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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'24Q2'24Q3'24Q4'25Q1'25Q2
Latest · 2025Q2
-$80M
Lifetime buys
$4.63B
Lifetime sells
$6.07B

Quarter activity

What changed in 2025Q2 - net new, added, trimmed, exited.
New positions8 names
  • CTRACOTERRA ENERGY INC
    +9,338,141
    $237.0M
  • ANGIANGI INC
    +1,181,911
    $18.0M
  • NVDANVIDIA CORPORATION
    +89,135
    $14.1M
  • CDPCORPORATE OFFICE PPTYS TR
    +147,490
    $4.1M
  • OREALTY INCOME CORP
    +48,870
    $2.8M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +7,200
    $1.6M
  • AAPLAPPLE INC
    +1,265
    $260K
  • XOMEXXON MOBIL CORP
    +2,066
    $223K
Added to43 names
  • UNHUNITEDHEALTH GROUP INC
    +1,084,366
    $338.3M
  • TSNTYSON FOODS INC
    +4,276,884
    $239.2M
  • USBUS BANCORP DEL
    +4,442,623
    $201.0M
  • MGMMGM RESORTS INTERNATIONAL
    +3,006,052
    $103.4M
  • YMMFULL TRUCK ALLIANCE CO LTD
    +3,816,581
    $45.1M
  • APPAPPLOVIN CORP
    +52,062
    $18.2M
  • COPCONOCOPHILLIPS
    +183,519
    $16.5M
  • SOLVSOLVENTUM CORP
    +204,523
    $15.5M
  • VTRSVIATRIS INC
    +1,427,284
    $12.7M
  • WCCWESCO INTL INC
    +32,243
    $6.0M
  • TCOMTRIP COM GROUP LTD
    +86,471
    $5.1M
  • SHOSUNSTONE HOTEL INVS INC NEW
    +363,750
    $3.2M
  • + 31 more…
Trimmed49 names
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −493
    $359.3M
  • CICIGNA CORP NEW
    −777,362
    $257.0M
  • DGXQUEST DIAGNOSTICS INC
    −1,033,882
    $185.7M
  • HUMHUMANA INC
    −678,609
    $165.9M
  • METAMETA PLATFORMS INC
    −102,436
    $75.6M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −124,608
    $60.5M
  • AMZNAMAZON COM INC
    −250,793
    $55.0M
  • GOOGLALPHABET INC
    −185,070
    $32.6M
  • WFCWELLS FARGO CO NEW
    −292,224
    $23.4M
  • AGCOAGCO CORP
    −222,702
    $23.0M
  • G51502JOHNSON CTLS INTL PLC
    −158,841
    $16.8M
  • IACIAC INTERACTIVECORP NEW
    −377,007
    $14.1M
  • + 37 more…
Exited5 names
  • YOUCLEAR SECURE INC
    −581,691
    $15.1M
  • HIWHIGHWOODS PPTYS INC
    −129,180
    $3.8M
  • FRTFEDERAL RLTY INVT TR NEW
    −32,930
    $3.2M
  • SKAASKECHERS U S A INC
    −6,000
    $341K
  • INTCINTEL CORP
    −10,683
    $243K

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