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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/
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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'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$442M
Lifetime buys
$5.53B
Lifetime sells
$7.42B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions3 names
  • PINSPINTEREST INC
    +7,892,057
    $253.9M
  • CHYMCHIME FINL INC
    +2,399,166
    $48.4M
  • SNPSSYNOPSYS INC
    +8,655
    $4.3M
Added to59 names
  • CTRACOTERRA ENERGY INC
    +10,545,340
    $249.4M
  • AMATAPPLIED MATLS INC
    +596,399
    $122.1M
  • TSNTYSON FOODS INC
    +1,005,661
    $54.6M
  • YMMFULL TRUCK ALLIANCE CO LTD
    +3,345,848
    $43.4M
  • VTRSVIATRIS INC
    +2,970,125
    $29.4M
  • PLDPROLOGIS INC.
    +68,940
    $7.9M
  • QSRRESTAURANT BRANDS INTL INC
    +122,673
    $7.9M
  • FITBFIFTH THIRD BANCORP
    +156,013
    $7.0M
  • APPAPPLOVIN CORP
    +8,501
    $6.1M
  • USBUS BANCORP DEL
    +99,925
    $4.8M
  • EQIXEQUINIX INC
    +6,140
    $4.8M
  • MGMMGM RESORTS INTERNATIONAL
    +132,343
    $4.6M
  • + 47 more…
Trimmed36 names
  • HUMHUMANA INC
    −1,267,195
    $329.7M
  • METAMETA PLATFORMS INC
    −392,300
    $288.1M
  • COFCAPITAL ONE FINL CORP
    −575,625
    $122.4M
  • MSFTMICROSOFT CORP
    −195,650
    $101.3M
  • BKBANK NEW YORK MELLON CORP
    −887,749
    $96.7M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −67
    $50.5M
  • WFCWELLS FARGO CO NEW
    −390,371
    $32.7M
  • AMZNAMAZON COM INC
    −131,175
    $28.8M
  • GOOGLALPHABET INC
    −83,819
    $20.4M
  • ORCLORACLE CORP
    −64,522
    $18.1M
  • CVSCVS HEALTH CORP
    −183,149
    $13.8M
  • JPMJPMORGAN CHASE & CO
    −40,416
    $12.7M
  • + 24 more…
Exited3 names
  • CPNGCOUPANG INC
    −5,754,998
    $172.4M
  • AAPLAPPLE INC
    −1,265
    $260K
  • XOMEXXON MOBIL CORP
    −2,066
    $223K

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