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)
← All AMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 64,620 0.05 Add 1.02% <0.01 $165.08–195.45 · VW $179.39i $11,152,120 SEC
2025   Q4 63,970 0.05 Reduce 2.59% <0.01 $170.77–194.50 · VW $180.22i $11,231,213 SEC
2025   Q3 65,670 0.07 Reduce 28.35% 0.03 $188.55–234.33 · VW $204.57i $12,629,654 SEC
2025   Q2 91,650 0.11 Add 3.05% <0.01 $197.50–233.80 · VW $217.31i $20,256,483 SEC
2025   Q1 88,940 0.11 Reduce 0.66% <0.01 $172.51–219.61 · VW $199.99i $19,353,344 SEC
2024   Q4 89,530 0.10 Add 17.90% 0.02 $179.04–234.47 · VW $204.79i $16,420,697 SEC
2024   Q3 75,940 0.10 Reduce 0.17% $191.55–243.56 · VW $224.25i $17,660,606 SEC
2024   Q2 76,070 0.00 Add 14.08% $170.46–201.58 · VW $186.84i SEC
2024   Q1 66,680 0.07 Add 14.59% <0.01 $181.16–219.10 · VW $198.55i $13,175,301 SEC
2023   Q4 58,190 0.07 Add 29.95% 0.02 $154.58–218.48 · VW $192.18i $12,562,057 SEC
2023   Q3 44,780 0.05 Reduce 29.40% 0.02 $158.17–200.81 · VW $180.65i $7,364,071 SEC
2023   Q2 63,430 0.07 Add 2.44% <0.01 $178.53–213.48 · VW $194.39i $12,301,614 SEC
2023   Q1 61,920 0.08 Reduce 11.91% 0.01 $189.37–235.57 · VW $209.84i $12,652,733 SEC
2022   Q4 70,290 0.10 Reduce 11.51% 0.01 $178.17–227.97 · VW $210.37i $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 $222.02–271.53 · VW $250.57i $20,302,000 SEC
2022   Q1 76,830 0.10 Add 1.12% <0.01 $220.00–292.55 · VW $246.75i $19,301,000 SEC
2021   Q4 75,980 0.10 Add 15.56% 0.01 $253.40–294.40 · VW $275.34i $22,224,000 SEC
2021   Q3 65,750 0.08 Add 224.85% 0.06 $265.27–303.72 · VW $281.19i $17,451,000 SEC
2021   Q2 20,240 0.02 Buy 0.02 $237.01–274.81 · VW $255.25i $5,468,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.03 $87.23–104.12 · VW $97.92i SEC
2015   Q3 89,225 0.03 Reduce 16.87% <0.01 $86.83–101.54 · VW $93.18i $7,850,000 SEC
2015   Q2 107,336 0.04 Buy 0.04 $91.99–98.64 · VW $94.37i $10,013,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.04 $90.20–106.31 · VW $99.15i SEC
2014   Q3 129,012 0.04 Reduce 70.85% 0.09 $89.05–99.90 · VW $95.59i $12,079,000 SEC
2014   Q2 442,616 0.12 Add 0.06% <0.01 $80.10–90.73 · VW $86.17i $39,827,000 SEC
2014   Q1 442,359 0.10 Add 24.31% 0.02 $78.38–84.90 · VW $81.52i $36,216,000 SEC
2013   Q4 355,839 0.07 Add 3.95% <0.01 $71.55–81.36 · VW $77.96i $28,403,000 SEC
2013   Q3 342,323 0.07 Reduce 52.92% 0.07 $67.89–78.33 · VW $72.12i $25,376,000 SEC
2013   Q2 727,048 0.14 Add 31.65% 0.03 $69.54–85.26 · VW $77.56i $53,198,000 SEC
2013   Q1 552,262 0.11 Add 33.74% 0.03 $72.56–79.98 · VW $76.65i $42,480,000 SEC
2012   Q4 412,924 0.09 Reduce 23.68% 0.02 $70.45–77.27 · VW $74.67i $31,907,000 SEC
2012   Q3 541,038 0.09 Add 138.88% 0.05 $68.65–75.62 · VW $71.48i $38,625,000 SEC
2012   Q2 226,488 0.04 Reduce 46.11% 0.03 $61.56–70.65 · VW $65.97i $15,834,000 SEC
2012   Q1 420,248 0.06 Buy 0.06 $57.98–64.55 · VW $62.45i $26,484,000 SEC
Price snapshot:
Current price$169.50
Avg. buy price$237.39
+/- since buy-28.60%
52-week low$160.06
52-week high$225.61