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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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  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
+$1.57B+$787M$0-$787M-$1.57B'24Q2'24Q3'24Q4
Latest · 2024Q4
-$648M
Lifetime buys
$2.62B
Lifetime sells
$4.16B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions3 names
  • YMMFULL TRUCK ALLIANCE CO LTD
    +5,400,391
    $58.4M
  • NTESNETEASE INC
    +597,320
    $53.3M
  • LRCXLAM RESEARCH CORP
    +12,280
    $887K
Added to27 names
  • CVSCVS HEALTH CORP
    +11,018,438
    $494.6M
  • MKLMARKEL CORP
    +80,922
    $139.7M
  • AMATAPPLIED MATLS INC
    +599,450
    $97.5M
  • IVEISHARES TR
    +184,477
    $35.2M
  • MGMMGM RESORTS INTERNATIONAL
    +882,417
    $30.6M
  • REXRREXFORD INDL RLTY INC
    +130,340
    $5.0M
  • 444097HUDSON PAC PPTYS INC
    +1,067,940
    $3.2M
  • AMTAMERICAN TOWER CORP NEW
    +13,590
    $2.5M
  • AREALEXANDRIA REAL ESTATE EQ IN
    +8,140
    $794K
  • EGPEASTGROUP PPTYS INC
    +4,780
    $767K
  • FITBFIFTH THIRD BANCORP
    +8,640
    $365K
  • TFCTRUIST FINL CORP
    +8,141
    $353K
  • + 15 more…
Trimmed63 names
  • WFCWELLS FARGO CO NEW
    −5,628,176
    $395.3M
  • BKBANK NEW YORK MELLON CORP
    −3,230,001
    $248.2M
  • INTCINTEL CORP
    −10,056,313
    $201.6M
  • JPMJPMORGAN CHASE & CO
    −741,805
    $177.8M
  • METAMETA PLATFORMS INC
    −222,289
    $130.2M
  • COFCAPITAL ONE FINL CORP
    −379,355
    $67.6M
  • OCOWENS CORNING NEW
    −342,032
    $58.3M
  • AMZNAMAZON COM INC
    −254,833
    $55.9M
  • BEKEKE HLDGS INC
    −2,232,656
    $41.1M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −35
    $23.8M
  • H1467JCHUBB LIMITED
    −83,334
    $23.0M
  • JDJD.COM INC
    −511,808
    $17.7M
  • + 51 more…
Exited5 names
  • BABAALIBABA GROUP HLDG LTD
    −127,784
    $13.6M
  • ROICUSDRETAIL OPPORTUNITY INVTS COR
    −265,055
    $4.2M
  • SUISUN CMNTYS INC
    −26,100
    $3.5M
  • LRCXEURLAM RESEARCH CORP
    −1,228
    $1.0M
  • FWONALIBERTY MEDIA CORP DEL
    −9,590
    $686K

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