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  Capital One Financial (COF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,539,736 7.15 Reduce 0.87% 0.08 $182.43 $1,557,906,471 SEC
2025   Q4 8,614,766 9.38 Add 2.80% 0.26 $242.36 $2,087,878,344 SEC
2025   Q3 8,380,117 9.30 Reduce 6.43% 0.66 $212.58 $1,781,445,282 SEC
2025   Q2 8,955,742 10.19 Reduce 0.49% 0.05 $212.76 $1,905,423,658 SEC
2025   Q1 8,999,453 9.30 Reduce 2.70% 0.26 $179.30 $1,613,602,008 SEC
2024   Q4 9,249,045 9.59 Reduce 3.94% 0.32 $178.32 $1,649,289,777 SEC
2024   Q3 9,628,400 8.09 Reduce 0.07% <0.01 $149.73 $1,441,660,396 SEC
2024   Q2 9,635,496 7.75 Reduce 0.41% 0.03 $138.45 $1,334,034,443 SEC
2024   Q1 9,675,321 8.07 Reduce 11.17% 0.90 $148.89 $1,440,558,503 SEC
2023   Q4 10,891,619 8.07 Reduce 1.78% 0.12 $131.12 $1,428,109,854 SEC
2023   Q3 11,089,149 6.75 Reduce 1.55% 0.12 $97.05 $1,076,202,105 SEC
2023   Q2 11,264,109 7.51 Add 4.68% 0.34 $109.37 $1,231,955,594 SEC
2023   Q1 10,760,462 6.84 Reduce 0.99% 0.07 $96.16 $1,034,726,081 SEC
2022   Q4 10,867,609 6.87 Add 0.46% 0.03 $92.96 $1,010,252,918 SEC
2022   Q3 10,818,066 7.09 Reduce 1.30% 0.10 $92.17 $997,101,000 SEC
2022   Q2 10,960,176 7.33 Reduce 3.74% 0.28 $104.19 $1,141,941,000 SEC
2022   Q1 11,386,174 7.56 Reduce 3.38% 0.27 $131.29 $1,494,891,000 SEC
2021   Q4 11,784,369 7.96 Reduce 1.65% 0.15 $145.09 $1,709,794,000 SEC
2021   Q3 11,981,529 8.98 Reduce 17.85% 1.72 $161.97 $1,940,648,000 SEC
2021   Q2 14,585,733 9.64 Reduce 7.84% 0.74 $154.69 $2,256,267,000 SEC
2021   Q1 15,827,375 9.41 Reduce 2.68% 0.22 $127.23 $2,013,717,000 SEC
2020   Q4 16,262,910 8.38 Reduce 1.06% 0.07 $98.85 $1,607,589,000 SEC
2020   Q3 16,437,359 7.05 Add 1.72% 0.12 $71.86 $1,181,189,000 SEC
2020   Q2 16,159,701 6.16 Add 1.03% 0.06 $62.59 $1,011,436,000 SEC
2020   Q1 15,994,663 5.75 Add 20.94% 1.00 $50.42 $806,451,000 SEC
2019   Q4 13,225,015 6.92 Reduce 3.21% 0.21 $102.91 $1,360,986,000 SEC
2019   Q3 13,663,040 6.65 Reduce 1.25% 0.08 $90.98 $1,243,063,000 SEC
2019   Q2 13,836,387 6.57 Add 0.45% 0.03 $90.74 $1,255,514,000 SEC
2019   Q1 13,773,978 5.82 Add 3.81% 0.21 $81.69 $1,125,196,000 SEC
2018   Q4 13,267,950 5.80 Reduce 1.33% 0.08 $75.54 $1,002,313,000 SEC
2018   Q3 13,447,161 5.65 Reduce 0.09% <0.01 $94.93 $1,276,539,000 SEC
2018   Q2 13,459,232 5.40 Add 0.68% 0.04 $91.90 $1,236,903,000 SEC
2018   Q1 13,368,267 5.68 Add 12.36% 0.62 $95.82 $1,280,947,000 SEC
2017   Q4 11,898,226 5.09 Add 2.74% 0.14 $99.58 $1,184,825,000 SEC
2017   Q3 11,581,237 4.22 Add 43.65% 1.28 $84.63 $980,149,000 SEC
2017   Q2 8,061,905 2.94 Add 112.84% 1.56 $82.62 $666,075,000 SEC
2017   Q1 3,787,852 1.43 Add 3.20% 0.04 $86.66 $328,255,000 SEC
2016   Q4 3,670,420 1.41 Reduce 2.49% 0.03 $87.24 $320,207,000 SEC
2016   Q3 3,764,073 1.19 Reduce 0.61% <0.01 $71.83 $270,373,000 SEC
2016   Q2 3,787,264 1.10 Add 1.86% 0.02 $63.51 $240,529,000 SEC
2016   Q1 3,718,000 1.18 Add 4.55% 0.05 $69.31 $257,695,000 SEC
2015   Q4 3,556,235 1.12 Reduce 2.39% 0.03 $72.18 $256,689,000 SEC
2015   Q3 3,643,385 1.14 Add 1,871.32% 1.08 $72.52 $264,218,000 SEC
2015   Q2 184,820 0.06 $87.97 $16,259,000 SEC
2015   Q1 184,820 0.05 Reduce 0.77% <0.01 $78.82 $14,568,000 SEC
2014   Q4 186,250 0.05 $82.55 $15,375,000 SEC
2014   Q3 186,250 0.05 Buy 0.05 $81.62 $15,202,000 SEC
2002   Q2 0 0.00 Sell 100.00% <0.01 SEC
2002   Q1 30,600 <0.01 Buy <0.01 $63.86 $1,954,000 SEC
2001   Q1 0 0.00 Sell 100.00% SEC
2000   Q4 873,710 0.00 Buy $65.81 $57,501,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.13 SEC
2000   Q2 938,900 0.13 Buy 0.13 $44.62 $41,898,000 SEC