Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
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 125,945 2.70 Reduce 13.41% 0.45 $125.47–143.95 · VW $134.07i $16,647,410 SEC
2025   Q4 145,451 3.37 Add 0.04% <0.01 $111.03–131.70 · VW $125.16i $18,568,275 SEC
2025   Q3 145,394 3.18 Reduce 0.09% <0.01 $103.41–116.41 · VW $110.67i $16,935,493 SEC
2025   Q2 145,522 3.15 Add 12.67% 0.35 $85.35–112.95 · VW $103.83i $15,297,273 SEC
2025   Q1 129,162 2.90 Add 0.17% <0.01 $103.23–124.99 · VW $116.39i $14,439,020 SEC
2024   Q4 128,943 2.64 $105.70 $13,629,275 SEC
2024   Q3 128,943 2.66 Add 0.04% <0.01 $111.05–132.57 · VW $124.98i $16,282,922 SEC
2024   Q2 128,889 2.48 Add 10.31% 0.23 $101.11–130.77 · VW $110.38i $14,475,524 SEC
2024   Q1 116,846 2.43 Add 0.41% <0.01 $124.67–135.76 · VW $130.28i $15,215,686 SEC
2023   Q4 116,373 2.55 Reduce 5.15% 0.12 $96.64–137.52 · VW $114.36i $15,512,521 SEC
2023   Q3 122,689 2.31 Reduce 18.50% 0.56 $110.84–130.26 · VW $121.38i $13,757,118 SEC
2023   Q2 150,531 3.05 Reduce 10.49% 0.38 $116.68–129.04 · VW $123.52i $18,459,617 SEC
2023   Q1 168,166 3.59 Reduce 1.58% 0.05 $111.18–136.67 · VW $123.85i $20,982,072 SEC
2022   Q4 170,864 3.35 Reduce 3.49% 0.12 $98.03–123.73 · VW $111.56i $19,261,499 SEC
2022   Q3 177,041 3.54 Reduce 2.17% 0.08 $100.73–138.86 · VW $119.73i $17,988,000 SEC
2022   Q2 180,974 3.79 Reduce 25.29% 1.35 $106.46–174.54 · VW $135.74i $21,292,000 SEC
2022   Q1 242,225 5.33 Reduce 3.72% 0.21 $137.90–169.03 · VW $154.45i $39,115,000 SEC
2021   Q4 251,587 5.57 Reduce 1.49% 0.06 $124.21–169.93 · VW $151.27i $42,358,000 SEC
2021   Q3 255,401 4.31 Reduce 0.18% <0.01 $119.15–139.60 · VW $129.32i $32,035,000 SEC
2021   Q2 255,869 4.05 Reduce 6.15% 0.24 $105.86–126.32 · VW $117.13i $30,585,000 SEC
2021   Q1 272,646 3.82 Reduce 13.34% 0.59 $93.08–109.09 · VW $102.00i $28,901,000 SEC
2020   Q4 314,604 4.40 Reduce 9.98% 0.49 $95.16–112.37 · VW $101.19i $31,354,000 SEC
2020   Q3 349,483 4.90 Reduce 4.22% 0.20 $92.06–106.73 · VW $101.37i $35,247,000 SEC
2020   Q2 364,892 4.77 Reduce 1.09% 0.05 $69.00–98.31 · VW $88.45i $34,056,000 SEC
2020   Q1 368,926 4.38 Buy 4.38 $59.82–99.79 · VW $84.48i $29,651,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.01 $38.66–43.69 · VW $42.13i SEC
2015   Q3 8,880 0.01 $38.85 $345,000 SEC
2015   Q2 8,880 0.01 $37.05 $329,000 SEC
2015   Q1 8,880 0.01 $43.58 $387,000 SEC
2014   Q4 8,880 0.01 $43.02 $382,000 SEC
2014   Q3 8,880 0.01 $37.73 $335,000 SEC
2014   Q2 8,880 0.01 $41.10 $365,000 SEC
2014   Q1 8,880 0.01 $40.88 $363,000 SEC
2013   Q4 8,880 0.01 $36.94 $328,000 SEC
2013   Q3 8,880 0.01 $37.61 $334,000 SEC
2013   Q2 8,880 0.01 $37.73 $335,000 SEC
2013   Q1 8,880 <0.01 Add 32.93% <0.01 $37.04–41.02 · VW $39.35i $355,000 SEC
2012   Q4 6,680 <0.01 $36.53 $244,000 SEC
2012   Q2 6,680 0.00 $33.23 $222,000 SEC
2012   Q1 6,680 <0.01 Reduce 52.89% <0.01 $28.16–36.03 · VW $33.06i $241,000 SEC
2011   Q4 14,180 0.01 $28.56 $405,000 SEC
2011   Q3 14,180 0.01 Buy 0.01 $23.94–37.46 · VW $29.53i $344,000 SEC
Price snapshot:
Current price$142.16
Avg. buy price$86.04
+/- since buy65.23%
52-week low$100.17
52-week high$149.10