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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
+$2.45B+$1.23B$0-$1.23B-$2.45B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
+$1.85B
Lifetime buys
$7.99B
Lifetime sells
$8.03B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions4 names
  • N4732MJBS N.V.
    +11,854,741
    $170.9M
  • FISVFISERV INC
    +568,982
    $38.2M
  • HPPHUDSON PAC PPTYS INC
    +324,026
    $3.5M
  • CUBECUBESMART
    +90,930
    $3.3M
Added to54 names
  • CTRACOTERRA ENERGY INC
    +12,654,027
    $333.1M
  • TSNTYSON FOODS INC
    +2,865,413
    $168.0M
  • USBUS BANCORP DEL
    +2,610,197
    $139.3M
  • VTRSVIATRIS INC
    +8,832,339
    $110.0M
  • GOOGLALPHABET INC
    +348,166
    $109.0M
  • CVSCVS HEALTH CORP
    +1,356,870
    $107.7M
  • MGMMGM RESORTS INTERNATIONAL
    +2,866,750
    $104.6M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    +205,927
    $103.5M
  • PINSPINTEREST INC
    +3,909,926
    $101.2M
  • TXNTEXAS INSTRS INC
    +535,819
    $93.0M
  • MKLMARKEL CORP
    +41,632
    $89.5M
  • AMZNAMAZON COM INC
    +291,276
    $67.2M
  • + 42 more…
Trimmed43 names
  • AMATAPPLIED MATLS INC
    −1,352,694
    $347.6M
  • BKBANK NEW YORK MELLON CORP
    −488,959
    $56.8M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −55
    $41.5M
  • NTESNETEASE INC
    −168,576
    $23.2M
  • JPMJPMORGAN CHASE & CO
    −24,040
    $7.7M
  • EXREXTRA SPACE STORAGE INC
    −27,100
    $3.5M
  • NTSTNETSTREIT CORP
    −152,810
    $2.7M
  • UDRUDR INC
    −72,910
    $2.7M
  • AXPAMERICAN EXPRESS CO
    −6,240
    $2.3M
  • PLDPROLOGIS INC.
    −18,040
    $2.3M
  • SPGSIMON PPTY GROUP INC NEW
    −10,550
    $2.0M
  • REXRREXFORD INDL RLTY INC
    −50,320
    $1.9M
  • + 31 more…
Exited3 names
  • HUMHUMANA INC
    −385,539
    $100.3M
  • 444097HUDSON PAC PPTYS INC
    −2,300,183
    $6.3M
  • RHRH
    −2,240
    $455K

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