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  Simon Property Group, Inc. (SPG)
← All SPG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 50,458 0.04 Reduce 23.76% 0.01 $177.88–205.12 · VW $191.79i $9,411,931 SEC
2025   Q4 66,183 0.06 Reduce 13.75% 0.01 $172.19–189.05 · VW $181.88i $12,251,135 SEC
2025   Q3 76,733 0.08 Add 30.67% 0.02 $159.33–188.14 · VW $175.23i $14,400,482 SEC
2025   Q2 58,723 0.05 Reduce 13.68% <0.01 $136.34–172.14 · VW $159.25i $9,440,309 SEC
2025   Q1 68,033 0.07 Reduce 15.72% 0.01 $158.22–190.14 · VW $174.95i $11,298,921 SEC
2024   Q4 80,720 0.08 Reduce 3.42% <0.01 $166.00–186.00 · VW $174.91i $13,900,791 SEC
2024   Q3 83,580 0.08 Reduce 1.83% $145.44–170.87 · VW $160.52i $14,126,692 SEC
2024   Q2 85,140 0.00 Reduce 20.88% 0.02 $139.25–156.25 · VW $148.07i SEC
2024   Q1 107,610 0.09 Reduce 3.30% <0.01 $135.15–157.82 · VW $146.69i $16,839,889 SEC
2023   Q4 111,280 0.09 Reduce 13.15% 0.01 $102.11–146.91 · VW $122.08i $15,872,979 SEC
2023   Q3 128,130 0.09 Reduce 4.93% <0.01 $107.10–125.68 · VW $115.85i $13,841,884 SEC
2023   Q2 134,770 0.09 Add 2.79% <0.01 $100.17–116.86 · VW $109.85i $15,563,240 SEC
2023   Q1 131,110 0.10 Add 0.64% <0.01 $100.32–133.08 · VW $119.47i $14,680,387 SEC
2022   Q4 130,280 0.10 $117.48 $15,305,294 SEC
2022   Q3 130,280 0.08 $89.75 $11,693,000 SEC
2022   Q2 130,280 0.08 Add 0.22% <0.01 $93.20–135.63 · VW $112.06i $12,366,000 SEC
2022   Q1 129,990 0.09 Reduce 1.50% <0.01 $126.76–165.83 · VW $140.14i $17,101,000 SEC
2021   Q4 131,970 0.10 Reduce 11.16% 0.01 $128.60–171.12 · VW $151.74i $21,085,000 SEC
2021   Q3 148,540 0.09 Reduce 0.68% <0.01 $114.72–137.38 · VW $129.28i $19,306,000 SEC
2021   Q2 149,550 0.08 Reduce 2.16% <0.01 $111.30–136.70 · VW $124.89i $19,513,000 SEC
2021   Q1 152,850 0.08 Add 25.42% 0.02 $82.06–121.92 · VW $104.49i $17,390,000 SEC
2020   Q4 121,870 0.05 Reduce 0.07% $59.35–94.36 · VW $77.37i $10,393,000 SEC
2020   Q3 121,950 0.05 Reduce 36.19% 0.03 $59.03–75.20 · VW $65.82i $7,888,000 SEC
2020   Q2 191,100 0.08 Reduce 35.25% 0.04 $42.25–95.56 · VW $65.30i $13,067,000 SEC
2020   Q1 295,120 0.12 Add 30.92% 0.03 $43.52–149.89 · VW $97.87i $16,190,000 SEC
2019   Q4 225,420 0.17 Reduce 0.14% <0.01 $142.40–158.40 · VW $149.79i $33,579,000 SEC
2019   Q3 225,730 0.19 Add 13.55% 0.02 $145.42–165.48 · VW $156.10i $35,135,000 SEC
2019   Q2 198,790 0.17 Reduce 3.08% <0.01 $158.63–186.40 · VW $168.03i $31,759,000 SEC
2019   Q1 205,100 0.19 Reduce 3.89% <0.01 $163.63–186.44 · VW $178.89i $37,371,000 SEC
