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
Camden Property TrustCPT$653.2KAddQ3 2025 13F$653k--$111.26
Mid-America Apartment Communities IncMAA$652.0KAddQ3 2025 13F$652k--$130.58
Extra Space Storage IncEXR$-610.0KTrimQ3 2025 13F$610k$147.28$144.43
Berkshire Hathaway Inc.BRK-B$-604.3KTrimQ3 2025 13F$604k$484.36$498.66
Restaurant Brands International IncQSR$515.9KAddQ3 2025 13F$516k--$74.72
American Homes 4 Rent Common Shares of Beneficial InterestAMH$465.7KAddQ3 2025 13F$466k--$32.08
Truist Financial CorpTFC$452.5KAddQ3 2025 13F$453k--$48.83
Lam Research Corporation - Common StockLRCX$449.0KAddQ3 2025 13F$449k$116.49$388.92
Community Healthcare Trust IncorporatedCHCT$-428.0KTrimQ3 2025 13F$428k--$17.58
Everest Re Group LtdRE$384.8KAddQ3 2025 13F$385k--$351.28
Taiwan Semiconductor Manufacturing Co LtdTSM$380.2KAddQ3 2025 13F$380k$244.54$440.83
Noah Holdings LimitedNOAH$-357.6KTrimQ3 2025 13F$358k--$10.10
UDR IncUDR$323.4KAddQ3 2025 13F$323k$36.82$38.39
Apple IncAAPL$-259.5KExitQ3 2025 13F$260k$225.91$283.78
Exxon Mobil CorpXOM$-222.7KExitQ3 2025 13F$223k$111.37$151.75
M&T Bank CorpMTB$200.6KAddQ3 2025 13F$201k$200.63$215.10
Crown Castle International CorpCCI$-173.3KTrimQ3 2025 13F$173k$96.19$90.87
Equity ResidentialEQR$74.6KAddQ3 2025 13F$75k$66.81$67.34
Hudson Pacific Properties, Inc.HPP$57.5KAddQ3 2025 13F$58k--$12.55
Crown Holdings, Inc.CCK$-54.8KTrimQ3 2025 13F$55k--$105.42
RH (1)RH$31.7KAddQ3 2025 13F$32k--$143.56
Berkshire Hathaway Inc.BRK-A$-467.8MTrimQ2 2025 13F$468M$762,376.24$746,597.94
Unitedhealth Group IncUNH$328.0MAddQ2 2025 13F$328M$384.44$427.89
Capital One Financial Corporation Common StockCOF$291.8MAddQ2 2025 13F$292M--$204.00
Meta Platforms IncMETA$281.9MAddQ2 2025 13F$282M$617.26$585.39
Cigna Corp (2)CI$-254.7MTrimQ2 2025 13F$255M$322.46$289.61
U.S. BancorpUSB$246.1MAddQ2 2025 13F$246M--$55.35
Coterra Energy IncCTRA$237.0MOtherQ2 2025 13F$237M--$32.56
Humana IncHUM$-212.8MTrimQ2 2025 13F$213M--$355.98
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$501M9M sharesAddQ2 2025 13F$202M$55.94--
MGM Resorts International Common StockMGM$202.2MAddQ2 2025 13F$202M--$41.95
Applied Materials, Inc. - Common StockAMAT$183.0MAddQ2 2025 13F$183M$158.25$592.92
Quest Diagnostics IncDGX$-160.8MTrimQ2 2025 13F$161M$176.68$197.21
Berkshire Hathaway Inc.BRK-B$-92.3MTrimQ2 2025 13F$92M$508.26$498.66
Texas Instruments IncTXN$57.3MAddQ2 2025 13F$57M$177.56$290.90
Amazon.com IncAMZN$47.5MAddQ2 2025 13F$48M$200.54$232.69
Wells Fargo & CoWFC$47.1MAddQ2 2025 13F$47M$74.76$83.82
Markel CorpMKL$46.8MAddQ2 2025 13F$47M$1,875.11$1,847.87
Coupang, Inc. Class A Common StockCPNG$43.4MAddQ2 2025 13F$43M--$17.58
Teck Resources Ltd Ordinary SharesTECK$37.9MAddQ2 2025 13F$38M--$65.24
Full Truck Alliance Co. Ltd.YMM$37.6MAddQ2 2025 13F$38M--$8.61
People IncorporatedPPLI$-36.9MTrimQ2 2025 13F$37M--$42.38
Alphabet IncGOOGL$33.0MAddQ2 2025 13F$33M$163.55$337.39
APPLOVIN CORPAPP$32.1MAddQ2 2025 13F$32M--$496.77
JPMorgan Chase & Co.JPM$27.4MAddQ2 2025 13F$27M$255.03$333.45
Microsoft CorpMSFT$27.0MAddQ2 2025 13F$27M$433.34$372.97
Viatris Inc.VTRS$27.0MAddQ2 2025 13F$27M$7.69$16.29
Trip.com Group Limited - American Depositary SharesTCOM$-19.0MTrimQ2 2025 13F$19M--$47.81
Netease IncNTES$18.5MAddQ2 2025 13F$19M--$123.92
Angi Inc.ANGI$18.0MOtherQ2 2025 13F$18M--$5.40
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