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Focused investors/Christopher Davis

Christopher Davis - Davis Advisors

As of Q1 2026, this manager reported 112 long-equity positions worth $21.78B in aggregate.

As of Q1 2026, Christopher Davis's Davis Advisors held 112 long-equity positions with a reported value of $21.78B.

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Updated 2026-05-30 from SEC 13F data.

Live quotes available for 96 of 105 rows. Rows without a quote are marked unavailable.

1METAMeta Platforms, Inc., Class A8.72%Reduce -11.3%2,714,886$1.55B$572.4452w: $279.40 - $577.40; reported $572.44
2COFCapital One Financial Corp.8.09%Reduce -0.1%9,628,400$1.44B$149.7352w: $88.23 - $154.18; reported $149.73
3BRK-ABerkshire Hathaway Inc., Class A6.27%Reduce -11.7%1,617$1.12B$691180.0052w: $502000.00 - $741971.00; reported $691180.00
4AMATApplied Materials, Inc.4.66%Reduce -1.8%4,112,767$830.98M$202.0552w: $129.21 - $255.89; reported $202.05
5WFCWells Fargo & Co.4.52%Reduce -7.1%14,263,227$805.73M$56.4952w: $38.39 - $62.55; reported $56.49
6AMZNAmazon.com, Inc.4.25%Reduce -29.0%4,062,415$756.95M$186.3352w: $118.35 - $201.20; reported $186.33
7MGMMGM Resorts International4.17%Add +59.8%19,038,296$744.21M$39.0952w: $33.44 - $48.25; reported $39.09
8HUMHumana Inc.4.10%Reduce -0.1%2,309,557$731.53M$316.7452w: $298.61 - $530.54; reported $316.74
9VTRSViatris Inc.4.08%Add +8.9%62,647,266$727.33M$11.6152w: $8.74 - $13.62; reported $11.61
10USBU.S. Bancorp3.69%Add +1.2%14,392,993$658.19M$45.7352w: $30.47 - $47.31; reported $45.73
11TECKTeck Resources Ltd., Class B3.34%Reduce -1.2%11,390,911$595.06M$52.2452w: $34.38 - $55.13; reported $52.24
12GOOGLAlphabet Inc., Class A2.85%Reduce -0.4%3,062,607$507.93M$165.8552w: $120.21 - $191.75; reported $165.85
13CICigna Group2.80%Reduce -0.4%1,439,871$498.83M$346.4452w: $253.95 - $370.83; reported $346.44
14TXNTexas Instruments, Inc.2.74%Reduce -0.0%2,360,962$487.7M$206.5752w: $139.48 - $214.66; reported $206.57
15MKLMarkel Group, Inc2.55%Add +0.9%289,600$454.26M$1568.5852w: $1295.65 - $1670.24; reported $1568.58
16BKBank of New York Mellon Corp.2.16%Reduce -28.0%5,366,975$385.67M$71.8652w: $39.66 - $73.19; reported $71.86
17OCOwens Corning2.13%Reduce -5.4%2,153,295$380.1M$176.5252w: $109.95 - $191.13; reported $176.52
18DGXQuest Diagnostics Inc.2.09%Add +0.3%2,399,103$372.46M$155.2552w: $119.59 - $159.36; reported $155.25
19SOLVSolventum Corp.2.06%Add +2.1%5,271,513$367.53M$69.7252w: $47.16 - $96.05; reported $69.72
20BRK-BBerkshire Hathaway Inc., Class B1.93%Reduce -7.8%746,965$343.8M$460.2652w: $330.58 - $484.82; reported $460.26
21CBChubb Ltd.1.91%Reduce -6.3%1,178,336$339.82M$288.3952w: $204.15 - $294.18; reported $288.39
