CD
Chris Davis (Davis Selected Advisers) disclosed new in ANGI Inc., Class A
Chris Davis (Davis Selected Advisers) filed a 13F change in ANGI Inc., Class A (00183L201) on 2025-08-08, covering period end 2025-06-30.
Action
New
Capital
$18,035,962 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
112 changes from Chris Davis (Davis Selected Advisers), filed 2025-08-08 for period end 2025-06-30.
$18.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$467.8M | $776.2M | 2.50% |
91324P102 UnitedHealth Group Inc. | Increased | $328.0M | $353.4M | 1.75% |
14040H105 Capital One Financial Corp. | Increased | $291.8M | $1.9B | 1.56% |
30303M102 Meta Platforms, Inc., Class A | Increased | $281.9M | $1.6B | 1.51% |
125523100 Cigna Group | Reduced | -$254.7M | $216.8M | 1.36% |
902973304 U.S. Bancorp | Increased | $246.1M | $874.8M | 1.32% |
127097103 Coterra Energy, Inc. | New | $237.0M | $237.0M | 1.27% |
444859102 Humana Inc. | Reduced | -$212.8M | $404.1M | 1.14% |
902494103 Tyson Foods Inc | Increased | $202.4M | $501.0M | 1.08% |
552953101 MGM Resorts International | Increased | $202.2M | $819.2M | 1.08% |
38222105 Applied Materials, Inc. | Increased | $183.0M | $907.6M | 0.98% |
74834L100 Quest Diagnostics Inc. | Reduced | -$160.8M | $243.3M | 0.86% |
84670702 Berkshire Hathaway Inc., Class B | Reduced | -$92.3M | $269.0M | 0.49% |
882508104 Texas Instruments, Inc. | Increased | $57.3M | $494.2M | 0.31% |
23135106 Amazon.com, Inc. | Increased | $47.5M | $717.2M | 0.25% |
949746101 Wells Fargo & Co. | Increased | $47.1M | $655.1M | 0.25% |
570535104 Markel Group, Inc | Increased | $46.8M | $741.3M | 0.25% |
22266T109 Coupang, Inc., Class A | Increased | $43.4M | $172.4M | 0.23% |
878742204 Teck Resources Ltd., Class B | Increased | $37.9M | $445.6M | 0.20% |
35969L108 Full Truck Alliance Co. Ltd. | Increased | $37.6M | $137.4M | 0.20% |
44891N208 IAC Inc. | Reduced | -$36.9M | $85.2M | 0.20% |
02079K305 Alphabet Inc., Class A | Increased | $33.0M | $503.0M | 0.18% |
03831W108 AppLovin Corp., Class A | Increased | $32.1M | $75.3M | 0.17% |
46625H100 JPMorgan Chase & Co. | Increased | $27.4M | $184.4M | 0.15% |
594918104 Microsoft Corp. | Increased | $27.0M | $123.3M | 0.14% |
92556V106 Viatris Inc. | Increased | $27.0M | $592.7M | 0.14% |
89677Q107 Trip.com Group Ltd., ADR | Reduced | -$19.0M | $290.2M | 0.10% |
64110W102 NetEase Inc. - ADR | Increased | $18.5M | $79.9M | 0.10% |
00183L201 ANGI Inc., Class A | New | $18.0M | $18.0M | 0.10% |
H1467J104 Chubb Ltd. | Reduced | -$17.6M | $310.5M | 0.09% |
126650100 CVS Health Corporation | Increased | $16.8M | $799.3M | 0.09% |
237266101 Darling Ingredients Inc. | Increased | $15.3M | $92.7M | 0.08% |
18467V109 Clear Secure, Inc. | Sold out | -$15.1M | $0 | 0.08% |
83444M101 Solventum Corp. | Increased | $14.5M | $416.6M | 0.08% |
