CD
Chris Davis (Davis Selected Advisers) disclosed new in JBS N.V., Class A
Chris Davis (Davis Selected Advisers) filed a 13F change in JBS N.V., Class A (N4732M103) on 2026-02-02, covering period end 2025-12-31.
Action
New
Capital
$170,945,362 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
111 changes from Chris Davis (Davis Selected Advisers), filed 2026-02-02 for period end 2025-12-31.
$22.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
127097103 Coterra Energy, Inc. | Increased | $386.1M | $856.4M | 1.74% |
14040H105 Capital One Financial Corp. | Increased | $306.4M | $2.1B | 1.38% |
02079K305 Alphabet Inc., Class A | Increased | $302.6M | $976.2M | 1.36% |
92556V106 Viatris Inc. | Increased | $286.8M | $973.3M | 1.29% |
902973304 U.S. Bancorp | Increased | $237.0M | $1.2B | 1.07% |
902494103 Tyson Foods Inc | Increased | $211.0M | $752.0M | 0.95% |
570535104 Markel Group, Inc | Increased | $178.5M | $892.5M | 0.80% |
N4732M103 JBS N.V., Class A | New | $170.9M | $170.9M | 0.77% |
126650100 CVS Health Corporation | Increased | $153.0M | $1.0B | 0.69% |
552953101 MGM Resorts International | Increased | $148.4M | $978.7M | 0.67% |
949746101 Wells Fargo & Co. | Increased | $117.0M | $769.6M | 0.53% |
84670702 Berkshire Hathaway Inc., Class B | Increased | $103.5M | $371.9M | 0.47% |
30303M102 Meta Platforms, Inc., Class A | Reduced | -$102.7M | $1.2B | 0.46% |
23135106 Amazon.com, Inc. | Increased | $102.5M | $791.5M | 0.46% |
444859102 Humana Inc. | Sold out | -$100.3M | $0 | 0.45% |
878742204 Teck Resources Ltd., Class B | Increased | $91.8M | $575.6M | 0.41% |
83444M101 Solventum Corp. | Increased | $90.1M | $492.9M | 0.40% |
882508104 Texas Instruments, Inc. | Increased | $69.2M | $495.0M | 0.31% |
H1467J104 Chubb Ltd. | Increased | $68.2M | $370.4M | 0.31% |
02079K107 Alphabet Inc., Class C | Increased | $65.8M | $223.1M | 0.30% |
38222105 Applied Materials, Inc. | Reduced | -$57.4M | $1.1B | 0.26% |
72352L106 Pinterest, Inc., Class A | Increased | $51.7M | $305.6M | 0.23% |
64058100 Bank of New York Mellon Corp. | Reduced | -$49.6M | $60.6M | 0.22% |
76131D103 Restaurant Brands International, Inc. | Increased | $47.1M | $274.3M | 0.21% |
84670108 Berkshire Hathaway Inc., Class A | Reduced | -$40.9M | $711.8M | 0.18% |
337738108 Fiserv, Inc. | New | $38.2M | $38.2M | 0.17% |
64110W102 NetEase Inc. - ADR | Reduced | -$31.7M | $58.6M | 0.14% |
G7496G103 RenaissanceRe Holdings Ltd | Increased | $28.2M | $64.6M | 0.13% |
95082P105 Wesco International, Inc. | Increased | $27.3M | $89.2M | 0.12% |
91324P102 UnitedHealth Group Inc. | Increased | $27.0M | $420.4M | 0.12% |
237266101 Darling Ingredients Inc. | Increased | $26.6M | $102.3M | 0.12% |
G3223R108 Everest Group, Ltd. | Increased | $26.2M | $40.0M | 0.12% |
464287408 iShares S&P 500 Value Index Fund | Increased | $25.6M | $26.9M | 0.11% |
