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  Terreno Realty Corp. (TRNO)
← All TRNO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 113,507 0.03 Reduce 3.76% <0.01 $57.95–66.74 · VW $62.72i $6,971,600 SEC
2025   Q4 117,937 0.03 Reduce 2.46% <0.01 $55.92–63.66 · VW $59.84i $6,924,081 SEC
2025   Q3 120,907 0.04 Add 16.04% <0.01 $53.00–59.78 · VW $56.77i $6,861,472 SEC
2025   Q2 104,197 0.03 Add 3.34% <0.01 $48.18–63.97 · VW $56.78i $5,842,326 SEC
2025   Q1 100,827 0.04 Reduce 0.64% <0.01 $57.12–69.20 · VW $64.97i $6,374,283 SEC
2024   Q4 101,477 0.03 Reduce 0.74% <0.01 $58.17–67.12 · VW $61.08i $6,001,350 SEC
2024   Q3 102,237 0.04 Reduce 35.48% $58.47–71.63 · VW $67.19i $6,832,499 SEC
2024   Q2 158,467 0.00 Reduce 0.09% <0.01 $53.78–66.63 · VW $57.51i SEC
2024   Q1 158,617 0.06 Reduce 20.67% 0.01 $59.02–66.47 · VW $63.20i $10,532,169 SEC
2023   Q4 199,937 0.07 Add 0.26% <0.01 $50.42–63.99 · VW $57.29i $12,530,052 SEC
2023   Q3 199,417 0.07 Add 2.33% <0.01 $56.14–62.06 · VW $59.15i $11,326,886 SEC
2023   Q2 194,867 0.07 Reduce 11.36% 0.01 $56.48–65.13 · VW $60.95i $11,711,507 SEC
2023   Q1 219,847 0.09 Add 0.73% <0.01 $56.26–67.03 · VW $62.97i $14,202,116 SEC
2022   Q4 218,247 0.08 $56.87 $12,411,707 SEC
2022   Q3 218,247 0.08 $52.99 $11,565,000 SEC
2022   Q2 218,247 0.08 Reduce 0.24% <0.01 $54.55–81.01 · VW $64.96i $12,163,000 SEC
2022   Q1 218,767 0.08 Reduce 13.99% 0.01 $65.38–85.92 · VW $73.21i $16,200,000 SEC
2021   Q4 254,357 0.10 Reduce 11.63% <0.01 $62.83–86.00 · VW $76.45i $21,694,000 SEC
2021   Q3 287,847 0.08 $63.23 $18,201,000 SEC
2021   Q2 287,847 0.08 Reduce 2.32% <0.01 $57.97–67.72 · VW $63.80i $18,572,000 SEC
2021   Q1 294,697 0.08 Reduce 13.51% 0.01 $53.98–61.30 · VW $57.10i $17,025,000 SEC
2020   Q4 340,717 0.10 Reduce 1.06% <0.01 $54.46–64.11 · VW $58.22i $19,935,000 SEC
2020   Q3 344,377 0.11 Add 0.48% <0.01 $51.63–64.24 · VW $57.90i $18,858,000 SEC
2020   Q2 342,727 0.11 Add 0.42% <0.01 $44.53–56.87 · VW $52.19i $18,041,000 SEC
2020   Q1 341,287 0.13 Add 5.95% <0.01 $42.12–62.31 · VW $53.67i $17,662,000 SEC
2019   Q4 322,127 0.09 Reduce 0.16% <0.01 $50.41–58.21 · VW $55.41i $17,440,000 SEC
2019   Q3 322,657 0.09 Add 3.04% <0.01 $47.31–51.84 · VW $49.90i $16,485,000 SEC
2019   Q2 313,137 0.08 Reduce 0.94% <0.01 $41.44–49.19 · VW $46.03i $15,356,000 SEC
2019   Q1 316,107 0.07 Reduce 17.99% 0.01 $33.98–42.70 · VW $40.50i $13,289,000 SEC
2018   Q4 385,467 0.08 Add 3.47% <0.01 $33.52–39.62 · VW $37.16i $13,557,000 SEC
2018   Q3 372,555 0.06 Add 8.67% <0.01 $36.31–38.60 · VW $37.42i $14,045,000 SEC
2018   Q2 342,817 0.06 Add 4.48% <0.01 $33.24–39.27 · VW $37.35i $12,914,000 SEC
2018   Q1 328,122 0.05 Add 0.27% <0.01 $31.56–35.92 · VW $34.27i $11,323,000 SEC
2017   Q4 327,249 0.05 Reduce 32.47% 0.03 $34.68–38.54 · VW $36.56i $11,473,000 SEC
2017   Q3 484,604 0.08 Reduce 25.07% 0.03 $32.53–37.40 · VW $35.50i $17,533,000 SEC
2017   Q2 646,739 0.10 Reduce 21.45% 0.02 $27.81–34.00 · VW $32.09i $21,769,000 SEC
2017   Q1 823,323 0.10 Add 0.29% <0.01 $26.30–29.08 · VW $27.56i $23,053,000 SEC
2016   Q4 820,937 0.10 Add 1.82% <0.01 $24.81–29.08 · VW $27.03i $23,388,000 SEC
2016   Q3 806,277 0.10 Reduce 24.89% 0.03 $25.22–28.29 · VW $27.06i $22,181,000 SEC
2016   Q2 1,073,426 0.13 Reduce 3.14% <0.01 $21.87–25.98 · VW $24.03i $27,770,000 SEC
2016   Q1 1,108,266 0.12 Add 33.25% 0.03 $20.44–23.98 · VW $22.19i $25,989,000 SEC
2015   Q4 831,731 0.08 Reduce 14.03% 0.01 $19.20–23.89 · VW $22.29i $18,814,000 SEC
2015   Q3 967,502 0.08 Add 12.70% <0.01 $19.51–21.80 · VW $20.33i $19,002,000 SEC
2015   Q2 858,474 0.06 Reduce 0.26% <0.01 $19.31–23.30 · VW $20.83i $16,912,000 SEC
2015   Q1 860,733 0.07 Add 25.40% 0.01 $20.79–24.03 · VW $22.53i $19,625,000 SEC
2014   Q4 686,384 0.05 Reduce 0.00% $18.72–21.75 · VW $20.44i $14,160,000 SEC
2014   Q3 686,390 0.04 Add 12.02% <0.01 $18.43–20.44 · VW $19.29i $12,925,000 SEC
2014   Q2 612,725 0.04 Add 470.22% 0.03 $17.39–20.05 · VW $18.89i $11,844,000 SEC
2014   Q1 107,454 0.01 Buy 0.01 $16.54–19.15 · VW $18.00i $2,032,000 SEC
Price snapshot:
Current price$70.28
Avg. buy price$31.98
+/- since buy119.76%
52-week low$51.23
52-week high$70.50