KCM
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Kensico Capital Management’s CoStar Group CSGP Stock Holding History

Kensico Capital Management’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$103M Sell
1,282,400
-48,900
-4% -$3.93M 1.98% 15
2025
Q1 		$105M Buy
1,331,300
+615,500
+86% +$48.8M 2.38% 15
2024
Q4 		$51.2M Buy
+715,800
New +$51.2M 1.17% 18