Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $16.9 Billion distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital One Financial Corp with a value of $1.61B, Meta Platforms, Inc. with a value of $1.27B, Berkshire Hathaway Inc with a value of $1.24B, Cvs Health Corp with a value of $782M, and Applied Materials Inc with a value of $725M.
Examining the 13F form we can see an increase of $54.7M in the current position value, from $16.8B to 16.9B.
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
$16.9 Billion
Financial Services: $6.34 Billion
Healthcare: $2.79 Billion
Consumer Cyclical: $2.03 Billion
Communication Services: $2.03 Billion
Technology: $1.49 Billion
Industrials: $515 Million
Basic Materials: $435 Million
ETFs: $393 Million
Other: $874 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.