81141R100 Sea Ltd., Class A, ADR | Reduced | -$23.1M | $55.7M | 0.10% |
690742101 Owens Corning | Reduced | -$22.4M | $229.0M | 0.10% |
44891N208 IAC Inc. | Increased | $21.9M | $98.3M | 0.10% |
1084102 AGCO Corporation | Increased | $19.6M | $213.7M | 0.09% |
125523100 Cigna Group | Increased | $18.0M | $207.2M | 0.08% |
20825C104 ConocoPhillips | Increased | $17.0M | $168.3M | 0.08% |
74834L100 Quest Diagnostics Inc. | Increased | $16.4M | $275.9M | 0.07% |
16935C109 Chime Financial, Inc. | Increased | $13.8M | $62.2M | 0.06% |
23908L207 Davis Select U.S. Equity ETF | Increased | $11.0M | $173.1M | 0.05% |
693475105 PNC Financial Services Group, Inc. | Increased | $9.8M | $110.6M | 0.04% |
316773100 Fifth Third Bancorp | Increased | $9.6M | $128.5M | 0.04% |
89677Q107 Trip.com Group Ltd., ADR | Reduced | -$8.2M | $363.4M | 0.04% |
25816109 American Express Co. | Increased | $7.1M | $89.4M | 0.03% |
G0772R208 Bank of N.T. Butterfield & Son Limited | Increased | $7.1M | $52.5M | 0.03% |
23908L108 Davis Select Financial ETF | Increased | $6.6M | $103.0M | 0.03% |
857477103 State Street Corp. | Increased | $6.5M | $18.5M | 0.03% |
03831W108 AppLovin Corp., Class A | Increased | $6.5M | $167.1M | 0.03% |
9.1912E+109 Vale S.A., ADR | Increased | $6.4M | $38.2M | 0.03% |
444097109 Hudson Pacific Properties Inc. | Sold out | -$6.3M | $0 | 0.03% |
15271109 Alexandria Real Estate Equities, Inc. | Reduced | -$6.3M | $8.7M | 0.03% |
35969L108 Full Truck Alliance Co. Ltd., ADR | Reduced | -$6.1M | $188.2M | 0.03% |
482497104 KE Holdings Inc., Class A, ADR | Reduced | -$6.0M | $29.2M | 0.03% |
G51502105 Johnson Controls International plc | Increased | $4.7M | $25.1M | 0.02% |
30225T102 Extra Space Storage, Inc. | Reduced | -$4.1M | $3.6M | 0.02% |
67066G104 NVIDIA Corp. | Increased | $4.0M | $20.7M | 0.02% |
60505104 Bank of America Corp. | Increased | $3.9M | $63.2M | 0.02% |
46625H100 JPMorgan Chase & Co. | Reduced | -$3.7M | $184.2M | 0.02% |
444097406 Hudson Pacific Properties, Inc. | New | $3.5M | $3.5M | 0.02% |
540424108 Loews Corp. | Increased | $3.4M | $63.2M | 0.02% |
68389X105 Oracle Corporation | Reduced | -$3.4M | $15.5M | 0.02% |
229663109 CubeSmart | New | $3.3M | $3.3M | 0.01% |
00183L201 ANGI Inc., Class A | Reduced | -$3.2M | $12.3M | 0.01% |
76169C100 Rexford Industrial Realty, Inc. | Reduced | -$2.9M | $13.4M | 0.01% |
64119V303 NetSTREIT Corp. | Reduced | -$2.8M | $3.3M | 0.01% |
902653104 UDR, Inc. | Reduced | -$2.8M | $4.2M | 0.01% |
23908L306 Davis Select Worldwide ETF | Increased | $2.8M | $89.4M | 0.01% |
47215P106 JD.com Inc., Class A, ADR | Reduced | -$2.5M | $9.4M | 0.01% |
594918104 Microsoft Corp. | Increased | $2.3M | $29.4M | 0.01% |
89832Q109 Truist Financial Corp. | Increased | $2.3M | $9.5M | 0.01% |