02079K107 Alphabet Inc., Class C | Increased | $14.3M | $115.4M | 0.08% |
67066G104 NVIDIA Corp. | New | $14.1M | $14.1M | 0.08% |
95082P105 Wesco International, Inc. | Increased | $13.7M | $53.8M | 0.07% |
23908L207 Davis Select U.S. Equity ETF | Increased | $13.4M | $156.6M | 0.07% |
25816109 American Express Co. | Increased | $13.3M | $86.3M | 0.07% |
64058100 Bank of New York Mellon Corp. | Increased | $12.7M | $173.0M | 0.07% |
690742101 Owens Corning | Reduced | -$12.0M | $243.3M | 0.06% |
23908L405 Davis Select International ETF | Increased | $10.7M | $100.6M | 0.06% |
68389X105 Oracle Corporation | Increased | $9.7M | $28.8M | 0.05% |
23908L108 Davis Select Financial ETF | Increased | $7.8M | $91.5M | 0.04% |
23908L306 Davis Select Worldwide ETF | Increased | $7.2M | $79.4M | 0.04% |
316773100 Fifth Third Bancorp | Increased | $6.9M | $103.4M | 0.04% |
77311W101 Rocket Companies, Inc., Class A | Increased | $6.5M | $44.4M | 0.03% |
693475105 PNC Financial Services Group, Inc. | Increased | $6.5M | $93.6M | 0.03% |
G51502105 Johnson Controls International plc | Reduced | -$6.5M | $25.9M | 0.03% |
60505104 Bank of America Corp. | Increased | $6.3M | $54.6M | 0.03% |
803054204 SAP SE - ADR | Reduced | -$6.2M | $14.2M | 0.03% |
74340W103 Prologis, Inc. | Reduced | -$5.6M | $13.6M | 0.03% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Increased | $5.5M | $47.0M | 0.03% |
20825C104 ConocoPhillips | Reduced | -$5.0M | $142.3M | 0.03% |
81141R100 Sea Ltd., Class A, ADR | Increased | $4.5M | $71.7M | 0.02% |
482497104 KE Holdings Inc., Class A, ADR | Reduced | -$4.5M | $32.9M | 0.02% |
92276F100 Ventas, Inc. | Reduced | -$4.4M | $12.8M | 0.02% |
22002T108 COPT Defense Properties | New | $4.1M | $4.1M | 0.02% |
431284108 Highwoods Properties Inc. | Sold out | -$3.8M | $0 | 0.02% |
808513105 Charles Schwab Corp. | Increased | $3.8M | $27.0M | 0.02% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$3.4M | $12.2M | 0.02% |
313745101 Federal Realty Investment Trust | Sold out | -$3.2M | $0 | 0.02% |
74460D109 Public Storage, Inc. | Reduced | -$3.0M | $11.9M | 0.02% |
47215P106 JD.com Inc., Class A, ADR | Reduced | -$3.0M | $11.2M | 0.02% |
756109104 Realty Income Corp. | New | $2.8M | $2.8M | 0.02% |
15271109 Alexandria Real Estate Equities, Inc. | Reduced | -$2.7M | $11.3M | 0.01% |
867892101 Sunstone Hotel Investors, Inc. | Increased | $2.6M | $10.0M | 0.01% |
253868103 Digital Realty Trust, Inc. | Increased | $2.3M | $11.9M | 0.01% |
76131D103 Restaurant Brands International, Inc. | Increased | $1.9M | $226.7M | 0.01% |
64119V303 NetSTREIT Corp. | Increased | $1.9M | $3.7M | 0.01% |
828806109 Simon Property Group, Inc. | Reduced | -$1.9M | $9.4M | 0.01% |
42250P103 Healthpeak Properties, Inc. | Increased | $1.8M | $6.8M | 0.01% |
866674104 Sun Communities, Inc. | Increased | $1.6M | $4.9M | 0.01% |
