John Armitage's Egerton Capital revealed a new stake in S&P Global Inc. (SPGI) valued at approximately $143.32 million, according to a recent SEC filing. The disclosure shows the investment firm acquired 351,920 shares, making it a new 1.38% position in their portfolio.
This information comes from a quarterly 13F report, which is filed with a delay and reflects the firm's holdings as of June 30, 2026. These filings provide a snapshot of a fund's portfolio at the end of a quarter, rather than representing real-time trading activity. There has been no public comment from Egerton Capital regarding the new investment.