Dev Kantesaria - Valley Forge Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
Holdings Activity Buys Sells    History
Holding/activity history for  S&P Global Inc. (SPGI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,758,074 22.15 Reduce 0.01% <0.01 $425.34 $747,779,195 SEC
2025   Q4 1,758,179 20.83 Add 0.18% 0.04 $522.59 $918,806,764 SEC
2025   Q3 1,755,098 20.55 $486.71 $854,223,748 SEC
2025   Q2 1,755,098 20.44 $527.29 $925,445,624 SEC
2025   Q1 1,755,098 20.32 $508.10 $891,765,294 SEC
2024   Q4 1,755,098 19.25 Add 2.88% 0.54 $498.03 $874,091,457 SEC
2024   Q3 1,705,898 19.58 Add 3.04% 0.58 $516.62 $881,301,025 SEC
2024   Q2 1,655,561 19.09 $446.00 $738,380,206 SEC
2024   Q1 1,655,561 19.21 $425.45 $704,358,428 SEC
2023   Q4 1,655,561 20.73 $440.52 $729,307,732 SEC
2023   Q3 1,655,561 20.64 $365.41 $604,958,545 SEC
2023   Q2 1,655,561 22.50 Add 18.88% 3.57 $400.89 $663,697,849 SEC
2023   Q1 1,392,653 18.18 $344.77 $480,144,975 SEC
2022   Q4 1,392,653 18.94 Add 7.52% 1.32 $334.94 $466,455,196 SEC
2022   Q3 1,295,275 18.77 $305.35 $395,512,000 SEC
2022   Q2 1,295,275 19.52 Add 8.91% 1.60 $337.06 $436,585,000 SEC
2022   Q1 1,189,361 18.56 Add 6.87% 1.19 $410.18 $487,852,000 SEC
2021   Q4 1,112,913 19.86 Reduce 12.82% 2.76 $471.93 $525,217,000 SEC
2021   Q3 1,276,544 21.55 Add 0.31% 0.07 $424.89 $542,391,000 SEC
2021   Q2 1,272,544 20.29 $410.45 $522,316,000 SEC
2021   Q1 1,272,544 21.24 Add 97.13% 10.47 $352.87 $449,043,000 SEC
2020   Q4 645,541 19.71 Add 1.82% 0.35 $328.73 $212,209,000 SEC
2020   Q3 633,998 24.81 Add 15.80% 3.38 $360.60 $228,620,000 SEC
2020   Q2 547,505 21.93 Add 25.01% 4.39 $329.48 $180,392,000 SEC
2020   Q1 437,960 22.73 Add 3.93% 0.86 $245.05 $107,322,000 SEC
2019   Q4 421,407 22.36 $273.05 $115,065,000 SEC
2019   Q3 421,407 23.04 $244.98 $103,236,000 SEC
2019   Q2 421,407 22.76 Add 3.44% 0.76 $227.79 $95,992,000 SEC
2019   Q1 407,407 22.70 $210.55 $85,780,000 SEC
2018   Q4 407,407 26.19 Add 10.25% 2.43 $169.94 $69,235,000 SEC
2018   Q3 369,532 24.03 Add 22.27% 4.38 $195.39 $72,203,000 SEC
2018   Q2 302,232 23.96 $203.89 $61,622,000 SEC
2018   Q1 302,232 27.04 Add 3.43% 0.90 $191.06 $57,744,000 SEC
2017   Q4 292,209 26.13 $169.40 $49,500,000 SEC
2017   Q3 292,209 28.95 $156.31 $45,675,000 SEC
2017   Q2 292,209 30.34 $145.99 $42,660,000 SEC
2017   Q1 292,209 29.73 $130.74 $38,203,000 SEC
2016   Q4 292,209 28.67 $107.54 $31,424,000 SEC