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Focused investors/Christopher Davis

Christopher Davis - Davis Advisors

As of Q2 2026, Christopher Davis reported 112 long-equity positions worth $23.29B in aggregate.

Copy-investor backtest

Latest quarter
+3.56%
1-year
+25.55%
3-year
+75.84%
5-year
+62.72%
3-year vs S&P 500
+2.97%
5-year vs S&P 500
-10.09%
5-year top 5
+127.13%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 75 of 192 rows. Rows without a quote are marked unavailable.

1WFCWells Fargo & Co. Common6.48%-0$327.4TNo quoteNo quote
2AXPAmerican Express Co. Common5.83%-0$294.52TNo quoteNo quote
3COSTCostco Wholesale Corp. Common5.56%-0$281.08TNo quoteNo quote
4OXYOccidental Petroleum Corp. Common5.27%-0$266.21TNo quoteNo quote
5BKBank of New York Mellon Common4.51%-0$227.73TNo quoteNo quote
6EOGEOG Resources, Inc. Common4.40%-0$222.08TNo quoteNo quote
7CVSCVS Caremark Corp. Common4.26%-0$215.41TNo quoteNo quote
8MRKMerck & Co., Inc. Common3.98%-0$201.15TNo quoteNo quote
9DVNDevon Energy Corp. Common3.81%-0$192.68TNo quoteNo quote
10LLoews Corp. Common3.71%-0$187.3TNo quoteNo quote
11CNQCanadian Natural Resources Foreign3.52%-0$177.64TNo quoteNo quote
12JNJJohnson & Johnson Common3.16%-0$159.61TNo quoteNo quote
13MSFTMicrosoft Corp. Common3.10%-0$156.55TNo quoteNo quote
14PGRProgressive Corp. Common3.09%-0$156.02TNo quoteNo quote
15JPMJPMorgan Chase & Co. Common2.76%-0$139.48TNo quoteNo quote
16SEESealed Air Corp. Common2.44%-0$123.39TNo quoteNo quote
17PFEPfizer Inc. Common2.43%-0$122.97TNo quoteNo quote
18PGProcter & Gamble Co. Common2.43%-0$122.63TNo quoteNo quote
19TXNTexas Instruments, Inc. Common2.27%-0$114.92TNo quoteNo quote
20IRMIron Mountain Inc. Common2.25%-0$113.79TNo quoteNo quote
21ESRXExpress Scripts Inc - Class A Common2.23%-0$112.63TNo quoteNo quote
22HPQHewlett Packard Co. Common2.22%-0$112.09TNo quoteNo quote
23BBBYQBed Bath + Beyond Inc. Common2.05%-0$103.64TNo quoteNo quote
24AAgilent Technologies, Inc. Common1.79%-0$90.28TNo quoteNo quote
25TRHTransatlantic Holdings, Inc. Common1.59%-0$80.32TNo quoteNo quote
26KOCoca Cola Co Common1.48%-0$74.71TNo quoteNo quote
27HOGHarley-Davidson, Inc. Common1.44%-0$72.71TNo quoteNo quote
28DISDisney Walt Holdings Common1.32%-0$66.46TNo quoteNo quote
29PMPhilip Morris International Inc. Common1.27%-0$64.05TNo quoteNo quote
30MCOMoody's Corp. Common1.14%-0$57.41TNo quoteNo quote
31AMPAmeriprise Financial, Inc. Common1.13%-0$57.13TNo quoteNo quote
32NWSANews Corp. Common1.11%-0$56.29TNo quoteNo quote
33KMXCarMax, Inc. Common1.09%-0$55.08TNo quoteNo quote
34TYCTyco International Ltd. Common1.00%-0$50.3TNo quoteNo quote
35ABBNYABB Limited ADR ADR0.77%-0$38.88TNo quoteNo quote
