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)
← All FR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 0.02 $38.87–43.24 · VW $41.73i SEC
2019   Q3 84,200 0.02 Add 2.97% <0.01 $36.18–40.24 · VW $38.37i $3,331,000 SEC
2019   Q2 81,770 0.02 Add 1.01% <0.01 $33.86–37.53 · VW $35.46i $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 $27.30–32.55 · VW $30.43i $2,336,000 SEC
2018   Q3 376,460 0.05 Reduce 22.48% 0.02 $30.58–34.04 · VW $32.28i $11,821,000 SEC
2018   Q2 485,649 0.07 Reduce 0.26% <0.01 $28.53–33.75 · VW $32.11i $16,192,000 SEC
2018   Q1 486,907 0.06 Add 0.10% <0.01 $27.61–31.56 · VW $29.45i $14,232,000 SEC
2017   Q4 486,422 0.07 Add 0.28% <0.01 $30.18–32.91 · VW $31.54i $15,308,000 SEC
2017   Q3 485,082 0.06 Reduce 0.10% <0.01 $27.96–31.83 · VW $30.24i $14,596,000 SEC
2017   Q2 485,582 0.06 Add 0.00% $26.48–30.17 · VW $28.48i $13,897,000 SEC
2017   Q1 485,581 0.06 Add 0.23% <0.01 $25.31–28.74 · VW $26.58i $12,931,000 SEC
2016   Q4 484,459 0.06 Reduce 17.91% 0.01 $24.85–28.50 · VW $26.75i $13,589,000 SEC
2016   Q3 590,122 0.07 Reduce 17.13% 0.02 $26.93–29.75 · VW $28.66i $16,653,000 SEC
2016   Q2 712,102 0.09 Reduce 8.40% <0.01 $22.22–27.84 · VW $24.57i $19,811,000 SEC
2016   Q1 777,377 0.08 Add 16.59% 0.01 $18.89–23.12 · VW $21.72i $17,678,000 SEC
2015   Q4 666,739 0.06 Reduce 10.03% <0.01 $20.74–23.09 · VW $22.06i $14,755,000 SEC
2015   Q3 741,089 0.07 Add 13.14% <0.01 $18.54–21.43 · VW $20.11i $15,526,000 SEC
2015   Q2 655,030 0.04 Reduce 3.03% <0.01 $18.66–21.67 · VW $19.69i $12,269,000 SEC
2015   Q1 675,481 0.05 Add 214.88% 0.03 $19.89–22.60 · VW $21.45i $14,476,000 SEC
2014   Q4 214,518 0.01 Add 0.00% $16.77–21.25 · VW $19.52i $4,410,000 SEC
2014   Q3 214,512 0.01 Reduce 0.00% $16.76–19.58 · VW $17.99i $3,627,000 SEC
2014   Q2 214,515 0.01 Buy 0.01 $17.58–19.46 · VW $18.60i $4,041,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.02 $21.76–33.17 · VW $26.03i SEC
2008   Q2 372,050 0.02 $27.47 $10,220,000 SEC
2008   Q1 372,050 0.02 Reduce 50.00% 0.02 $28.44–36.99 · VW $32.30i $11,493,000 SEC
2007   Q4 744,100 0.04 Add 3.33% <0.01 $34.25–42.71 · VW $38.12i $25,746,000 SEC
2007   Q3 720,100 0.05 Add 10.21% <0.01 $36.51–42.70 · VW $39.60i $27,990,000 SEC
2007   Q2 653,400 0.04 Add 20.44% <0.01 $38.13–46.16 · VW $42.56i $25,326,000 SEC
2007   Q1 542,500 0.04 Add 45.01% 0.01 $43.84–49.64 · VW $46.21i $24,575,000 SEC
2006   Q4 374,100 0.03 Reduce 58.40% 0.04 $43.57–50.61 · VW $47.10i $17,542,000 SEC
2006   Q3 899,300 0.07 Add 10.18% <0.01 $36.92–44.50 · VW $41.67i $39,569,000 SEC
2006   Q2 816,200 0.06 Add 23.95% 0.01 $36.22–42.71 · VW $38.49i $30,967,000 SEC
2006   Q1 658,500 0.06 Add 37.91% 0.02 $37.39–43.34 · VW $39.98i $28,111,000 SEC
2005   Q4 477,500 0.04 Add 13.80% <0.01 $37.33–41.95 · VW $39.85i $18,384,000 SEC
2005   Q3 419,600 0.04 Add 60.40% 0.01 $36.70–41.81 · VW $39.58i $16,805,000 SEC
2005   Q2 261,600 <0.01 Add 47.71% <0.01 $37.14–42.37 · VW $39.03i $10,438,000 SEC
2005   Q1 177,100 0.00 Add 102.17% $37.24–42.80 · VW $39.83i $6,700,000 SEC
2004   Q4 87,600 0.00 Reduce 20.07% <0.01 $37.00–42.23 · VW $39.63i $3,568,000 SEC
2004   Q3 109,600 <0.01 Add 98.19% <0.01 $35.60–40.45 · VW $37.93i $4,044,000 SEC
2004   Q2 55,300 <0.01 Buy <0.01 $31.66–39.58 · VW $35.51i $2,039,000 SEC
2003   Q3 0 0.00 Sell 100.00% <0.01 $28.80–32.88 · VW $30.70i SEC
2003   Q2 193,663 <0.01 Buy <0.01 $27.80–32.75 · VW $30.06i $6,099,000 SEC
2003   Q1 0 0.00 Sell 100.00% 0.01 $26.43–29.84 · VW $27.87i SEC
2002   Q4 518,965 0.01 Add 0.17% $25.75–31.10 · VW $27.65i $14,531,000 SEC
2002   Q3 518,065 0.01 Reduce 15.86% $27.21–33.50 · VW $31.40i $16,055,000 SEC
2002   Q2 615,740 0.00 Reduce 14.16% <0.01 $32.40–36.50 · VW $33.92i $20,227,000 SEC
2002   Q1 717,305 0.02 Add 6.29% <0.01 $30.25–34.87 · VW $32.14i $24,568,000 SEC
2001   Q4 674,885 0.02 Add 7.50% <0.01 $26.83–32.38 · VW $29.37i $20,989,000 SEC
2001   Q3 627,820 <0.01 Buy <0.01 $28.00–33.44 · VW $31.15i $18,203,000 SEC
Price snapshot:
Current price$65.10
52-week low$45.84
52-week high$65.74