22INTCIntel Corp.1.66%Reduce -0.1%12,623,929$296.16M$23.4652w: $18.51 - $51.28; reported $23.46
23JPMJPMorgan Chase & Co.1.66%Reduce -24.3%1,399,528$295.1M$210.8652w: $135.19 - $225.48; reported $210.86
24TCOMTrip.com Group Ltd., ADR1.25%New3,746,822$222.67M$59.4352w: $31.55 - $63.87; reported $59.43
25AGCOAGCO Corporation1.12%Add +50.4%2,041,981$199.83M$97.8652w: $84.35 - $130.26; reported $97.86
26TSNTyson Foods Inc1.04%Add +0.2%3,111,577$185.33M$59.5652w: $44.94 - $66.88; reported $59.56
27COPConocoPhillips0.83%Add +270.4%1,407,562$148.19M$105.2852w: $101.30 - $135.18; reported $105.28
28CPNGCoupang, Inc., Class A0.82%Reduce -0.6%5,940,678$145.84M$24.5552w: $13.51 - $25.20; reported $24.55
29IACIAC Inc.0.82%Reduce -0.1%2,702,142$145.43M$53.8252w: $41.39 - $58.29; reported $53.82
30DUSADavis Select U.S. Equity ETF0.79%-3,385,789$141.12M$41.6852w: $30.00 - $42.35; reported $41.68
31BEKEKE Holdings Inc., Class A, ADR0.66%Reduce -1.9%5,880,528$117.08M$19.9152w: $12.44 - $22.85; reported $19.91
32GOOGAlphabet Inc., Class C0.62%Reduce -1.4%665,676$111.29M$167.1952w: $121.46 - $193.31; reported $167.19
33MSFTMicrosoft Corp.0.62%Add +0.0%258,140$111.08M$430.3052w: $311.21 - $468.35; reported $430.30
34DARDarling Ingredients Inc.0.59%Reduce -0.2%2,831,571$105.22M$37.1652w: $32.67 - $52.73; reported $37.16
35FITBFifth Third Bancorp0.59%Reduce -1.7%2,435,536$104.34M$42.8452w: $22.49 - $43.85; reported $42.84
36DINTDavis Select International ETF0.52%-3,866,428$92.85M$24.0252w: $16.75 - $24.44; reported $24.02
37PNCPNC Financial Services Group, Inc.0.52%Reduce -1.7%501,736$92.75M$184.8552w: $109.40 - $187.78; reported $184.85
38DFNLDavis Select Financial ETF0.44%-2,128,485$78.73M$36.9952w: $25.38 - $37.07; reported $36.99
39AXPAmerican Express Co.0.44%Reduce -21.0%287,548$77.98M$271.2052w: $140.91 - $272.68; reported $271.20
40DWLDDavis Select Worldwide ETF0.41%-1,916,112$72.62M$37.9052w: $25.88 - $38.32; reported $37.90
41SESea Ltd., Class A, ADR0.34%Reduce -0.5%649,028$61.19M$94.2852w: $34.35 - $96.09; reported $94.28
42RKTRocket Companies, Inc., Class A0.34%Reduce -1.7%3,163,759$60.71M$19.1952w: $7.17 - $21.38; reported $19.19
43LLoews Corp.0.27%Reduce -3.5%605,243$47.84M$79.0552w: $61.43 - $83.54; reported $79.05
44BACBank of America Corp.0.26%Reduce -1.8%1,169,687$46.41M$39.6852w: $24.96 - $44.44; reported $39.68
45WCCWesco International, Inc.0.24%Add +32.2%256,020$43.01M$167.9852w: $122.30 - $195.43; reported $167.98
46NTBBank of N.T. Butterfield & Son Limited0.22%Reduce -0.9%1,070,712$39.49M$36.8852w: $24.62 - $40.55; reported $36.88
47RNRRenaissanceRe Holdings Ltd0.22%New141,214$38.47M$272.4052w: $188.24 - $272.73; reported $272.40
48JCIJohnson Controls International plc0.20%Add +5.5%463,669$35.99M$77.6152w: $47.90 - $77.71; reported $77.61
