John Armitage's Egerton Capital returned to S&P Global Inc (SPGI) in 2026 Q2, according to the 13F-HR filed with the SEC on July 21, 2026: 352K shares worth about $143.3M at June 30, 2026, 1.38% of the portfolio. The fund had sold out of the name in 2020 Q2. SPGI enters the book as the 21st largest of 23 stock positions.
What did the 2026 Q2 filing report for SPGI?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Value | |
|---|---|
| Shares | 352K |
| Reported value | $143.3M |
| Portfolio weight | 1.38% |
| Rank in portfolio | 21st of 23 |
| Sold out in | 2020 Q2 |
| Out for | 6 years |
How big is the returning SPGI position?
John Armitage opened 5 stock positions in 2026 Q2; SPGI is the 3rd largest of them by weight. An average stock position in the John Armitage portfolio is 4% of the reported value, so the new name starts below the fund's typical size.
Where does SPGI sit in the John Armitage portfolio?
SPGI ranks 21st of 23 stock positions in the John Armitage portfolio at 1.38%, below the fund's average stock position of 4%. The SPGI purchase was the 14th largest of the quarter's 29 position changes by percent change to portfolio. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
When did John Armitage hold SPGI before?
John Armitage held SPGI before. The fund first reported the name in the quarter ended June 30, 2016, sold out in 2020 Q2 and is back after 6 years out. The weight peaked at 7.93% in 2017 Q1. Every reported trade is on the John Armitage SPGI trade history page.
Did other funds buy or sell SPGI in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 13 hold SPGI. Of those, 4 opened it this quarter. Another 2 sold out of it. The largest buyers of SPGI this quarter were Chris Hohn, Eagle Capital Management and Bill Ackman. The largest sellers were Dev Kantesaria, William Von Mueffling and Parnassus Endeavor Fund. Every tracked holder of SPGI is on the SPGI ownership page.
FAQ
How many SPGI shares does John Armitage hold?
John Armitage holds 352K shares of SPGI as of June 30, 2026, worth about $143.3M.
What is SPGI's weight in the John Armitage portfolio?
SPGI is 1.38% of the John Armitage portfolio and ranks 21st of 23 stocks by weight.
Has John Armitage owned SPGI before?
Yes. John Armitage held SPGI before. The fund first reported the name in the quarter ended June 30, 2016, sold out in 2020 Q2 and is back after 6 years out.
How many other tracked funds hold SPGI?
13 other tracked funds that had filed for 2026 Q2 hold SPGI. 4 of them opened it this quarter.