CSGP
Costar Group Inc
7 super-investors hold CSGP worth a combined $1.06B. The largest position: Chuck Akre at 6.8% of their portfolio. This quarter the cohort logged 0 buys and 5 sells on the name. Cohort Conviction Score: 27 — ranked #496 of 724 scored stocks. Conviction easing: 2 fewer super-investors hold it than in 2025Q4.
Why super-investors own CSGP
Interest in CSGP is clearly fading within this cohort: owner count dropped from six to four in 2026Q1 after Daniel Loeb and Vulcan Value Partners exited entirely, while Chase Coleman, Dennis Hong, and Wallace Weitz all trimmed. The remaining conviction sits heavily with Chuck Akre (6.8% of portfolio, $417M) and Polen Capital Management (3.5%, $507M), whose combined exposure accounts for the bulk of the cohort's $1.1B. Neither added this quarter. The ownership trajectory — peaking at six holders across the prior four quarters before this quarter's pullback — suggests the thesis is narrowing to a smaller group of long-duration growth holders rather than broadening.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 3.5% | 6q | $507M | 12,570,368 |
| 2 | Chuck Akre | 6.8% | 26q | $417M | 10,348,273 |
| 3 | Chase Coleman | 0.3% | 6q | $61M | 1,500,000 |
| 4 | Joel Greenblatt | <0.1% | 39q | $44M | 1,088,204 |
| 5 | Wallace Weitz | 1.5% | 25q | $21M | 517,025 |
| 6 | Dennis Hong | 5.1% | 6q | $14M | 339,081 |
| 7 | Hillman Capital Management | 0.2% | — 1q | $345K | 8,557 |
- 1Polen Capital Managementport3.5%val$507M12,570,368 sh·6q held
- 2Chuck Akreport6.8%val$417M10,348,273 sh·26q held
- 3Chase Colemanport0.3%val$61M1,500,000 sh·6q held
- 4Joel Greenblattport<0.1%val$44M1,088,204 sh·39q held
- 5Wallace Weitzport1.5%val$21M517,025 sh·25q held
- 6Dennis Hongport5.1%val$14M339,081 sh·6q held
- 7Hillman Capital Managementport0.2%val$345K8,557 sh·—1q held
Owners of CSGP also hold
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 0.3% | -34% | $61M | May 15, 2026 |
| Daniel Loeb | EXIT | 2.9% | -100% | $0 | May 15, 2026 |
| Dennis Hong | TRIM | 5.1% | -65% | $14M | May 14, 2026 |
| Wallace Weitz | TRIM | 1.5% | -28% | $21M | May 14, 2026 |
| Vulcan Value Partners | EXIT | 5.4% | -100% | $0 | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 22160N109. Not investment advice.