Chris Davis Incresed Positions in Q1 2025

Davis Selected Advisers

  • $16.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
163K
+ 1.43%
$44.22 - $68.64 $7.21M - $11.2M
11.5M $782M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.6M
+ 51.9%
$54.27 - $63.81 $86.8M - $102M
4.68M $299M
CI
Cigna Corp

Healthcare
1.46K
+ 0.1%
$274.49 - $329.0 $399K - $479K
1.43M $472M
MKL
Markel Corp

Financial Services
947
+ 0.26%
$1660.14 - $2059.83 $1.57M - $1.95M
371K $695M
TCOM
Trip.Com Group LTD

Consumer Cyclical
1.12M
+ 29.78%
$56.68 - $73.5 $63.2M - $82M
4.86M $309M
HUM
Humana Inc

Healthcare
74.4K
+ 3.3%
$249.11 - $303.11 $18.5M - $22.6M
2.33M $617M
YMM
Full Truck Alliance Co. Ltd.

Technology
2.42M
+ 44.79%
$10.41 - $13.69 $25.2M - $33.1M
7.82M $99.9M
TXN
Texas Instruments Inc

Technology
80.9K
+ 3.44%
N/A
2.43M $473M
COP
Conocophillips

Energy
31.3K
+ 2.28%
$88.6 - $105.85 $2.77M - $3.31M
1.4M $147M
IAC
Iac/Inter Active Corp

Communication Services
22.2K
+ 0.84%
$41.0 - $50.0 $908K - $1.11M
2.66M $122M
MAA
Mid America Apartment Communities Inc.

Real Estate
15.8K
+ 44.28%
$146.9 - $170.92 $2.32M - $2.7M
51.5K $8.62M
DFNL
Davis Fundamental ETF Tr

ETFs
595
+ 0.03%
$37.36 - $40.96 $22.2K - $24.4K
2.13M $83.7M
BXP
Boston Properties Inc

Real Estate
50.6K
+ 33.14%
$63.97 - $74.91 $3.24M - $3.79M
203K $13.7M
DEI
Douglas Emmett Inc

Real Estate
144K
+ 115.59%
$15.39 - $18.94 $2.22M - $2.73M
269K $4.3M
AGCO
Agco Corp

Industrials
35.9K
+ 1.8%
$88.82 - $106.69 $3.19M - $3.83M
2.03M $188M
CHCT
Community Healthcare Trust Inc

Real Estate
86.1K
+ 39.93%
$17.91 - $20.4 $1.54M - $1.76M
302K $5.48M
CPT
Camden Property Trust

Real Estate
7.13K
+ 10.28%
$109.16 - $125.53 $778K - $895K
76.5K $9.36M
REXR
Rexford Industrial Realty, Inc.

Real Estate
24K
+ 7.08%
$37.17 - $41.44 $893K - $996K
364K $14.2M
AMH
American Homes 4 Rent

Real Estate
26.5K
+ 12.21%
$34.43 - $37.81 $911K - $1M
243K $9.19M
EGP
Eastgroup Properties Inc

Real Estate
310
+ 0.7%
$155.63 - $187.46 $48.2K - $58.1K
44.8K $7.88M
JCI
Johnson Controls International PLC

Industrials
630
+ 0.16%
$76.12 - $90.6 $48K - $57.1K
404K $32.4M
STT
State Street Corp

Financial Services
9.59K
+ 15.2%
$84.47 - $102.23 $810K - $981K
72.7K $6.51M
RE
Everest Re Group LTD

Financial Services
450
+ 1.15%
N/A
39.7K $14.7M
TFC
Truist Financial Corp

Financial Services
11.1K
+ 7.6%
$39.48 - $48.15 $436K - $532K
156K $6.44M
Solventum Corp.
41.5K
+ 0.79%
N/A
5.29M $0
HPP
Hudson Pacific Properties, Inc.

Real Estate
16K
+ 0.7%
$2.51 - $3.3 $40.2K - $52.8K
2.3M $6.78M
MTB
M&T Bank Corp

Financial Services
1.51K
+ 3.03%
$170.47 - $201.98 $257K - $304K
51.2K $9.15M
AVB
Avalonbay Communities Inc

Real Estate
430
+ 0.76%
$207.86 - $228.08 $89.4K - $98.1K
56.7K $12.2M
YOU
Clear Secure, Inc.

Technology
2.01K
+ 0.35%
$22.12 - $27.62 $44.4K - $55.4K
582K $15.1M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.12K
+ 0.75%
$92.51 - $102.81 $104K - $115K
151K $14M
RNR
Renaissancere Holdings LTD

Financial Services
1.49K
+ 1.05%
$226.55 - $263.22 $337K - $392K
144K $34.5M
DAR
Darling Ingredients Inc.

Consumer Defensive
98.2K
+ 4.13%
$28.51 - $41.85 $2.8M - $4.11M
2.48M $77.4M
WCC
Wesco International Inc

Industrials
1.52K
+ 0.59%
$155.3 - $199.95 $235K - $303K
259K $40.1M
FITB
Fifth Third Bancorp

Financial Services
16.9K
+ 0.69%
$37.48 - $44.96 $635K - $762K
2.46M $96.5M
MSFT
Microsoft Corp

Technology
1.53K
+ 0.6%
$375.39 - $447.2 $575K - $685K
257K $96.3M
AMAT
Applied Materials Inc

Technology
281K
+ 5.96%
$145.06 - $195.51 $40.8M - $54.9M
4.99M $725M
USB
Us Bancorp \De\

Financial Services
514K
+ 3.57%
$40.92 - $50.9 $21M - $26.2M
14.9M $629M
MGM
Mgm Resorts International

Consumer Cyclical
894K
+ 4.49%
$29.64 - $40.37 $26.5M - $36.1M
20.8M $617M
GOOGL
Alphabet Inc.

Communication Services
23.8K
+ 0.79%
$154.33 - $206.19 $3.67M - $4.9M
3.04M $470M
VTRS
Viatris Inc

Healthcare
2.37M
+ 3.8%
$8.68 - $12.42 $20.6M - $29.5M
64.9M $566M
Activity Summary
Buys All Purchases 46 New Holdings 5 Increased Positions 41 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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