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  Prologis, Inc. (PLD)
← All PLD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 182,586 0.11 Add 1.37% <0.01 $125.47–143.95 · VW $134.07i $24,134,217 SEC
2025   Q4 180,126 0.10 Reduce 9.10% 0.01 $111.03–131.70 · VW $125.16i $22,994,885 SEC
2025   Q3 198,166 0.12 Add 53.35% 0.04 $103.41–116.41 · VW $110.67i $22,693,970 SEC
2025   Q2 129,226 0.07 Reduce 24.76% 0.03 $85.35–112.95 · VW $103.83i $13,584,237 SEC
2025   Q1 171,756 0.11 Reduce 4.10% <0.01 $103.23–124.99 · VW $116.39i $19,200,603 SEC
2024   Q4 179,096 0.11 Reduce 27.45% 0.05 $100.82–127.65 · VW $113.56i $18,930,447 SEC
2024   Q3 246,846 0.17 Add 4.20% <0.01 $111.05–132.57 · VW $124.98i $31,171,713 SEC
2024   Q2 236,886 0.00 Add 30.69% $101.11–130.77 · VW $110.38i SEC
2024   Q1 181,256 0.13 Reduce 4.90% <0.01 $124.67–135.76 · VW $130.28i $23,603,156 SEC
2023   Q4 190,596 0.14 Reduce 9.32% 0.01 $96.64–137.52 · VW $114.36i $25,406,447 SEC
2023   Q3 210,196 0.15 $112.21 $23,586,093 SEC
2023   Q2 210,196 0.16 Reduce 12.87% 0.03 $116.68–129.04 · VW $123.52i $25,776,335 SEC
2023   Q1 241,246 0.20 Add 0.75% <0.01 $111.18–136.67 · VW $123.85i $30,100,263 SEC
2022   Q4 239,446 0.18 Add 10.08% 0.02 $98.03–123.73 · VW $111.56i $26,992,748 SEC
2022   Q3 217,522 0.16 $101.60 $22,100,000 SEC
2022   Q2 217,522 0.16 Add 2.89% <0.01 $106.46–174.54 · VW $135.74i $25,591,000 SEC
2022   Q1 211,422 0.17 Reduce 5.73% 0.01 $137.90–169.03 · VW $154.45i $34,140,000 SEC
2021   Q4 224,282 0.18 Reduce 15.89% 0.02 $124.21–169.93 · VW $151.27i $37,760,000 SEC
2021   Q3 266,652 0.15 Reduce 13.54% 0.02 $119.15–139.60 · VW $129.32i $33,446,000 SEC
2021   Q2 308,422 0.16 Reduce 2.21% <0.01 $105.86–126.32 · VW $117.13i $36,866,000 SEC
2021   Q1 315,402 0.16 Add 0.31% <0.01 $93.08–109.09 · VW $102.00i $33,433,000 SEC
2020   Q4 314,422 0.16 $99.66 $31,335,000 SEC
2020   Q3 314,422 0.19 Add 1.20% <0.01 $92.06–106.73 · VW $101.37i $31,637,000 SEC
2020   Q2 310,682 0.18 Add 4.37% <0.01 $69.00–98.31 · VW $88.45i $28,996,000 SEC
2020   Q1 297,672 0.17 Reduce 15.52% 0.02 $59.82–99.79 · VW $84.48i $23,924,000 SEC
2019   Q4 352,358 0.16 Reduce 0.15% <0.01 $83.23–92.80 · VW $88.93i $31,409,000 SEC
2019   Q3 352,878 0.16 Add 3.78% <0.01 $77.50–86.94 · VW $82.48i $30,072,000 SEC
2019   Q2 340,028 0.14 Reduce 2.29% <0.01 $71.26–82.82 · VW $76.22i $27,236,000 SEC
2019   Q1 347,998 0.13 Reduce 1.05% <0.01 $56.40–72.82 · VW $68.53i $25,038,000 SEC
