Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  CoStar Group, Inc. (CSGP)
← All CSGP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 12,570,368 3.51 Add 157.01% 2.14 $39.18–70.57 · VW $52.21i $507,088,654 SEC
2025   Q4 4,890,936 1.40 Reduce 23.35% 0.41 $62.00–85.24 · VW $68.98i $328,866,546 SEC
2025   Q3 6,380,909 1.75 Reduce 7.84% 0.13 $79.94–97.43 · VW $89.26i $538,357,326 SEC
2025   Q2 6,923,828 1.71 Add 4.88% 0.08 $71.21–83.68 · VW $76.43i $556,675,810 SEC
2025   Q1 6,601,800 1.64 Add 1.61% 0.03 $68.41–83.03 · VW $76.67i $523,060,632 SEC
2024   Q4 6,497,188 1.26 Buy 1.26 $68.26–82.49 · VW $75.10i $465,133,668 SEC
Price snapshot:
Current price$28.77
Avg. buy price$52.70
+/- since buy-45.41%
52-week low$28.09
52-week high$97.43