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.

Latest Trades

CompanyValueActionChangePriceCurrent Price
Applied Materials, Inc. - Common StockAMAT$409M1.2M sharesTrimQ1 2026 13F$671M$336.38$592.92
Capital One Financial Corporation Common StockCOF$1.6B8.5M sharesTrimQ1 2026 13F$530M$194.62$204.00
LyondellBasell Industries NVLYB$451M5.6M sharesOtherQ1 2026 13F$451M$65.72$64.43
Coterra Energy IncCTRA$1.3B37.1M sharesAddQ1 2026 13F$448M$30.56$32.56
Cigna Corp (2)CI$596M2.2M sharesAddQ1 2026 13F$389M$276.68$289.61
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$471M26.2M sharesAddQ1 2026 13F$300M$17.96--
Meta Platforms IncMETA$984M1.7M sharesTrimQ1 2026 13F$174M$640.86$585.39
Markel CorpMKL$734M383.4k sharesTrimQ1 2026 13F$159M$2,029.46$1,847.87
CVS Health CorpCVS$879M12.2M sharesTrimQ1 2026 13F$134M$77.03$97.08
Wells Fargo & CoWFC$652M8.2M sharesTrimQ1 2026 13F$118M$82.03$83.82
Sea LimitedSE$153M1.8M sharesAddQ1 2026 13F$97M$107.18$92.75
Darling Ingredients Inc.DAR$12M187.9k sharesTrimQ1 2026 13F$91M$61.85$58.74
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$839M13.1M sharesAddQ1 2026 13F$87M$64.07--
Alphabet IncGOOGL$890M3.1M sharesTrimQ1 2026 13F$86M$314.21$337.39
Viatris Inc.VTRS$1.1B78.2M sharesAddQ1 2026 13F$83M$13.51$16.29
Unitedhealth Group IncUNH$338M1.2M sharesTrimQ1 2026 13F$83M$297.81$427.89
SOLVENTUM CORPSOLV$413M6.3M sharesTrimQ1 2026 13F$80M$65.30$75.89
MGM Resorts International Common StockMGM$899M24.3M sharesTrimQ1 2026 13F$79M$37.01$41.95
ConocoPhillips Common StockCOP$248M1.9M sharesAddQ1 2026 13F$79M$117.69$118.89
Amazon.com IncAMZN$713M3.4M sharesTrimQ1 2026 13F$78M$220.17$232.69
Pinterest IncPINS$227M12.4M sharesTrimQ1 2026 13F$78M$18.37$19.86
Texas Instruments IncTXN$553M2.8M sharesAddQ1 2026 13F$58M$202.46$290.90
Full Truck Alliance Co. Ltd.YMM$239M28.8M sharesAddQ1 2026 13F$51M$8.30$8.61
Berkshire Hathaway Inc.BRK-A$663M923 sharesTrimQ1 2026 13F$49M$736,358.82$746,597.94
Quest Diagnostics IncDGX$317M1.6M sharesAddQ1 2026 13F$41M$202.03$197.21
SAP SESAP$54M317.4k sharesAddQ1 2026 13F$41M$193.71$181.92
Trip.com Group Limited - American Depositary SharesTCOM$326M6.6M sharesTrimQ1 2026 13F$37M$49.79$47.81
APPLOVIN CORPAPP$134M335.8k sharesTrimQ1 2026 13F$33M$435.42$496.77
Alphabet Cl CGOOG$194M677.6k sharesTrimQ1 2026 13F$29M$314.16$334.69
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$242M2.1M sharesAddQ1 2026 13F$28M$115.87--
Teck Resources Ltd Ordinary SharesTECK$548M10.6M sharesTrimQ1 2026 13F$28M$51.75$65.24
iShares S&P 500 Value ETFIVE$2.5M11.6k sharesTrimQ1 2026 13F$24M$211.15$227.99
JPMorgan Chase & Co.JPM$164M556.5k sharesTrimQ1 2026 13F$20M$303.48$333.45
U.S. BancorpUSB$1.2B22.2M sharesTrimQ1 2026 13F$20M$54.26$55.35
Chubb LtdCB$390M1.2M sharesAddQ1 2026 13F$19M$320.83$341.44
American Express CoAXP$71M233.1k sharesTrimQ1 2026 13F$19M$335.29$340.36
WESCO International, Inc. (WCC)WCC$104M381k sharesAddQ1 2026 13F$15M$273.62$368.57
Chime Financial, Inc. Class A Common StockCHYM$48M2.5M sharesTrimQ1 2026 13F$15M$18.73$17.27
Berkshire Hathaway Inc.BRK-B$359M749.8k sharesTrimQ1 2026 13F$13M$490.90$498.66
RENAISSANCERE HOLDINGS LTDRNR$76M257.2k sharesAddQ1 2026 13F$12M$297.23$289.68
Netease IncNTES$47M422.7k sharesTrimQ1 2026 13F$11M$113.99$123.92
Adobe Inc.ADBE$11M45.1k sharesOtherQ1 2026 13F$11M$260.52$244.99
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$47M2.9M sharesAddQ1 2026 13F$8.4M$15.91--
Restaurant Brands International IncQSR$266M3.6M sharesTrimQ1 2026 13F$8.4M$73.90$74.72
Chris Davis (Davis Selected Advisers) trim Unmapped 13F securityPORTFOLIO$96M2.1M sharesTrimQ1 2026 13F$7.4M$44.84--
Bank of America CorpBAC$57M1.2M sharesTrimQ1 2026 13F$6.7M$51.60$57.88
Rexford Industrial Realty IncREXR$6.9M209.6k sharesTrimQ1 2026 13F$6.5M$32.73$36.36
Rocket Cos IncRKT$69M4.8M sharesAddQ1 2026 13F$6.2M$16.16$12.35
Synopsys IncSNPS$10M25.9k sharesAddQ1 2026 13F$6.2M$425.53$454.38
Everest Re Group LtdRE$46M140.9k sharesAddQ1 2026 13F$6.0M$326.85$351.28
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