Hudson Way Capital Management LLC: S&P GLOBAL INC (SPGI): Quarterly 13F Position History
As of Q1 2026, Hudson Way Capital Management LLC reported 169,675 shares of S&P GLOBAL INC (SPGI), worth $72.2M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 13,177 (+8.4%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 169,675Shares Held (Latest Filing)
- $72.2MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +13,177Quarter-over-Quarter Share Change
- -$9.6MQuarter-over-Quarter Value Change
- 169,675Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 169,675 | +13,177 | +8.4% | $72.2M | 6.9% | $425.3 |
| Q4 2025 | 156,498 | +31,298 | +25.0% | $81.8M | 6.5% | $522.6 |
| Q3 2025 | 125,200 | +21,030 | +20.2% | $60.9M | 5.2% | $486.7 |
| Q2 2025 | 104,170 | +50,784 | +95.1% | $54.9M | 5.0% | $527.3 |
| Q1 2025 | 53,386 | 32,948 | -38.2% | $27.1M | 2.7% | $508.1 |
| Q4 2024 | 86,334 | 5,510 | -6.0% | $43.0M | 4.9% | $498.0 |
| Q3 2024 | 91,844 | 14,412 | -13.6% | $47.4M | 6.0% | $516.6 |
| Q2 2024 | 106,256 | +20,055 | +23.3% | $47.4M | 6.5% | $446.0 |
| Q1 2024 | 86,201 | 3,204 | -3.6% | $36.7M | 6.7% | $425.4 |
| Q4 2023 | 89,405 | 29,800 | -25.0% | $39.4M | 7.4% | $440.5 |
| Q3 2023 | 119,205 | +14,258 | +13.6% | $43.6M | 8.6% | $365.4 |
| Q2 2023 | 104,947 | 1,194 | -1.1% | $42.1M | 7.9% | $400.9 |
| Q1 2023 | 106,141 | +2,000 | +1.9% | $36.6M | 9.1% | $344.8 |
| Q4 2022 | 104,141 | +400 | +0.4% | $34.9M | 9.0% | $334.9 |
| Q3 2022 | 103,741 | 295 | -0.3% | $31.7M | 8.7% | $305.3 |
| Q2 2022 | 104,036 | +32,760 | +46.0% | $35.1M | 9.5% | $337.1 |
| Q1 2022 | 71,276 | — | — | $29.2M | 6.9% | $410.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hudson Way Capital Management LLC first disclose a SPGI position in 13F-HR filings?
Hudson Way Capital Management LLC first reported S&P GLOBAL INC (SPGI) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was Hudson Way Capital Management LLC's most recent quarter-over-quarter share-count change in SPGI?
Between Q4 2025 and Q1 2026, Hudson Way Capital Management LLC added 13,177 shares of SPGI (+8.4%), bringing the total reported position to 169,675 shares at a market value of $72.2M.
Does the implied price-per-share represent Hudson Way Capital Management LLC's cost basis in SPGI?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.