CORTLAND ASSOCIATES INC/MO CSGP — COSTAR GROUP INC

Ownership history in CORTLAND ASSOCIATES INC/MO  ·  7 quarters on record

AI Ownership Summary

CORTLAND ASSOCIATES INC/MO reported COSTAR GROUP INC (CSGP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.91% in 2025 Q3. The latest visible filing shows CSGP at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSGP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORTLAND ASSOCIATES INC/MO's position in COSTAR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSGP was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSGP stock page CORTLAND ASSOCIATES INC/MO fund profile CORTLAND ASSOCIATES INC/MO full holdings
How CORTLAND ASSOCIATES INC/MO held CSGP — position size vs. price
% of Fund (quarterly)    CSGP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 181,019 -2,125 -1.2% 1.05% $7.3M 2026-04-30 $34.61
2025 Q4 REDUCED — — — 183,144 -8,448 -4.4% 1.55% $12.3M 2026-01-28 $65.20
2025 Q3 ADDED — — — 191,592 +238 +0.1% 1.91% $16.2M 2025-10-23 $77.66
2025 Q2 ADDED — — — 191,354 +440 +0.2% 1.80% $15.4M 2025-07-23 $91.00
2025 Q1 ADDED — — — 190,914 +790 +0.4% 1.82% $15.1M 2025-05-01 $76.58
2024 Q4 REDUCED — — — 190,124 -2,550 -1.3% 1.55% $13.6M 2025-01-23 $74.38
2024 Q3 INITIATED — — — 192,674 — — 1.77% $14.5M 2024-10-29 $73.24

🏢 Other funds also holding CSGP

As of 2026 Q1 — sorted by position size

Tsai Capital Corp 3Y 6.81% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 6.8% RGM Capital, LLC 3Y 7Y 6.51% ShawSpring Partners LLC 3Y 7Y 5.11% Meritage Group LP 3Y 7Y 5.07% IVY LANE CAPITAL MANAGEMENT, LLC 3Y 3.6% POLEN CAPITAL MANAGEMENT LLC 3Y 7Y 3.51% LANDMARK INVESTMENT PARTNERS, L.P. 3.47% Spyglass Capital Management LLC 3Y 7Y 3.37% Petrus Trust Company, LTA 3Y 7Y 3.33%

FAQ About CORTLAND ASSOCIATES INC/MO and CSGP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORTLAND ASSOCIATES INC/MO reported owning CSGP?

CORTLAND ASSOCIATES INC/MO reported CSGP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CSGP position in CORTLAND ASSOCIATES INC/MO's portfolio?

The largest reported portfolio weight for CSGP was 1.91% in 2025 Q3.

What is the latest reported CSGP position on this page?

The most recent filing on this page is 2026 Q1, when CORTLAND ASSOCIATES INC/MO reported 181,019 shares, equal to 1.05% of portfolio, with an estimated market value of $7.3M.

What does the chart on this CSGP ownership page compare?

The chart compares CORTLAND ASSOCIATES INC/MO's quarterly CSGP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CORTLAND ASSOCIATES INC/MO time their CSGP position?

Based on 13F filing dates vs. subsequent CSGP price moves, CORTLAND ASSOCIATES INC/MO correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on CSGP relative to SPY over the holding period was -34.3%.

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