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  Masco Corp. (MAS)
← All MAS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q2 0 0.00 Sell 100.00% 0.05 $29.11–37.38 · VW $33.99i SEC
2016   Q1 318,280 0.05 $31.45 $10,010,000 SEC
2015   Q4 318,280 0.04 Reduce 15.22% <0.01 $23.10–30.49 · VW $27.26i $9,007,000 SEC
2015   Q3 375,420 0.04 Reduce 25.77% 0.01 $24.28–30.61 · VW $28.27i $9,453,000 SEC
2015   Q2 505,750 0.04 Reduce 0.09% $22.52–28.59 · VW $25.78i $11,853,000 SEC
2015   Q1 506,228 0.04 Reduce 0.09% $22.38–24.54 · VW $23.57i $11,877,000 SEC
2014   Q4 506,683 0.04 Add 3.53% <0.01 $20.41–24.08 · VW $22.50i $11,220,000 SEC
2014   Q3 489,397 0.03 Add 0.20% <0.01 $17.43–21.89 · VW $20.20i $10,287,000 SEC
2014   Q2 488,407 0.03 $19.51 $9,528,000 SEC
2014   Q1 488,407 0.03 $19.52 $9,532,000 SEC
2013   Q4 488,407 0.02 Reduce 6.83% <0.01 $18.10–20.74 · VW $19.79i $9,772,000 SEC
2013   Q3 524,220 0.03 Reduce 15.58% <0.01 $16.52–20.16 · VW $18.79i $9,803,000 SEC
2013   Q2 620,972 0.03 Add 0.41% <0.01 $16.05–19.02 · VW $17.23i $10,635,000 SEC
2013   Q1 618,423 0.03 $17.79 $11,004,000 SEC
2012   Q4 618,423 0.02 Reduce 0.91% <0.01 $13.74–18.19 · VW $16.29i $9,054,000 SEC
2012   Q3 624,113 0.02 $13.22 $8,254,000 SEC
2012   Q2 624,113 0.02 Add 0.10% $10.13–12.74 · VW $11.77i $7,607,000 SEC
2012   Q1 623,499 0.02 Add 0.30% <0.01 $9.67–12.90 · VW $11.24i $7,325,000 SEC
2011   Q4 621,644 0.01 Reduce 0.39% $7.53–11.68 · VW $9.88i $5,725,000 SEC
2011   Q3 624,079 0.01 Reduce 0.96% <0.01 $5.80–9.19 · VW $7.80i $3,905,000 SEC
2011   Q2 630,145 0.01 Reduce 0.57% <0.01 $6.34–12.55 · VW $8.90i $6,661,000 SEC
2011   Q1 633,752 0.02 Reduce 0.46% <0.01 $11.26–12.68 · VW $12.15i $7,752,000 SEC
2010   Q4 636,711 0.01 $11.12 $7,083,000 SEC
2010   Q3 636,711 0.01 Add 0.29% $9.19–10.69 · VW $9.82i $6,160,000 SEC
2010   Q2 634,890 0.01 Reduce 1.76% $8.73–11.64 · VW $9.87i $6,003,000 SEC
2010   Q1 646,270 0.00 $13.64 $8,814,000 SEC
2009   Q4 646,270 0.02 $12.14 $7,843,000 SEC
2009   Q3 646,270 0.02 Reduce 5.03% <0.01 $10.05–13.44 · VW $11.81i $7,337,000 SEC
2009   Q2 680,496 0.01 Reduce 6.33% <0.01 $7.16–13.62 · VW $11.17i $5,729,000 SEC
2009   Q1 726,499 0.02 $6.13 $4,456,000 SEC
2008   Q4 726,499 0.02 Reduce 5.20% <0.01 $4.51–10.58 · VW $6.54i $7,105,000 SEC
2008   Q3 766,329 0.02 Reduce 1.39% <0.01 $5.99–19.33 · VW $11.25i $12,081,000 SEC
2008   Q2 777,140 0.02 Add 1.41% <0.01 $11.86–17.10 · VW $15.24i $10,742,000 SEC
2008   Q1 766,329 0.02 $17.43 $13,354,000 SEC
2007   Q4 766,329 0.02 Add 28.17% <0.01 $15.75–21.97 · VW $18.05i $14,552,000 SEC
