13F Portfolios

LOCUST WOOD CAPITAL ADVISERS, LLC: S&P GLOBAL INC (SPGI): Quarterly 13F Position History

As of Q1 2026, LOCUST WOOD CAPITAL ADVISERS, LLC reported 373,776 shares of S&P GLOBAL INC (SPGI), worth $159.0M and representing 4.4% of its 13F equity book. Quarter-over-quarter share count change: + 61,844 (+19.8%) . The position first appeared in Q2 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 373,776 +61,844 +19.8% $159.0M 4.4% $425.3
Q4 2025 311,932 +25,699 +9.0% $163.0M 4.1% $522.6
Q3 2025 286,233 +63,685 +28.6% $139.3M 3.8% $486.7
Q2 2025 222,548 +31,139 +16.3% $117.3M 3.5% $527.3
Q1 2025 191,409 +21,382 +12.6% $97.3M 3.4% $508.1
Q4 2024 170,027 6,077 -3.5% $84.7M 3.1% $498.0
Q3 2024 176,104 48,268 -21.5% $91.0M 3.2% $516.6
Q2 2024 224,372 +12,458 +5.9% $100.1M 3.7% $446.0
Q1 2024 211,914 36,019 -14.5% $90.2M 3.6% $425.5
Q4 2023 247,933 +5,603 +2.3% $109.2M 4.6% $440.5
Q3 2023 242,330 +25,445 +11.7% $88.5M 4.2% $365.4
Q2 2023 216,885 +8,386 +4.0% $86.9M 4.5% $400.9
Q1 2023 208,499 37,809 -15.4% $71.9M 4.5% $344.8
Q4 2022 246,308 +20,650 +9.2% $82.5M 5.8% $334.9
Q3 2022 225,658 +6,920 +3.2% $68.9M 5.3% $305.4
Q2 2022 218,738 +74,369 +51.5% $73.7M 5.3% $337.1
Q1 2022 144,369 +40,841 +39.4% $59.2M 3.8% $410.2
Q4 2021 103,528 +1,763 +1.7% $48.9M 2.8% $471.9
Q3 2021 101,765 10,263 -9.2% $43.2M 2.7% $424.9
Q2 2021 112,028 3,550 -3.1% $46.0M 2.9% $410.5
Q1 2021 115,578 +20,016 +20.9% $40.8M 2.9% $352.9
Q4 2020 95,562 +9,850 +11.5% $31.4M 2.4% $328.7
Q3 2020 85,712 29,335 -25.5% $30.9M 2.6% $360.6
Q2 2020 115,047 13,493 -10.5% $37.9M 3.3% $329.5
Q1 2020 128,540 +76,805 +148.5% $31.5M 3.4% $245.1
Q4 2019 51,735 +51,735 $14.1M 1.3% $273.0
Q3 2019 0 28,565 -100.0% $0 0.0%
Q2 2019 28,565 $6.5M 0.6% $227.8

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 LOCUST WOOD CAPITAL ADVISERS, LLC first disclose a SPGI position in 13F-HR filings?

LOCUST WOOD CAPITAL ADVISERS, LLC first reported S&P GLOBAL INC (SPGI) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.

What was LOCUST WOOD CAPITAL ADVISERS, LLC's most recent quarter-over-quarter share-count change in SPGI?

Between Q4 2025 and Q1 2026, LOCUST WOOD CAPITAL ADVISERS, LLC added 61,844 shares of SPGI (+19.8%), bringing the total reported position to 373,776 shares at a market value of $159.0M.

Does the implied price-per-share represent LOCUST WOOD CAPITAL ADVISERS, 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.