CD
Chris Davis (Davis Selected Advisers) disclosed reduced in Meta Platforms, Inc., Class A
Chris Davis (Davis Selected Advisers) filed a 13F change in Meta Platforms, Inc., Class A (30303M102) on 2025-12-29, covering period end 2025-09-30.
Action
Reduced
Capital
$1,259,839,100 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
110 changes from Chris Davis (Davis Selected Advisers), filed 2025-12-29 for period end 2025-09-30.
$19.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
444859102 Humana Inc. | Reduced | -$303.8M | $100.3M | 1.59% |
30303M102 Meta Platforms, Inc., Class A | Reduced | -$295.9M | $1.3B | 1.54% |
72352L106 Pinterest, Inc., Class A | New | $253.9M | $253.9M | 1.33% |
127097103 Coterra Energy, Inc. | Increased | $233.2M | $470.2M | 1.22% |
38222105 Applied Materials, Inc. | Increased | $229.5M | $1.1B | 1.20% |
22266T109 Coupang, Inc., Class A | Sold out | -$172.4M | $0 | 0.90% |
02079K305 Alphabet Inc., Class A | Increased | $170.5M | $673.5M | 0.89% |
14040H105 Capital One Financial Corp. | Reduced | -$124.0M | $1.8B | 0.65% |
594918104 Microsoft Corp. | Reduced | -$96.2M | $27.1M | 0.50% |
92556V106 Viatris Inc. | Increased | $93.8M | $686.5M | 0.49% |
03831W108 AppLovin Corp., Class A | Increased | $85.4M | $160.6M | 0.45% |
89677Q107 Trip.com Group Ltd., ADR | Increased | $81.4M | $371.6M | 0.42% |
882508104 Texas Instruments, Inc. | Reduced | -$68.4M | $425.8M | 0.36% |
902973304 U.S. Bancorp | Increased | $64.4M | $939.1M | 0.34% |
64058100 Bank of New York Mellon Corp. | Reduced | -$62.8M | $110.1M | 0.33% |
126650100 CVS Health Corporation | Increased | $60.5M | $859.7M | 0.32% |
35969L108 Full Truck Alliance Co. Ltd., ADR | Increased | $56.9M | $194.3M | 0.30% |
16935C109 Chime Financial, Inc. | New | $48.4M | $48.4M | 0.25% |
02079K107 Alphabet Inc., Class C | Increased | $42.0M | $157.3M | 0.22% |
91324P102 UnitedHealth Group Inc. | Increased | $40.0M | $393.4M | 0.21% |
902494103 Tyson Foods Inc | Increased | $39.9M | $540.9M | 0.21% |
878742204 Teck Resources Ltd., Class B | Increased | $38.2M | $483.8M | 0.20% |
23135106 Amazon.com, Inc. | Reduced | -$28.2M | $689.0M | 0.15% |
125523100 Cigna Group | Reduced | -$27.6M | $189.2M | 0.14% |
570535104 Markel Group, Inc | Reduced | -$27.3M | $713.9M | 0.14% |
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$23.5M | $752.7M | 0.12% |
237266101 Darling Ingredients Inc. | Reduced | -$17.0M | $75.8M | 0.09% |
77311W101 Rocket Companies, Inc., Class A | Increased | $16.3M | $60.7M | 0.09% |
74834L100 Quest Diagnostics Inc. | Increased | $16.2M | $259.5M | 0.08% |
316773100 Fifth Third Bancorp | Increased | $15.5M | $118.9M | 0.08% |
83444M101 Solventum Corp. | Reduced | -$13.8M | $402.8M | 0.07% |
552953101 MGM Resorts International | Increased | $11.0M | $830.2M | 0.06% |
64110W102 NetEase Inc. - ADR | Increased | $10.5M | $90.4M | 0.06% |
68389X105 Oracle Corporation | Reduced | -$9.9M | $18.9M | 0.05% |
74340W103 Prologis, Inc. | Increased | $9.1M | $22.7M | 0.05% |
20825C104 ConocoPhillips | Increased | $9.0M | $151.3M | 0.05% |
44891N208 IAC Inc. | Reduced | -$8.7M | $76.4M | 0.05% |
H1467J104 Chubb Ltd. | Reduced | -$8.4M | $302.1M | 0.04% |
23908L405 Davis Select International ETF | Increased | $8.2M | $108.8M | 0.04% |
690742101 Owens Corning | Increased | $8.1M | $251.4M | 0.04% |
95082P105 Wesco International, Inc. | Increased | $8.0M | $61.9M | 0.04% |
1084102 AGCO Corporation | Increased | $8.0M | $194.1M | 0.04% |
03027X100 American Tower Corp | Reduced | -$7.6M | $12.6M | 0.04% |
23908L306 Davis Select Worldwide ETF | Increased | $7.3M | $86.7M | 0.04% |
693475105 PNC Financial Services Group, Inc. | Increased | $7.2M | $100.8M | 0.04% |
81141R100 Sea Ltd., Class A, ADR | Increased | $7.0M | $78.7M | 0.04% |
23908L207 Davis Select U.S. Equity ETF | Increased | $5.5M | $162.1M | 0.03% |
G51502105 Johnson Controls International plc | Reduced | -$5.5M | $20.5M | 0.03% |
540424108 Loews Corp. | Increased | $5.0M | $59.8M | 0.03% |
828806109 Simon Property Group, Inc. | Increased | $5.0M | $14.4M | 0.03% |
23908L108 Davis Select Financial ETF | Increased | $4.9M | $96.3M | 0.03% |
60505104 Bank of America Corp. | Increased | $4.8M | $59.4M | 0.02% |
