Ownership history in YCG, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which YCG, LLC reported a position in CoStar Group Inc (CSGP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π YCG, LLC underperformed the S&P 500 by β17.5% annually on this CSGP position. Timing score: 45% (9/20 decisions correct). Average cost basis: $79.45. Maximum drawdown during holding period: β34.6%.
β Significantly underperformed the S&P 500 by 17.5% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $60.41 (2022 Q2) Β· Worst: $92.43 (2020 Q4)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 11 trims. Bought during 5 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size