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  WESCO International Inc. (WCC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 381,007 0.48 Add 4.53% 0.02 $273.62 $104,251,891 SEC
2025   Q4 364,502 0.40 Add 24.59% 0.08 $244.64 $89,172,369 SEC
2025   Q3 292,570 0.32 Add 0.63% <0.01 $211.50 $61,878,555 SEC
2025   Q2 290,746 0.29 Add 12.47% 0.03 $185.20 $53,846,159 SEC
2025   Q1 258,503 0.23 Add 0.59% <0.01 $155.30 $40,145,516 SEC
2024   Q4 256,987 0.27 Add 0.38% <0.01 $180.96 $46,504,368 SEC
2024   Q3 256,020 0.24 Add 32.21% 0.06 $167.98 $43,006,240 SEC
2024   Q2 193,646 0.18 Add 1.48% <0.01 $158.52 $30,696,764 SEC
2024   Q1 190,822 0.18 Add 1.85% <0.01 $171.28 $32,683,992 SEC
2023   Q4 187,354 0.18 Add 40.33% 0.05 $173.88 $32,577,568 SEC
2023   Q3 133,510 0.12 Add 0.19% <0.01 $143.82 $19,201,421 SEC
2023   Q2 133,262 0.15 Add 179.68% 0.10 $179.06 $23,861,900 SEC
2023   Q1 47,648 0.05 Reduce 8.20% <0.01 $154.54 $7,363,522 SEC
2022   Q4 51,905 0.04 Add 21.78% <0.01 $125.20 $6,498,506 SEC
2022   Q3 42,621 0.04 Buy 0.04 $119.38 $5,088,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.06 SEC
2016   Q4 202,932 0.06 Reduce 58.97% 0.08 $66.55 $13,505,000 SEC
2016   Q3 494,534 0.13 Add 3.34% <0.01 $61.49 $30,409,000 SEC
2016   Q2 478,557 0.11 Reduce 0.53% <0.01 $51.49 $24,641,000 SEC
2016   Q1 481,128 0.12 Add 61.57% 0.05 $54.67 $26,303,000 SEC
2015   Q4 297,782 0.06 Add 0.29% <0.01 $43.68 $13,007,000 SEC
2015   Q3 296,919 0.06 Add 1.87% <0.01 $46.47 $13,798,000 SEC
2015   Q2 291,456 0.07 Reduce 0.29% <0.01 $68.64 $20,006,000 SEC
2015   Q1 292,311 0.07 Buy 0.07 $69.89 $20,429,000 SEC