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
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$308M1.8M sharesTrimQ4 2024 13F$72M$170.32--
Applied Materials, Inc. - Common StockAMAT$-64.6MTrimQ4 2024 13F$65M$181.23$592.92
Alphabet IncGOOGL$62.9MAddQ4 2024 13F$63M$174.97$337.39
Full Truck Alliance Co. Ltd.YMM$58.4MOtherQ4 2024 13F$58M--$8.61
MGM Resorts International Common StockMGM$-54.0MTrimQ4 2024 13F$54M--$41.95
Netease IncNTES$53.3MOtherQ4 2024 13F$53M--$123.92
Viatris Inc.VTRS$51.7MAddQ4 2024 13F$52M--$16.29
KE Holdings Inc.BEKE$-49.9MTrimQ4 2024 13F$50M--$16.62
Texas Instruments IncTXN$-47.0MTrimQ4 2024 13F$47M$199.88$290.90
Berkshire Hathaway Inc.BRK-A$-40.4MTrimQ4 2024 13F$40M$692,526.96$746,597.94
Chubb LtdCB$-37.3MTrimQ4 2024 13F$37M$283.97$341.44
iShares S&P 500 Value ETFIVE$35.1MAddQ4 2024 13F$35M--$227.99
Trip.com Group Limited - American Depositary SharesTCOM$34.6MAddQ4 2024 13F$35M--$47.81
People IncorporatedPPLI$-31.7MTrimQ4 2024 13F$32M--$42.38
U.S. BancorpUSB$29.4MAddQ4 2024 13F$29M--$55.35
Darling Ingredients Inc.DAR$-25.1MTrimQ4 2024 13F$25M--$58.74
Rocket Cos IncRKT$-25.0MTrimQ4 2024 13F$25M--$12.35
JD.com, Inc.JD$-22.4MTrimQ4 2024 13F$22M--$29.84
SOLVENTUM CORPSOLV$-20.9MTrimQ4 2024 13F$21M--$75.89
Berkshire Hathaway Inc.BRK-B$-18.6MTrimQ4 2024 13F$19M$461.73$498.66
Coupang, Inc. Class A Common StockCPNG$-15.9MTrimQ4 2024 13F$16M--$17.58
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$186M2M sharesTrimQ4 2024 13F$14M$93.48--
Alibab Group Holding Limited ADR each rep 8 ordinary shares - 25 sharesBABA$-13.6MExitQ4 2024 13F$14M--$120.07
ConocoPhillips Common StockCOP$-12.2MTrimQ4 2024 13F$12M--$118.89
Prologis IncPLD$-12.2MTrimQ4 2024 13F$12M--$142.78
Alphabet Cl CGOOG$11.9MAddQ4 2024 13F$12M$176.50$334.69
Quest Diagnostics IncDGX$-10.8MTrimQ4 2024 13F$11M--$197.21
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$177M3.1M sharesTrimQ4 2024 13F$8.4M$57.44--
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$85M3.9M sharesTrimQ4 2024 13F$8.4M$21.84--
Sea LimitedSE$6.5MAddQ4 2024 13F$6.5M$105.10$92.75
Bank of America CorpBAC$5.0MAddQ4 2024 13F$5.0M$44.00$57.88
Public StoragePSA$-4.8MTrimQ4 2024 13F$4.8M--$311.08
Clear Secure, Inc.YOU$-4.2MTrimQ4 2024 13F$4.2M--$56.54
Retail Opportunity Investments CorpROIC$-4.2MExitQ4 2024 13F$4.2M--$17.49
Johnson Controls International plcJCI$-4.1MTrimQ4 2024 13F$4.1M--$144.05
Unitedhealth Group IncUNH$-4.0MTrimQ4 2024 13F$4.0M$568.18$427.89
Showing 451-486 of 486