2018   Q4 351,698 0.12 Add 1.91% <0.01 $55.21–68.95 · VW $63.87i $20,652,000 SEC
2018   Q3 345,097 0.10 Add 10.02% <0.01 $61.88–68.20 · VW $66.04i $23,394,000 SEC
2018   Q2 313,679 0.09 Add 2.61% <0.01 $60.82–67.00 · VW $64.60i $20,606,000 SEC
2018   Q1 305,696 0.09 Add 15.46% 0.01 $58.28–65.19 · VW $62.38i $19,256,000 SEC
2017   Q4 264,760 0.07 Add 0.47% <0.01 $62.99–67.53 · VW $65.08i $17,080,000 SEC
2017   Q3 263,530 0.07 Reduce 0.16% <0.01 $56.59–65.49 · VW $61.82i $16,724,000 SEC
2017   Q2 263,950 0.07 Reduce 28.91% 0.02 $51.66–59.49 · VW $55.77i $15,478,000 SEC
2017   Q1 371,284 0.08 Add 0.42% <0.01 $48.33–54.25 · VW $50.62i $19,262,000 SEC
2016   Q4 369,727 0.09 Buy 0.09 $45.93–53.51 · VW $50.85i $19,518,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.07 $35.25–44.26 · VW $39.81i SEC
2015   Q4 385,470 0.07 Add 0.03% $38.66–43.69 · VW $42.13i $16,544,000 SEC
2015   Q3 385,360 0.06 Reduce 42.63% 0.04 $36.26–42.49 · VW $38.86i $14,991,000 SEC
2015   Q2 671,735 0.09 Add 11.39% <0.01 $37.03–44.48 · VW $39.93i $24,921,000 SEC
2015   Q1 603,028 0.09 Add 207.85% 0.06 $41.15–47.56 · VW $44.01i $26,268,000 SEC
2014   Q4 195,885 0.03 Reduce 1.31% <0.01 $37.12–44.05 · VW $41.48i $8,429,000 SEC
2014   Q3 198,485 0.02 Buy 0.02 $37.28–42.38 · VW $40.11i $7,483,000 SEC
2014   Q2 0 0.00 Sell 100.00% 0.05 $39.72–42.66 · VW $41.07i SEC
2014   Q1 431,903 0.05 Buy 0.05 $36.33–42.10 · VW $39.59i $17,635,000 SEC
2013   Q4 0 0.00 Sell 100.00% 0.01 $35.71–40.99 · VW $38.42i SEC
2013   Q3 133,573 0.01 Buy 0.01 $34.60–40.58 · VW $37.45i $5,025,000 SEC
2013   Q2 0 0.00 Sell 100.00% 0.01 $35.09–45.52 · VW $40.33i SEC
2013   Q1 116,476 0.01 Add 0.17% $37.04–41.02 · VW $39.35i $4,657,000 SEC
2012   Q4 116,280 0.01 Add 0.54% <0.01 $32.31–36.80 · VW $34.70i $4,243,000 SEC
2012   Q3 115,658 <0.01 Add 0.19% $31.03–37.58 · VW $33.88i $4,052,000 SEC
2012   Q2 115,438 <0.01 Reduce 87.28% 0.07 $30.03–36.62 · VW $33.29i $3,836,000 SEC
2012   Q1 907,657 0.08 Add 618.75% 0.07 $28.16–36.03 · VW $33.06i $32,694,000 SEC
2011   Q4 126,282 <0.01 Reduce 46.31% <0.01 $21.74–30.56 · VW $27.62i $3,610,000 SEC
2011   Q3 235,219 0.02 Add 1530.86% 0.02 $23.94–37.46 · VW $29.53i $5,704,000 SEC
2011   Q2 14,423 <0.01 Buy <0.01 $31.76–37.44 · VW $35.25i $517,000 SEC
Price snapshot:
Current price$142.16
Avg. buy price$85.48
+/- since buy66.30%
52-week low$100.17
52-week high$149.10