13f Filing
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Super Investors Portfolio
Most Owned Stocks
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Chris Davis
Davis Selected Advisers
Period:
Q4, 2025
Filed Date:
Feb 02, 2026
Reported Date:
Dec 31, 2025
No. of Stocks:
108
Portfolio Value:
22.25B
SEC Reference
Holding
Activity
Stock
% of portfoliio
Activity
Shares
Value
Recent Price
COF - Capital one financial corp
9.384%
Add 2.80%
8.61M
2.09B
$242.360
USB - Us bancorp
5.286%
Add 13.43%
22.04M
1.18B
$53.360
META - Meta platforms inc
5.201%
Add 2.18%
1.75M
1.16B
$660.096
AMAT - Applied materials inc
4.853%
Reduced 24.36%
4.20M
1.08B
$256.991
CVS - Cvs health corp
4.551%
Add 11.90%
12.76M
1.01B
$79.360
MGM - Mgm resorts international
4.399%
Add 11.97%
26.82M
978.67M
$36.490
GOOGL - Alphabet inc
4.387%
Add 12.57%
3.12M
976.17M
$313.001
VTRS - Viatris inc
4.375%
Add 12.74%
78.18M
973.32M
$12.450
MKL - Markel group inc.
4.011%
Add 11.15%
415.16K
892.50M
$2149.764
CTRA - Coterra energy inc.
3.849%
Add 63.64%
32.54M
856.39M
$26.320
AMZN - Amazon.com inc
3.558%
Add 9.28%
3.43M
791.55M
$230.821
WFC - Wells fargo & co
3.459%
Add 6.06%
8.26M
769.65M
$93.200
TSN - Tyson foods, inc.
3.380%
Add 28.76%
12.83M
751.95M
$58.620
BRK-A - Berkshire hathaway inc-cl a
3.199%
Reduced 5.51%
943
711.78M
$754800.000
TECK - Teck resources ltd
2.587%
Add 9.03%
12.02M
575.62M
$47.890
TXN - Texas instruments inc
2.225%
Add 23.12%
2.85M
495.01M
$173.491
SOLV - Solventum corp
2.215%
Add 12.73%
6.22M
492.88M
$79.240
UNH - Unitedhealth group inc
1.889%
Add 11.77%
1.27M
420.37M
$330.115
BRK-B - Berkshire hathaway inc-cl b
1.672%
Add 38.57%
739.875K
371.91M
$502.663
CB - Chubb ltd
1.665%
Add 10.86%
1.19M
370.38M
$312.123
TCOM - Trip.com group ltd
1.633%
Add 2.27%
5.05M
363.39M
$71.910
PINS - Pinterest, inc.
1.373%
Add 49.54%
11.80M
305.55M
$25.890
DGX - Quest diagnostics inc
1.240%
Add 16.76%
1.59M
275.90M
$173.532
QSR - Restaurant brands international inc.
1.233%
Add 13.51%
4.02M
274.34M
$68.230
OC - Owens corning
1.029%
Add 15.15%
2.05M
229.03M
$111.911
GOOG - Alphabet inc
1.003%
Add 10.05%
710.963K
223.10M
$313.802
AGCO - Agco corp /de
0.961%
Add 13.01%
2.05M
213.74M
$104.321
CI - Cigna group
0.931%
Add 14.71%
752.852K
207.21M
$275.237
YMM - Full truck alliance co ltd
0.846%
Add 17.06%
17.54M
188.18M
$10.730
JPM - Jpmorgan chase & co
0.828%
Reduced 4.04%
571.586K
184.18M
$322.220
Davis select u.s. equity etf
0.778%
Add 0.04%
3.38M
173.05M
$51.130
Jbs n.v., class a
0.768%
Buy
11.85M
170.95M
$14.420
COP - Conocophillips
0.756%
Add 12.42%
1.80M
168.30M
$93.611
APP - Applovin corp
0.751%
Add 10.92%
247.981K
167.10M
$673.835
FITB - Fifth third bancorp
0.577%
Add 2.83%
2.74M
128.46M
$46.810
Davis select international etf
0.499%
Add 0.06%
3.89M
110.93M
$28.500
PNC - Pnc financial services group inc
0.497%
Add 5.63%
530.089K
110.65M
$208.730
Davis select financial etf
0.463%
Add 0.02%
2.13M
102.96M
$48.330
DAR - Darling ingredients inc.
0.460%
Add 15.83%
2.84M
102.32M
$36.000
IAC - Iac inc
0.442%
Add 12.05%
2.51M
98.30M
$39.100
Davis select worldwide etf
0.402%
Add 0.06%
1.92M
89.43M
$46.640
AXP - American express co
0.402%
Reduced 2.52%
241.7K
89.42M
$369.950
WCC - Wesco international inc
0.401%
Add 24.59%
364.502K
89.17M
$244.642
RNR - Renaissancere holdings ltd
0.290%
Add 60.49%
229.739K
64.59M
$281.160
BAC - Bank of america corp
0.284%
Reduced 0.06%
1.15M
63.24M
$55.000
L - Loews corp
0.284%
Add 0.73%
600.046K
63.19M
$105.310
RKT - Rocket companies, inc.
0.281%
Add 2.99%
3.23M
62.49M
$19.360
Chime financial, inc.
0.280%
Add 3.04%
2.47M
62.22M
$25.170
BK - Bank of new york mellon corp
0.272%
Reduced 48.38%
521.722K
60.57M
$116.090
NTES - Netease inc
0.264%
Reduced 28.34%
426.164K
58.65M
$137.621
SE - Sea ltd
0.250%
Reduced 0.92%
436.534K
55.69M
$127.571
NTB - Bank of n t butterfield & son ltd
0.236%
Reduced 0.48%
1.05M
52.50M
$49.820
EG - Everest group, ltd.
