CD
Chris Davis (Davis Selected Advisers) disclosed reduced in Amazon.com, Inc.
Chris Davis (Davis Selected Advisers) filed a 13F change in Amazon.com, Inc. (23135106) on 2024-11-08, covering period end 2024-09-30.
Action
Reduced
Capital
$756,949,787 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
105 changes from Chris Davis (Davis Selected Advisers), filed 2024-11-08 for period end 2024-09-30.
$17.8B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
23135106 Amazon.com, Inc. | Reduced | -$348.5M | $756.9M | 1.95% |
89677Q107 Trip.com Group Ltd., ADR | New | $222.7M | $222.7M | 1.25% |
552953101 MGM Resorts International | Increased | $214.9M | $744.2M | 1.21% |
38222105 Applied Materials, Inc. | Reduced | -$156.9M | $831.0M | 0.88% |
444859102 Humana Inc. | Reduced | -$132.1M | $731.5M | 0.74% |
92556V106 Viatris Inc. | Increased | $115.7M | $727.3M | 0.65% |
14040H105 Capital One Financial Corp. | Increased | $107.6M | $1.4B | 0.60% |
949746101 Wells Fargo & Co. | Reduced | -$105.9M | $805.7M | 0.59% |
20825C104 ConocoPhillips | Increased | $104.7M | $148.2M | 0.59% |
458140100 Intel Corp. | Reduced | -$95.4M | $296.2M | 0.53% |
83444M101 Solventum Corp. | Increased | $94.5M | $367.5M | 0.53% |
902973304 U.S. Bancorp | Increased | $93.3M | $658.2M | 0.52% |
46625H100 JPMorgan Chase & Co. | Reduced | -$78.9M | $295.1M | 0.44% |
47215P106 JD.com Inc., Class A, ADR | Reduced | -$76.5M | $34.7M | 0.43% |
1084102 AGCO Corporation | Increased | $66.9M | $199.8M | 0.38% |
64058100 Bank of New York Mellon Corp. | Reduced | -$60.6M | $385.7M | 0.34% |
02079K305 Alphabet Inc., Class A | Reduced | -$52.1M | $507.9M | 0.29% |
74834L100 Quest Diagnostics Inc. | Increased | $45.2M | $372.5M | 0.25% |
878742204 Teck Resources Ltd., Class B | Increased | $42.7M | $595.1M | 0.24% |
G7496G103 RenaissanceRe Holdings Ltd | New | $38.5M | $38.5M | 0.22% |
482497104 KE Holdings Inc., Class A, ADR | Increased | $32.2M | $117.1M | 0.18% |
74340W103 Prologis, Inc. | New | $31.2M | $31.2M | 0.17% |
882508104 Texas Instruments, Inc. | Increased | $28.4M | $487.7M | 0.16% |
531229771 Liberty Formula One, Series A | Reduced | -$22.3M | $685,973 | 0.13% |
125523100 Cigna Group | Increased | $20.8M | $498.8M | 0.12% |
22266T109 Coupang, Inc., Class A | Increased | $20.7M | $145.8M | 0.12% |
74460D109 Public Storage, Inc. | New | $19.8M | $19.8M | 0.11% |
H1467J104 Chubb Ltd. | Increased | $19.2M | $339.8M | 0.11% |
44891N208 IAC Inc. | Increased | $18.7M | $145.4M | 0.11% |
222795502 Cousins Properties, Inc. | New | $18.3M | $18.3M | 0.10% |
92276F100 Ventas, Inc. | New | $18.0M | $18.0M | 0.10% |
03027X100 American Tower Corp | New | $17.7M | $17.7M | 0.10% |
29444U700 Equinix, Inc. | New | $17.2M | $17.2M | 0.10% |
15271109 Alexandria Real Estate Equities, Inc. | New | $16.9M | $16.9M | 0.09% |
77311W101 Rocket Companies, Inc., Class A | Increased | $16.6M | $60.7M | 0.09% |
253868103 Digital Realty Trust, Inc. | New | $16.4M | $16.4M | 0.09% |
91324P102 UnitedHealth Group Inc. | Reduced | -$16.1M | $29.9M | 0.09% |
23908L405 Davis Select International ETF | Increased | $15.9M | $92.9M | 0.09% |
690742101 Owens Corning | Reduced | -$15.2M | $380.1M | 0.09% |
81141R100 Sea Ltd., Class A, ADR | Increased | $14.6M | $61.2M | 0.08% |
84670702 Berkshire Hathaway Inc., Class B | Increased | $14.2M | $343.8M | 0.08% |
828806109 Simon Property Group, Inc. | New | $14.1M | $14.1M | 0.08% |
316773100 Fifth Third Bancorp | Increased | $13.9M | $104.3M | 0.08% |
11120U105 Brixmor Property Group, Inc. | New | $13.8M | $13.8M | 0.08% |
693475105 PNC Financial Services Group, Inc. | Increased | $13.4M | $92.7M | 0.08% |
53484101 AvalonBay Communities, Inc. | New | $12.8M | $12.8M | 0.07% |
02079K107 Alphabet Inc., Class C | Reduced | -$12.6M | $111.3M | 0.07% |
95082P105 Wesco International, Inc. | Increased | $12.3M | $43.0M | 0.07% |
101121101 BXP, Inc. | New | $12.3M | $12.3M | 0.07% |
