Chris Davis Purchases in Q2 2025

Davis Selected Advisers

  • $18.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.08M
+ 2234.93%
$274.35 - $599.47 $297M - $650M
1.13M $353M
USB
Us Bancorp \De\

Financial Services
4.44M
+ 29.84%
$36.4 - $45.76 $162M - $203M
19.3M $875M
CTRA
Coterra Energy Inc.

Energy
9.34M
New
$22.6 - $29.07 $211M - $271M
9.34M $237M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.28M
+ 91.39%
$54.33 - $63.56 $232M - $272M
8.96M $501M
MGM
Mgm Resorts International

Consumer Cyclical
3.01M
+ 14.44%
$25.79 - $34.95 $77.5M - $105M
23.8M $819M
YMM
Full Truck Alliance Co. Ltd.

Technology
3.82M
+ 48.81%
$9.67 - $13.01 $36.9M - $49.7M
11.6M $137M
APP
App Lovin Corp

Technology
52.1K
+ 31.94%
$219.37 - $417.89 $11.4M - $21.8M
215K $75.3M
VTRS
Viatris Inc

Healthcare
1.43M
+ 2.2%
$7.26 - $9.12 $10.4M - $13M
66.4M $593M
CVS
Cvs Health Corp

Healthcare
37.7K
+ 0.33%
$60.04 - $70.18 $2.27M - $2.65M
11.6M $799M
GOOG
Alphabet Inc.

Communication Services
3.69K
+ 0.57%
$146.58 - $180.01 $541K - $665K
650K $115M
WCC
Wesco International Inc

Industrials
32.2K
+ 12.47%
$132.86 - $186.1 $4.28M - $6M
291K $53.8M
FITB
Fifth Third Bancorp

Financial Services
51.7K
+ 2.1%
$33.32 - $41.51 $1.72M - $2.15M
2.51M $103M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.55K
+ 1.32%
$149.76 - $186.42 $981K - $1.22M
502K $93.6M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
364K
+ 45.94%
N/A
1.16M $11.7M
OFC
Corporate Office Properties Trust

Real Estate
147K
New
N/A
147K $3.56M
O
Realty Income Corp

Real Estate
48.9K
New
$52.27 - $58.52 $2.55M - $2.86M
48.9K $2.82M
PEAK
Healthpeak Properties, Inc.

Real Estate
142K
+ 57.69%
N/A
389K $7.38M
DLR
Digital Realty Trust, Inc.

Real Estate
1.33K
+ 1.98%
$136.11 - $177.69 $181K - $236K
68.5K $11.9M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
47.2K
+ 1.4%
$60.03 - $72.0 $2.83M - $3.4M
3.42M $227M
NTST
Netstreit Corp.

Real Estate
106K
+ 91.81%
$14.61 - $16.95 $1.54M - $1.79M
221K $3.73M
SUI
Sun Communities Inc

Real Estate
13.3K
+ 53.23%
$114.62 - $132.25 $1.53M - $1.76M
38.4K $4.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.2K
New
$141.37 - $228.57 $1.02M - $1.65M
7.2K $1.63M
VALE
Vale S.A.

Basic Materials
215K
+ 7.87%
$8.26 - $10.1 $1.78M - $2.17M
2.95M $28.6M
AMT
American Tower Corp

Real Estate
2.71K
+ 3.05%
$203.96 - $228.19 $553K - $618K
91.7K $20.3M
VICI
Vici Properties Inc.

Real Estate
26.3K
+ 18.34%
$29.41 - $32.97 $773K - $867K
170K $5.53M
CUZ
Cousins Properties Inc

Real Estate
13.3K
+ 2.98%
$25.15 - $30.53 $334K - $406K
460K $13.8M
BXP
Boston Properties Inc

Real Estate
6.19K
+ 3.04%
$56.86 - $74.12 $352K - $459K
210K $14.1M
BRX
Brixmor Property Group Inc.

Real Estate
14K
+ 2.9%
N/A
498K $11.3M
AAPL
Apple Inc.

Technology
1.27K
New
$172.42 - $223.89 $218K - $283K
1.27K $259K
XOM
Exxon Mobil Corp

Energy
2.07K
New
$99.93 - $119.04 $206K - $246K
2.07K $222K
ESS
Essex Property Trust, Inc.

Real Estate
810
+ 2.92%
N/A
28.5K $7.79M
CCI
Crown Castle International Corp

Real Estate
1.3K
+ 3.17%
$94.83 - $107.06 $123K - $139K
42.3K $4.35M
CHCT
Community Healthcare Trust Inc

Real Estate
30.5K
+ 10.12%
$14.97 - $18.3 $457K - $559K
332K $5.53M
Solventum Corp.
205K
+ 3.87%
N/A
5.49M $0
Angi Inc., Class A
1.18M
New
N/A
1.18M $0
REG
Regency Centers Corp

Real Estate
3.69K
+ 3.12%
$65.48 - $74.74 $242K - $276K
122K $8.68M
EQIX
Equinix Inc

Real Estate
290
+ 1.89%
$740.07 - $914.43 $215K - $265K
15.7K $12.5M
DEI
Douglas Emmett Inc

Real Estate
7.93K
+ 2.95%
$13.09 - $16.29 $104K - $129K
277K $4.16M
AMH
American Homes 4 Rent

Real Estate
7.24K
+ 2.98%
$32.8 - $39.31 $237K - $285K
250K $9.03M
EGP
Eastgroup Properties Inc

Real Estate
1.38K
+ 3.08%
$145.28 - $176.09 $200K - $243K
46.1K $7.71M
EQR
Equity Residential

Real Estate
1.87K
+ 1.87%
$61.82 - $71.72 $116K - $134K
102K $6.87M
AVB
Avalonbay Communities Inc

Real Estate
1.17K
+ 2.07%
$187.23 - $215.61 $219K - $252K
57.8K $11.8M
CPT
Camden Property Trust

Real Estate
2.14K
+ 2.8%
$106.53 - $122.8 $228K - $263K
78.7K $8.86M
TRNO
Terreno Realty Corp

Real Estate
3.37K
+ 3.34%
$51.18 - $63.89 $172K - $215K
104K $5.84M
UDR
Udr, Inc.

Real Estate
3.38K
+ 2.13%
$38.09 - $45.36 $129K - $153K
162K $6.61M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.6K
+ 3.11%
$145.91 - $168.0 $233K - $269K
53.1K $7.85M
REXR
Rexford Industrial Realty, Inc.

Real Estate
11.4K
+ 3.13%
$31.57 - $39.41 $360K - $449K
375K $13.3M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.87K
+ 3.22%
$67.83 - $92.33 $330K - $450K
156K $11.3M
COP
Conocophillips

Energy
184K
+ 13.09%
$82.66 - $106.1 $15.2M - $19.5M
1.59M $142M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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