Inc (SPGI) shares with a market value of roughly $747.78M accounting for 22.15% of the overall portfolio. To date, the estimated cost basis is nearly $318.13 for "buy" trades and estimated average "sell" price is $471.9. Valley Forge Capital Management first purchased SPGI in 2016 Q4, initially acquiring 292,209 shares. Since the initial investment in S&P Global Inc (SPGI), Valley Forge Capital Management has made 19 more transactions.

How many SPGI shares does Dev Kantesaria currently hold?

According to 2026 Q1 report, Dev Kantesaria holds 1,758,074 shares of S&P Global Inc (SPGI), valued at around $747.78M.

When did Dev Kantesaria buy S&P Global Inc (SPGI)?

Dev Kantesaria first invested in S&P Global Inc (SPGI) in 2016 Q4 at the reported quarter-end price of $107.54 per share.

What's the cost basis of Valley Forge Capital Management's SPGI stake?

The estimated cost basis for S&P Global Inc (SPGI) stake is around $318.13 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$318.13
Weighted AVG sell price:
$471.90

Dev Kantesaria's historical trades in S&P Global Inc

20 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
22.15%
1,758,074
$425.34
$747,779,195
-0.01% (-105)
-0%
2025 Q4
20.83%
1,758,179
$522.59
$918,806,764
+0.18% (+3,081)
+0.04%
2024 Q4
19.25%
1,755,098
$498.03
$874,091,457
+2.88% (+49,200)
+0.54%
2024 Q3
19.58%
1,705,898
$516.62
$881,301,025
+3.04% (+50,337)
+0.58%
2023 Q2
22.50%
1,655,561
$400.89
$663,697,849
+18.88% (+262,908)
+3.57%
2022 Q4
18.94%
1,392,653
$334.94
$466,455,196
+7.52% (+97,378)
+1.32%
2022 Q2
19.52%
1,295,275
$337.06
$436,585,000
+8.91% (+105,914)
+1.6%
2022 Q1
18.56%
1,189,361
$410.18
$487,852,000
+6.87% (+76,448)
+1.19%
2021 Q4
19.86%
1,112,913
$471.93
$525,217,000
-12.82% (-163,631)
-3.07%
2021 Q3
21.55%
1,276,544
$424.89
$542,391,000
+0.31% (+4,000)
+0.07%
2021 Q1
21.24%
$352.87
+97.13% (+627,003)
2020 Q4
19.71%
$328.73
+1.82% (+11,543)
2020 Q3
24.81%
$360.60
+15.80% (+86,493)
2020 Q2
21.93%
$329.48
+25.01% (+109,545)
2020 Q1
22.73%
$245.05
+3.93% (+16,553)
2019 Q2
22.76%
$227.79
+3.44% (+14,000)
2018 Q4
26.19%
$169.94
+10.25% (+37,875)
2018 Q3
24.03%
$195.39
+22.27% (+67,300)
2018 Q1
27.04%
$191.06
+3.43% (+10,023)
2016 Q4
28.67%
$107.54
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.