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Disclosery

Waterloo Capital, L.P.: SPGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on SPGI, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 1,940 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,940 shares
    Change vs previous 13F -2,625 shares

    0.04% of the 13F portfolio, value $790,172.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,565 shares
    Change vs previous 13F -807 shares

    0.14% of the 13F portfolio, value $1,941,840.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,372 shares
    Change vs previous 13F +498 shares

    0.2% of the 13F portfolio, value $2,807,222.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,874 shares
    Change vs previous 13F -352 shares

    0.18% of the 13F portfolio, value $2,372,053.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,226 shares
    Change vs previous 13F +392 shares

    0.22% of the 13F portfolio, value $2,755,789.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,834 shares
    Change vs previous 13F +1,114 shares

    0.23% of the 13F portfolio, value $2,455,928.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,720 shares
    Change vs previous 13F +425 shares

    0.2% of the 13F portfolio, value $1,852,906.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,295 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,702,041.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).