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  Vornado Realty Trust (VNO)
← All VNO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 0.02 $26.22–35.15 · VW $29.20i SEC
2022   Q1 105,270 0.02 Add 1.38% <0.01 $32.48–47.26 · VW $38.23i $4,771,000 SEC
2021   Q4 103,840 0.02 Add 1.12% <0.01 $38.00–46.54 · VW $42.61i $4,347,000 SEC
2021   Q3 102,690 0.02 $42.01 $4,314,000 SEC
2021   Q2 102,690 0.02 Reduce 2.20% <0.01 $40.26–50.91 · VW $44.35i $4,793,000 SEC
2021   Q1 105,000 0.02 $45.39 $4,766,000 SEC
2020   Q4 105,000 0.02 Reduce 0.01% $35.02–45.59 · VW $41.18i $3,921,000 SEC
2020   Q3 105,010 0.02 $33.71 $3,540,000 SEC
2020   Q2 105,010 0.02 Reduce 47.70% 0.02 $32.84–45.96 · VW $38.21i $4,012,000 SEC
2020   Q1 200,790 0.05 Add 6.01% <0.01 $27.64–56.82 · VW $40.22i $7,271,000 SEC
2019   Q4 189,410 0.06 $66.50 $12,596,000 SEC
2019   Q3 189,410 0.06 Add 38.77% 0.02 $60.03–66.82 · VW $63.81i $12,060,000 SEC
2019   Q2 136,490 0.05 Reduce 0.46% <0.01 $58.60–68.85 · VW $62.64i $8,749,000 SEC
2019   Q1 137,120 0.05 Reduce 1.32% <0.01 $65.20–70.45 · VW $67.29i $9,247,000 SEC
2018   Q4 138,960 0.05 Add 1.28% <0.01 $59.48–72.50 · VW $66.43i $8,620,000 SEC
2018   Q3 137,202 0.04 Add 15.61% <0.01 $66.02–77.14 · VW $71.71i $10,016,000 SEC
2018   Q2 118,675 0.04 Add 27.18% <0.01 $69.50–77.59 · VW $74.70i $8,772,000 SEC
2018   Q1 93,313 0.03 Add 0.01% $64.13–70.84 · VW $68.23i $6,280,000 SEC
2017   Q4 93,308 0.03 Reduce 43.80% 0.02 $65.16–79.56 · VW $70.40i $7,295,000 SEC
2017   Q3 166,018 0.05 Reduce 19.23% 0.01 $71.90–80.30 · VW $76.61i $12,763,000 SEC
2017   Q2 205,537 0.07 Reduce 0.00% $73.02–80.92 · VW $76.14i $15,602,000 SEC
2017   Q1 205,547 0.07 Add 54.25% 0.02 $73.82–89.03 · VW $79.13i $16,668,000 SEC
2016   Q4 133,253 0.05 Add 1.80% <0.01 $78.38–90.32 · VW $85.84i $11,243,000 SEC
2016   Q3 130,894 0.05 Add 48.70% 0.02 $69.81–84.89 · VW $77.91i $10,710,000 SEC
2016   Q2 88,025 0.03 Add 0.00% $76.42–87.87 · VW $82.60i $7,125,000 SEC
2016   Q1 88,021 0.03 Reduce 66.53% 0.06 $70.13–79.22 · VW $75.52i $6,719,000 SEC
2015   Q4 263,002 0.09 Reduce 7.16% <0.01 $63.79–82.38 · VW $71.99i $21,253,000 SEC
2015   Q3 283,293 0.09 Add 12.66% 0.01 $68.39–83.60 · VW $76.74i $20,708,000 SEC
2015   Q2 251,462 0.07 Reduce 2.80% <0.01 $68.50–82.12 · VW $73.70i $19,298,000 SEC
2015   Q1 258,707 0.08 Add 3.83% <0.01 $79.63–92.17 · VW $84.18i $23,424,000 SEC
2014   Q4 249,158 0.07 Reduce 3.72% <0.01 $81.14–93.56 · VW $87.89i $21,457,000 SEC
2014   Q3 258,782 0.06 Add 4.04% <0.01 $68.11–82.31 · VW $77.34i $18,925,000 SEC
