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  Eaton Corp. (ETN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 0.20 SEC
2023   Q4 145,440 0.20 Reduce 0.61% <0.01 $240.82 $35,025,453 SEC
2023   Q3 146,334 0.20 Reduce 13.94% 0.03 $213.28 $31,210,720 SEC
2023   Q2 170,033 0.21 Reduce 13.52% 0.03 $201.10 $34,193,812 SEC
2023   Q1 196,605 0.22 Add 0.55% <0.01 $171.34 $33,686,340 SEC
2022   Q4 195,536 0.21 Add 0.10% <0.01 $156.95 $30,689,375 SEC
2022   Q3 195,345 0.19 Add 0.49% <0.01 $133.36 $26,051,000 SEC
2022   Q2 194,384 0.16 Reduce 0.56% <0.01 $125.99 $24,490,000 SEC
2022   Q1 195,482 0.15 Reduce 2.19% <0.01 $151.76 $29,666,000 SEC
2021   Q4 199,860 0.16 Reduce 0.31% <0.01 $172.82 $34,540,000 SEC
2021   Q3 200,477 0.14 Reduce 8.95% 0.01 $149.31 $29,933,000 SEC
2021   Q2 220,177 0.14 Reduce 4.41% <0.01 $148.18 $32,626,000 SEC
2021   Q1 230,335 0.15 Reduce 19.14% 0.03 $138.28 $31,851,000 SEC
2020   Q4 284,862 0.18 Reduce 32.04% 0.08 $120.14 $34,223,000 SEC
2020   Q3 419,150 0.26 Reduce 0.74% <0.01 $102.03 $42,766,000 SEC
2020   Q2 422,288 0.23 Add 1.18% <0.01 $87.48 $36,942,000 SEC
2020   Q1 417,358 0.23 Reduce 0.16% <0.01 $77.69 $32,425,000 SEC
2019   Q4 418,036 0.20 Reduce 3.35% <0.01 $94.72 $39,596,000 SEC
2019   Q3 432,507 0.19 Reduce 1.14% <0.01 $83.15 $35,963,000 SEC
2019   Q2 437,499 0.19 Reduce 1.54% <0.01 $83.28 $36,435,000 SEC
2019   Q1 444,340 0.19 Reduce 9.34% 0.02 $80.56 $35,796,000 SEC
2018   Q4 490,110 0.19 Add 44.09% 0.06 $68.59 $33,615,000 SEC
2018   Q3 340,143 0.13 Add 0.06% <0.01 $86.73 $29,501,000 SEC
2018   Q2 339,940 0.11 Add 0.32% <0.01 $74.74 $25,407,000 SEC
2018   Q1 338,868 0.12 Add 0.87% <0.01 $79.91 $27,079,000 SEC
2017   Q4 335,951 0.11 Reduce 37.11% 0.07 $79.01 $26,543,000 SEC
2017   Q3 534,224 0.18 Add 0.19% <0.01 $76.67 $40,959,000 SEC
2017   Q2 533,228 0.18 Add 4.11% <0.01 $77.83 $41,501,000 SEC
2017   Q1 512,192 0.17 Reduce 8.38% 0.01 $74.15 $37,979,000 SEC
2016   Q4 559,017 0.17 Reduce 3.86% <0.01 $67.09 $37,504,000 SEC
2016   Q3 581,490 0.17 Add 2.95% <0.01 $65.71 $38,210,000 SEC
2016   Q2 564,838 0.15 Add 66.48% 0.06 $59.73 $33,738,000 SEC
2016   Q1 339,281 0.10 Add 182.25% 0.06 $62.56 $21,225,000 SEC
2015   Q4 120,205 0.03 Buy 0.03 $52.04 $6,255,000 SEC