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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

Rockwood Research

SPGI

S&P Global Inc.

Services-Consumer Credit Reporting, Collection Agencies · SIC 7320CIK 64040Held by 31 tracked managersEDGAR filings ↗10-K/10-Q ↗

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31 of 31 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Veritas Asset Management

Q2 2026Position history →

New+830,609—6.1%$0.34B

Egerton Capital

Q2 2026Position history →

New+351,920—1.4%$0.14B

Renaissance Technologies

Q2 2026Position history →

New+215,462—0.12%$0.09B

Triple Frond Partners

Q2 2026Position history →

New+116,700—4.2%$0.05B

Semper Augustus

Q2 2026Position history →

New+45,989—2.1%$0.02B

Platinum Investment Management

Q2 2026Position history →

New+1,685—0.17%$<0.01B

Brave Warrior Advisors

Q2 2026Position history →

New+1,401—0.01%$<0.01B

TCI Fund Management

Q2 2026Position history →

Add+46,647+0.3%10.9%$5.74B

Eagle Capital Management

Q2 2026Position history →

Add+2,642,317+185.4%5.1%$1.66B

EdgePoint Investment Group

Q2 2026Position history →

Add+397,272+24.0%6.3%$0.83B

Soroban Capital Partners

Q2 2026Position history →

Add+43,000+2.5%5.0%$0.71B

Q2 2026Position history →

Add+3,225+0.6%8.0%$0.21B

Capital World Investors

Q2 2026Position history →

Add+280+0.1%0.02%$0.17B

Dorsey Asset Management

Q2 2026Position history →

Add+93,730+42.1%8.3%$0.13B

Select Equity Group

Q2 2026Position history →

Add+139,034+131.7%0.53%$0.10B

Soros Fund Management

Q2 2026Position history →

Add+84,302+509.9%0.54%$0.04B

Bridgewater Associates

Q2 2026Position history →

Add+62,313+190.6%0.16%$0.04B

Lakewood Capital Management

Q2 2026Position history →

Add+8,000+18.3%1.1%$0.02B

Q2 2026Position history →

Add+1,884+14.4%0.03%$0.01B

Olstein Capital Management

Q1 2026Position history →

Add+5,700+73.1%1.3%$0.01B

Q2 2026Position history →

Add+100+1.4%0.11%$<0.01B

Weitz Investment Management

Q2 2026Position history →

Add+100+1.4%0.20%$<0.01B

Valley Forge Capital Management

Q2 2026Position history →

Trim(234,038)(13.3%)19.9%$0.62B

Adage Capital Management

Q2 2026Position history →

Trim(3,900)(1.4%)0.15%$0.11B

Kensico Capital Management

Q2 2026Position history →

Trim(5,800)(5.1%)0.75%$0.04B

Cantillon Capital Management

Q2 2026Position history →

Trim(1,476,054)(95.4%)4.4%$0.03B

Wedgewood Partners

Q2 2026Position history →

Trim(1,032)(3.2%)2.6%$0.01B

Capital Research Global Investors

Q2 2026Position history →

Trim(277,266)(98.0%)<0.01%$<0.01B

Q2 2026Position history →

Trim(200)(3.7%)<0.01%$<0.01B

Holocene Advisors

Q2 2026Position history →

Exit(344,482)(100.0%)exited$0.15B

Himalaya Capital

Q2 2026Position history →

Exit(121,463)(100.0%)exited$0.05B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.