Davis Selected Advisers, under direction of Chris Davis has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $17.2 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 $1.54B, Capital One Financial Corp with a value of $1.33B, Berkshire Hathaway Inc with a value of $1.12B, Amazon Com Inc with a value of $1.11B, and Applied Materials Inc with a value of $988M.
Examining the 13F form we can see an decrease of $570M in the current position value, from $17.8B to 17.2B.
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
$17.2 Billion
Financial Services: $6.36 Billion
Communication Services: $2.36 Billion
Healthcare: $2.35 Billion
Technology: $2.01 Billion
Consumer Cyclical: $1.93 Billion
Industrials: $593 Million
Basic Materials: $552 Million
Real Estate: $411 Million
Other: $679 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.