36HRBH & R Block, Inc. Common0.73%-0$36.99TNo quoteNo quote
37TVGrupo Televisa SA ADR0.66%-0$33.2TNo quoteNo quote
38ATVIActivision Blizzard, Inc. Common0.65%-0$32.88TNo quoteNo quote
39BAMBrookfield Asset Management Foreign0.52%-0$26.32TNo quoteNo quote
40QVCALiberty Media Interactive A Common0.35%-0$17.61TNo quoteNo quote
41DCTDCT Industrial Trust Inc. Common0.17%-0$8.38TNo quoteNo quote
42-Vornado Realty Trust, Pfd,CUSIP PREFERRED0.03%-57,840$1.75TNo quoteNo quote
43BRK/ABerkshire Hathaway Inc., A CommonCUSIP 0846701080.00%-20,881$2.54BNo quoteNo quote
44GOOGLGoogle Inc. Class A Common0.00%-1,341,044$760.53M$567.12No quote
45BRK/BBerkshire Hathaway Inc., B CommonCUSIP 0846707020.00%-9,262,695$752.78MNo quoteNo quote
46BDXBecton, Dickinson and Co Common0.00%-8,697,732$684.77M$78.73No quote
47RIGTransocean Ltd. Common0.00%-6,956,102$600.87M$86.38No quote
48DNBD & B Corp. Common0.00%-7,901,206$588.01MNo quoteNo quote
49MLMMartin Marietta Materials, Inc. Common0.00%-6,237,595$521.15M$83.55No quote
50GSGoldman Sachs Group Inc. Common0.00%-2,322,084$396.22M$170.63No quote
51VMCVulcan Materials Corp. Common0.00%-8,360,537$394.95M$47.24No quote
52DEODiageo PLC - ADR ADR0.00%-4,882,314$329.31M$67.45No quote
53MONMonsanto Co. Common0.00%-4,551,643$325.08MNo quoteNo quote
54CAHCardinal Health Inc. Common0.00%-8,109,768$292.2M$36.03No quote
55LHLaboratory Corp of America Common0.00%-3,828,553$289.86M$75.71No quote
56MJNMead Johnson Nutrition Common0.00%-4,907,982$255.36MNo quoteNo quote
57FRFHFFairfax Financial Holdings Ltd. Foreign0.00%-596,671$223.78M$375.04No quote
58UNUnilever NV ADR0.00%-7,063,510$213.04MNo quoteNo quote
59VVisa Inc. Common0.00%-2,271,901$206.81M$91.03No quote
60AMZNAmazon.Com, Inc. Common0.00%-1,477,839$200.65M$135.77No quote
61HSYThe Hershey Co. Common0.00%-4,051,366$173.44M$42.81No quote
62COPConocoPhillips Common0.00%-3,340,066$170.91M$51.17No quote
63POTPotash Corp Saskatchewan Inc. Foreign0.00%-1,360,433$162.37MNo quoteNo quote
64UPSUnited Parcel Service, Inc.,B Common0.00%-2,348,857$151.29M$64.41No quote
65CFNCarefusion Corp. Common0.00%-5,658,717$149.56MNo quoteNo quote
66OFCCorporate Office Properties Trust Common0.00%-3,507,787$140.77MNo quoteNo quote
67MKLMarkel Corp. Common0.00%-352,332$132.01M$374.66No quote
68AREAlexandria Real Estate Equities, Common0.00%-1,941,731$131.26M$67.60No quote
69DLRDigital Realty Trust Inc. Common0.00%-2,260,695$122.53M$54.20No quote
70ACCAmerican Campus Coms Inc. Common0.00%-4,137,514$114.44MNo quoteNo quote
71ESSEssex Property Trust, Inc. Common0.00%-1,244,284$111.92M$89.95No quote
72VTRVentas, Inc. Common0.00%-2,321,882$110.24M$47.48No quote