2014   Q2 248,741 0.06 Add 0.27% <0.01 $75.79–79.83 · VW $77.69i $19,423,000 SEC
2014   Q1 248,066 0.05 Reduce 25.73% 0.01 $69.88–78.57 · VW $75.60i $17,887,000 SEC
2013   Q4 334,011 0.05 Reduce 45.40% 0.05 $63.53–70.95 · VW $68.31i $21,697,000 SEC
2013   Q3 611,688 0.10 Reduce 54.67% 0.11 $58.59–67.24 · VW $63.39i $37,618,000 SEC
2013   Q2 1,349,497 0.21 Add 22.89% 0.04 $55.74–65.37 · VW $60.20i $81,798,000 SEC
2013   Q1 1,098,095 0.17 Add 16.37% 0.02 $58.11–64.92 · VW $60.51i $67,194,000 SEC
2012   Q4 943,641 0.15 Add 7.43% 0.01 $54.89–62.87 · VW $58.81i $55,285,000 SEC
2012   Q3 878,362 0.13 Add 9.27% 0.01 $53.14–62.79 · VW $57.28i $52,084,000 SEC
2012   Q2 803,830 0.11 Add 42.02% 0.03 $57.48–63.33 · VW $60.06i $49,388,000 SEC
2012   Q1 566,009 0.08 Reduce 15.34% 0.01 $57.94–64.75 · VW $60.87i $34,867,000 SEC
2011   Q4 668,550 0.09 Add 18.17% 0.01 $52.08–63.07 · VW $58.32i $37,594,000 SEC
2011   Q3 565,759 0.09 Reduce 48.58% 0.08 $50.03–63.83 · VW $56.11i $30,886,000 SEC
2011   Q2 1,100,166 0.16 Add 10.77% 0.02 $53.30–72.26 · VW $62.80i $75,000,000 SEC
2011   Q1 993,191 0.13 Add 3.35% <0.01 $61.57–72.00 · VW $68.52i $63,580,000 SEC
2010   Q4 961,030 0.12 Reduce 18.76% 0.03 $58.23–68.31 · VW $64.94i $58,589,000 SEC
2010   Q3 1,183,020 0.13 Reduce 14.68% 0.02 $57.11–67.07 · VW $61.29i $74,027,000 SEC
2010   Q2 1,386,574 0.14 Reduce 3.83% $50.18–63.34 · VW $57.61i $74,003,000 SEC
2010   Q1 1,441,731 0.00 Reduce 15.11% 0.03 $48.01–63.50 · VW $56.11i $79,847,000 SEC
2009   Q4 1,698,376 0.22 Reduce 3.18% <0.01 $44.81–54.11 · VW $49.00i $86,904,000 SEC
2009   Q3 1,754,071 0.21 Add 104.33% 0.11 $38.95–51.38 · VW $46.07i $82,657,000 SEC
2009   Q2 858,438 0.07 Add 47.56% 0.02 $29.01–44.02 · VW $38.37i $28,281,000 SEC
2009   Q1 581,771 0.05 Reduce 23.50% 0.02 $19.76–39.51 · VW $31.13i $14,148,000 SEC
2008   Q4 760,447 0.09 Reduce 0.68% <0.01 $23.70–48.91 · VW $32.18i $33,576,000 SEC
2008   Q3 765,641 0.10 Reduce 2.19% <0.01 $26.82–79.12 · VW $48.35i $50,946,000 SEC
2008   Q2 782,801 0.09 Reduce 3.37% <0.01 $61.40–77.07 · VW $70.41i $50,398,000 SEC
2008   Q1 810,138 0.09 Reduce 31.28% 0.03 $56.07–72.94 · VW $66.84i $51,097,000 SEC
2007   Q4 1,178,932 0.11 Add 13.69% 0.01 $56.62–69.30 · VW $62.35i $75,858,000 SEC
2007   Q3 1,037,012 0.14 Add 27.20% 0.03 $62.19–85.91 · VW $71.31i $77,726,000 SEC
2007   Q2 815,283 0.10 Add 1181.95% 0.09 $61.16–90.19 · VW $76.44i $65,516,000 SEC
2007   Q1 63,597 <0.01 Reduce 90.92% 0.09 $76.11–93.73 · VW $86.12i $5,553,000 SEC