2018   Q4 213,400 0.21 Add 9.27% 0.02 $159.77–191.49 · VW $179.08i $35,849,000 SEC
2018   Q3 195,294 0.15 Reduce 0.12% <0.01 $166.95–186.03 · VW $177.57i $34,518,000 SEC
2018   Q2 195,523 0.15 Reduce 4.68% <0.01 $145.78–173.26 · VW $159.64i $33,276,000 SEC
2018   Q1 205,130 0.14 Reduce 16.76% 0.03 $147.28–173.02 · VW $158.41i $31,662,000 SEC
2017   Q4 246,427 0.18 Add 5.75% <0.01 $153.71–172.35 · VW $162.54i $42,321,000 SEC
2017   Q3 233,037 0.16 Add 6.68% 0.01 $152.51–167.12 · VW $159.61i $37,521,000 SEC
2017   Q2 218,446 0.16 Reduce 0.04% <0.01 $150.15–176.17 · VW $161.53i $35,336,000 SEC
2017   Q1 218,527 0.16 Add 20.46% 0.03 $163.55–188.10 · VW $179.09i $37,593,000 SEC
2016   Q4 181,405 0.14 Reduce 27.35% 0.06 $173.11–206.29 · VW $184.07i $32,230,000 SEC
2016   Q3 249,695 0.23 Add 6.71% 0.01 $206.02–229.10 · VW $216.87i $51,689,000 SEC
2016   Q2 234,004 0.23 Add 30.41% 0.05 $190.82–217.17 · VW $204.61i $50,755,000 SEC
2016   Q1 179,437 0.17 Add 20.69% 0.03 $176.11–208.12 · VW $191.54i $37,267,000 SEC
2015   Q4 148,672 0.13 Add 9.26% 0.01 $180.55–208.14 · VW $193.45i $28,908,000 SEC
2015   Q3 136,069 0.11 Reduce 37.10% 0.05 $171.87–200.23 · VW $183.93i $24,999,000 SEC
2015   Q2 216,327 0.14 Add 2.73% <0.01 $170.99–202.28 · VW $182.30i $37,429,000 SEC
2015   Q1 210,585 0.15 Reduce 23.24% 0.04 $178.84–206.31 · VW $193.35i $41,199,000 SEC
2014   Q4 274,345 0.17 Reduce 6.07% <0.01 $163.41–188.18 · VW $178.67i $49,961,000 SEC
2014   Q3 292,068 0.16 Add 12.07% 0.02 $162.43–173.31 · VW $168.01i $48,022,000 SEC
2014   Q2 260,619 0.13 Reduce 5.95% <0.01 $153.52–170.34 · VW $163.60i $43,336,000 SEC
2014   Q1 277,108 0.12 Reduce 25.87% 0.03 $140.73–155.16 · VW $148.59i $42,752,000 SEC
2013   Q4 373,811 0.13 Reduce 14.73% 0.02 $138.77–152.39 · VW $143.69i $53,508,000 SEC
2013   Q3 438,368 0.16 Reduce 34.42% 0.09 $134.03–157.10 · VW $144.36i $61,128,000 SEC
2013   Q2 668,482 0.26 Reduce 2.24% <0.01 $143.01–171.64 · VW $157.18i $99,310,000 SEC
2013   Q1 683,823 0.26 Add 49.67% 0.09 $146.83–154.58 · VW $150.45i $102,001,000 SEC
2012   Q4 456,898 0.18 Reduce 17.44% 0.03 $136.60–151.18 · VW $144.41i $67,950,000 SEC
2012   Q3 553,415 0.19 Reduce 23.80% 0.06 $141.91–154.44 · VW $148.57i $79,035,000 SEC
2012   Q2 726,303 0.24 Add 2.02% <0.01 $133.17–149.20 · VW $141.78i $106,356,000 SEC
2012   Q1 711,924 0.23 Reduce 3.22% <0.01 $118.09–137.67 · VW $129.66i $97,566,000 SEC
2011   Q4 735,618 0.22 Reduce 5.76% 0.01 $97.20–124.10 · VW $115.82i $89,229,000 SEC
