Z
Zillow Group Inc - C
3 super-investors hold Z worth a combined $356M. The largest position: Kahn Brothers Group at 4.0% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 31 — ranked #357 of 724 scored stocks.
Why super-investors own Z
Ownership of Z within the cohort is thin but appears to be building. Three managers now hold the stock, up from one a year ago, with Chase Coleman carrying the bulk of the exposure at roughly $305M — about 1.3% of his portfolio — a position he added to in 2026Q1. Kahn Brothers Group initiated a new position this quarter at 4.0% portfolio concentration, the highest conviction read in the cohort despite the smaller dollar size ($23M). Joel Greenblatt holds a trace position. The one notable counterweight: Stanley Druckenmiller exited entirely in 2026Q1. The slow climb in owner count from one to three over the past two years suggests cautious, incremental interest rather than a crowded thesis.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 1.3% | 6q | $305M | 7,368,957 |
| 2 | Joel Greenblatt | <0.1% | 37q | $28M | 685,279 |
| 3 | Kahn Brothers Group | 4.0% | — 1q | $23M | 545,212 |
Owners of Z also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | ADD | 1.3% | +22% | $305M | May 15, 2026 |
| Stanley Druckenmiller | EXIT | 0.3% | -100% | $0 | May 15, 2026 |
| Kahn Brothers Group | NEW | 4.0% | +100% | $23M | May 8, 2026 |
Long US equity 13F-HR filings only. CUSIP 98954M200. Not investment advice.