Zuckerman Investment Group’s Coterra Energy CTRA Stock Holding History

Zuckerman Investment Group’s Portfolio CTRA Stock Details CTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	+7,370	New	+$222K	0.02%	120
2025 Q2	–	Sell	-7,370	Closed	-$213K	–	162
2025 Q1	$213K	Hold	7,370	–	–	0.02%	151
2024 Q4	$207K	Sell	7,370 -3,158	-30%	-$78.5K	0.02%	145
2024 Q3	$252K	Buy	10,528 +8	+0.1%	+$197	0.03%	127
2024 Q2	$281K	Hold	10,520	–	–	0.03%	120
2024 Q1	$293K	Hold	10,520	–	–	0.03%	116
2023 Q4	$268K	Sell	10,520 -650	-6%	-$17.4K	0.03%	109
2023 Q3	$302K	Buy	11,170 +650	+6%	+$17.7K	0.04%	104
2023 Q2	$266K	Hold	10,520	–	–	0.04%	104
2023 Q1	$258K	Hold	10,520	–	–	0.04%	101
2022 Q4	$258K	Sell	10,520 -13,820	-57%	-$381K	0.04%	109
2022 Q3	$636K	Buy	+24,340	New	+$697K	0.12%	65

Other funds holding CTRA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Zuckerman Investment Group's CTRA Position: Q1 2026 in Review

Zuckerman Investment Group opened a new position in Coterra Energy (CTRA) in Q1 2026: 7,370 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #120 among its holdings. This is a return to the name: Zuckerman Investment Group previously reported a position in CTRA as recently as Q1 2025.

Zuckerman Investment Group first reported a position in CTRA in Q3 2022 and has held it in 12 quarters since. The position peaked at $636K in Q3 2022. 954 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

Zuckerman Investment Group held 7,370 shares of Coterra Energy worth $259K as of Q1 2026.
Coterra Energy was a new Zuckerman Investment Group position in Q1 2026.
Coterra Energy made up 0.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #120 holding.
Zuckerman Investment Group first reported a position in Coterra Energy in Q3 2022 and has held it in 12 quarters since.
Zuckerman Investment Group's Coterra Energy position peaked at $636K in Q3 2022.
954 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.