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  Martin Marietta Materials, Inc. (MLM)
← All MLM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 0.29 $123.64–134.64 · VW $128.23i SEC
2014   Q2 716,959 0.29 Reduce 7.66% 0.02 $115.49–136.36 · VW $125.13i $94,674,000 SEC
2014   Q1 776,461 0.29 Reduce 11.74% 0.03 $98.63–128.95 · VW $115.00i $99,659,000 SEC
2013   Q4 879,720 0.22 Reduce 1.48% <0.01 $94.01–106.48 · VW $98.79i $87,919,000 SEC
2013   Q3 892,950 0.23 Reduce 0.52% <0.01 $94.25–106.98 · VW $98.87i $87,661,000 SEC
2013   Q2 897,651 0.23 Reduce 19.10% 0.05 $93.03–113.65 · VW $103.24i $88,347,000 SEC
2013   Q1 1,109,514 0.29 Reduce 11.27% 0.04 $93.99–106.57 · VW $99.82i $113,193,000 SEC
2012   Q4 1,250,374 0.32 Reduce 4.78% 0.01 $80.42–95.93 · VW $87.99i $117,885,000 SEC
2012   Q3 1,313,106 0.26 Buy 0.26 $71.93–93.71 · VW $79.53i $108,817,000 SEC
2010   Q4 0 0.00 Sell 100.00% 0.86 $76.94–95.00 · VW $84.61i SEC
2010   Q3 6,149,565 0.86 Reduce 0.78% <0.01 $71.50–88.89 · VW $80.25i $473,332,000 SEC
2010   Q2 6,197,865 0.99 Buy 0.99 $83.53–100.33 · VW $91.45i $525,641,000 SEC
2005   Q2 0 0.00 Sell 100.00% $54.09–70.16 · VW $61.35i SEC
2005   Q1 6,543,000 0.00 Buy $49.72–58.37 · VW $55.08i $365,885,000 SEC
2002   Q2 0 0.00 Sell 100.00% 4.15 $37.15–43.60 · VW $39.88i SEC
2002   Q1 6,662,443 4.15 Add 0.71% 0.03 $39.02–49.33 · VW $42.38i $6,001,538,000 SEC
2001   Q4 6,615,200 0.24 Add 4.60% 0.01 $37.90–46.60 · VW $42.05i $308,268,000 SEC
2001   Q3 6,324,400 0.09 Reduce 2.73% $34.75–50.39 · VW $41.53i $241,719,000 SEC
2001   Q2 6,501,900 0.00 Add 2.92% $41.40–51.60 · VW $47.50i $32,177,000 SEC
2001   Q1 6,317,302 6.34 Reduce 2.07% $38.00–47.45 · VW $43.42i $5,990,002,000 SEC
2000   Q4 6,450,750 0.00 Add 1.99% $31.65–44.24 · VW $38.48i $272,867,000 SEC
2000   Q3 6,325,100 0.40 Reduce 0.24% <0.01 $34.70–47.19 · VW $40.60i $242,125,000 SEC
2000   Q2 6,340,100 0.79 Buy 0.79 $40.31–55.25 · VW $47.86i $256,377,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.54 $35.50–50.00 · VW $42.42i SEC
1999   Q4 6,775,803 0.54 Add 0.45% <0.01 $35.38–42.63 · VW $39.14i $277,808,000 SEC
1999   Q3 6,745,415 0.59 Buy 0.59 $35.25–60.38 · VW $45.00i $269,395,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.66 $54.88–68.13 · VW $60.68i SEC
1999   Q1 6,731,570 0.66 $57.06 $384,120,000 SEC
Price snapshot:
Current price$569.35
52-week low$524.63
52-week high$709.08