Chris Davis

Davis Selected Advisers

Chris Davis manages Davis Selected Advisers, a firm known for its disciplined investment approach focused on long-term value. The firm has made significant moves in various sectors, particularly in Real Estate and Financial Services, with notable holdings in companies like Applied Materials, Inc. (AMAT) and Capital One Financial Corporation (COF). Recent disclosures reveal a range of position changes, including a substantial trim of $670.5 million in AMAT, reflecting strategic adjustments within a portfolio valued between $409.2 million and $450.9 million.

History Trades

CompanyValueActionChangePriceLast Price
Camden Property TrustCPT$653.2KAddQ3 2025 13F$653k$109.90$112.09
Mid-America Apartment Communities IncMAA$652.0KAddQ3 2025 13F$652k$144.49$131.77
Extra Space Storage Inc.EXR$-610.0KTrimQ3 2025 13F$610k$147.28$144.64
Berkshire Hathaway Inc.BRK-B$268M533.9k sharesTrimQ3 2025 13F$604k$484.36$493.12
Restaurant Brands International IncQSR$515.9KAddQ3 2025 13F$516k$64.14$74.19
American Homes 4 Rent Common Shares of Beneficial InterestAMH$465.7KAddQ3 2025 13F$466k$34.87$34.34
Truist Financial CorpTFC$452.5KAddQ3 2025 13F$453k$45.08$51.19
Lam Research CorporationLRCX$449.0KAddQ3 2025 13F$449k$105.88$306.76
Community Healthcare Trust IncorporatedCHCT$-428.0KTrimQ3 2025 13F$428k--$18.61
Everest Re Group LtdRE$384.8KAddQ3 2025 13F$385k--$351.28
Taiwan Semiconductor Manufacturing Co LtdTSM$380.2KAddQ3 2025 13F$380k$244.54$424.61
Noah Holdings LimitedNOAH$-357.6KTrimQ3 2025 13F$358k--$8.98
UDR IncUDR$323.4KAddQ3 2025 13F$323k$39.01$39.57
Apple IncAAPL$-259.5KExitQ3 2025 13F$260k$225.91$325.89
Exxon Mobil Corp (2)XOM$-222.7KExitQ3 2025 13F$223k$111.17$154.45
M&T Bank CorporationMTB$200.6KAddQ3 2025 13F$201k$196.22$254.04
Crown Castle International CorpCCI$-173.3KTrimQ3 2025 13F$173k$101.21$79.47
Equity ResidentialEQR$74.6KAddQ3 2025 13F$75k$65.39$68.78
Hudson Pacific Properties, Inc.HPP$57.5KAddQ3 2025 13F$58k$19.32$15.94
Crown Holdings, Inc.CCK$-54.8KTrimQ3 2025 13F$55k$100.32$117.99
RH (1)RH$31.7KAddQ3 2025 13F$32k$217.25$190.26
Berkshire Hathaway Inc.BRK-A$-467.8MTrimQ2 2025 13F$468M$762,376.24$732,750.00
Unitedhealth Group IncUNH$328.0MAddQ2 2025 13F$328M$384.44$431.31
Capital One Financial CorporationCOF$291.8MAddQ2 2025 13F$292M$186.48$201.36
Meta Platforms, Inc.META$2B2.1M sharesAddQ2 2025 13F$282M$617.26$627.17
Cigna Corp (2)CI$-254.7MTrimQ2 2025 13F$255M$322.46$284.53
U.S. BancorpUSB$246.1MAddQ2 2025 13F$246M$42.05$63.25
Coterra Energy IncCTRA$237.0MOtherQ2 2025 13F$237M$25.41$32.56
Humana Inc.HUM$-212.8MTrimQ2 2025 13F$213M$249.56$398.42
Chris Davis (Davis Selected Advisers) add Unmapped 13F securityPORTFOLIO$202.4MAddQ2 2025 13F$202M----
MGM Resorts InternationalMGM$202.2MAddQ2 2025 13F$202M$31.68$46.84
Applied Materials, Inc. - Common StockAMAT$183.0MAddQ2 2025 13F$183M$158.25$525.70
Quest Diagnostics IncorporatedDGX$-160.8MTrimQ2 2025 13F$161M$173.62$208.81
Berkshire Hathaway Inc.BRK-B$269M553.8k sharesTrimQ2 2025 13F$92M$508.26$493.12
Texas Instruments IncTXN$57.3MAddQ2 2025 13F$57M$177.56$284.55
Amazon.com IncAMZN$717M3.3M sharesAddQ2 2025 13F$48M$197.77$244.85
Wells Fargo & CoWFC$655M8.2M sharesAddQ2 2025 13F$47M$72.10$86.35
Markel CorpMKL$46.8MAddQ2 2025 13F$47M$1,875.11$1,922.77
Coupang, Inc. Class A Common StockCPNG$43.4MAddQ2 2025 13F$43M$25.56$15.76
Teck Resources Ltd Ordinary SharesTECK$37.9MAddQ2 2025 13F$38M$36.13$57.95
Full Truck Alliance Co. Ltd.YMM$37.6MAddQ2 2025 13F$38M$11.66$9.20
People IncorporatedPPLI$-36.9MTrimQ2 2025 13F$37M$36.16$44.72
Alphabet IncGOOGL$33.0MAddQ2 2025 13F$33M$163.55$342.09
APPLOVIN CORPAPP$32.1MAddQ2 2025 13F$32M$323.27$427.01
JPMorgan Chase & Co.JPM$27.4MAddQ2 2025 13F$27M$255.03$348.21
Microsoft CorpMSFT$27.0MAddQ2 2025 13F$27M$433.34$390.34
Viatris Inc.VTRS$27.0MAddQ2 2025 13F$27M$8.46$16.68
Trip.com Group Limited - American Depositary SharesTCOM$-19.0MTrimQ2 2025 13F$19M$60.15$42.87
NetEase, Inc.NTES$80M593.3k sharesAddQ2 2025 13F$19M$114.79$130.33
Angi Inc.ANGI$18.0MOtherQ2 2025 13F$18M--$6.38
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