CD
Chris Davis (Davis Selected Advisers) disclosed reduced in Viatris Inc.
Chris Davis (Davis Selected Advisers) filed a 13F change in Viatris Inc. (92556V106) on 2025-05-12, covering period end 2025-03-31.
Action
Reduced
Capital
$565,699,135 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 2025-05-12 for period end 2025-03-31.
$17.3B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
126650100 CVS Health Corporation | Increased | $271.3M | $782.4M | 1.56% |
76131D103 Restaurant Brands International, Inc. | New | $224.7M | $224.7M | 1.30% |
92556V106 Viatris Inc. | Reduced | -$213.3M | $565.7M | 1.23% |
30303M102 Meta Platforms, Inc., Class A | Reduced | -$185.5M | $1.3B | 1.07% |
84670108 Berkshire Hathaway Inc., Class A | Increased | $166.8M | $1.2B | 0.96% |
23135106 Amazon.com, Inc. | Reduced | -$165.6M | $669.7M | 0.95% |
902494103 Tyson Foods Inc | Increased | $121.6M | $298.6M | 0.70% |
02079K305 Alphabet Inc., Class A | Reduced | -$100.8M | $470.0M | 0.58% |
125523100 Cigna Group | Increased | $76.2M | $471.5M | 0.44% |
552953101 MGM Resorts International | Reduced | -$73.3M | $617.0M | 0.42% |
902973304 U.S. Bancorp | Reduced | -$58.9M | $628.6M | 0.34% |
83444M101 Solventum Corp. | Increased | $55.5M | $402.1M | 0.32% |
570535104 Markel Group, Inc | Increased | $54.9M | $694.5M | 0.32% |
690742101 Owens Corning | Reduced | -$53.2M | $255.3M | 0.31% |
89677Q107 Trip.com Group Ltd., ADR | Increased | $51.9M | $309.2M | 0.30% |
458140100 Intel Corp. | Reduced | -$51.2M | $242,609 | 0.30% |
878742204 Teck Resources Ltd., Class B | Reduced | -$50.3M | $407.7M | 0.29% |
444859102 Humana Inc. | Increased | $44.3M | $616.9M | 0.26% |
03831W108 AppLovin Corp., Class A | New | $43.2M | $43.2M | 0.25% |
74834L100 Quest Diagnostics Inc. | Increased | $42.5M | $404.1M | 0.24% |
38222105 Applied Materials, Inc. | Reduced | -$41.7M | $724.6M | 0.24% |
35969L108 Full Truck Alliance Co. Ltd. | Increased | $41.4M | $99.9M | 0.24% |
84670702 Berkshire Hathaway Inc., Class B | Increased | $36.1M | $361.3M | 0.21% |
14040H105 Capital One Financial Corp. | Reduced | -$35.7M | $1.6B | 0.21% |
464287408 iShares S&P 500 Value Index Fund | Reduced | -$33.9M | $3.8M | 0.20% |
482497104 KE Holdings Inc., Class A, ADR | Reduced | -$29.8M | $37.4M | 0.17% |
9.1912E+109 Vale S.A., ADR | New | $27.3M | $27.3M | 0.16% |
H1467J104 Chubb Ltd. | Increased | $25.5M | $328.1M | 0.15% |
02079K107 Alphabet Inc., Class C | Reduced | -$22.2M | $101.0M | 0.13% |
20825C104 ConocoPhillips | Increased | $11.3M | $147.2M | 0.07% |
594918104 Microsoft Corp. | Reduced | -$11.2M | $96.3M | 0.06% |
693475105 PNC Financial Services Group, Inc. | Reduced | -$9.6M | $87.1M | 0.06% |
25816109 American Express Co. | Reduced | -$8.4M | $73.0M | 0.05% |
44891N208 IAC Inc. | Increased | $8.4M | $122.1M | 0.05% |
64110W102 NetEase Inc. - ADR | Increased | $8.1M | $61.4M | 0.05% |
316773100 Fifth Third Bancorp | Reduced | -$6.9M | $96.5M | 0.04% |
253868103 Digital Realty Trust, Inc. | Reduced | -$6.5M | $9.6M | 0.04% |
95082P105 Wesco International, Inc. | Reduced | -$6.4M | $40.1M | 0.04% |
29444U700 Equinix, Inc. | Reduced | -$5.6M | $12.5M | 0.03% |
23908L405 Davis Select International ETF | Increased | $5.4M | $89.9M | 0.03% |
64058100 Bank of New York Mellon Corp. | Reduced | -$3.9M | $160.2M | 0.02% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$3.9M | $15.6M | 0.02% |
882508104 Texas Instruments, Inc. | Reduced | -$3.8M | $436.9M | 0.02% |
68389X105 Oracle Corporation | Reduced | -$3.8M | $19.1M | 0.02% |
95040Q104 Welltower, Inc. | Sold out | -$3.7M | $0 | 0.02% |
540424108 Loews Corp. | Increased | $3.7M | $55.1M | 0.02% |
803054204 SAP SE - ADR | Reduced | -$3.6M | $20.4M | 0.02% |
313745101 Federal Realty Investment Trust | Reduced | -$3.5M | $3.2M | 0.02% |
866674104 Sun Communities, Inc. | New | $3.2M | $3.2M | 0.02% |
60505104 Bank of America Corp. | Reduced | -$3.2M | $48.2M | 0.02% |
59522J103 Mid-America Apartment Communities, Inc. | Increased | $3.1M | $8.6M | 0.02% |