2006   Q4 700,545 0.10 Reduce 34.63% 0.05 $85.08–99.90 · VW $92.68i $62,272,000 SEC
2006   Q3 1,071,588 0.16 Add 4.28% <0.01 $76.03–92.52 · VW $86.94i $85,454,000 SEC
2006   Q2 1,027,598 0.14 Add 9.36% 0.01 $65.89–78.07 · VW $73.81i $73,338,000 SEC
2006   Q1 939,676 0.13 Add 24.70% 0.03 $64.43–72.11 · VW $67.43i $65,998,000 SEC
2005   Q4 753,531 0.10 Reduce 14.91% 0.02 $60.52–66.31 · VW $63.98i $46,016,000 SEC
2005   Q3 885,570 0.12 Add 9.19% 0.01 $57.09–64.78 · VW $61.44i $56,120,000 SEC
2005   Q2 811,026 0.03 Add 3.71% <0.01 $57.04–65.63 · VW $61.87i $47,706,000 SEC
2005   Q1 781,994 0.00 Reduce 13.56% $50.08–59.61 · VW $55.76i $39,630,000 SEC
2004   Q4 904,653 0.00 Reduce 0.07% $49.93–56.37 · VW $52.19i $50,387,000 SEC
2004   Q3 905,317 0.01 Add 6.14% <0.01 $44.92–54.50 · VW $51.07i $41,604,000 SEC
2004   Q2 852,967 0.02 Add 6.80% <0.01 $39.25–46.03 · VW $43.73i $35,639,000 SEC
2003   Q4 798,676 0.02 Add 1.62% <0.01 $38.63–43.68 · VW $41.31i $31,971,000 SEC
2003   Q3 785,923 0.06 Add 1.74% <0.01 $34.10–40.06 · VW $38.06i $27,669,000 SEC
2003   Q2 772,459 0.01 Reduce 4.26% <0.01 $30.52–34.52 · VW $33.18i $24,648,000 SEC
2003   Q1 806,853 0.10 Reduce 14.30% <0.01 $24.33–31.24 · VW $28.81i $35,451,000 SEC
2002   Q4 941,521 0.02 Reduce 0.41% <0.01 $24.46–28.06 · VW $26.04i $25,624,000 SEC
2002   Q3 945,417 0.02 Reduce 39.44% $24.95–30.30 · VW $27.53i $27,287,000 SEC
2002   Q2 1,561,238 0.00 Add 13.76% $24.29–33.80 · VW $29.44i $52,770,000 SEC
2002   Q1 1,372,407 0.03 Add 13.99% <0.01 $30.40–34.53 · VW $32.48i $44,340,000 SEC
2001   Q4 1,203,963 0.03 Reduce 2.02% <0.01 $28.35–31.73 · VW $30.22i $36,643,000 SEC
2001   Q3 1,228,847 0.01 Reduce 0.15% $27.22–30.00 · VW $28.65i $35,160,000 SEC
2001   Q2 1,230,678 0.00 Add 3.76% $27.33–30.43 · VW $29.04i $3,515,000 SEC
2001   Q1 1,186,126 0.03 Buy 0.03 $25.24–28.68 · VW $27.12i $31,093,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.10 $24.19–29.04 · VW $26.75i SEC
2000   Q2 1,217,235 0.10 Buy 0.10 $25.06–29.81 · VW $27.31i $30,966,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.17 $21.86–26.98 · VW $24.80i SEC
1999   Q4 3,690,265 0.17 Reduce 17.74% 0.04 $21.72–26.34 · VW $23.48i $87,744,000 SEC
1999   Q3 4,485,957 0.23 Reduce 19.97% 0.22 $21.90–25.56 · VW $23.52i $106,664,000 SEC
1999   Q2 5,605,219 1.08 Add 1.65% 0.02 $23.96–28.53 · VW $25.76i $144,811,000 SEC
1999   Q1 5,514,170 0.24 $25.39 $139,968,000 SEC
Price snapshot:
Current price$38.31
52-week low$24.57
52-week high$42.43