Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  American Homes 4 Rent (AMH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 277,170 0.04 Reduce 0.52% <0.01 $27.92 $7,738,586 SEC
2025   Q4 278,610 0.04 Reduce 2.45% <0.01 $32.10 $8,943,381 SEC
2025   Q3 285,600 0.05 Add 14.08% <0.01 $33.25 $9,496,200 SEC
2025   Q2 250,360 0.05 Add 2.98% <0.01 $36.07 $9,030,485 SEC
2025   Q1 243,120 0.05 Add 12.21% <0.01 $37.81 $9,192,367 SEC
2024   Q4 216,670 0.05 Reduce 0.65% <0.01 $37.42 $8,107,791 SEC
2024   Q3 218,090 0.05 Reduce 1.88% $38.39 $8,372,475 SEC
2024   Q2 222,270 0.00 Reduce 9.45% <0.01 SEC
2024   Q1 245,470 0.05 Reduce 3.42% <0.01 $36.78 $9,028,387 SEC
2023   Q4 254,160 0.05 Reduce 4.18% <0.01 $35.96 $9,139,594 SEC
2023   Q3 265,260 0.06 $33.69 $8,936,609 SEC
2023   Q2 265,260 0.06 Add 2.27% <0.01 $35.45 $9,403,467 SEC
2023   Q1 259,360 0.05 Add 0.77% <0.01 $31.45 $8,156,872 SEC
2022   Q4 257,380 0.05 $30.14 $7,757,433 SEC
2022   Q3 257,380 0.06 $32.81 $8,445,000 SEC
2022   Q2 257,380 0.06 Add 3.57% <0.01 $35.44 $9,122,000 SEC
2022   Q1 248,510 0.05 Add 1.22% <0.01 $40.03 $9,948,000 SEC
2021   Q4 245,510 0.05 Reduce 5.07% <0.01 $43.61 $10,707,000 SEC
2021   Q3 258,620 0.05 $38.12 $9,859,000 SEC
2021   Q2 258,620 0.04 Reduce 2.09% <0.01 $38.85 $10,047,000 SEC
2021   Q1 264,130 0.04 $33.34 $8,806,000 SEC
2020   Q4 264,130 0.04 Add 0.02% $30.00 $7,924,000 SEC
2020   Q3 264,090 0.04 Add 2.90% <0.01 $28.48 $7,521,000 SEC
2020   Q2 256,650 0.04 Add 206.37% 0.03 $26.90 $6,904,000 SEC
2020   Q1 83,770 0.01 Reduce 50.36% 0.01 $23.19 $1,943,000 SEC
2019   Q4 168,740 0.02 $26.21 $4,423,000 SEC
2019   Q3 168,740 0.02 Add 3.56% <0.01 $25.89 $4,369,000 SEC
2019   Q2 162,940 0.02 Add 1.08% <0.01 $24.31 $3,961,000 SEC
2019   Q1 161,200 0.02 Add 2.56% <0.01 $22.72 $3,662,000 SEC
2018   Q4 157,170 0.02 Reduce 42.09% 0.01 $19.85 $3,120,000 SEC
2018   Q3 271,386 0.03 Add 101.70% 0.02 $21.89 $5,941,000 SEC
2018   Q2 134,551 0.01 Add 5.32% <0.01 $22.18 $2,984,000 SEC
2018   Q1 127,756 0.01 Reduce 0.02% $20.08 $2,565,000 SEC
2017   Q4 127,782 0.01 Buy 0.01 $21.84 $2,791,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.05 SEC
2016   Q4 568,049 0.05 Add 1.52% <0.01 $20.98 $11,918,000 SEC
2016   Q3 559,522 0.05 Add 0.00% $21.64 $12,108,000 SEC
2016   Q2 559,506 0.05 Add 0.09% $20.48 $11,459,000 SEC
2016   Q1 559,017 0.04 Reduce 0.08% $15.90 $8,888,000 SEC
2015   Q4 559,469 0.04 $16.66 $9,321,000 SEC
2015   Q3 559,469 0.04 Reduce 0.49% <0.01 $16.08 $8,996,000 SEC
2015   Q2 562,232 0.03 Reduce 3.11% <0.01 $16.04 $9,018,000 SEC
2015   Q1 580,255 0.03 Add 25.41% <0.01 $16.55 $9,603,000 SEC
2014   Q4 462,680 0.03 $17.03 $7,879,000 SEC
2014   Q3 462,680 0.03 Buy 0.03 $16.89 $7,815,000 SEC