03027X100 American Tower Corp | Increased | $2.9M | $19.4M | 0.02% |
237266101 Darling Ingredients Inc. | Reduced | -$2.8M | $77.4M | 0.02% |
828806109 Simon Property Group, Inc. | Reduced | -$2.6M | $11.3M | 0.01% |
23908L306 Davis Select Worldwide ETF | Increased | $2.6M | $72.2M | 0.01% |
23908L108 Davis Select Financial ETF | Increased | $2.6M | $83.7M | 0.01% |
92276F100 Ventas, Inc. | Increased | $2.4M | $17.2M | 0.01% |
101121101 BXP, Inc. | Increased | $2.3M | $13.7M | 0.01% |
222795502 Cousins Properties, Inc. | Reduced | -$2.3M | $13.2M | 0.01% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Increased | $2.2M | $41.6M | 0.01% |
77311W101 Rocket Companies, Inc., Class A | Increased | $2.2M | $37.9M | 0.01% |
867892101 Sunstone Hotel Investors, Inc. | Reduced | -$2.1M | $7.5M | 0.01% |
25960P109 Douglas Emmett, Inc | Increased | $2.0M | $4.3M | 0.01% |
47215P106 JD.com Inc., Class A, ADR | Increased | $1.9M | $14.2M | 0.01% |
64119V303 NetSTREIT Corp. | New | $1.8M | $1.8M | 0.01% |
1084102 AGCO Corporation | Increased | $1.5M | $187.7M | 0.01% |
949746101 Wells Fargo & Co. | Increased | $1.4M | $608.0M | 0.01% |
902653104 UDR, Inc. | Reduced | -$1.3M | $7.2M | 0.01% |
20369C106 Community Healthcare Trust, Inc. | Increased | $1.3M | $5.5M | 0.01% |
133131102 Camden Property Trust | Increased | $1.3M | $9.4M | 0.01% |
76169C100 Rexford Industrial Realty, Inc. | Increased | $1.1M | $14.2M | 0.01% |
808513105 Charles Schwab Corp. | Increased | $1.1M | $23.3M | 0.01% |
02665T306 American Homes 4 Rent - Class A | Increased | $1.1M | $9.2M | 0.01% |
297178105 Essex Property Trust, Inc. | Reduced | -$986,818 | $8.5M | 0.01% |
22266T109 Coupang, Inc., Class A | Reduced | -$973,121 | $129.0M | 0.01% |
G7496G103 RenaissanceRe Holdings Ltd | Reduced | -$896,658 | $34.5M | 0.01% |
11120U105 Brixmor Property Group, Inc. | Reduced | -$817,199 | $12.9M | 0.00% |
277276101 Eastgroup Properties, Inc. | Increased | $750,537 | $7.9M | 0.00% |
46625H100 JPMorgan Chase & Co. | Reduced | -$707,166 | $157.0M | 0.00% |
30225T102 Extra Space Storage, Inc. | Reduced | -$706,311 | $8.4M | 0.00% |
15271109 Alexandria Real Estate Equities, Inc. | Reduced | -$653,381 | $14.0M | 0.00% |
23908L207 Davis Select U.S. Equity ETF | Increased | $560,631 | $143.2M | 0.00% |
81141R100 Sea Ltd., Class A, ADR | Reduced | -$539,478 | $67.2M | 0.00% |
22822V101 Crown Castle, Inc. | Increased | $528,672 | $4.3M | 0.00% |
G51502105 Johnson Controls International plc | Increased | $526,639 | $32.4M | 0.00% |
91324P102 UnitedHealth Group Inc. | Reduced | -$445,207 | $25.4M | 0.00% |
925652109 VICI Properties, Inc. | Increased | $434,800 | $4.7M | 0.00% |
88146M101 Terreno Realty Corp. | Increased | $372,933 | $6.4M | 0.00% |
18467V109 Clear Secure, Inc. | Reduced | -$371,221 | $15.1M | 0.00% |
74967X103 RH | Reduced | -$356,564 | $525,078 | 0.00% |
857477103 State Street Corp. | Increased | $314,844 | $6.5M | 0.00% |
74340W103 Prologis, Inc. | Increased | $270,156 | $19.2M | 0.00% |
53484101 AvalonBay Communities, Inc. | Reduced | -$208,490 | $12.2M | 0.00% |
G3223R108 Everest Group, Ltd. | Increased | $197,612 | $14.4M | 0.00% |
55261F104 M & T Bank Corp | Reduced | -$190,642 | $9.1M | 0.00% |
431284108 Highwoods Properties Inc. | Reduced | -$148,034 | $3.8M | 0.00% |
444097109 Hudson Pacific Properties Inc. | Reduced | -$135,277 | $6.8M | 0.00% |
89832Q109 Truist Financial Corp. | Increased | $130,595 | $6.4M | 0.00% |
74460D109 Public Storage, Inc. | Reduced | -$106,280 | $14.9M | 0.00% |
758849103 Regency Centers Corporation | Reduced | -$71,096 | $8.7M | 0.00% |
830566105 Skechers U.S.A., Inc., Class A | Reduced | -$62,760 | $340,680 | 0.00% |
29476L107 Equity Residential | Reduced | -$61,030 | $7.1M | 0.00% |
228368106 Crown Holdings, Inc. | Increased | $56,305 | $764,958 | 0.00% |
42250P103 Healthpeak Properties, Inc. | Reduced | -$43,962 | $5.0M | 0.00% |
512807306 Lam Research Corp. | Increased | $5,772 | $892,756 | 0.00% |