Chris Davis (Davis Selected Advisers) trim Applied Materials, Inc. - Common Stock
Chris Davis (Davis Selected Advisers) trim $409.2M of disclosed value in Applied Materials, Inc. - Common Stock.
Signal
Investor Move
Action
Trim
Capital
$409.2M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
114
New
6
Reduced/Sold
64
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| AMAT | Applied Materials, Inc. | Reduced | $409.2M | 0.03% |
| COF | Capital One Financial Corporation | Reduced | $1.6B | 0.02% |
| LYB | LyondellBasell Industries N.V. | New | $450.9M | 0.02% |
| CTRA | COTERRA ENERGY INC | Increased | $1.3B | 0.02% |
| CI | Cigna Corporation | Increased | $595.9M | 0.02% |
| N4732M103 | JBS N.V., Class A | Increased | $471.4M | 0.01% |
| META | Meta Platforms, Inc. | Reduced | $983.6M | 0.01% |
| MKL | Markel Corporation | Reduced | $734M | 0.01% |
| CVS | CVS Health Corporation | Reduced | $879.1M | 0.01% |
| WFC | Wells Fargo & Company | Reduced | $652.1M | 0.01% |
| SE | Sea Limited | Increased | $153.2M | 0% |
| DAR | Darling Ingredients Inc. | Reduced | $11.6M | 0% |
| TSN | Tyson Foods, Inc. | Increased | $838.7M | 0% |
| GOOGL | Alphabet Inc. | Reduced | $889.9M | 0% |
| VTRS | Viatris Inc. | Increased | $1.1B | 0% |
| UNH.BA | UnitedHealth Group Incorporated | Reduced | $337.6M | 0% |
| SOLV | Solventum Corporation | Reduced | $413.4M | 0% |
| MGM | MGM Resorts International | Reduced | $899.2M | 0% |
| COP | ConocoPhillips | Increased | $247.6M | 0% |
| AMZN | Amazon.com, Inc. | Reduced | $713.4M | 0% |