49JDJD.com Inc., Class A, ADR0.19%Reduce -79.8%867,641$34.71M$40.0052w: $20.82 - $42.68; reported $40.00
50PLDPrologis, Inc.0.17%Add +4.2%246,846$31.17M$126.2852w: $96.64 - $137.52; reported $126.28
51UNHUnitedHealth Group Inc.0.17%Reduce -43.4%51,132$29.9M$584.6852w: $436.38 - $607.94; reported $584.68
52ORCLOracle Corporation0.13%Add +0.1%138,268$23.56M$170.4052w: $99.26 - $173.99; reported $170.40
53CVSCVS Health Corporation0.13%Add +0.8%367,512$23.11M$62.8852w: $52.77 - $83.25; reported $62.88
54SAPSAP SE - ADR0.13%Add +0.6%99,355$22.76M$229.1052w: $127.30 - $231.13; reported $229.10
55NOAHNoah Holdings Ltd., Class A, ADS0.12%Reduce -0.9%1,666,249$20.54M$12.3352w: $7.14 - $15.44; reported $12.33
56PSAPublic Storage, Inc.0.11%Reduce -2.0%54,520$19.84M$363.8752w: $233.18 - $366.80; reported $363.87
57YOUClear Secure, Inc.0.11%Add +0.5%592,587$19.64M$33.1452w: $15.28 - $33.85; reported $33.14
58SCHWCharles Schwab Corp.0.11%Reduce -1.7%299,705$19.42M$64.8152w: $48.66 - $79.49; reported $64.81
59CUZCousins Properties, Inc.0.10%Reduce -9.2%620,015$18.28M$29.4852w: $17.40 - $30.50; reported $29.48
60VTRVentas, Inc.0.10%Reduce -1.6%281,230$18.04M$64.1352w: $39.33 - $65.65; reported $64.13
61AMTAmerican Tower Corp0.10%Reduce -0.2%75,940$17.66M$232.5652w: $154.58 - $243.56; reported $232.56
62EQIXEquinix, Inc.0.10%Add +12.0%19,328$17.16M$887.6352w: $677.80 - $914.93; reported $887.63
63AREAlexandria Real Estate Equities, Inc.0.09%Add +0.3%142,057$16.87M$118.7552w: $90.73 - $135.45; reported $118.75
64DLRDigital Realty Trust, Inc.0.09%Reduce -0.7%101,175$16.37M$161.8352w: $113.94 - $165.17; reported $161.83
65EGEverest Group, Ltd.0.09%Reduce -4.9%38,883$15.24M$391.8352w: $343.76 - $417.92; reported $391.83
66SPGSimon Property Group, Inc.0.08%Reduce -1.8%83,580$14.13M$169.0252w: $102.11 - $170.87; reported $169.02
67BRXBrixmor Property Group, Inc.0.08%Reduce -1.9%494,490$13.78M$27.8652w: $19.46 - $28.45; reported $27.86
68BABAAlibaba Group Holding Ltd., ADR0.08%Reduce -24.8%127,784$13.56M$106.1252w: $66.63 - $112.22; reported $106.12
69AVBAvalonBay Communities, Inc.0.07%Reduce -2.0%56,610$12.75M$225.2552w: $160.45 - $236.26; reported $225.25
70BXPBXP, Inc.0.07%Reduce -1.3%152,800$12.29M$80.4652w: $50.64 - $83.85; reported $80.46
71EXRExtra Space Storage, Inc.0.06%Reduce -0.2%61,495$11.08M$180.1952w: $101.19 - $184.87; reported $180.19
72REXRRexford Industrial Realty, Inc.0.06%Reduce -0.2%209,250$10.53M$50.3152w: $41.56 - $58.02; reported $50.31
73ESSEssex Property Trust, Inc.0.06%Reduce -27.7%33,451$9.88M$295.4252w: $203.85 - $317.73; reported $295.42
74UDRUDR, Inc.0.05%Reduce -2.1%197,320$8.95M$45.3452w: $30.95 - $47.55; reported $45.34
75MTBM & T Bank Corp0.05%Add +0.7%48,565$8.65M$178.1252w: $108.53 - $180.64; reported $178.12
