Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $17.4 Billion distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $1.55B, Capital One Financial Corp with a value of $1.44B, Berkshire Hathaway Inc with a value of $1.12B, Applied Materials Inc with a value of $831M, and Wells Fargo & Company with a value of $805M.
Examining the 13F form we can see an increase of $148M in the current position value, from $17.2B to 17.4B.
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
$17.4 Billion
Financial Services: $6.42 Billion
Healthcare: $2.34 Billion
Communication Services: $2.32 Billion
Consumer Cyclical: $1.98 Billion
Technology: $1.76 Billion
Industrials: $659 Million
Basic Materials: $595 Million
Real Estate: $474 Million
Other: $827 Million
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.