22002T108 COPT Defense Properties | Increased | $4.7M | $8.8M | 0.02% |
92276F100 Ventas, Inc. | Reduced | -$4.6M | $8.2M | 0.02% |
29444U700 Equinix, Inc. | Increased | $4.6M | $17.1M | 0.02% |
857477103 State Street Corp. | Increased | $4.4M | $12.0M | 0.02% |
871607107 Synopsys, Inc. | New | $4.3M | $4.3M | 0.02% |
25816109 American Express Co. | Reduced | -$3.9M | $82.4M | 0.02% |
101121101 BXP, Inc. | Increased | $3.7M | $17.8M | 0.02% |
15271109 Alexandria Real Estate Equities, Inc. | Increased | $3.7M | $15.0M | 0.02% |
297178105 Essex Property Trust, Inc. | Reduced | -$3.6M | $4.5M | 0.02% |
46625H100 JPMorgan Chase & Co. | Increased | $3.5M | $187.9M | 0.02% |
9.1912E+109 Vale S.A., ADR | Increased | $3.2M | $31.8M | 0.02% |
76169C100 Rexford Industrial Realty, Inc. | Increased | $2.9M | $16.2M | 0.02% |
756109104 Realty Income Corp. | Increased | $2.9M | $5.7M | 0.02% |
11120U105 Brixmor Property Group, Inc. | Increased | $2.8M | $15.8M | 0.01% |
67066G104 NVIDIA Corp. | Increased | $2.7M | $16.8M | 0.01% |
00183L201 ANGI Inc., Class A | Reduced | -$2.6M | $15.4M | 0.01% |
949746101 Wells Fargo & Co. | Reduced | -$2.5M | $652.6M | 0.01% |
64119V303 NetSTREIT Corp. | Increased | $2.5M | $6.2M | 0.01% |
482497104 KE Holdings Inc., Class A, ADR | Increased | $2.3M | $35.2M | 0.01% |
867892101 Sunstone Hotel Investors, Inc. | Increased | $2.3M | $12.3M | 0.01% |
253868103 Digital Realty Trust, Inc. | Increased | $2.1M | $14.1M | 0.01% |
42250P103 Healthpeak Properties, Inc. | Increased | $1.7M | $8.6M | 0.01% |
803054204 SAP SE - ADR | Reduced | -$1.7M | $12.5M | 0.01% |
925652109 VICI Properties, Inc. | Increased | $1.7M | $7.2M | 0.01% |
G7496G103 RenaissanceRe Holdings Ltd | Increased | $1.6M | $36.3M | 0.01% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Reduced | -$1.6M | $45.4M | 0.01% |
758849103 Regency Centers Corporation | Increased | $1.5M | $10.2M | 0.01% |
808513105 Charles Schwab Corp. | Increased | $1.3M | $28.3M | 0.01% |
277276101 Eastgroup Properties, Inc. | Increased | $1.3M | $9.0M | 0.01% |
53484101 AvalonBay Communities, Inc. | Increased | $1.1M | $12.9M | 0.01% |
74460D109 Public Storage, Inc. | Increased | $1.0M | $12.9M | 0.01% |
88146M101 Terreno Realty Corp. | Increased | $1.0M | $6.9M | 0.01% |
222795502 Cousins Properties, Inc. | Increased | $1.0M | $14.8M | 0.01% |
866674104 Sun Communities, Inc. | Increased | $816,129 | $5.7M | 0.00% |
25960P109 Douglas Emmett, Inc | Increased | $782,712 | $4.9M | 0.00% |
464287408 iShares S&P 500 Value Index Fund | Reduced | -$779,464 | $1.4M | 0.00% |
47215P106 JD.com Inc., Class A, ADR | Increased | $741,635 | $12.0M | 0.00% |
133131102 Camden Property Trust | Increased | $653,165 | $9.5M | 0.00% |
59522J103 Mid-America Apartment Communities, Inc. | Increased | $652,037 | $8.5M | 0.00% |
30225T102 Extra Space Storage, Inc. | Reduced | -$609,980 | $7.8M | 0.00% |
84670702 Berkshire Hathaway Inc., Class B | Reduced | -$604,267 | $268.4M | 0.00% |
76131D103 Restaurant Brands International, Inc. | Increased | $515,858 | $227.2M | 0.00% |
02665T306 American Homes 4 Rent - Class A | Increased | $465,715 | $9.5M | 0.00% |
89832Q109 Truist Financial Corp. | Increased | $452,523 | $7.2M | 0.00% |
512807306 Lam Research Corp. | Increased | $448,957 | $1.6M | 0.00% |
20369C106 Community Healthcare Trust, Inc. | Reduced | -$428,009 | $5.1M | 0.00% |
G3223R108 Everest Group, Ltd. | Increased | $384,793 | $13.8M | 0.00% |
874039100 Taiwan Semiconductor Manufacturing, ADR | Increased | $380,160 | $2.0M | 0.00% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$357,555 | $11.8M | 0.00% |
902653104 UDR, Inc. | Increased | $323,387 | $6.9M | 0.00% |
37833100 Apple Inc. | Sold out | -$259,540 | $0 | 0.00% |
30231G102 Exxon Mobil Corp. | Sold out | -$222,715 | $0 | 0.00% |
55261F104 M & T Bank Corp | Increased | $200,553 | $10.1M | 0.00% |
22822V101 Crown Castle, Inc. | Reduced | -$173,251 | $4.2M | 0.00% |
29476L107 Equity Residential | Increased | $74,607 | $6.9M | 0.00% |
444097109 Hudson Pacific Properties Inc. | Increased | $57,539 | $6.3M | 0.00% |
228368106 Crown Holdings, Inc. | Reduced | -$54,763 | $827,776 | 0.00% |
74967X103 RH | Increased | $31,696 | $455,078 | 0.00% |