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  Alleghany Corp. (Y)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.32 SEC
2022   Q1 75,902 0.32 Reduce 0.21% <0.01 $847.00 $64,289,000 SEC
2021   Q4 76,058 0.24 Add 0.17% <0.01 $667.60 $50,776,000 SEC
2021   Q3 75,932 0.22 Reduce 6.46% 0.01 $624.41 $47,413,000 SEC
2021   Q2 81,180 0.23 Add 16.42% 0.03 $667.07 $54,153,000 SEC
2021   Q1 69,731 0.20 Add 2.15% <0.01 $626.29 $43,672,000 SEC
2020   Q4 68,266 0.21 Add 50.99% 0.07 $603.70 $41,212,000 SEC
2020   Q3 45,213 0.14 Reduce 2.86% <0.01 $520.45 $23,531,000 SEC
2020   Q2 46,545 0.14 Add 3.27% <0.01 $489.14 $22,767,000 SEC
2020   Q1 45,069 0.18 Reduce 8.68% 0.02 $552.35 $24,894,000 SEC
2019   Q4 49,351 0.20 Reduce 4.75% 0.01 $799.58 $39,460,000 SEC
2019   Q3 51,813 0.22 Reduce 34.76% 0.10 $797.75 $41,334,000 SEC
2019   Q2 79,419 0.28 Reduce 1.94% <0.01 $681.11 $54,093,000 SEC
2019   Q1 80,989 0.26 Reduce 5.92% 0.02 $612.40 $49,598,000 SEC
2018   Q4 86,089 0.31 Add 6.51% 0.02 $623.32 $53,661,000 SEC
2018   Q3 80,824 0.23 Add 0.12% <0.01 $652.53 $52,740,000 SEC
2018   Q2 80,724 0.20 Add 0.27% <0.01 $574.97 $46,414,000 SEC
2018   Q1 80,504 0.22 Add 0.90% <0.01 $614.44 $49,465,000 SEC
2017   Q4 79,789 0.20 Add 1.61% <0.01 $596.08 $47,561,000 SEC
2017   Q3 78,524 0.19 Add 0.71% <0.01 $554.01 $43,503,000 SEC
2017   Q2 77,974 0.20 Buy 0.20 $594.80 $46,379,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.02 SEC
2014   Q3 11,795 0.02 Reduce 96.33% 0.42 $418.14 $4,932,000 SEC
2014   Q2 321,251 0.44 Reduce 49.36% 0.37 $438.08 $140,733,000 SEC
2014   Q1 634,368 0.74 Reduce 55.21% 0.78 $407.38 $258,429,000 SEC
2013   Q4 1,416,323 1.42 Reduce 21.21% 0.41 $399.96 $566,473,000 SEC
2013   Q3 1,797,619 1.95 Reduce 6.62% 0.13 $409.65 $736,395,000 SEC
2013   Q2 1,925,153 1.91 Buy 1.91 $383.31 $737,930,000 SEC