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  NetSTREIT Corp. (NTST)
← All NTST superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.02 $17.10–21.30 · VW $19.33i SEC
2025   Q4 189,600 0.02 Reduce 44.63% 0.01 $17.02–19.64 · VW $18.16i $3,344,544 SEC
2025   Q3 342,410 0.03 Add 55.28% 0.01 $16.71–19.18 · VW $18.18i $6,183,925 SEC
2025   Q2 220,510 0.02 Add 91.81% <0.01 $14.00–17.19 · VW $16.03i $3,733,234 SEC
2025   Q1 114,960 0.01 Buy 0.01 $13.42–16.26 · VW $14.75i $1,822,116 SEC
2023   Q4 0 0.00 Sell 100.00% 0.02 $13.49–18.03 · VW $15.59i SEC
2023   Q3 160,780 0.02 Add 1.05% <0.01 $15.40–18.90 · VW $17.14i $2,504,952 SEC
2023   Q2 159,110 0.02 $17.87 $2,843,296 SEC
2023   Q1 159,110 0.02 Reduce 38.89% 0.01 $17.35–20.64 · VW $19.22i $2,908,531 SEC
2022   Q4 260,350 0.03 $18.33 $4,772,216 SEC
2022   Q3 260,350 0.03 $17.81 $4,637,000 SEC
2022   Q2 260,350 0.03 Add 3.63% <0.01 $18.50–23.72 · VW $20.42i $4,913,000 SEC
2022   Q1 251,230 0.03 Buy 0.03 $20.47–23.86 · VW $22.41i $5,638,000 SEC