Chris Davis Purchases in Q3 2025

Davis Selected Advisers

  • $18.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PINS
Pinterest, Inc.

Communication Services
7.89M
New
$32.17 - $39.17 $254M - $309M
7.89M $254M
CTRA
Coterra Energy Inc.

Energy
10.5M
+ 112.93%
$23.09 - $25.45 $243M - $268M
19.9M $470M
AMAT
Applied Materials Inc

Technology
596K
+ 12.03%
$156.25 - $204.95 $93.2M - $122M
5.55M $1.14B
VTRS
Viatris Inc

Healthcare
2.97M
+ 4.47%
$8.74 - $10.69 $26M - $31.8M
69.3M $687M
APP
App Lovin Corp

Technology
8.5K
+ 3.95%
$335.1 - $718.54 $2.85M - $6.11M
224K $161M
USB
Us Bancorp \De\

Financial Services
99.9K
+ 0.52%
$43.94 - $50.41 $4.39M - $5.04M
19.4M $939M
YMM
Full Truck Alliance Co. Ltd.

Technology
3.35M
+ 28.75%
$10.66 - $13.88 $35.7M - $46.4M
15M $194M
UNH
Unitedhealth Group Inc

Healthcare
6.42K
+ 0.57%
$237.77 - $353.61 $1.53M - $2.27M
1.14M $393M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.01M
+ 11.23%
$52.3 - $57.69 $52.6M - $58M
9.96M $541M
RKT
Rocket Companies, Inc.

Financial Services
1.56K
+ 0.05%
$13.31 - $21.16 $20.7K - $32.9K
3.13M $60.7M
MGM
Mgm Resorts International

Consumer Cyclical
132K
+ 0.56%
$34.18 - $39.77 $4.52M - $5.26M
24M $830M
NTES
Net Ease, Inc.

Communication Services
1.39K
+ 0.23%
$127.31 - $159.34 $177K - $222K
595K $90.4M
PLD
Prologis, Inc.

Real Estate
68.9K
+ 53.35%
$104.08 - $115.35 $7.18M - $7.95M
198K $22.7M
COP
Conocophillips

Energy
13.7K
+ 0.87%
$91.0 - $98.99 $1.25M - $1.36M
1.6M $151M
OC
Owens Corning

Industrials
8.27K
+ 0.47%
$136.56 - $157.69 $1.13M - $1.3M
1.78M $251M
WCC
Wesco International Inc

Industrials
1.82K
+ 0.63%
$189.22 - $227.19 $345K - $414K
293K $61.9M
AGCO
Agco Corp

Industrials
8.36K
+ 0.46%
$106.41 - $117.97 $889K - $986K
1.81M $194M
SPG
Simon Property Group Inc

Real Estate
18K
+ 30.67%
$159.93 - $187.67 $2.88M - $3.38M
76.7K $14.4M
EQIX
Equinix Inc

Real Estate
6.14K
+ 39.2%
$756.7 - $811.13 $4.65M - $4.98M
21.8K $17.1M
STT
State Street Corp

Financial Services
31.5K
+ 43.65%
$102.01 - $117.25 $3.22M - $3.7M
104K $12M
SNPS
Synopsys Inc

Technology
8.66K
New
$387.78 - $645.35 $3.36M - $5.59M
8.66K $4.27M
OFC
Corporate Office Properties Trust

Real Estate
155K
+ 104.84%
N/A
302K $7.28M
BXP
Boston Properties Inc

Real Estate
30.1K
+ 14.37%
$62.11 - $78.93 $1.87M - $2.38M
240K $17.8M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
24K
+ 15.35%
$71.86 - $87.45 $1.72M - $2.1M
180K $15M
REXR
Rexford Industrial Realty, Inc.

Real Estate
20.1K
+ 5.37%
$35.43 - $43.53 $714K - $877K
395K $16.2M
O
Realty Income Corp

Real Estate
44.7K
+ 91.49%
$56.13 - $60.79 $2.51M - $2.72M
93.6K $5.69M
NVDA
Nvidia Corp

Technology
660
+ 0.74%
$153.3 - $186.58 $101K - $123K
89.8K $16.8M
NTST
Netstreit Corp.

Real Estate
122K
+ 55.28%
$16.82 - $18.96 $2.05M - $2.31M
342K $6.18M
DLR
Digital Realty Trust, Inc.

Real Estate
12.8K
+ 18.73%
$161.21 - $180.02 $2.07M - $2.31M
81.3K $14.1M
VICI
Vici Properties Inc.

Real Estate
51.9K
+ 30.56%
$31.43 - $33.93 $1.63M - $1.76M
222K $7.23M
BRX
Brixmor Property Group Inc.

Real Estate
71.6K
+ 14.37%
N/A
570K $13M
RNR
Renaissancere Holdings LTD

Financial Services
78
+ 0.05%
$231.95 - $253.93 $18.1K - $19.8K
143K $36.3M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
156K
+ 13.53%
N/A
1.31M $13.3M
REG
Regency Centers Corp

Real Estate
18.3K
+ 15.0%
$68.62 - $73.81 $1.25M - $1.35M
140K $10.2M
SCHW
Schwab Charles Corp

Financial Services
3
+ 0.0%
$91.03 - $98.69 $273 - $296
296K $28.3M
EGP
Eastgroup Properties Inc

Real Estate
6.81K
+ 14.76%
$159.46 - $169.88 $1.09M - $1.16M
52.9K $8.96M
PEAK
Healthpeak Properties, Inc.

Real Estate
57.7K
+ 14.82%
N/A
447K $8.48M
AVB
Avalonbay Communities Inc

Real Estate
8.76K
+ 15.15%
$182.72 - $204.51 $1.6M - $1.79M
66.6K $12.9M
PSA
Public Storage

Real Estate
4.21K
+ 10.42%
$271.94 - $298.09 $1.14M - $1.25M
44.6K $12.9M
TRNO
Terreno Realty Corp

Real Estate
16.7K
+ 16.04%
$53.01 - $59.08 $886K - $987K
121K $6.86M
CUZ
Cousins Properties Inc

Real Estate
52.1K
+ 11.32%
$26.53 - $29.82 $1.38M - $1.55M
512K $14.8M
DGX
Quest Diagnostics Inc

Healthcare
7.19K
+ 0.53%
N/A
1.36M $187M
SUI
Sun Communities Inc

Real Estate
5.58K
+ 14.54%
$116.6 - $131.28 $651K - $733K
44K $5.67M
DEI
Douglas Emmett Inc

Real Estate
40.9K
+ 14.76%
$14.06 - $16.91 $574K - $691K
318K $4.95M
CPT
Camden Property Trust

Real Estate
10.5K
+ 13.31%
$104.05 - $115.69 $1.09M - $1.21M
89.1K $9.52M
MAA
Mid America Apartment Communities Inc.

Real Estate
7.81K
+ 14.72%
$138.38 - $153.2 $1.08M - $1.2M
60.9K $8.5M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
123K
+ 3.59%
$61.86 - $71.34 $7.59M - $8.75M
3.54M $227M
AMH
American Homes 4 Rent

Real Estate
35.2K
+ 14.08%
$32.47 - $36.74 $1.14M - $1.29M
286K $9.5M
TFC
Truist Financial Corp

Financial Services
592
+ 0.38%
$42.83 - $47.07 $25.4K - $27.9K
156K $7.15M
Activity Summary
Buys All Purchases 62 New Holdings 3 Increased Positions 59 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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