828806109 Simon Property Group, Inc. | Reduced | -$2.1M | $12.3M | 0.01% |
23908L405 Davis Select International ETF | Increased | $2.1M | $110.9M | 0.01% |
101121101 BXP, Inc. | Reduced | -$2.0M | $15.8M | 0.01% |
222795502 Cousins Properties, Inc. | Reduced | -$1.9M | $12.9M | 0.01% |
808513105 Charles Schwab Corp. | Increased | $1.8M | $30.1M | 0.01% |
253868103 Digital Realty Trust, Inc. | Reduced | -$1.8M | $12.3M | 0.01% |
77311W101 Rocket Companies, Inc., Class A | Increased | $1.8M | $62.5M | 0.01% |
74460D109 Public Storage, Inc. | Reduced | -$1.6M | $11.3M | 0.01% |
65487X102 Noah Holdings Ltd., Class A, ADS | Reduced | -$1.6M | $10.3M | 0.01% |
42250P103 Healthpeak Properties, Inc. | Reduced | -$1.5M | $7.0M | 0.01% |
25960P109 Douglas Emmett, Inc | Reduced | -$1.5M | $3.4M | 0.01% |
53484101 AvalonBay Communities, Inc. | Increased | $1.4M | $14.3M | 0.01% |
03027X100 American Tower Corp | Reduced | -$1.4M | $11.2M | 0.01% |
11120U105 Brixmor Property Group, Inc. | Reduced | -$1.2M | $14.6M | 0.01% |
803054204 SAP SE - ADR | Increased | $1.2M | $13.7M | 0.01% |
55261F104 M & T Bank Corp | Increased | $1.2M | $11.3M | 0.01% |
29444U700 Equinix, Inc. | Reduced | -$1.2M | $15.9M | 0.01% |
925652109 VICI Properties, Inc. | Reduced | -$1.1M | $6.1M | 0.01% |
867892101 Sunstone Hotel Investors, Inc. | Reduced | -$851,853 | $11.4M | 0.00% |
758849103 Regency Centers Corporation | Reduced | -$781,069 | $9.4M | 0.00% |
92276F100 Ventas, Inc. | Increased | $641,119 | $8.9M | 0.00% |
22002T108 COPT Defense Properties | Reduced | -$585,835 | $8.2M | 0.00% |
02665T306 American Homes 4 Rent - Class A | Reduced | -$552,819 | $8.9M | 0.00% |
756109104 Realty Income Corp. | Reduced | -$537,074 | $5.2M | 0.00% |
512807306 Lam Research Corp. | Increased | $457,798 | $2.1M | 0.00% |
74967X103 RH | Sold out | -$455,078 | $0 | 0.00% |
22822V101 Crown Castle, Inc. | Reduced | -$425,469 | $3.7M | 0.00% |
866674104 Sun Communities, Inc. | Reduced | -$361,246 | $5.3M | 0.00% |
29476L107 Equity Residential | Reduced | -$351,401 | $6.6M | 0.00% |
74340W103 Prologis, Inc. | Increased | $300,915 | $23.0M | 0.00% |
59522J103 Mid-America Apartment Communities, Inc. | Reduced | -$255,492 | $8.2M | 0.00% |
20369C106 Community Healthcare Trust, Inc. | Increased | $247,888 | $5.3M | 0.00% |
277276101 Eastgroup Properties, Inc. | Increased | $236,744 | $9.2M | 0.00% |
297178105 Essex Property Trust, Inc. | Reduced | -$216,507 | $4.3M | 0.00% |
871607107 Synopsys, Inc. | Reduced | -$204,863 | $4.1M | 0.00% |
874039100 Taiwan Semiconductor Manufacturing, ADR | Increased | $177,120 | $2.2M | 0.00% |
88146M101 Terreno Realty Corp. | Increased | $62,609 | $6.9M | 0.00% |
228368106 Crown Holdings, Inc. | Increased | $54,677 | $882,453 | 0.00% |
133131102 Camden Property Trust | Increased | $53,020 | $9.6M | 0.00% |