2007   Q3 597,905 0.02 Add 31.22% <0.01 $18.36–23.79 · VW $20.61i $12,174,000 SEC
2007   Q2 455,655 0.02 Add 17.63% <0.01 $21.11–26.68 · VW $23.55i $11,399,000 SEC
2007   Q1 387,375 0.02 Add 47.74% <0.01 $23.08–27.75 · VW $25.79i $9,327,000 SEC
2006   Q4 262,195 0.01 $26.25 $6,882,000 SEC
2006   Q3 262,195 0.01 Add 64.10% <0.01 $22.72–25.60 · VW $24.51i $6,318,000 SEC
2006   Q2 159,775 <0.01 Add 11.08% <0.01 $22.78–27.86 · VW $24.91i $4,161,000 SEC
2006   Q1 143,843 <0.01 $28.55 $4,107,000 SEC
2005   Q4 143,843 <0.01 Add 42.50% <0.01 $25.48–27.85 · VW $26.91i $3,816,000 SEC
2005   Q3 100,941 <0.01 $26.96 $2,721,000 SEC
2005   Q2 100,941 <0.01 $27.91 $2,817,000 SEC
2005   Q1 100,941 0.00 $30.47 $3,075,000 SEC
2004   Q4 100,941 0.00 $32.10 $3,240,000 SEC
2004   Q3 100,941 <0.01 $30.34 $3,063,000 SEC
2004   Q2 100,941 <0.01 $27.40 $2,766,000 SEC
2003   Q4 100,941 <0.01 Reduce 16.56% <0.01 $22.74–24.99 · VW $24.12i $2,431,000 SEC
2003   Q3 120,969 <0.01 Add 503.97% <0.01 $20.79–24.47 · VW $23.06i $2,602,000 SEC
2003   Q2 20,029 <0.01 Reduce 80.16% <0.01 $19.73–22.84 · VW $21.45i $420,000 SEC
2003   Q1 100,941 <0.01 Add 319.21% <0.01 $14.58–21.97 · VW $19.39i $2,700,000 SEC
2002   Q4 24,079 <0.01 Reduce 99.89% 0.31 $14.76–19.30 · VW $16.74i $445,000 SEC
2002   Q3 21,975,183 0.31 Reduce 8.64% $15.16–21.91 · VW $18.26i $377,492,000 SEC
2002   Q2 24,054,484 0.00 Reduce 28.00% 0.16 $17.79–23.98 · VW $21.00i $573,038,000 SEC
2002   Q1 33,407,714 0.56 Reduce 27.66% 0.21 $22.28–25.86 · VW $23.86i $805,287,000 SEC
2001   Q4 46,180,482 0.76 Add 7.22% 0.05 $18.06–25.47 · VW $22.73i $994,221,000 SEC
2001   Q3 43,071,165 0.27 Reduce 4.40% 0.26 $15.61–22.88 · VW $18.96i $756,064,000 SEC
2001   Q2 45,051,192 5.98 Add 1.97% 0.12 $19.78–23.30 · VW $21.92i $9,881,239,588,042,000 SEC
2001   Q1 44,179,953 0.99 Reduce 0.54% 0.03 $18.89–22.06 · VW $20.49i $936,608,000 SEC
2000   Q4 44,417,982 6.35 Buy 6.35 $16.81–23.73 · VW $20.36i $100,282,639,031,619,000 SEC
2000   Q3 0 0.00 Sell 100.00% 2.02 $12.74–17.68 · VW $15.80i SEC
2000   Q2 41,297,592 2.02 Add 28.37% 0.45 $14.77–19.55 · VW $17.16i $657,286,000 SEC
2000   Q1 32,171,847 0.59 Add 60.62% 0.22 $15.10–22.30 · VW $18.22i $579,546,000 SEC
1999   Q4 20,030,356 0.87 Add 1.21% 0.01 $14.99–23.34 · VW $18.01i $446,635,000 SEC
1999   Q3 19,790,850 1.17 Add 1.56% 0.02 $21.47–29.60 · VW $24.46i $539,118,000 SEC
1999   Q2 19,486,213 3.70 Add 2.46% 0.09 $24.38–27.68 · VW $25.65i $494,433,000 SEC
1999   Q1 19,017,515 0.81 $24.82 $472,096,000 SEC
Price snapshot:
Current price$76.18
52-week low$57.76
52-week high$83.21