874039100 Taiwan Semiconductor Manufacturing | New | $1.6M | $1.6M | 0.01% |
464287408 iShares S&P 500 Value Index Fund | Reduced | -$1.6M | $2.1M | 0.01% |
1084102 AGCO Corporation | Reduced | -$1.5M | $186.2M | 0.01% |
9.1912E+109 Vale S.A., ADR | Increased | $1.3M | $28.6M | 0.01% |
857477103 State Street Corp. | Increased | $1.2M | $7.7M | 0.01% |
G3223R108 Everest Group, Ltd. | Reduced | -$986,319 | $13.4M | 0.01% |
03027X100 American Tower Corp | Increased | $903,139 | $20.3M | 0.00% |
76169C100 Rexford Industrial Realty, Inc. | Reduced | -$896,617 | $13.3M | 0.00% |
925652109 VICI Properties, Inc. | Increased | $854,511 | $5.5M | 0.00% |
59522J103 Mid-America Apartment Communities, Inc. | Reduced | -$770,060 | $7.9M | 0.00% |
55261F104 M & T Bank Corp | Increased | $734,084 | $9.9M | 0.00% |
222795502 Cousins Properties, Inc. | Increased | $636,274 | $13.8M | 0.00% |
902653104 UDR, Inc. | Reduced | -$550,362 | $6.6M | 0.00% |
88146M101 Terreno Realty Corp. | Reduced | -$531,957 | $5.8M | 0.00% |
133131102 Camden Property Trust | Reduced | -$494,104 | $8.9M | 0.00% |
444097109 Hudson Pacific Properties Inc. | Reduced | -$485,075 | $6.3M | 0.00% |
101121101 BXP, Inc. | Increased | $474,602 | $14.1M | 0.00% |
297178105 Essex Property Trust, Inc. | Reduced | -$412,974 | $8.1M | 0.00% |
53484101 AvalonBay Communities, Inc. | Reduced | -$391,853 | $11.8M | 0.00% |
830566105 Skechers U.S.A., Inc., Class A | Sold out | -$340,680 | $0 | 0.00% |
540424108 Loews Corp. | Reduced | -$307,697 | $54.8M | 0.00% |
512807306 Lam Research Corp. | Increased | $302,579 | $1.2M | 0.00% |
29476L107 Equity Residential | Reduced | -$282,201 | $6.9M | 0.00% |
89832Q109 Truist Financial Corp. | Increased | $262,641 | $6.7M | 0.00% |
37833100 Apple Inc. | New | $259,540 | $259,540 | 0.00% |
458140100 Intel Corp. | Sold out | -$242,609 | $0 | 0.00% |
G7496G103 RenaissanceRe Holdings Ltd | Increased | $238,734 | $34.8M | 0.00% |
30231G102 Exxon Mobil Corp. | New | $222,715 | $222,715 | 0.00% |
277276101 Eastgroup Properties, Inc. | Reduced | -$173,467 | $7.7M | 0.00% |
02665T306 American Homes 4 Rent - Class A | Reduced | -$161,882 | $9.0M | 0.00% |
25960P109 Douglas Emmett, Inc | Reduced | -$138,800 | $4.2M | 0.00% |
11120U105 Brixmor Property Group, Inc. | Increased | $118,318 | $13.0M | 0.00% |
228368106 Crown Holdings, Inc. | Increased | $117,581 | $882,539 | 0.00% |
74967X103 RH | Reduced | -$101,696 | $423,382 | 0.00% |
29444U700 Equinix, Inc. | Reduced | -$74,929 | $12.5M | 0.00% |
22822V101 Crown Castle, Inc. | Increased | $72,049 | $4.3M | 0.00% |
30225T102 Extra Space Storage, Inc. | Reduced | -$62,573 | $8.4M | 0.00% |
20369C106 Community Healthcare Trust, Inc. | Increased | $46,218 | $5.5M | 0.00% |
758849103 Regency Centers Corporation | Reduced | -$36,055 | $8.7M | 0.00% |