Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on February 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $17.6 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $1.44B, Capital One Financial Corp with a value of $1.43B, Meta Platforms, Inc. with a value of $1.4B, Amazon Com Inc with a value of $1.07B, and Berkshire Hathaway Inc with a value of $1.02B.

Examining the 13F form we can see an increase of $1.7B in the current position value, from $15.9B to 17.6B.

Davis Selected Advisers is based out at Tucson, AZ

Below you can find more details about Chris Davis portfolio as well as his latest detailed transactions.

Portfolio value $17.6 Billion
Financial Services: $7.67 Billion
Communication Services: $2.15 Billion
Technology: $2.05 Billion
Consumer Cyclical: $1.77 Billion
Healthcare: $1.63 Billion
Industrials: $887 Million
Basic Materials: $540 Million
Real Estate: $431 Million
Other: $492 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Chris Davis

Chris Davis

Chris Davis is the chairman and chief investment officer of Davis Selected Advisers, a successful investment firm that focuses on value investing. Davis is known for his expertise in value investing and has a reputation for being a skilled and disciplined investor. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $17.6 Billion
  • Prior Value $15.9 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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