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Christopher Davis — 13F History

Davis Selected AdvisersCIK 0001036325Form 13F-HR on EDGAR
Portfolio value$23.3B
Positions112
QuarterQ2 2026ended 2026-06-30
Filed08/112026

Every 13F on file since Q2 2013: what Christopher Davis bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$23.3B · 112 stocks · filed Aug 11, 2026
2 bought18 added87 reduced2 sold
Q1 2026$21.8B · 112 stocks · filed May 7, 2026
6 bought64 added36 reduced2 sold
reduced −72% AMATbought LYBadded +197% CIadded +121% JBSreduced −93% DARadded +14% CTRA
Q4 2025$22.2B · 108 stocks · filed Feb 2, 2026
4 bought54 added43 reduced3 sold
Q3 2025$19.2B · 107 stocks · filed Dec 29, 2025
3 bought59 added36 reduced3 sold
reduced −77% HUMreduced −19% METAbought PINSadded +113% CTRAsold CPNGreduced −6% COF
Q2 2025$18.7B · 107 stocks · filed Aug 8, 2025
8 bought43 added49 reduced5 sold
Q1 2025$17.3B · 104 stocks · filed May 12, 2025
5 bought41 added54 reduced1 sold
Q4 2024$17.2B · 100 stocks · filed Feb 7, 2025
3 bought27 added63 reduced5 sold
Q3 2024$17.8B · 102 stocks · filed Nov 8, 2024
3 bought23 added69 reduced3 sold
Q2 2024$17.2B · 102 stocks · filed Aug 7, 2024
7 bought23 added60 reduced3 sold
Q1 2024$17.8B · 98 stocks · filed May 14, 2024
0 bought9 added87 reduced5 sold
Q4 2023$17.7B · 103 stocks · filed Feb 12, 2024
3 bought31 added60 reduced4 sold
Q3 2023$15.9B · 104 stocks · filed Nov 9, 2023
4 bought29 added57 reduced2 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.