Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $18.2 Billion distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital One Financial Corp with a value of $1.91B, Meta Platforms, Inc. with a value of $1.56B, Applied Materials Inc with a value of $908M, Us Bancorp \De\ with a value of $875M, and Mgm Resorts International with a value of $819M.
Examining the 13F form we can see an increase of $1.27B in the current position value, from $16.9B to 18.2B.
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
$18.2 Billion
Financial Services: $6.49 Billion
Healthcare: $2.55 Billion
Communication Services: $2.34 Billion
Consumer Cyclical: $2.31 Billion
Technology: $1.77 Billion
Consumer Defensive: $594 Million
Industrials: $509 Million
Basic Materials: $474 Million
Other: $1.15 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
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.