76REGRegency Centers Corporation0.05%Reduce -1.3%119,660$8.64M$72.2352w: $56.29 - $75.26; reported $72.23
77CPTCamden Property Trust0.05%Reduce -0.9%69,820$8.62M$123.5352w: $82.81 - $127.69; reported $123.53
78AMHAmerican Homes 4 Rent - Class A0.05%Reduce -1.9%218,090$8.37M$38.3952w: $31.36 - $41.41; reported $38.39
79SHOSunstone Hotel Investors, Inc.0.05%Reduce -0.9%807,870$8.34M$10.3252w: $9.03 - $11.59; reported $10.32
80EQREquity Residential0.04%Reduce -1.9%101,105$7.53M$74.4652w: $52.57 - $78.83; reported $74.46
81EGPEastgroup Properties, Inc.0.04%New39,660$7.41M$186.8252w: $154.75 - $192.61; reported $186.82
82FRTFederal Realty Investment Trust0.04%Reduce -1.3%60,520$6.96MNo quoteNo quote
83TRNOTerreno Realty Corp.0.04%Reduce -35.5%102,237$6.83M$66.8352w: $50.42 - $71.63; reported $66.83
84TFCTruist Financial Corp.0.03%Add +1.7%137,238$5.87M$42.7752w: $26.57 - $45.31; reported $42.77
85HPPHudson Pacific Properties Inc.0.03%Reduce -0.9%1,213,023$5.8M$4.7852w: $29.82 - $69.02; reported $4.78
86PEAKHealthpeak Properties, Inc.0.03%Reduce -2.1%250,166$5.72MNo quoteNo quote
87MAAMid-America Apartment Communities, Inc.0.03%Add +48.1%35,660$5.67M$158.9052w: $115.56 - $167.39; reported $158.90
88STTState Street Corp.0.03%Add +10.7%60,809$5.38M$88.4752w: $62.78 - $89.49; reported $88.47
89HIWHighwoods Properties Inc.0.03%Reduce -2.1%157,100$5.26MNo quoteNo quote
90CCICrown Castle, Inc.0.03%Reduce -0.9%41,550$4.93M$118.6352w: $84.72 - $120.92; reported $118.63
91VICIVICI Properties, Inc.0.03%Reduce -0.8%146,190$4.87M$33.3152w: $26.63 - $34.29; reported $33.31
92ROICRetail Opportunity Investments Corp.0.02%Reduce -46.9%265,055$4.17MNo quoteNo quote
93CHCTCommunity Healthcare Trust, Inc.0.02%Reduce -2.0%215,630$3.91M$18.1552w: $15.06 - $29.68; reported $18.15
94WELLWelltower, Inc.0.02%Reduce -69.2%29,740$3.81MNo quoteNo quote
95SUISun Communities, Inc.0.02%Reduce -2.1%26,100$3.53M$135.1552w: $102.74 - $147.83; reported $135.15
96IVEiShares S&P 500 Value Index Fund0.01%Reduce -46.4%12,698$2.5M$197.1752w: $147.23 - $197.63; reported $197.17
97DEIDouglas Emmett, Inc0.01%Reduce -2.0%124,690$2.19M$17.5752w: $10.76 - $17.75; reported $17.57
98LRCXLam Research Corp.0.01%-1,228$1M$816.0852w: $57.44 - $113.00; reported $816.08
99CCKCrown Holdings, Inc.0.00%-8,570$821.69K$95.8852w: $69.61 - $96.74; reported $95.88
100RHRH0.00%-2,240$749.12K$334.4352w: $207.26 - $354.86; reported $334.43
101FWONALiberty Formula One, Series A0.00%Reduce -97.3%9,590$685.97K$71.5352w: $55.25 - $75.50; reported $71.53
102SKXSkechers U.S.A., Inc., Class A0.00%Reduce -19.9%6,000$401.52KNo quoteNo quote
105MBCMasterbrand, Inc.-Sold0$0No quoteNo quote
104HOLIHollysys Automation Technologies Ltd.-Sold0$0No quoteNo quote
103BIDUBaidu, Inc. Class A, ADR-Sold0$0No quoteNo quote