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  Prologis Inc. (PLD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 182,586 0.11 Add 1.37% <0.01 $132.18 $24,134,217 SEC
2025   Q4 180,126 0.10 Reduce 9.10% 0.01 $127.66 $22,994,885 SEC
2025   Q3 198,166 0.12 Add 53.35% 0.04 $114.52 $22,693,970 SEC
2025   Q2 129,226 0.07 Reduce 24.76% 0.03 $105.12 $13,584,237 SEC
2025   Q1 171,756 0.11 Reduce 4.10% <0.01 $111.79 $19,200,603 SEC
2024   Q4 179,096 0.11 Reduce 27.45% 0.05 $105.70 $18,930,447 SEC
2024   Q3 246,846 0.17 Add 4.20% <0.01 $126.28 $31,171,713 SEC
2024   Q2 236,886 0.00 Add 30.69% SEC
2024   Q1 181,256 0.13 Reduce 4.90% <0.01 $130.22 $23,603,156 SEC
2023   Q4 190,596 0.14 Reduce 9.32% 0.01 $133.30 $25,406,447 SEC
2023   Q3 210,196 0.15 $112.21 $23,586,093 SEC
2023   Q2 210,196 0.16 Reduce 12.87% 0.03 $122.63 $25,776,335 SEC
2023   Q1 241,246 0.20 Add 0.75% <0.01 $124.77 $30,100,263 SEC
2022   Q4 239,446 0.18 Add 10.08% 0.02 $112.73 $26,992,748 SEC
2022   Q3 217,522 0.16 $101.60 $22,100,000 SEC
2022   Q2 217,522 0.16 Add 2.89% <0.01 $117.65 $25,591,000 SEC
2022   Q1 211,422 0.17 Reduce 5.73% 0.01 $161.48 $34,140,000 SEC
2021   Q4 224,282 0.18 Reduce 15.89% 0.02 $168.36 $37,760,000 SEC
2021   Q3 266,652 0.15 Reduce 13.54% 0.02 $125.43 $33,446,000 SEC
2021   Q2 308,422 0.16 Reduce 2.21% <0.01 $119.53 $36,866,000 SEC
2021   Q1 315,402 0.16 Add 0.31% <0.01 $106.00 $33,433,000 SEC
2020   Q4 314,422 0.16 $99.66 $31,335,000 SEC
2020   Q3 314,422 0.19 Add 1.20% <0.01 $100.62 $31,637,000 SEC
2020   Q2 310,682 0.18 Add 4.37% <0.01 $93.33 $28,996,000 SEC
2020   Q1 297,672 0.17 Reduce 15.52% 0.02 $80.37 $23,924,000 SEC
2019   Q4 352,358 0.16 Reduce 0.15% <0.01 $89.14 $31,409,000 SEC
2019   Q3 352,878 0.16 Add 3.78% <0.01 $85.22 $30,072,000 SEC
2019   Q2 340,028 0.14 Reduce 2.29% <0.01 $80.10 $27,236,000 SEC
2019   Q1 347,998 0.13 Reduce 1.05% <0.01 $71.95 $25,038,000 SEC
2018   Q4 351,698 0.12 Add 1.91% <0.01 $58.72 $20,652,000 SEC
2018   Q3 345,097 0.10 Add 10.02% <0.01 $67.79 $23,394,000 SEC
2018   Q2 313,679 0.09 Add 2.61% <0.01 $65.69 $20,606,000 SEC
2018   Q1 305,696 0.09 Add 15.46% 0.01 $62.99 $19,256,000 SEC
2017   Q4 264,760 0.07 Add 0.47% <0.01 $64.51 $17,080,000 SEC
2017   Q3 263,530 0.07 Reduce 0.16% <0.01 $63.46 $16,724,000 SEC
2017   Q2 263,950 0.07 Reduce 28.91% 0.02 $58.64 $15,478,000 SEC
2017   Q1 371,284 0.08 Add 0.42% <0.01 $51.88 $19,262,000 SEC
2016   Q4 369,727 0.09 Buy 0.09 $52.79 $19,518,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.07 SEC
2015   Q4 385,470 0.07 Add 0.03% $42.92 $16,544,000 SEC
2015   Q3 385,360 0.06 Reduce 42.63% 0.04 $38.90 $14,991,000 SEC
2015   Q2 671,735 0.09 Add 11.39% <0.01 $37.10 $24,921,000 SEC
2015   Q1 603,028 0.09 Add 207.85% 0.06 $43.56 $26,268,000 SEC
2014   Q4 195,885 0.03 Reduce 1.31% <0.01 $43.03 $8,429,000 SEC
2014   Q3 198,485 0.02 Buy 0.02 $37.70 $7,483,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.05 SEC
2014   Q1 431,903 0.05 Buy 0.05 $40.83 $17,635,000 SEC
2013   Q4 0 0.00 Sell 100.00% 0.01 SEC
2013   Q3 133,573 0.01 Buy 0.01 $37.62 $5,025,000 SEC
2013   Q2 0 0.00 Sell 100.00% 0.01 SEC
2012   Q2 115,438 0.01 Reduce 87.28% 0.07 $33.23 $3,836,000 SEC
2012   Q1 907,657 0.08 Add 618.75% 0.07 $36.02 $32,694,000 SEC
2011   Q4 126,282 0.01 Reduce 46.31% <0.01 $28.59 $3,610,000 SEC
2011   Q3 235,219 0.02 Add 1,530.86% 0.02 $24.25 $5,704,000 SEC
2011   Q2 14,423 <0.01 Buy <0.01 $35.85 $517,000 SEC