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.

Latest Trades

CompanyValueActionChangePriceLast Price
Essex Property Trust IncESS$4M16.8k sharesTrimQ1 2026 13F$264k$251.06$297.42
Johnson Controls International plcJCI$25M193.9k sharesAddQ1 2026 13F$246k$129.17$140.13
Taiwan Semiconductor Manufacturing Co LtdTSM$2M7.2k sharesAddQ1 2026 13F$245k$344.13$414.71
Janus Living, Inc.JAN$236k10k sharesOtherQ1 2026 13F$236k$23.57$30.35
Sun Communities, Inc.SUI$5M43.4k sharesAddQ1 2026 13F$162k$125.96$118.39
Noah Holdings LimitedNOAH$10M1M sharesTrimQ1 2026 13F$143k$9.90$8.98
Public StoragePSA$11M41.3k sharesTrimQ1 2026 13F$117k$291.77$314.05
CubeSmartCUBE$3M92.3k sharesAddQ1 2026 13F$104k$38.36$42.09
Community Healthcare Trust IncorporatedCHCT$5M330k sharesTrimQ1 2026 13F$101k$15.89$18.61
American Tower CorpAMT$11M64.6k sharesTrimQ1 2026 13F$79k$179.93$168.92
VICI Properties Inc.VICI$6M220.2k sharesTrimQ1 2026 13F$65k$28.62$26.32
Extra Space Storage Inc.EXR$4M28.1k sharesAddQ1 2026 13F$49k$144.34$144.64
Terreno Realty Corporation (TRNO)TRNO$7M113.5k sharesAddQ1 2026 13F$48k$62.75$71.84
Crown Holdings, Inc.CCK$859k8.6k sharesTrimQ1 2026 13F$23k$106.86$109.50
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