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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
+$1.57B+$787M$0-$787M-$1.57B'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
+$168M
Lifetime buys
$3.32B
Lifetime sells
$4.69B

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions5 names
  • QSRRESTAURANT BRANDS INTL INC
    +3,372,511
    $224.7M
  • APPAPPLOVIN CORP
    +163,011
    $43.2M
  • VALEVALE S A
    +2,733,513
    $27.3M
  • SUISUN CMNTYS INC
    +25,040
    $3.2M
  • NTSTNETSTREIT CORP
    +114,960
    $1.8M
Added to41 names
  • TSNTYSON FOODS INC
    +1,598,896
    $102.0M
  • TCOMTRIP COM GROUP LTD
    +1,115,836
    $70.9M
  • AMATAPPLIED MATLS INC
    +280,955
    $40.8M
  • YMMFULL TRUCK ALLIANCE CO LTD
    +2,418,953
    $30.9M
  • MGMMGM RESORTS INTERNATIONAL
    +894,344
    $26.5M
  • USBUS BANCORP DEL
    +513,875
    $21.7M
  • VTRSVIATRIS INC
    +2,374,674
    $20.7M
  • HUMHUMANA INC
    +74,434
    $19.7M
  • TXNTEXAS INSTRS INC
    +80,945
    $14.5M
  • CVSCVS HEALTH CORP
    +163,107
    $11.1M
  • GOOGLALPHABET INC
    +23,779
    $3.7M
  • BXPBOSTON PROPERTIES INC
    +50,640
    $3.4M
  • + 29 more…
Trimmed54 names
  • METAMETA PLATFORMS INC
    −282,347
    $162.7M
  • INTCINTEL CORP
    −2,556,933
    $58.1M
  • AMZNAMAZON COM INC
    −287,628
    $54.7M
  • COFCAPITAL ONE FINL CORP
    −249,592
    $44.8M
  • BEKEKE HLDGS INC
    −1,787,344
    $35.9M
  • IVEISHARES TR
    −177,463
    $33.8M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −39,060
    $20.8M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −24
    $19.2M
  • BKBANK NEW YORK MELLON CORP
    −226,329
    $19.0M
  • SESEA LTD
    −123,386
    $16.1M
  • WFCWELLS FARGO CO NEW
    −166,404
    $11.9M
  • SAPSAP SE
    −21,361
    $5.7M
  • + 42 more…
Exited1 name
  • WELLWELLTOWER INC
    −29,550
    $3.7M

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