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  Capital One Financial Corp. (COF)
← All COF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,539,736 7.15 Reduce 0.87% 0.08 $174.98–259.64 · VW $207.34i $1,557,906,471 SEC
2025   Q4 8,614,766 9.38 Add 2.80% 0.26 $199.09–249.74 · VW $221.82i $2,087,878,344 SEC
2025   Q3 8,380,117 9.30 Reduce 6.43% 0.66 $203.63–232.45 · VW $218.57i $1,781,445,282 SEC
2025   Q2 8,955,742 10.19 Reduce 0.49% 0.05 $143.22–215.62 · VW $185.99i $1,905,423,658 SEC
2025   Q1 8,999,453 9.30 Reduce 2.70% 0.26 $159.91–210.67 · VW $190.28i $1,613,602,008 SEC
2024   Q4 9,249,045 9.59 Reduce 3.94% 0.32 $143.30–198.30 · VW $174.62i $1,649,289,777 SEC
2024   Q3 9,628,400 8.09 Reduce 0.07% <0.01 $128.23–154.18 · VW $144.98i $1,441,660,396 SEC
2024   Q2 9,635,496 7.75 Reduce 0.41% 0.03 $132.92–149.94 · VW $140.10i $1,334,034,443 SEC
2024   Q1 9,675,321 8.07 Reduce 11.17% 0.90 $123.23–149.28 · VW $137.16i $1,440,558,503 SEC
2023   Q4 10,891,619 8.07 Reduce 1.78% 0.12 $88.23–132.50 · VW $110.20i $1,428,109,854 SEC
2023   Q3 11,089,149 6.75 Reduce 1.55% 0.12 $94.72–118.96 · VW $107.05i $1,076,202,105 SEC
2023   Q2 11,264,109 7.51 Add 4.68% 0.34 $83.93–114.91 · VW $100.61i $1,231,955,594 SEC
2023   Q1 10,760,462 6.84 Reduce 0.99% 0.07 $86.84–123.09 · VW $106.05i $1,034,726,081 SEC
2022   Q4 10,867,609 6.87 Add 0.46% 0.03 $86.98–118.40 · VW $100.25i $1,010,252,918 SEC
2022   Q3 10,818,066 7.09 Reduce 1.30% 0.10 $90.27–116.55 · VW $105.06i $997,101,000 SEC
2022   Q2 10,960,176 7.33 Reduce 3.74% 0.28 $98.54–144.73 · VW $120.94i $1,141,941,000 SEC
2022   Q1 11,386,174 7.56 Reduce 3.38% 0.27 $122.43–162.40 · VW $144.34i $1,494,891,000 SEC
2021   Q4 11,784,369 7.96 Reduce 1.65% 0.15 $136.52–174.65 · VW $149.88i $1,709,794,000 SEC
2021   Q3 11,981,529 8.98 Reduce 17.85% 1.72 $149.45–177.95 · VW $162.35i $1,940,648,000 SEC
2021   Q2 14,585,733 9.64 Reduce 7.84% 0.74 $127.80–168.00 · VW $152.54i $2,256,267,000 SEC
2021   Q1 15,827,375 9.41 Reduce 2.68% 0.22 $96.98–134.70 · VW $115.85i $2,013,717,000 SEC
2020   Q4 16,262,910 8.38 Reduce 1.06% 0.07 $70.78–99.16 · VW $83.83i $1,607,589,000 SEC
2020   Q3 16,437,359 7.05 Add 1.72% 0.12 $57.30–77.50 · VW $66.97i $1,181,189,000 SEC
2020   Q2 16,159,701 6.16 Add 1.03% 0.06 $39.90–85.22 · VW $63.72i $1,011,436,000 SEC
2020   Q1 15,994,663 5.75 Add 20.94% 1.00 $38.00–107.59 · VW $75.99i $806,451,000 SEC
2019   Q4 13,225,015 6.92 Reduce 3.21% 0.21 $83.73–105.70 · VW $96.62i $1,360,986,000 SEC
2019   Q3 13,663,040 6.65 Reduce 1.25% 0.08 $82.63–98.62 · VW $90.45i $1,243,063,000 SEC
2019   Q2 13,836,387 6.57 Add 0.45% 0.03 $82.27–94.38 · VW $89.37i $1,255,514,000 SEC
2019   Q1 13,773,978 5.82 Add 3.81% 0.21 $74.39–85.87 · VW $81.03i $1,125,196,000 SEC
2018   Q4 13,267,950 5.80 Reduce 1.33% 0.08 $69.90–98.14 · VW $86.38i $1,002,313,000 SEC
2018   Q3 13,447,161 5.65 Reduce 0.09% <0.01 $91.93–101.26 · VW $96.71i $1,276,539,000 SEC
2018   Q2 13,459,232 5.40 Add 0.68% 0.04 $86.95–99.15 · VW $93.37i $1,236,903,000 SEC
2018   Q1 13,368,267 5.68 Add 12.36% 0.62 $88.75–106.50 · VW $99.09i $1,280,947,000 SEC
2017   Q4 11,898,226 5.09 Add 2.74% 0.14 $83.88–101.43 · VW $92.06i $1,184,825,000 SEC
2017   Q3 11,581,237 4.22 Add 43.65% 1.28 $76.98–88.24 · VW $83.11i $980,149,000 SEC
2017   Q2 8,061,905 2.94 Add 112.84% 1.56 $76.05–86.91 · VW $80.71i $666,075,000 SEC
2017   Q1 3,787,852 1.43 Add 3.20% 0.04 $81.32–96.92 · VW $89.02i $328,255,000 SEC
2016   Q4 3,670,420 1.41 Reduce 2.49% 0.03 $70.50–91.64 · VW $80.50i $320,207,000 SEC
2016   Q3 3,764,073 1.19 Reduce 0.61% <0.01 $59.66–72.77 · VW $68.64i $270,373,000 SEC
2016   Q2 3,787,264 1.10 Add 1.86% 0.02 $58.03–76.30 · VW $68.57i $240,529,000 SEC
2016   Q1 3,718,000 1.18 Add 4.55% 0.05 $58.49–71.39 · VW $65.79i $257,695,000 SEC
2015   Q4 3,556,235 1.12 Reduce 2.39% 0.03 $70.17–81.62 · VW $76.64i $256,689,000 SEC
2015   Q3 3,643,385 1.14 Add 1871.32% 1.08 $67.73–92.10 · VW $78.46i $264,218,000 SEC
2015   Q2 184,820 0.06 $87.97 $16,259,000 SEC
2015   Q1 184,820 0.05 Reduce 0.77% <0.01 $72.77–83.24 · VW $77.72i $14,568,000 SEC
2014   Q4 186,250 0.05 $82.55 $15,375,000 SEC
2014   Q3 186,250 0.05 Buy 0.05 $77.70–85.39 · VW $81.57i $15,202,000 SEC
2002   Q2 0 0.00 Sell 100.00% <0.01 $52.00–66.50 · VW $60.67i SEC
2002   Q1 30,600 <0.01 Buy <0.01 $43.01–64.91 · VW $52.55i $1,954,000 SEC
2001   Q1 0 0.00 Sell 100.00% $46.90–70.44 · VW $58.66i SEC
2000   Q4 873,710 0.00 Buy $45.88–73.25 · VW $60.22i $57,501,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.13 $44.63–71.75 · VW $60.71i SEC
2000   Q2 938,900 0.13 Buy 0.13 $39.38–53.75 · VW $46.22i $41,898,000 SEC
Price snapshot:
Current price$203.02
Avg. buy price$82.63
+/- since buy145.71%
52-week low$174.23
52-week high$257.54