John Armitage's Egerton Capital bought 438K shares more of S&P Global Inc (SPGI) in 2026 Q3, according to the 13F-HR filed with the SEC on October 20, 2026, a 125% increase in the share count. John Armitage now holds 790K shares worth about $312M, 3.17% of the portfolio against 1.38% a quarter earlier.
What did the 2026 Q3 filing report for SPGI?
As of September 30, 2026, from the 13F-HR filed October 20, 2026.
| Before | After | |
|---|---|---|
| Shares | 352K | 790K |
| Shares added | +438K (125%) | |
| Reported value | $143M | $312M |
| Portfolio weight | 1.38% | 3.17% |
| Rank in portfolio | 9th of 23 |
How much did John Armitage add to SPGI?
John Armitage added 438K shares of SPGI during 2026 Q3, taking the stake from 352K to 790K. The reported value of the position rose by about $168M, from about $143M to about $312M.
Where does SPGI sit in the John Armitage portfolio?
SPGI ranks 9th of 23 stock positions in the John Armitage portfolio at 3.17%, below the fund's average stock position of 4%. The SPGI addition was the 7th largest of the quarter's 27 position changes by percent change to portfolio. The largest stock position is V at 14.93%. Next come AMZN at 11.96% and APH at 9.19%. The three largest stocks together are 36.08% of the book. Across the 2026 Q3 portfolio, John Armitage reported 23 stock positions, with 4 opened and 4 closed. The total portfolio value is about $9.82B, down 5% from the prior quarter.
How long has John Armitage held SPGI?
John Armitage first reported SPGI in the quarter ended June 30, 2016. The fund sold out of the name in 2020 Q2 and came back in 2026 Q2. The weight peaked at 7.93% in 2017 Q1. Every reported trade is on the John Armitage SPGI trade history page.
FAQ
How many SPGI shares did John Armitage buy in 2026 Q3?
John Armitage added 438K shares of SPGI, a 125% increase, to 790K shares.
What is the SPGI position of John Armitage worth now?
The SPGI position of John Armitage is worth about $312M at September 30, 2026 prices, 3.17% of the portfolio.
Is SPGI a top holding of John Armitage?
SPGI ranks 9th of 23 stock positions in the John Armitage portfolio, at 3.17%.