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  First Industrial Realty Trust Inc. (FR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.02 SEC
2019   Q3 84,200 0.02 Add 2.97% <0.01 $39.56 $3,331,000 SEC
2019   Q2 81,770 0.02 Add 1.01% <0.01 $36.74 $3,004,000 SEC
2019   Q1 80,950 0.01 $35.36 $2,862,000 SEC
2018   Q4 80,950 0.01 Reduce 78.50% 0.04 $28.86 $2,336,000 SEC
2018   Q3 376,460 0.05 Reduce 22.48% 0.02 $31.40 $11,821,000 SEC
2018   Q2 485,649 0.07 Reduce 0.26% <0.01 $33.34 $16,192,000 SEC
2018   Q1 486,907 0.06 Add 0.10% <0.01 $29.23 $14,232,000 SEC
2017   Q4 486,422 0.07 Add 0.28% <0.01 $31.47 $15,308,000 SEC
2017   Q3 485,082 0.06 Reduce 0.10% <0.01 $30.09 $14,596,000 SEC
2017   Q2 485,582 0.06 Add 0.00% $28.62 $13,897,000 SEC
2017   Q1 485,581 0.06 Add 0.23% <0.01 $26.63 $12,931,000 SEC
2016   Q4 484,459 0.06 Reduce 17.91% 0.01 $28.05 $13,589,000 SEC
2016   Q3 590,122 0.07 Reduce 17.13% 0.02 $28.22 $16,653,000 SEC
2016   Q2 712,102 0.09 Reduce 8.40% <0.01 $27.82 $19,811,000 SEC
2016   Q1 777,377 0.08 Add 16.59% 0.01 $22.74 $17,678,000 SEC
2015   Q4 666,739 0.06 Reduce 10.03% <0.01 $22.13 $14,755,000 SEC
2015   Q3 741,089 0.07 Add 13.14% <0.01 $20.95 $15,526,000 SEC
2015   Q2 655,030 0.04 Reduce 3.03% <0.01 $18.73 $12,269,000 SEC
2015   Q1 675,481 0.05 Add 214.88% 0.03 $21.43 $14,476,000 SEC
2014   Q4 214,518 0.01 Add 0.00% $20.56 $4,410,000 SEC
2014   Q3 214,512 0.01 Reduce 0.00% $16.91 $3,627,000 SEC
2014   Q2 214,515 0.01 Buy 0.01 $18.84 $4,041,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.02 SEC
2008   Q2 372,050 0.02 $27.47 $10,220,000 SEC
2008   Q1 372,050 0.02 Reduce 50.00% 0.02 $30.89 $11,493,000 SEC
2007   Q4 744,100 0.04 Add 3.33% <0.01 $34.60 $25,746,000 SEC
2007   Q3 720,100 0.05 Add 10.21% <0.01 $38.87 $27,990,000 SEC
2007   Q2 653,400 0.04 Add 20.44% <0.01 $38.76 $25,326,000 SEC
2007   Q1 542,500 0.04 Add 45.01% 0.01 $45.30 $24,575,000 SEC
2006   Q4 374,100 0.03 Reduce 58.40% 0.04 $46.89 $17,542,000 SEC
2006   Q3 899,300 0.07 Add 10.18% <0.01 $44.00 $39,569,000 SEC
2006   Q2 816,200 0.06 Add 23.95% 0.01 $37.94 $30,967,000 SEC
2006   Q1 658,500 0.06 Add 37.91% 0.02 $42.69 $28,111,000 SEC
2005   Q4 477,500 0.04 Add 13.80% <0.01 $38.50 $18,384,000 SEC
2005   Q3 419,600 0.04 Add 60.40% 0.02 $40.05 $16,805,000 SEC
2005   Q2 261,600 0.01 Add 47.71% <0.01 $39.90 $10,438,000 SEC
2005   Q1 177,100 0.00 Add 102.17% $37.83 $6,700,000 SEC
2004   Q4 87,600 0.00 Reduce 20.07% <0.01 $40.73 $3,568,000 SEC
2004   Q3 109,600 <0.01 Add 98.19% <0.01 $36.90 $4,044,000 SEC
2004   Q2 55,300 <0.01 Buy <0.01 $36.87 $2,039,000 SEC
2003   Q3 0 0.00 Sell 100.00% <0.01 SEC
2003   Q2 193,663 <0.01 Buy <0.01 $31.49 $6,099,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.01 SEC
2002   Q4 518,965 0.01 Add 0.17% $28.00 $14,531,000 SEC
2002   Q3 518,065 0.01 Reduce 15.86% $30.99 $16,055,000 SEC
2002   Q2 615,740 0.00 Reduce 14.16% <0.01 $32.85 $20,227,000 SEC
2002   Q1 717,305 0.02 Add 6.29% <0.01 $34.25 $24,568,000 SEC
2001   Q4 674,885 0.02 Add 7.50% <0.01 $31.10 $20,989,000 SEC
2001   Q3 627,820 0.01 Buy 0.01 $28.99 $18,203,000 SEC