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  Humana Inc. (HUM)
← All HUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.52 $169.61–285.61 · VW $215.25i SEC
2025   Q3 385,539 0.52 Reduce 76.67% 1.66 $221.50–315.35 · VW $260.87i $100,305,682 SEC
2025   Q2 1,652,734 2.16 Reduce 29.11% 1.04 $206.87–304.07 · VW $271.53i $404,060,408 SEC
2025   Q1 2,331,343 3.56 Add 3.30% 0.11 $212.45–298.00 · VW $247.86i $616,873,358 SEC
2024   Q4 2,256,909 3.33 Reduce 2.28% 0.09 $231.65–307.28 · VW $269.78i $572,600,383 SEC
2024   Q3 2,309,557 4.10 Reduce 0.08% <0.01 $213.31–382.72 · VW $297.47i $731,529,084 SEC
2024   Q2 2,311,362 5.02 Add 16.14% 0.70 $343.17–406.46 · VW $368.03i $863,640,411 SEC
2024   Q1 1,990,129 3.87 Add 4468.39% 3.79 $298.61–358.33 · VW $338.35i $690,017,527 SEC
2023   Q4 43,563 0.11 Reduce 0.00% $342.69–504.79 · VW $399.27i $19,944,248 SEC
2023   Q3 43,564 0.13 Reduce 0.06% <0.01 $456.01–530.54 · VW $490.47i $21,194,839 SEC
2023   Q2 43,589 0.12 Add 0.05% <0.01 $423.29–527.65 · VW $470.86i $19,490,032 SEC
2023   Q1 43,568 0.14 Add 0.30% <0.01 $475.28–541.21 · VW $506.12i $21,150,292 SEC
2022   Q4 43,436 0.15 Reduce 0.15% <0.01 $471.56–558.04 · VW $508.21i $22,247,485 SEC
2022   Q3 43,501 0.15 Reduce 0.71% <0.01 $454.07–571.30 · VW $525.09i $21,106,000 SEC
2022   Q2 43,812 0.13 Reduce 0.03% $418.70–504.99 · VW $468.49i $20,507,000 SEC
2022   Q1 43,825 0.10 Reduce 2.54% <0.01 $410.87–469.34 · VW $444.81i $19,071,000 SEC
2021   Q4 44,965 0.10 Reduce 0.76% <0.01 $351.20–472.00 · VW $419.17i $20,857,000 SEC
2021   Q3 45,311 0.08 Reduce 1.12% <0.01 $381.86–469.73 · VW $423.77i $17,633,000 SEC
2021   Q2 45,822 0.09 Reduce 27.91% 0.03 $400.63–472.68 · VW $426.24i $20,286,000 SEC
2021   Q1 63,563 0.12 Add 0.02% $381.01–475.44 · VW $431.38i $26,649,000 SEC
2020   Q4 63,551 0.14 Add 1.18% <0.01 $370.22–449.28 · VW $399.72i $26,073,000 SEC
2020   Q3 62,809 0.16 Reduce 1.59% <0.01 $382.72–474.70 · VW $419.31i $25,996,000 SEC
2020   Q2 63,827 0.15 Reduce 13.31% 0.02 $365.06–425.46 · VW $401.90i $24,749,000 SEC
2020   Q1 73,623 0.16 Reduce 43.01% 0.10 $208.25–412.70 · VW $343.87i $23,119,000 SEC
2019   Q4 129,184 0.24 Reduce 3.79% <0.01 $304.14–385.00 · VW $336.27i $47,349,000 SEC
2019   Q3 134,266 0.18 Add 0.23% <0.01 $248.64–345.71 · VW $311.86i $34,328,000 SEC
2019   Q2 133,960 0.19 Buy 0.19 $242.76–305.47 · VW $277.15i $35,540,000 SEC
Price snapshot:
Current price$406.00
52-week low$161.90
52-week high$415.00