Christopher Bloomstran's Semper Augustus Investments disclosed a new position in S&P Global Inc. (SPGI), acquiring 45,990 shares valued at approximately $18.73 million. The purchase gives the financial intelligence and credit ratings provider a 2.12% weight in the firm's concentrated portfolio, making it a significant new holding.
As with all 13F filings, this disclosure reflects holdings as of the end of the previous quarter and is not a real-time trade alert. The transaction occurred at some point during the second quarter ending June 30, 2026, and was made public in an August 14th regulatory filing. During the quarter, S&P Global reported revenue that beat expectations, though earnings per share fell short of analyst estimates.