William Von Mueffling's Cantillon Capital Management drastically cut its stake in S&P Global (SPGI), reducing its holding by 95.4% from 1.55 million shares to just 71,250. The reported value of the investment fell from $658.13 million to $29.02 million, based on the fund's latest portfolio disclosure. The estimated value of the shares sold is approximately $601 million.
Investors are reminded that 13F filings are not real-time, and this disclosure, filed on July 29, 2026, reflects trades made during the second quarter ending June 30, 2026. During that period, S&P Global reported strong revenue growth and raised its full-year profit guidance, although its quarterly earnings per share slightly missed analyst expectations. One analysis noted that Cantillon broadly reduced nearly its entire book, suggesting the move may have been part of a structural shift rather than a specific negative view on the company.