Christopher Davis — Recent Buys
Davis Selected Advisers · New and increased positions in the Q2 '26 13F filing.
Filed August 11, 2026 · Last updated
Christopher Davis opened 2 new positions and increased 25 existing holdings in the Q2 '26 filing — a combined buy footprint of $6.84B. Largest new position: Devon Energy Corp. at $1.05B.
New positions (2)
Increased positions (25)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | 4276176 | $1.02B | 4.38% | +24.8% |
| MKL | Markel Group, Inc | 406759 | $794.4M | 3.41% | +6.1% |
| CI | Cigna Group | 2253424 | $621.2M | 2.67% | +0.9% |
| JBS | JBS N.V., Class A | 50016236 | $592.7M | 2.54% | +90.6% |
| UNH | UnitedHealth Group Inc. | 1274650 | $529.8M | 2.28% | +2.2% |
| TCKRF | Teck Resources Ltd., Class B | 8363497 | $497.3M | 2.14% | +-21.0% |
| LYB | LyondellBasell Industries N.V. | 8698852 | $458.0M | 1.97% | +55.4% |
| TRPCF | Trip.com Group Ltd., ADR | 8761371 | $349.1M | 1.50% | +33.7% |
| PINS | Pinterest, Inc., Class A | 12574721 | $264.5M | 1.14% | +1.4% |
| COP | ConocoPhillips | 1877583 | $195.2M | 0.84% | +0.1% |
| SE | Sea Ltd., Class A, ADR | 2011812 | $192.8M | 0.83% | +8.8% |
| NTES | NetEase Inc. - ADR | 612955 | $78.5M | 0.34% | +45.0% |
| BAC | Bank of America Corp. | 992776 | $56.6M | 0.24% | +-14.4% |
| MSFT | Microsoft Corp. | 92973 | $34.7M | 0.15% | +18.5% |
| NVDA | NVIDIA Corp. | 154727 | $31.0M | 0.13% | +36.3% |
| ADBE | Adobe Inc. | 67894 | $13.9M | 0.06% | +50.4% |
| AMH-PG | American Homes 4 Rent - Class A | 325590 | $10.9M | 0.05% | +17.5% |
| NOAH | Noah Holdings Ltd., Class A, ADS | 964486 | $9.6M | 0.04% | +-5.6% |
| SAP | SAP SE - ADR | 60529 | $9.3M | 0.04% | +-80.9% |
| ESS | Essex Property Trust, Inc. | 28501 | $8.3M | 0.04% | +70.0% |
| EQR | Equity Residential | 91855 | $6.2M | 0.03% | +-13.2% |
| ARE | Alexandria Real Estate Equities, Inc. | 80467 | $4.3M | 0.02% | +-55.5% |
| FRMI | Fermi Inc. | 451400 | $4.1M | 0.02% | +47.6% |
| JAN | Janus Living, Inc. | 35000 | $1.0M | 0.00% | +250.0% |
| IVE | iShares S&P 500 Value Index Fund | 3288 | $747K | 0.00% | +-71.7% |