# Christopher Davis — Davis Selected Advisers

Source: SEC EDGAR 13F filings (CIK 0001036325).
Page URL: https://superinvestorclub.com/manager/75
Last updated: 2026-07-07T16:26:09.951Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-07), Christopher Davis reported 112 long equity positions in their Davis Selected Advisers 13F filing, with a total reported value of $21.78B.

### About

Davis Funds manager

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | COF | Capital One Financial | 8539736 | $1.56B | 7.15% | -0.9% |
| 2 | CTRA | Coterra Energy, Inc. | 37119404 | $1.30B | 5.99% | +14.1% |
| 3 | USB | U.S. Bancorp | 22237960 | $1.16B | 5.31% | +0.9% |
| 4 | VTRS | Viatris Inc. | 78211191 | $1.06B | 4.85% | +0.0% |
| 5 | META | Meta Platforms, Inc., Class A | 1719156 | $983.6M | 4.52% | -1.9% |
| 6 | MGM | MGM Resorts International | 24295338 | $899.2M | 4.13% | -9.4% |
| 7 | GOOGL | Alphabet Inc., Class A | 3094659 | $889.9M | 4.09% | -0.8% |
| 8 | CVS | CVS Health Corporation | 12239666 | $879.1M | 4.04% | -4.1% |
| 9 | TSN | Tyson Foods Inc | 13090689 | $838.7M | 3.85% | +2.1% |
| 10 | MKL | Markel Group, Inc | 383433 | $734.0M | 3.37% | -7.6% |
| 11 | AMZN | Amazon.com, Inc. | 3425252 | $713.4M | 3.28% | -0.1% |
| 12 | BRK.A | Berkshire Hathaway Inc. Class A | 923 | $662.8M | 3.04% | -2.1% |
| 13 | WFC | Wells Fargo & Co. | 8190871 | $652.1M | 2.99% | -0.8% |
| 14 | CI | Cigna Group | 2233929 | $595.9M | 2.74% | 196.7% |
| 15 | TXN | Texas Instruments, Inc. | 2849671 | $553.2M | 2.54% | -0.1% |
| 16 | TCKRF | Teck Resources Ltd., Class B | 10584663 | $547.8M | 2.51% | -11.9% |
| 17 | JBS | JBS N.V., Class A | 26244660 | $471.4M | 2.16% | +121.4% |
| 18 | LYB | LyondellBasell Industries N.V. | 5596588 | $450.9M | 2.07% | NEW |
| 19 | SOLV | Solventum Corp. | 6330325 | $413.4M | 1.90% | +1.8% |
| 20 | AMAT | Applied Materials, Inc. | 1197102 | $409.2M | 1.88% | -71.5% |
| 21 | CB | Chubb Ltd. | 1195391 | $389.6M | 1.79% | +0.7% |
| 22 | BRK.B | Berkshire Hathaway Inc. Class B | 749846 | $359.3M | 1.65% | +1.3% |
| 23 | UNH | UnitedHealth Group Inc. | 1247476 | $337.6M | 1.55% | -2.0% |
| 24 | TRPCF | Trip.com Group Ltd., ADR | 6555112 | $326.4M | 1.50% | +29.7% |
| 25 | DGX | Quest Diagnostics Inc. | 1617813 | $317.1M | 1.46% | +1.8% |

## New positions this quarter (6)

- LYB (LyondellBasell Industries N.V.): 5596588 shares, $450.9M
- ADBE (Adobe Inc.): 45139 shares, $11.0M
- JLL (Jones Lang LaSalle, Inc.): 12395 shares, $3.8M
- CBRE (CBRE Group, Inc.): 25610 shares, $3.5M
- FRMI (Fermi Inc.): 305730 shares, $1.8M
- JAN (Janus Living, Inc.): 10000 shares, $235,700

## Increased positions (62)

- CTRA: 37119404 shares (+14.1%), $1.30B
- USB: 22237960 shares (+0.9%), $1.16B
- VTRS: 78211191 shares (+0.0%), $1.06B
- TSN: 13090689 shares (+2.1%), $838.7M
- JBS: 26244660 shares (+121.4%), $471.4M
- SOLV: 6330325 shares (+1.8%), $413.4M
- CB: 1195391 shares (+0.7%), $389.6M
- BRK.B: 749846 shares (+1.3%), $359.3M
- TRPCF: 6555112 shares (+29.7%), $326.4M
- DGX: 1617813 shares (+1.8%), $317.1M
- COP: 1875428 shares (+4.3%), $247.6M
- AGCO: 2086643 shares (+1.8%), $241.8M
- YMM: 28763191 shares (+64.0%), $238.7M
- PINS: 12400101 shares (+5.1%), $227.4M
- OC: 2100935 shares (+2.7%), $227.4M
- DUSA: 3400745 shares (+0.5%), $172.6M
- APP: 335810 shares (+35.4%), $133.7M
- FITBM: 2813525 shares (+2.5%), $130.7M
- PNC: 541922 shares (+2.2%), $112.8M
- DINT: 3915748 shares (+0.6%), $105.4M

## Reduced positions (38)

- COF: 8539736 shares (-0.9%), $1.56B
- META: 1719156 shares (-1.9%), $983.6M
- MGM: 24295338 shares (-9.4%), $899.2M
- GOOGL: 3094659 shares (-0.8%), $889.9M
- CVS: 12239666 shares (-4.1%), $879.1M
- MKL: 383433 shares (-7.6%), $734.0M
- AMZN: 3425252 shares (-0.1%), $713.4M
- BRK.A: 923 shares (-2.1%), $662.8M
- WFC: 8190871 shares (-0.8%), $652.1M
- CI: 2233929 shares (196.7%), $595.9M
- TXN: 2849671 shares (-0.1%), $553.2M
- TCKRF: 10584663 shares (-11.9%), $547.8M
- AMAT: 1197102 shares (-71.5%), $409.2M
- UNH: 1247476 shares (-2.0%), $337.6M
- QSR: 3599127 shares (-10.5%), $266.0M
- GOOG: 677607 shares (-4.7%), $194.4M
- JPM: 556452 shares (-2.6%), $163.7M
- SE: 1849831 shares (323.8%), $153.2M
- IAC: 2413247 shares (-4.0%), $96.6M
- AXP: 233126 shares (-3.5%), $70.5M

## Sold positions (2)

- UDR: previously held 113280 shares worth $4.2M
- NTST: previously held 189600 shares worth $3.3M

## Filing history (9)

- 2026-03-31 (filed 2026-05-07)
- 2025-12-31 (filed 2026-02-02)
- 2025-09-30 (filed 2025-12-29)
- 2025-06-30 (filed 2025-08-08)
- 2025-03-31 (filed 2025-05-12)
- 2024-12-31 (filed 2025-02-07)
- 2024-09-30 (filed 2024-11-08)
- 2024-06-30 (filed 2024-08-07)
- 2024-03-31 (filed 2024-05-14)

## Citation

When citing, use: "Christopher Davis, Davis Selected Advisers, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/75)".