2011   Q3 780,574 0.23 Reduce 25.96% 0.06 $93.70–116.16 · VW $107.80i $80,760,000 SEC
2011   Q2 1,054,286 0.25 Add 3.60% <0.01 $98.23–111.10 · VW $107.56i $115,277,000 SEC
2011   Q1 1,017,605 0.21 Add 63.90% 0.08 $89.64–103.94 · VW $98.10i $102,584,000 SEC
2010   Q4 620,869 0.12 Reduce 7.22% <0.01 $86.67–100.23 · VW $92.65i $58,109,000 SEC
2010   Q3 669,168 0.11 Reduce 20.75% 0.03 $71.94–92.56 · VW $84.34i $58,381,000 SEC
2010   Q2 844,366 0.12 Reduce 0.32% $73.97–88.04 · VW $80.72i $64,142,000 SEC
2010   Q1 847,119 0.00 Reduce 51.31% 0.17 $64.68–81.50 · VW $72.47i $66,861,000 SEC
2009   Q4 1,739,876 0.32 Reduce 12.77% 0.04 $60.02–78.85 · VW $67.72i $130,613,000 SEC
2009   Q3 1,994,671 0.33 Buy 0.33 $41.77–71.09 · VW $56.58i $129,467,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.13 $30.22–53.32 · VW $45.69i SEC
2009   Q1 1,128,661 0.13 Buy 0.13 $22.53–50.34 · VW $34.30i $36,229,000 SEC
2006   Q4 0 0.00 Sell 100.00% 0.11 $83.30–96.60 · VW $91.42i SEC
2006   Q3 704,319 0.11 Add 3.71% <0.01 $75.36–85.71 · VW $80.16i $59,239,000 SEC
2006   Q2 679,116 0.10 Add 10.11% <0.01 $70.67–78.78 · VW $75.26i $52,278,000 SEC
2006   Q1 616,762 0.10 Add 24.90% 0.02 $70.73–82.12 · VW $76.85i $48,165,000 SEC
2005   Q4 493,823 0.07 Add 9.02% <0.01 $61.03–74.24 · VW $68.72i $35,122,000 SEC
2005   Q3 452,972 0.07 Add 8.23% <0.01 $65.45–75.15 · VW $70.43i $31,162,000 SEC
2005   Q2 418,532 0.02 Buy 0.02 $55.03–68.74 · VW $62.98i $28,159,000 SEC
2005   Q1 0 0.00 Sell 100.00% $54.10–60.89 · VW $57.12i SEC
2004   Q4 375,810 0.00 Add 0.17% $49.61–61.14 · VW $55.90i $22,557,000 SEC
2004   Q3 375,184 <0.01 Reduce 35.13% <0.01 $45.15–52.68 · VW $49.73i $18,756,000 SEC
2004   Q2 578,320 0.01 Add 7.68% <0.01 $41.20–54.60 · VW $47.15i $27,600,000 SEC
2003   Q4 537,081 0.01 Add 2.14% <0.01 $40.45–45.10 · VW $42.83i $23,175,000 SEC
2003   Q3 525,854 0.04 Add 2.62% <0.01 $35.82–40.80 · VW $39.27i $21,283,000 SEC
2003   Q2 512,440 <0.01 Reduce 5.97% <0.01 $33.27–37.16 · VW $35.21i $18,580,000 SEC
2003   Q1 544,992 0.09 Reduce 18.22% <0.01 $29.42–34.51 · VW $32.10i $29,265,000 SEC
2002   Q4 666,438 0.02 Add 1.17% <0.01 $28.77–33.24 · VW $31.38i $21,074,000 SEC
2002   Q3 658,724 0.02 Add 5.03% <0.01 $27.29–34.19 · VW $32.36i $21,845,000 SEC
2002   Q2 627,161 0.00 Buy $30.18–34.29 · VW $32.35i $21,444,000 SEC
1999   Q4 0 0.00 Sell 100.00% $18.97–22.74 · VW $21.25i SEC
1999   Q3 657 0.00 Buy $20.83–25.52 · VW $23.71i $14,000 SEC
Price snapshot:
Current price$219.49
Avg. buy price$143.81
+/- since buy52.63%
52-week low$152.10
52-week high$229.59