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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Chris Davis (Davis Selected Advisers)
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Chris Davis

Davis Selected Advisers
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  • Asset Manager · CIK 0001036325
  • Large Fund

Chris Davis runs Davis Selected Advisers, an asset manager overseeing $22.25B in disclosed equity holdings (SEC CIK 0001036325). The latest portfolio (2025Q4) discloses 108 positions across 10 sectors, with the largest positions in COF, USB and META. On a mark-to-market basis the tracked portfolio has returned 34.4% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Chris's filingsView holdings↓
Portfolio
$22.25B
Positions
108
Quarter
2025Q4
Filings tracked
8
Since filing+34.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$1.33B+$667M$0-$667M-$1.33B'24Q2'24Q3
Latest · 2024Q3
-$514M
Lifetime buys
$1.70B
Lifetime sells
$2.58B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions3 names
  • TCOMTRIP COM GROUP LTD
    +3,746,822
    $222.7M
  • G7496GRENAISSANCERE HLDGS LTD
    +141,214
    $38.5M
  • EGPEASTGROUP PPTYS INC
    +39,660
    $7.4M
Added to23 names
  • MGMMGM RESORTS INTERNATIONAL
    +7,126,737
    $278.6M
  • COPCONOCOPHILLIPS
    +1,027,591
    $108.2M
  • AGCOAGCO CORP
    +684,348
    $67.0M
  • VTRSVIATRIS INC
    +5,111,313
    $59.3M
  • WCCWESCO INTL INC
    +62,374
    $10.5M
  • USBUS BANCORP DEL
    +164,549
    $7.5M
  • SOLVSOLVENTUM CORP
    +107,558
    $7.5M
  • MKLMARKEL CORP
    +2,539
    $4.0M
  • G51502JOHNSON CTLS INTL PLC
    +24,027
    $1.9M
  • MAAMID-AMER APT CMNTYS INC
    +11,580
    $1.8M
  • EQIXEQUINIX INC
    +2,070
    $1.8M
  • DGXQUEST DIAGNOSTICS INC
    +8,275
    $1.3M
  • + 11 more…
Trimmed69 names
  • AMZNAMAZON COM INC
    −1,657,929
    $308.9M
  • METAMETA PLATFORMS INC
    −344,631
    $197.3M
  • BKBANK NEW YORK MELLON CORP
    −2,083,933
    $149.8M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −214
    $147.9M
  • JDJD.COM INC
    −3,437,271
    $137.5M
  • JPMJPMORGAN CHASE & CO
    −449,825
    $94.9M
  • WFCWELLS FARGO CO NEW
    −1,086,899
    $61.4M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −63,198
    $29.1M
  • FWONALIBERTY MEDIA CORP DEL
    −348,271
    $24.9M
  • UNHUNITEDHEALTH GROUP INC
    −39,161
    $22.9M
  • H1467JCHUBB LIMITED
    −78,504
    $22.6M
  • OCOWENS CORNING NEW
    −122,434
    $21.6M
  • + 57 more…
Exited3 names
  • MBCMASTERBRAND INC
    −823,506
    $12.1M
  • G45667HOLLYSYS AUTOMATION TCHNGY L
    −220,761
    $4.8M
  • BIDUBAIDU INC
    −46,841
    $4.1M

Recent transactions

Last 20 moves
ADD
B
Chris Davis (Davis Selected Advisers) added to BRK.B
BERKSHIRE HATHAWAY INC DEL
+205,927
~$502.66 · 2025Q4
2026-02-02
ADD
C
Chris Davis (Davis Selected Advisers) added to CI
CIGNA CORP NEW
+96,534
~$275.24 · 2025Q4
2026-02-02
TRIM
B
Chris Davis (Davis Selected Advisers) trimmed BAC
BK OF AMERICA CORP
−716
~$55.00 · 2025Q4
2026-02-02
TRIM
B
Chris Davis (Davis Selected Advisers) trimmed BRK.A
BERKSHIRE HATHAWAY INC DEL
−55
~$754800.00 · 2025Q4
2026-02-02
TRIM
B
Chris Davis (Davis Selected Advisers) trimmed BRX
BRIXMOR PPTY GROUP INC
−14,030
~$26.22 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed AMT
AMERICAN TOWER CORP NEW
−1,700
~$175.57 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed AXP
AMERICAN EXPRESS CO
−6,240
~$369.95 · 2025Q4
2026-02-02
ADD
A
Chris Davis (Davis Selected Advisers) added to AVB
AVALONBAY CMNTYS INC
+12,260
~$181.31 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed AMH
AMERICAN HOMES 4 RENT
−6,990
~$32.10 · 2025Q4
2026-02-02
TRIM
B
Chris Davis (Davis Selected Advisers) trimmed BK
BANK NEW YORK MELLON CORP
−488,959
~$116.09 · 2025Q4
2026-02-02
TRIM
B
Chris Davis (Davis Selected Advisers) trimmed BXP
BOSTON PROPERTIES INC
−5,850
~$67.48 · 2025Q4
2026-02-02
ADD
G
Chris Davis (Davis Selected Advisers) added to GOOG
ALPHABET INC
+64,912
~$313.80 · 2025Q4
2026-02-02
ADD
A
Chris Davis (Davis Selected Advisers) added to AGCO
AGCO CORP
+235,913
~$104.32 · 2025Q4
2026-02-02
ADD
G
Chris Davis (Davis Selected Advisers) added to GOOGL
ALPHABET INC
+348,166
~$313.00 · 2025Q4
2026-02-02
ADD
A
Chris Davis (Davis Selected Advisers) added to AMZN
AMAZON COM INC
+291,276
~$230.82 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed ARE
ALEXANDRIA REAL ESTATE EQ IN
−2,030
~$48.94 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed AMAT
APPLIED MATLS INC
−1,352,694
~$256.99 · 2025Q4
2026-02-02
ADD
A
Chris Davis (Davis Selected Advisers) added to APP
APPLOVIN CORP
+24,407
~$673.84 · 2025Q4
2026-02-02
TRIM
A
Chris Davis (Davis Selected Advisers) trimmed ANGI
ANGI INC
−13
~$12.93 · 2025Q4
2026-02-02
ADD
C
Chris Davis (Davis Selected Advisers) added to CVS
CVS HEALTH CORP
+1,356,870
~$79.36 · 2025Q4
2026-02-02