73FRTFederal Realty Investment Trust Common0.00%-1,503,152$109.44MNo quoteNo quote
74BXPBoston Properties, Inc. Common0.00%-1,393,081$105.09M$75.44No quote
75PCARPACCAR Inc Common0.00%-2,232,320$96.75M$43.34No quote
76TCOTaubman Centers, Inc. Common0.00%-2,352,668$93.92MNo quoteNo quote
77PFGPrincipal Financial Group, Inc. Common0.00%-3,212,247$93.83M$29.21No quote
78EGEverest Re Group, Ltd. Common0.00%-1,097,804$88.85M$80.93No quote
79HSTHost Hotels & Resorts Inc. Common0.00%-5,589,781$81.89MNo quoteNo quote
80AVBAvalonbay Communities, Inc. Common0.00%-947,573$81.82M$86.35No quote
81VNOVornado Realty Trust Common0.00%-1,054,783$79.85M$75.70No quote
82REGRegency Centers Corporation Common0.00%-1,962,351$73.53M$37.47No quote
83BACBank of America Corp. Common0.00%-4,003,926$71.47M$17.85No quote
84DEIDouglas Emmett, Inc. Common0.00%-4,609,177$70.84M$15.37No quote
85UDRUDR, Inc. Common0.00%-3,990,681$70.4M$17.64No quote
86SPGSimon Property Group Inc. Common0.00%-796,913$66.86M$83.90No quote
87HIWHighwoods Properties Inc. Common0.00%-2,098,076$66.57MNo quoteNo quote
88EPREntertainment Properties Trust Common0.00%-1,405,820$57.82MNo quoteNo quote
89LHOLaSalle Hotel Properties Common0.00%-2,169,629$50.55MNo quoteNo quote
90CBLCBL & Associates Properties Common0.00%-3,686,504$50.51M$13.70No quote
91LSTZALiberty Media - Starz A Common0.00%-913,382$49.94MNo quoteNo quote
92YUMYum! Brands, Inc. Common0.00%-1,215,205$46.58M$38.33No quote
93SIALSigma-Aldrich Corp. Common0.00%-792,283$42.51MNo quoteNo quote
94IDXXIDEXX Laboratories, Inc. Common0.00%-625,344$35.99M$57.55No quote
95TSTenaris S.A. - ADR ADR0.00%-807,218$34.66MNo quoteNo quote
96FCEAForest City Enterprises Inc. - A Common0.00%-2,145,848$30.92MNo quoteNo quote
97CUZCousins Properties, Inc. Common0.00%-3,569,174$29.66M$8.31No quote
98SHAWShaw Group Inc. Common0.00%-837,459$28.83MNo quoteNo quote
99LFCChina Life Insurance, Co. ADR0.00%-396,663$28.58MNo quoteNo quote
100SCHWCharles Schwab Corp. Common0.00%-1,332,559$24.91M$18.69No quote
101SAPSAP AG ADR0.00%-511,465$24.64M$48.17No quote
102HRSHarris Corporation Common0.00%-460,636$21.88MNo quoteNo quote
103NTESNetEase.com Inc. ADR0.00%-600,146$21.32M$35.52No quote
104WFMWhole Foods Market Inc. Common0.00%-576,800$20.85MNo quoteNo quote
105BLTBlount International, Inc. Common0.00%-1,927,147$19.97MNo quoteNo quote
106ALEXAlexander & Baldwin, Inc. Common0.00%-588,632$19.45MNo quoteNo quote
107KSSKohls Corp. Common0.00%-322,900$17.69MNo quoteNo quote
108AMTAmerican Tower Corp Cl A Common0.00%-393,412$16.76M$42.61No quote
109CCICrown Castle Int'l Corp Common0.00%-410,488$15.69M$38.23No quote
110SBACSBA Communications Corp Common0.00%-430,269$15.52M$36.07No quote
