Chris Davis

Davis Selected Advisers

Chris Davis (Davis Selected Advisers) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Chris Davis (Davis Selected Advisers) portfolio page tracks Davis Selected Advisers holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Davis Selected Advisers owns and how disclosed positions change over time. Chris Davis (Davis Selected Advisers)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Applied Materials, Inc. - Common Stock (AMAT), Capital One Financial Corporation Common Stock (COF), LyondellBasell Industries NV (LYB), Coterra Energy Inc (CTRA), and Cigna Corp (2) (CI). Investors use Davis Selected Advisers 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Coterra Energy IncCTRA$386.1MAddQ4 2025 13F$386M$25.38$32.56
Capital One Financial Corporation Common StockCOF$306.4MAddQ4 2025 13F$306M$231.43$204.00
Alphabet IncGOOGL$302.6MAddQ4 2025 13F$303M$285.73$337.39
Viatris Inc.VTRS$286.8MAddQ4 2025 13F$287M$10.71$16.29
U.S. BancorpUSB$237.0MAddQ4 2025 13F$237M--$55.35
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$752M12.8M sharesAddQ4 2025 13F$211M$58.62--
Markel CorpMKL$178.5MAddQ4 2025 13F$179M$2,025.92$1,847.87
Chris Davis (Davis Selected Advisers) other Unmapped 13F securityPORTFOLIO$171M11.9M sharesOtherQ4 2025 13F$171M$14.42--
CVS Health CorpCVS$153.0MAddQ4 2025 13F$153M$78.84$97.08
MGM Resorts International Common StockMGM$148.4MAddQ4 2025 13F$148M--$41.95
Wells Fargo & CoWFC$117.0MAddQ4 2025 13F$117M$88.54$83.82
Berkshire Hathaway Inc.BRK-B$103.5MAddQ4 2025 13F$103M$497.53$498.66
Meta Platforms IncMETA$-102.7MTrimQ4 2025 13F$103M$667.77$585.39
Amazon.com IncAMZN$102.5MAddQ4 2025 13F$103M$228.79$232.69
Humana IncHUM$-100.3MExitQ4 2025 13F$100M$261.17$355.98
Teck Resources Ltd Ordinary SharesTECK$91.8MAddQ4 2025 13F$92M--$65.24
SOLVENTUM CORPSOLV$90.1MAddQ4 2025 13F$90M$79.24$75.89
Texas Instruments IncTXN$69.2MAddQ4 2025 13F$69M$171.26$290.90
Chubb LtdCB$68.2MAddQ4 2025 13F$68M$292.40$341.44
Alphabet Cl CGOOG$65.8MAddQ4 2025 13F$66M$286.47$334.69
Applied Materials, Inc. - Common StockAMAT$-57.4MTrimQ4 2025 13F$57M$239.74$592.92
Pinterest IncPINS$51.7MAddQ4 2025 13F$52M$30.51$19.86
The Bank of New York Mellon CorpBK$-49.6MTrimQ4 2025 13F$50M$115.95$140.01
Restaurant Brands International IncQSR$47.1MAddQ4 2025 13F$47M--$74.72
Berkshire Hathaway Inc.BRK-A$-40.9MTrimQ4 2025 13F$41M$746,423.54$746,597.94
Fiserv IncFISV$38.2MOtherQ4 2025 13F$38M$64.21$52.72
Netease IncNTES$-31.7MTrimQ4 2025 13F$32M$148.21$123.92
RENAISSANCERE HOLDINGS LTDRNR$28.2MAddQ4 2025 13F$28M--$289.68
WESCO International, Inc. (WCC)WCC$27.3MAddQ4 2025 13F$27M--$368.57
Unitedhealth Group IncUNH$27.0MAddQ4 2025 13F$27M$338.89$427.89
Darling Ingredients Inc.DAR$26.6MAddQ4 2025 13F$27M--$58.74
Everest Re Group LtdRE$26.2MAddQ4 2025 13F$26M--$351.28
iShares S&P 500 Value ETFIVE$25.6MAddQ4 2025 13F$26M--$227.99
Sea LimitedSE$-23.1MTrimQ4 2025 13F$23M$148.11$92.75
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$229M2M sharesTrimQ4 2025 13F$22M$111.91--
People IncorporatedPPLI$21.9MAddQ4 2025 13F$22M--$42.38
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$214M2M sharesAddQ4 2025 13F$20M$104.32--
Cigna Corp (2)CI$18.0MAddQ4 2025 13F$18M$280.35$289.61
ConocoPhillips Common StockCOP$17.0MAddQ4 2025 13F$17M$90.03$118.89
Quest Diagnostics IncDGX$16.4MAddQ4 2025 13F$16M$178.84$197.21
Chime Financial, Inc. Class A Common StockCHYM$13.8MAddQ4 2025 13F$14M--$17.27
Davis Select U.S. Equity ETFDUSA$11.0MAddQ4 2025 13F$11M--$56.11
The PNC Financial Services Group IncPNC$9.8MAddQ4 2025 13F$9.8M$193.03$232.64
Fifth Third BancorpFITB$9.6MAddQ4 2025 13F$9.6M--$51.96
Trip.com Group Limited - American Depositary SharesTCOM$-8.2MTrimQ4 2025 13F$8.2M--$47.81
American Express CoAXP$7.1MAddQ4 2025 13F$7.1M$357.85$340.36
The Bank of N.T. Butterfield & Son LimitedNTB$7.1MAddQ4 2025 13F$7.1M--$56.31
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$103M2.1M sharesAddQ4 2025 13F$6.6M$48.33--
State Street Corporation (1)STT$6.5MAddQ4 2025 13F$6.5M$119.75$168.87
APPLOVIN CORPAPP$6.5MAddQ4 2025 13F$6.5M$640.33$496.77
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Chris Davis History Trades | TradingNote