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  Terreno Realty Corp. (TRNO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 113,507 0.03 Reduce 3.76% <0.01 $61.42 $6,971,600 SEC
2025   Q4 117,937 0.03 Reduce 2.46% <0.01 $58.71 $6,924,081 SEC
2025   Q3 120,907 0.04 Add 16.04% <0.01 $56.75 $6,861,472 SEC
2025   Q2 104,197 0.03 Add 3.34% <0.01 $56.07 $5,842,326 SEC
2025   Q1 100,827 0.04 Reduce 0.64% <0.01 $63.22 $6,374,283 SEC
2024   Q4 101,477 0.03 Reduce 0.74% <0.01 $59.14 $6,001,350 SEC
2024   Q3 102,237 0.04 Reduce 35.48% $66.83 $6,832,499 SEC
2024   Q2 158,467 0.00 Reduce 0.09% <0.01 SEC
2024   Q1 158,617 0.06 Reduce 20.67% 0.01 $66.40 $10,532,169 SEC
2023   Q4 199,937 0.07 Add 0.26% <0.01 $62.67 $12,530,052 SEC
2023   Q3 199,417 0.07 Add 2.33% <0.01 $56.80 $11,326,886 SEC
2023   Q2 194,867 0.07 Reduce 11.36% 0.01 $60.10 $11,711,507 SEC
2023   Q1 219,847 0.09 Add 0.73% <0.01 $64.60 $14,202,116 SEC
2022   Q4 218,247 0.08 $56.87 $12,411,707 SEC
2022   Q3 218,247 0.08 $52.99 $11,565,000 SEC
2022   Q2 218,247 0.08 Reduce 0.24% <0.01 $55.73 $12,163,000 SEC
2022   Q1 218,767 0.08 Reduce 13.99% 0.01 $74.05 $16,200,000 SEC
2021   Q4 254,357 0.10 Reduce 11.63% <0.01 $85.29 $21,694,000 SEC
2021   Q3 287,847 0.08 $63.23 $18,201,000 SEC
2021   Q2 287,847 0.08 Reduce 2.32% <0.01 $64.52 $18,572,000 SEC
2021   Q1 294,697 0.08 Reduce 13.51% 0.01 $57.77 $17,025,000 SEC
2020   Q4 340,717 0.10 Reduce 1.06% <0.01 $58.51 $19,935,000 SEC
2020   Q3 344,377 0.11 Add 0.48% <0.01 $54.76 $18,858,000 SEC
2020   Q2 342,727 0.11 Add 0.42% <0.01 $52.64 $18,041,000 SEC
2020   Q1 341,287 0.13 Add 5.95% <0.01 $51.75 $17,662,000 SEC
2019   Q4 322,127 0.09 Reduce 0.16% <0.01 $54.14 $17,440,000 SEC
2019   Q3 322,657 0.09 Add 3.04% <0.01 $51.09 $16,485,000 SEC
2019   Q2 313,137 0.08 Reduce 0.94% <0.01 $49.04 $15,356,000 SEC
2019   Q1 316,107 0.07 Reduce 17.99% 0.01 $42.04 $13,289,000 SEC
2018   Q4 385,467 0.08 Add 3.47% <0.01 $35.17 $13,557,000 SEC
2018   Q3 372,555 0.06 Add 8.67% <0.01 $37.70 $14,045,000 SEC
2018   Q2 342,817 0.06 Add 4.48% <0.01 $37.67 $12,914,000 SEC
2018   Q1 328,122 0.05 Add 0.27% <0.01 $34.51 $11,323,000 SEC
2017   Q4 327,249 0.05 Reduce 32.47% 0.03 $35.06 $11,473,000 SEC
2017   Q3 484,604 0.08 Reduce 25.07% 0.03 $36.18 $17,533,000 SEC
2017   Q2 646,739 0.10 Reduce 21.45% 0.02 $33.66 $21,769,000 SEC
2017   Q1 823,323 0.10 Add 0.29% <0.01 $28.00 $23,053,000 SEC
2016   Q4 820,937 0.10 Add 1.82% <0.01 $28.49 $23,388,000 SEC
2016   Q3 806,277 0.10 Reduce 24.89% 0.03 $27.51 $22,181,000 SEC
2016   Q2 1,073,426 0.13 Reduce 3.14% <0.01 $25.87 $27,770,000 SEC
2016   Q1 1,108,266 0.12 Add 33.25% 0.03 $23.45 $25,989,000 SEC
2015   Q4 831,731 0.08 Reduce 14.03% 0.01 $22.62 $18,814,000 SEC
2015   Q3 967,502 0.08 Add 12.70% <0.01 $19.64 $19,002,000 SEC
2015   Q2 858,474 0.06 Reduce 0.26% <0.01 $19.70 $16,912,000 SEC
2015   Q1 860,733 0.07 Add 25.40% 0.01 $22.80 $19,625,000 SEC
2014   Q4 686,384 0.05 Reduce 0.00% $20.63 $14,160,000 SEC
2014   Q3 686,390 0.04 Add 12.02% <0.01 $18.83 $12,925,000 SEC
2014   Q2 612,725 0.04 Add 470.22% 0.03 $19.33 $11,844,000 SEC
2014   Q1 107,454 0.01 Buy 0.01 $18.91 $2,032,000 SEC