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 Tower Corp. (AMT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 64,620 0.05 Add 1.02% <0.01 $172.58 $11,152,120 SEC
2025   Q4 63,970 0.05 Reduce 2.59% <0.01 $175.57 $11,231,213 SEC
2025   Q3 65,670 0.07 Reduce 28.35% 0.03 $192.32 $12,629,654 SEC
2025   Q2 91,650 0.11 Add 3.05% <0.01 $221.02 $20,256,483 SEC
2025   Q1 88,940 0.11 Reduce 0.66% <0.01 $217.60 $19,353,344 SEC
2024   Q4 89,530 0.10 Add 17.90% 0.02 $183.41 $16,420,697 SEC
2024   Q3 75,940 0.10 Reduce 0.17% $232.56 $17,660,606 SEC
2024   Q2 76,070 0.00 Add 14.08% SEC
2024   Q1 66,680 0.07 Add 14.59% <0.01 $197.59 $13,175,301 SEC
2023   Q4 58,190 0.07 Add 29.95% 0.02 $215.88 $12,562,057 SEC
2023   Q3 44,780 0.05 Reduce 29.40% 0.02 $164.45 $7,364,071 SEC
2023   Q2 63,430 0.07 Add 2.44% <0.01 $193.94 $12,301,614 SEC
2023   Q1 61,920 0.08 Reduce 11.91% 0.01 $204.34 $12,652,733 SEC
2022   Q4 70,290 0.10 Reduce 11.51% 0.01 $211.86 $14,891,639 SEC
2022   Q3 79,430 0.12 $214.70 $17,054,000 SEC
2022   Q2 79,430 0.13 Add 3.38% <0.01 $255.60 $20,302,000 SEC
2022   Q1 76,830 0.10 Add 1.12% <0.01 $251.22 $19,301,000 SEC
2021   Q4 75,980 0.10 Add 15.56% 0.01 $292.50 $22,224,000 SEC
2021   Q3 65,750 0.08 Add 224.85% 0.06 $265.41 $17,451,000 SEC
2021   Q2 20,240 0.02 Buy 0.02 $270.16 $5,468,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.03 SEC
2015   Q3 89,225 0.03 Reduce 16.87% <0.01 $87.98 $7,850,000 SEC
2015   Q2 107,336 0.04 Buy 0.04 $93.29 $10,013,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.04 SEC
2014   Q3 129,012 0.04 Reduce 70.85% 0.09 $93.63 $12,079,000 SEC
2014   Q2 442,616 0.12 Add 0.06% <0.01 $89.98 $39,827,000 SEC
2014   Q1 442,359 0.10 Add 24.31% 0.02 $81.87 $36,216,000 SEC
2013   Q4 355,839 0.07 Add 3.95% <0.01 $79.82 $28,403,000 SEC
2013   Q3 342,323 0.07 Reduce 52.92% 0.07 $74.13 $25,376,000 SEC
2013   Q2 727,048 0.14 Add 221.01% 0.10 $73.17 $53,198,000 SEC
2012   Q2 226,488 0.04 Reduce 46.11% 0.03 $69.91 $15,834,000 SEC
2012   Q1 420,248 0.06 Buy 0.06 $63.02 $26,484,000 SEC