111CSACogdell Spencer, Inc. Common0.00%-2,014,508$14.91MNo quoteNo quote
112PWRQuanta Services, Inc. Common0.00%-743,290$14.24M$19.16No quote
113CCitigroup Inc. Common0.00%-3,465,760$14.04M$4.05No quote
114SHWThe Sherwin Williams Co. Common0.00%-201,117$13.61M$67.68No quote
115AMXAmerica Movil S.A.B. de C.V. ADR0.00%-268,789$13.53MNo quoteNo quote
116AESPRCAES Trust III,6.75%,10/15/29 PreferredPREF0.00%-288,810$13.06MNo quoteNo quote
117ACEAce Limited Common0.00%-247,000$12.92MNo quoteNo quote
118TSNTyson Foods Inc. Common0.00%-569,900$10.91M$19.15No quote
119UHSUniversal Health Services, Inc Common0.00%-310,000$10.88M$35.09No quote
120BSBRBanco Santander Brasil SA ADR0.00%-842,857$10.48MNo quoteNo quote
121WCNWaste Connections Inc. Common0.00%-290,000$9.85M$33.96No quote
122AVPAvon Products, Inc. Common0.00%-283,715$9.61MNo quoteNo quote
123FCXPRMFreeport-Mc C&G 6.75 5/01/10 PreferredPREF0.00%-80,000$9.28MNo quoteNo quote
124NBRNabors Industries Ltd. Common0.00%-472,000$9.27M$19.63No quote
125ALTRAltera Corp. Common0.00%-362,741$8.82MNo quoteNo quote
126MASMasco Corp. Common0.00%-567,900$8.81M$15.52No quote
127IBMIBM Common0.00%-67,821$8.7M$128.25No quote
128IBNICICI Bank Limited ADR0.00%-197,000$8.41M$42.70No quote
129UNHUnitedHealth Group Inc. Common0.00%-236,685$7.73M$32.67No quote
130GEGeneral Electric Co. Common0.00%-421,200$7.67M$18.20No quote
131AMBPRMAMB Property 6.75% PreferredPREF0.00%-300,000$6.72MNo quoteNo quote
132IRFInternational Rectifier Corp. Common0.00%-291,700$6.68MNo quoteNo quote
133AESAES Corp. Common0.00%-595,150$6.55M$11.00No quote
134CSCOCisco Systems, Inc. Common0.00%-243,423$6.34M$26.03No quote
135FMDThe First Marblehead Corp. Common0.00%-1,930,844$5.48MNo quoteNo quote
136FCSFairchild Semiconductor Internation Common0.00%-445,597$4.75MNo quoteNo quote
137RYAAYRyanair Holdings ADR0.00%-151,319$4.11M$27.17No quote
138TROWT. Rowe Price Group, Inc. Common0.00%-69,260$3.81M$54.97No quote
139FPICFPIC Insurance Group, Inc. Common0.00%-125,218$3.4MNo quoteNo quote
140URIRPUnited Rentals Trust I, 6.50% PreferredPREF0.00%-109,741$3.33MNo quoteNo quote
141CPRJCitigroup Inc. 8.5% 3/30/2040 PreferredPREF0.00%-120,000$3.08MNo quoteNo quote
142JCIJohnson Controls, Inc. Common0.00%-93,281$3.08M$32.99No quote
143USBUS Bankcorp Common0.00%-113,035$2.93M$25.88No quote
144EQRPREEquity Residential - Series E PreferredPREF0.00%-63,200$2.76MNo quoteNo quote
145SCHSSchool Specialty Inc Common0.00%-120,000$2.73MNo quoteNo quote
146RNRRenaissanceRe Holdings Ltd Common0.00%-44,512$2.53M$56.77No quote
147NSRGYNestle SA ADR0.00%-48,145$2.47M$51.30No quote
148VALEPVale SA-Sp Pref ADR ADR0.00%-74,519$2.07MNo quoteNo quote
