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  VICI Properties Inc. (VICI)
← All VICI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 220,180 0.03 Add 1.82% <0.01 $26.55–30.49 · VW $28.50i $6,015,318 SEC
2025   Q4 216,240 0.03 Reduce 2.42% <0.01 $27.56–32.58 · VW $29.24i $6,080,669 SEC
2025   Q3 221,610 0.04 Add 30.56% <0.01 $31.41–34.01 · VW $32.95i $7,226,702 SEC
2025   Q2 169,740 0.03 Add 18.34% <0.01 $28.63–33.57 · VW $31.77i $5,533,524 SEC
2025   Q1 143,440 0.03 Reduce 1.28% <0.01 $27.98–34.03 · VW $30.98i $4,679,013 SEC
2024   Q4 145,300 0.02 Reduce 0.61% <0.01 $28.22–33.24 · VW $31.26i $4,244,213 SEC
2024   Q3 146,190 0.03 Reduce 0.78% $27.53–34.29 · VW $31.63i $4,869,589 SEC
2024   Q2 147,340 0.00 Reduce 0.09% $27.08–30.61 · VW $28.68i SEC
2024   Q1 147,470 0.02 Reduce 3.11% <0.01 $28.26–32.68 · VW $29.99i $4,393,131 SEC
2023   Q4 152,200 0.03 $31.88 $4,852,136 SEC
2023   Q3 152,200 0.03 Add 1.12% <0.01 $28.84–33.40 · VW $31.03i $4,429,020 SEC
2023   Q2 150,510 0.03 $31.43 $4,730,529 SEC
2023   Q1 150,510 0.03 $32.62 $4,909,636 SEC
2022   Q4 150,510 0.03 $32.40 $4,876,524 SEC
2022   Q3 150,510 0.03 Reduce 6.22% <0.01 $29.35–35.69 · VW $32.98i $4,493,000 SEC
2022   Q2 160,490 0.03 Add 3.32% <0.01 $26.42–33.95 · VW $29.94i $4,781,000 SEC
2022   Q1 155,340 0.02 Add 1.58% <0.01 $26.23–30.36 · VW $27.94i $4,421,000 SEC
2021   Q4 152,930 0.02 $30.11 $4,605,000 SEC
2021   Q3 152,930 0.02 $28.41 $4,345,000 SEC
2021   Q2 152,930 0.02 Reduce 2.31% <0.01 $28.35–33.35 · VW $30.98i $4,744,000 SEC
2021   Q1 156,540 0.02 Buy 0.02 $24.51–29.87 · VW $27.31i $4,421,000 SEC
Price snapshot:
Current price$26.40
Avg. buy price$29.78
+/- since buy-11.34%
52-week low$25.82
52-week high$31.94