57638P104 Masterbrand, Inc. | Sold out | -$12.1M | $0 | 0.07% |
30303M102 Meta Platforms, Inc., Class A | Increased | $11.4M | $1.6B | 0.06% |
30225T102 Extra Space Storage, Inc. | New | $11.1M | $11.1M | 0.06% |
76169C100 Rexford Industrial Realty, Inc. | New | $10.5M | $10.5M | 0.06% |
297178105 Essex Property Trust, Inc. | New | $9.9M | $9.9M | 0.06% |
902653104 UDR, Inc. | New | $8.9M | $8.9M | 0.05% |
23908L306 Davis Select Worldwide ETF | Increased | $8.7M | $72.6M | 0.05% |
758849103 Regency Centers Corporation | New | $8.6M | $8.6M | 0.05% |
133131102 Camden Property Trust | New | $8.6M | $8.6M | 0.05% |
18467V109 Clear Secure, Inc. | Increased | $8.6M | $19.6M | 0.05% |
02665T306 American Homes 4 Rent - Class A | New | $8.4M | $8.4M | 0.05% |
867892101 Sunstone Hotel Investors, Inc. | New | $8.3M | $8.3M | 0.05% |
23908L108 Davis Select Financial ETF | Increased | $8.0M | $78.7M | 0.05% |
902494103 Tyson Foods Inc | Increased | $7.9M | $185.3M | 0.04% |
29476L107 Equity Residential | New | $7.5M | $7.5M | 0.04% |
277276101 Eastgroup Properties, Inc. | New | $7.4M | $7.4M | 0.04% |
313745101 Federal Realty Investment Trust | New | $7.0M | $7.0M | 0.04% |
88146M101 Terreno Realty Corp. | New | $6.8M | $6.8M | 0.04% |
G51502105 Johnson Controls International plc | Increased | $6.8M | $36.0M | 0.04% |
25816109 American Express Co. | Reduced | -$6.3M | $78.0M | 0.04% |
444097109 Hudson Pacific Properties Inc. | New | $5.8M | $5.8M | 0.03% |
42250P103 Healthpeak Properties, Inc. | New | $5.7M | $5.7M | 0.03% |
59522J103 Mid-America Apartment Communities, Inc. | New | $5.7M | $5.7M | 0.03% |
431284108 Highwoods Properties Inc. | New | $5.3M | $5.3M | 0.03% |
22822V101 Crown Castle, Inc. | New | $4.9M | $4.9M | 0.03% |
925652109 VICI Properties, Inc. | New | $4.9M | $4.9M | 0.03% |
G45667105 Hollysys Automation Technologies Ltd. | Sold out | -$4.8M | $0 | 0.03% |
65487X102 Noah Holdings Ltd., Class A, ADS | Increased | $4.3M | $20.5M | 0.02% |
594918104 Microsoft Corp. | Reduced | -$4.3M | $111.1M | 0.02% |
76131N101 Retail Opportunity Investments Corp. | New | $4.2M | $4.2M | 0.02% |
68389X105 Oracle Corporation | Increased | $4.1M | $23.6M | 0.02% |
56752108 Baidu, Inc. Class A, ADR | Sold out | -$4.1M | $0 | 0.02% |
20369C106 Community Healthcare Trust, Inc. | New | $3.9M | $3.9M | 0.02% |
95040Q104 Welltower, Inc. | New | $3.8M | $3.8M | 0.02% |
23908L207 Davis Select U.S. Equity ETF | Increased | $3.6M | $141.1M | 0.02% |
866674104 Sun Communities, Inc. | New | $3.5M | $3.5M | 0.02% |
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$3.4M | $1.1B | 0.02% |
808513105 Charles Schwab Corp. | Reduced | -$3.0M | $19.4M | 0.02% |
803054204 SAP SE - ADR | Increased | $2.8M | $22.8M | 0.02% |
25960P109 Douglas Emmett, Inc | New | $2.2M | $2.2M | 0.01% |
570535104 Markel Group, Inc | Increased | $2.0M | $454.3M | 0.01% |
464287408 iShares S&P 500 Value Index Fund | Reduced | -$1.8M | $2.5M | 0.01% |
126650100 CVS Health Corporation | Increased | $1.6M | $23.1M | 0.01% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Increased | $1.5M | $39.5M | 0.01% |
55261F104 M & T Bank Corp | Increased | $1.3M | $8.7M | 0.01% |
01609W102 Alibaba Group Holding Ltd., ADR | Increased | $1.3M | $13.6M | 0.01% |
857477103 State Street Corp. | Increased | $1.3M | $5.4M | 0.01% |
540424108 Loews Corp. | Increased | $993,017 | $47.8M | 0.01% |
60505104 Bank of America Corp. | Reduced | -$947,680 | $46.4M | 0.01% |
237266101 Darling Ingredients Inc. | Increased | $935,042 | $105.2M | 0.01% |
89832Q109 Truist Financial Corp. | Increased | $628,338 | $5.9M | 0.00% |
G3223R108 Everest Group, Ltd. | Reduced | -$344,001 | $15.2M | 0.00% |
512807108 Lam Research Corp. | Reduced | -$305,490 | $1.0M | 0.00% |
74967X103 RH | Increased | $201,577 | $749,123 | 0.00% |
228368106 Crown Holdings, Inc. | Increased | $184,170 | $821,692 | 0.00% |
830566105 Skechers U.S.A., Inc., Class A | Reduced | -$116,189 | $401,520 | 0.00% |