CORTLAND ASSOCIATES INC/MO

Est. AUM

$696.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WILLIS TOWERS WATSON	com	$52.4M	180326	7.52%	SOLE
2	BOOKING HOLDINGS INC	com	$49.9M	11858	7.17%	SOLE
3	VISA INC	com	$49.6M	164120	7.12%	SOLE
4	AMAZON.COM INC	com	$46.9M	225344	6.74%	SOLE
5	ALPHABET INC CLASS C	com	$43.1M	150382	6.19%	SOLE
6	KYNDRYL HLDGS INC COMMON STOCK	com	$43.1M	3286561	6.19%	SOLE
7	RYANAIR HOLDINGS PLC SPONSORED	com	$38.9M	673290	5.59%	SOLE
8	PHILIP MORRIS INTL INC	com	$32.7M	197837	4.69%	SOLE
9	FIRST CTZNS BANCSHARES CL A	com	$32.6M	17321	4.69%	SOLE
10	CIGNA GROUP	com	$32.1M	120487	4.61%	SOLE
11	DANAHER CORP	com	$31.5M	166024	4.52%	SOLE
12	LANDBRIDGE COMPANY LLC CL A	com	$27.5M	398708	3.95%	SOLE
13	KKR & CO LP	com	$26.4M	285618	3.79%	SOLE
14	BROWN & BROWN INC COM	com	$25.6M	392479	3.67%	SOLE
15	BECTON DICKINSON & CO	com	$24.2M	153972	3.47%	SOLE
16	ALPHABET INC CLASS A	com	$23.2M	80740	3.33%	SOLE
17	TEXAS PACIFIC LAND CORP	com	$13.7M	28898	1.97%	SOLE
18	TENCENT HLDGS LTD ADR	com	$12.5M	197732	1.79%	SOLE
19	BLUE OWL CAPITAL INC COM CL A	com	$12.1M	1322568	1.73%	SOLE
20	CAPITAL ONE FINANCIAL	com	$12.0M	65742	1.72%	SOLE
21	FIRST ADVANTAGE CORP	com	$10.6M	905339	1.53%	SOLE
22	INTERCONTINENTAL EXCHANGE	com	$8.2M	51997	1.17%	SOLE
23	COSTAR GROUP INC	com	$7.3M	181019	1.05%	SOLE
24	APPLE INC	com	$6.1M	24058	0.88%	SOLE
25	WATERS CORP	com	$5.1M	17023	0.73%	SOLE
26	BERKSHIRE HATHAWAY INC (D	com	$4.3M	6	0.62%	SOLE
27	IDEXX LABS INC	com	$3.0M	5291	0.43%	SOLE
28	BERKSHIRE HATHAWAY B NEW CLASS	com	$2.4M	5031	0.35%	SOLE
29	MICROSOFT CORP	com	$2.3M	6114	0.32%	SOLE
30	S&P 500 INDEX	com	$1.5M	2306	0.22%	SOLE
31	CATERPILLAR INC	com	$1.5M	2090	0.21%	SOLE
32	SHERWIN-WILLIAMS	com	$1.3M	3900	0.18%	SOLE
33	ISHARES TR RUSSELL 1000 RUSSEL	com	$1.1M	3038	0.16%	SOLE
34	ISHARES TR DJ TOTAL MKT US TOT	com	$1.0M	6502	0.15%	SOLE
35	FRANCO NEV CORP COM	com	$975K	3946	0.14%	SOLE
36	ALTRIA GROUP INC COM	com	$714K	10823	0.10%	SOLE
37	PROCTER & GAMBLE	com	$621K	4300	0.09%	SOLE
38	CTT CORREIOS DE PORTUG SHS	com	$592K	84925	0.08%	SOLE
39	PEMBINA PIPELINE CORP F	com	$534K	11939	0.08%	SOLE
40	I SHARES RUSL 2000	com	$531K	2143	0.08%	SOLE
41	CISCO SYSTEMS INC	com	$526K	6773	0.08%	SOLE
42	MERCK & CO INC NEW	com	$445K	3696	0.06%	SOLE
43	ISHARES TR MSCI EAFE FD MSCI E	com	$402K	4141	0.06%	SOLE
44	SPDR S&P MIDCAP 400 ETF	com	$380K	616	0.05%	SOLE
45	JOHNSON & JOHNSON	com	$364K	1489	0.05%	SOLE
46	BROOKFIELD CORP	com	$358K	8851	0.05%	SOLE
47	MONDELEZ INTL INC	com	$345K	5984	0.05%	SOLE
48	DEERE & CO	com	$341K	606	0.05%	SOLE
49	BRP INC COM SUN VTG	com	$334K	4656	0.05%	SOLE
50	RICHARDS PACKAGING	com	$321K	16300	0.05%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.