0.180%
Add 199.32%
118.017K
40.05M
$339.350
FI - Fiserv inc
0.172%
Buy
568.982K
38.22M
$67.170
VALE - Vale sa
0.172%
2.93M
38.19M
$13.030
SCHW - Charles schwab corp
0.135%
Add 1.77%
301.695K
30.14M
$99.910
MSFT - Microsoft corp
0.132%
Add 16.24%
60.801K
29.41M
$483.637
BEKE - Ke holdings inc
0.131%
1.85M
29.18M
$15.760
IVE - Ishares s&p 500 value etf
0.121%
Add 1820.97%
127.053K
26.94M
$212.070
JCI - Johnson controls international plc
0.113%
Add 12.88%
209.96K
25.14M
$119.752
PLD - Prologis inc
0.103%
Reduced 9.10%
180.126K
22.99M
$127.660
NVDA - Nvidia corp
0.093%
Add 23.66%
111.038K
20.71M
$186.506
STT - State street corp
0.083%
Add 38.53%
143.773K
18.55M
$129.010
EQIX - Equinix inc
0.072%
Reduced 4.72%
20.773K
15.92M
$766.160
BXP - Boston properties inc
0.071%
Reduced 2.44%
233.91K
15.78M
$67.480
ORCL - Oracle corp
0.070%
Add 18.44%
79.416K
15.48M
$194.917
BRX - Brixmor property group inc
0.066%
Reduced 2.46%
555.97K
14.58M
$26.220
AVB - Avalonbay communities inc
0.064%
Add 18.41%
78.84K
14.29M
$181.310
SAP - Sap se
0.062%
Add 20.43%
56.347K
13.69M
$242.926
REXR - Rexford industrial realty, inc.
0.060%
Reduced 12.73%
344.83K
13.35M
$38.720
CUZ - Cousins properties inc
0.058%
Reduced 2.49%
499.615K
12.88M
$25.780
Angi inc., class a
0.055%
Reduced 0.00%
948.993K
12.27M
$12.930
DLR - Digital realty trust inc
0.055%
Reduced 2.50%
79.25K
12.26M
$154.710
SPG - Simon property group inc
0.055%
Reduced 13.75%
66.183K
12.25M
$185.110
SHO - Sunstone hotel investors inc
0.051%
Reduced 2.45%
1.28M
11.44M
$8.940
PSA - Public storage operating co
0.051%
Reduced 2.44%
43.52K
11.29M
$259.500
MTB - M&t bank corp
0.051%
Add 9.44%
55.846K
11.25M
$201.480
AMT - American tower corp
0.050%
Reduced 2.59%
63.97K
11.23M
$175.570
NOAH - Noah holdings ltd
0.046%
1.02M
10.26M
$10.040
CPT - Camden property trust
0.043%
Reduced 2.46%
86.93K
9.57M
$110.080
TFC - Truist financial corp
0.042%
Add 22.77%
192.053K
9.45M
$49.210
JD - Jd.com inc
0.042%
Reduced 3.66%
329.221K
9.45M
$28.700
REG - Regency centers corp
0.042%
Reduced 2.47%
136.65K
9.43M
$69.030
EGP - Eastgroup properties inc
0.041%
Reduced 2.47%
51.63K
9.20M
$178.140
AMH - American homes 4 rent
0.040%
Reduced 2.45%
278.61K
8.94M
$32.100
VTR - Ventas, inc.
0.040%
Reduced 2.49%
114.41K
8.85M
$77.380
ARE - Alexandria real estate equities, inc.
0.039%
Reduced 1.13%
178.127K
8.72M
$48.940
MAA - Mid-america apartment communities inc
0.037%
Reduced 2.43%
59.38K
8.25M
$138.910
CDP - Copt defense properties
0.037%
Reduced 2.44%
294.74K
8.19M
$27.800
PEAK - Healthpeak properties inc
0.032%
Reduced 2.45%
435.936K
7.01M
$16.080
TRNO - Terreno realty corp
0.031%
Reduced 2.46%
117.937K
6.92M
$58.710
EQR - Equity residential
0.030%
Reduced 2.52%
104.515K
6.59M
$63.040
VICI - Vici properties inc.
0.027%
Reduced 2.42%
216.24K
6.08M
$28.120
CHCT - Community healthcare trust inc
0.024%
Reduced 2.29%
325.56K
5.35M
$16.420
SUI - Sun communities inc
0.024%
Reduced 2.53%
42.84K
5.31M
$123.910
O - Realty income corp
0.023%
Reduced 2.34%
91.39K
5.15M
$56.370
ESS - Essex property trust inc
0.019%
Reduced 2.60%
16.511K
4.32M
$261.680
UDR - Udr, inc.
0.019%
Reduced 39.16%
113.28K
4.16M
$36.680
SNPS - Synopsys inc
0.018%
8655
4.07M
$469.720
CCI - Crown castle inc
0.017%
Reduced 2.50%
42.16K
3.75M
$88.870
EXR - Extra space storage inc
0.016%
Reduced 49.22%
27.955K
3.64M
$130.220
Hudson pacific properties, inc.
0.016%
Buy
324.026K
3.51M
$10.830
DEI - Douglas emmett inc
0.015%
Reduced 2.45%
309.81K
3.40M
$10.990
NTST - Netstreit corp
0.015%
Reduced 44.63%
189.6K
3.34M
$17.640
CUBE - Cubesmart
0.015%
Buy
90.93K
3.28M
$36.050
TSM - Taiwan semiconductor manufacturing co ltd
0.010%
7200
2.19M
$303.890
Lam research corp.
0.009%
12.28K
2.10M
$171.180
CCK - Crown holdings inc
0.004%
8570
882.453K
$102.970