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Makena Capital Management LLC Increases Position in S&P Global Inc. $SPGI
Makena Capital Management LLC significantly increased its stake in S&P Global Inc. during the third quarter, making it a substantial portion of their portfolio. Despite missing earnings estimates, S&P Global reported strong revenue growth and provided optimistic FY2026 guidance, leading analysts to maintain a “Buy” rating. The company also raised its quarterly dividend, reflecting confidence in its financial health.