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  Retail Opportunity Investments Corp. (ROIC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.02 SEC
2024   Q3 265,055 0.02 Reduce 46.93% $15.73 $4,169,315 SEC
2024   Q2 499,455 0.00 Reduce 11.42% <0.01 SEC
2024   Q1 563,845 0.04 Reduce 1.56% <0.01 $12.82 $7,228,493 SEC
2023   Q4 572,755 0.05 Reduce 4.57% <0.01 $14.03 $8,035,753 SEC
2023   Q3 600,195 0.05 Add 3.47% <0.01 $12.38 $7,430,414 SEC
2023   Q2 580,065 0.05 Add 2.64% <0.01 $13.51 $7,836,678 SEC
2023   Q1 565,145 0.05 $13.96 $7,889,424 SEC
2022   Q4 565,145 0.06 $15.03 $8,494,129 SEC
2022   Q3 565,145 0.06 $13.76 $7,776,000 SEC
2022   Q2 565,145 0.06 Add 3.32% <0.01 $15.78 $8,918,000 SEC
2022   Q1 546,985 0.05 Reduce 4.45% <0.01 $19.39 $10,606,000 SEC
2021   Q4 572,485 0.05 $19.60 $11,221,000 SEC
2021   Q3 572,485 0.05 Add 12.34% <0.01 $17.42 $9,973,000 SEC
2021   Q2 509,615 0.04 Reduce 2.62% <0.01 $17.66 $9,000,000 SEC
2021   Q1 523,325 0.04 Reduce 2.74% <0.01 $15.87 $8,305,000 SEC
2020   Q4 538,075 0.04 Reduce 1.12% <0.01 $13.39 $7,205,000 SEC
2020   Q3 544,195 0.03 Add 1.68% <0.01 $10.42 $5,668,000 SEC
2020   Q2 535,215 0.04 Add 43.97% 0.01 $11.33 $6,064,000 SEC
2020   Q1 371,765 0.02 Add 5.48% <0.01 $8.29 $3,082,000 SEC
2019   Q4 352,445 0.03 $17.66 $6,224,000 SEC
2019   Q3 352,445 0.03 Add 0.83% <0.01 $18.23 $6,425,000 SEC
2019   Q2 349,545 0.03 Reduce 0.95% <0.01 $17.13 $5,988,000 SEC
2019   Q1 352,915 0.03 $17.34 $6,120,000 SEC
2018   Q4 352,915 0.03 Reduce 52.47% 0.03 $15.88 $5,604,000 SEC
2018   Q3 742,581 0.06 Add 8.58% <0.01 $18.67 $13,864,000 SEC
2018   Q2 683,922 0.06 Add 5.23% <0.01 $19.16 $13,104,000 SEC
2018   Q1 649,912 0.05 Add 0.08% $17.67 $11,484,000 SEC
2017   Q4 649,424 0.06 Add 0.33% <0.01 $19.95 $12,956,000 SEC
2017   Q3 647,274 0.05 Reduce 0.18% <0.01 $19.01 $12,305,000 SEC
2017   Q2 648,444 0.05 Reduce 0.01% $19.19 $12,444,000 SEC
2017   Q1 648,521 0.06 Add 0.29% <0.01 $21.03 $13,638,000 SEC
2016   Q4 646,620 0.06 Reduce 23.93% 0.02 $21.13 $13,663,000 SEC
2016   Q3 850,063 0.08 Add 0.00% $21.96 $18,667,000 SEC
2016   Q2 850,058 0.08 Add 3.72% <0.01 $21.67 $18,421,000 SEC
2016   Q1 819,531 0.08 Add 16.83% 0.01 $20.12 $16,489,000 SEC
2015   Q4 701,449 0.05 Add 9.30% <0.01 $17.90 $12,556,000 SEC
2015   Q3 641,764 0.05 Add 13.24% <0.01 $16.54 $10,615,000 SEC
2015   Q2 566,747 0.03 Reduce 2.98% <0.01 $15.62 $8,853,000 SEC
2015   Q1 584,137 0.04 Buy 0.04 $18.30 $10,690,000 SEC