149CISGCNINSURE Inc. ADR0.00%-73,800$1.96MNo quoteNo quote
150URIUnited Rentals, Inc. Common0.00%-200,000$1.88M$9.38No quote
151BROBrown & Brown, Inc. Common0.00%-97,700$1.75M$17.92No quote
152ETFCETRADE Financial Corp. Common0.00%-862,143$1.43MNo quoteNo quote
153AOCAon Corp. Common0.00%-31,840$1.36MNo quoteNo quote
154INTCIntel Corp. Common0.00%-55,000$1.23M$22.29No quote
155MILMillipore Corporation Common0.00%-10,500$1.11MNo quoteNo quote
156LMTLockheed Martin Corp. Common0.00%-12,738$1.06M$83.22No quote
157ATIAllegheny Technologies, Inc. Common0.00%-18,000$972K$54.00No quote
158GLAClark Holdings, Inc. Common0.00%-1,493,715$836KNo quoteNo quote
159SLGSL GREEN RLTY Common0.00%-10,967$628KNo quoteNo quote
160ADFTAdfitech Inc. Common0.00%-280,000$616KNo quoteNo quote
161EXPDExpeditors Int'l of Washington Inc Common0.00%-14,540$537K$36.93No quote
162PLDPROLOGIS TR SH BEN INT Common0.00%-38,529$509K$13.21No quote
163SESpectra Energy Corp. Common0.00%-22,500$507K$22.53No quote
164CMECME Group Inc. Common0.00%-1,495$473K$316.39No quote
165APDAir Products & Chemicals, Inc. Common0.00%-4,690$347K$73.99No quote
166EQREquity Residential - COM Common0.00%-8,663$339K$39.13No quote
167AMBAMB Property Corp. Common0.00%-12,004$327KNo quoteNo quote
168LBTYKLiberty Global, Inc. -Class C Common0.00%-9,500$274K$28.84No quote
169TDToronto Dominion Bank Foreign0.00%-3,600$268K$74.44No quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1-Level 3 Com, 10% 5/1/2011 BondBondOTHER0$10.28T
2-Level 3 Com, 15% 1/15/2013 BondBondOTHER0$5.35T
3-Forest City Ent FCE 3.625 BondBondOTHER0$2.6T
4-School Specialty, Inc., Notes BondBondOTHER0$2.21T
5-Digital Realty LP DLR 5.5% BondBondOTHER0$1.81T
6-Tyson Foods Inc 3.25 10/15/13 BondBondOTHER0$1.79T
7-News America 02/28/21-06 BondBondOTHER0$1.07T
8-Masco Corp, 6.125 10/03/16 BondBondOTHER0$997.21B
9-Prologis, 2.25% 4/01/37 BondBondOTHER0$995.81B
10-Allegheny Tech. 4.25 6/1/14 BondBondOTHER7,055,000$10.33M
11-Intel Corp 3.25 8/1/39 144a BondBondOTHER8,000,000$9.59M
12-US Steel Corp. 4% 05/15/14 BondBondOTHER4,500,000$9.46M
13INTCIntel Corp 2.95 12/15/2035 BondBondOTHER9,500,000$9.32M
14-School Specialty SCHS 3.75 BondBondOTHER8,500,000$8.09M
15-Valeant Pharm 4.00 11/15/13 BondBondOTHER3,900,000$5.43M
16-Waste Connections 3.75 4/1/26 BondBondOTHER5,000,000$5.23M
17-Reckson Operating 06/15/25 BondBondOTHER5,000,000$4.96M
18-Forest City Ent FCE 5 BondBondOTHER3,000,000$3.75M
19-United Rental NA 1 7/8 10/23-10 BondBondOTHER3,720,000$3.68M
20-Kohls Corp Bond BondBondOTHER2,500,000$2.78M
21-Nabors 0.94 Cpn BondBondOTHER2,500,000$2.48M
22-Adfitech Inc. 8% 03/15/2020 BondBondOTHER1,095,780$937K
23-Janus Capital GR JNS3.25 BondBondOTHER250,000$316K