13f Filing
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Super Investors Portfolio
Most Owned Stocks
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Chris Davis
Davis Selected Advisers
Period:
Q3, 2025
Filed Date:
Nov 12, 2025
Reported Date:
Sep 30, 2025
No. of Stocks:
107
Portfolio Value:
19.15B
SEC Reference
Holding
Activity
All
Buy
Sell
Stock
Activity
Share Change
% Change to protfolio
Q3 2025
AGCO - Agco corp /de
Add 0.46%
1812922
0.042
ARE - Alexandria real estate equities, inc.
Add 15.35%
180157
0.019
AMH - American homes 4 rent
Add 14.08%
285600
0.002
AMAT - Applied materials inc
Add 12.03%
5553992
1.198
APP - Applovin corp
Add 3.95%
223574
0.446
AVB - Avalonbay communities inc
Add 15.15%
66580
0.006
BRX - Brixmor property group inc
Add 14.37%
570000
0.015
BXP - Boston properties inc
Add 14.37%
239760
0.019
CPT - Camden property trust
Add 13.31%
89120
0.003
SCHW - Charles schwab corp
Add 0.00%
296441
0.007
Chime financial, inc.
Buy
2399166
0.253
CI - Cigna group
Add 0.07%
656318
-0.144
CHCT - Community healthcare trust inc
Add 0.27%
333190
-0.002
COP - Conocophillips
Add 0.87%
1599311
0.047
CDP - Copt defense properties
Add 104.84%
302120
0.025
CTRA - Coterra energy inc.
Add 112.93%
19883481
1.218
CUZ - Cousins properties inc
Add 11.32%
512355
0.005
CCI - Crown castle inc
Add 2.22%
43240
-0.001
DAR - Darling ingredients inc.
Add 0.42%
2453940
-0.089
DLR - Digital realty trust inc
Add 18.73%
81280
0.011
DEI - Douglas emmett inc
Add 14.76%
317600
0.004
EGP - Eastgroup properties inc
Add 14.76%
52940
0.007
EQIX - Equinix inc
Add 39.20%
21803
0.024
EQR - Equity residential
Add 5.40%
107215
0.000
FITB - Fifth third bancorp
Add 6.21%
2668869
0.081
YMM - Full truck alliance co ltd
Add 28.75%
14981773
0.297
PEAK - Healthpeak properties inc
Add 14.82%
446866
0.009
HPP - Hudson pacific properties inc
Add 0.18%
2300183
0.000
MTB - M&t bank corp
Add 0.16%
51027
0.001
MKL - Markel group inc.
Add 0.65%
373528
-0.143
MGM - Mgm resorts international
Add 0.56%
23953452
0.058
MAA - Mid-america apartment communities inc
Add 14.72%
60860
0.003
NTES - Netease inc
Add 0.23%
594740
0.055
NTST - Netstreit corp
Add 55.28%
342410
0.013
NVDA - Nvidia corp
Add 0.74%
89795
0.014
OC - Owens corning
Add 0.47%
1777367
0.043
PINS - Pinterest, inc.
Buy
7892057
1.325
PLD - Prologis inc
Add 53.35%
198166
0.048
PSA - Public storage operating co
Add 10.42%
44610
0.005
DGX - Quest diagnostics inc
Add 0.53%
1361612
0.085
O - Realty income corp
Add 91.49%
93580
0.015
REG - Regency centers corp
Add 15.00%
140110
0.008
RNR - Renaissancere holdings ltd
Add 0.05%
143145
0.008
QSR - Restaurant brands international inc.
Add 3.59%
3542388
0.003
REXR - Rexford industrial realty, inc.
Add 5.37%
395150
0.015
RKT - Rocket companies, inc.
Add 0.05%
3134234
0.085
SAP - Sap se
Add 0.04%
46787
-0.009
SPG - Simon property group inc
Add 30.67%
76733
0.026
SOLV - Solventum corp
Add 0.45%
5517611
-0.072
STT - State street corp
Add 43.65%
103785
0.023
SUI - Sun communities inc
Add 14.54%
43950
0.004
SHO - Sunstone hotel investors inc
Add 13.53%
1311800
0.012
SNPS - Synopsys inc
Buy
8655
0.022
TRNO - Terreno realty corp
Add 16.04%
120907
0.005
TFC - Truist financial corp
Add 0.38%
156437
0.002
TSN - Tyson foods, inc.
Add 11.23%
9962127
0.208
USB - Us bancorp
Add 0.52%
19431562
0.336
UDR - Udr, inc.
Add 14.94%
186190
0.002
UNH - Unitedhealth group inc
Add 0.57%
1139303
0.209
VTRS - Viatris inc
Add 4.47%
69345645
0.490
VICI - Vici properties inc.
Add 30.56%
221610
0.009
WCC - Wesco international inc
Add 0.63%
292570
0.042
Q2 2025
ARE - Alexandria real estate equities, inc.
Add 3.22%
156187
-0.014
GOOG - Alphabet inc
Add 0.57%
650390
0.077
AMH - American homes 4 rent
Add 2.98%
250360
-0.001
AMT - American tower corp
Add 3.05%
91650
0.005
Angi inc., class a
Buy
1181911
0.096
AAPL - Apple inc
Buy
1265
0.001
APP - Applovin corp
Add 31.94%
215073
0.172
AVB - Avalonbay communities inc
Add 2.07%
57820
-0.002
BRX - Brixmor property group inc
Add 2.90%
498390
0.001
BXP - Boston properties inc
Add 3.04%
209630
0.003
CPT - Camden property trust
Add 2.80%
78650
-0.003
CHCT - Community healthcare trust inc
Add 10.12%
332280
0.000
COP - Conocophillips
Add 13.09%
1585587
-0.026
CDP - Copt defense properties
Buy
147490
0.022
CTRA - Coterra energy inc.
Buy
9338141
1.267
CUZ - Cousins properties inc
Add 2.98%
460235
0.003
CCI - Crown castle inc
Add 3.17%
42300
0.000
CVS - Cvs health corp
Add 0.33%
11586790
0.090
DLR - Digital realty trust inc
Add 1.98%
68460
0.012
DEI - Douglas emmett inc
Add 2.95%
276750
-0.001
EGP - Eastgroup properties inc
Add 3.08%
46130
-0.001
EQIX - Equinix inc
Add 1.89%
15663
-0.000
EQR - Equity residential
Add 1.87%
101725
-0.002
ESS - Essex property trust inc
Add 2.92%
28541
-0.002
XOM - Exxon mobil corp
Buy
2066
0.001
FITB - Fifth third bancorp
Add 2.10%
2512856
0.037
YMM - Full truck alliance co ltd
Add 48.81%
11635925
0.201
PEAK - Healthpeak properties inc
Add 57.69%
389186
0.010
MGM - Mgm resorts international
Add 14.44%
23821109
1.081
MAA - Mid-america apartment communities inc
Add 3.11%
53050
-0.004
NTST - Netstreit corp
Add 91.81%
220510
0.010
NVDA - Nvidia corp
Buy
89135
0.075
PNC - Pnc financial services group inc
Add 1.32%
502357
0.035
O - Realty income corp
Buy
48870
0.015
REG - Regency centers corp
Add 3.12%
121830
-0.000
QSR - Restaurant brands international inc.
Add 1.40%
3419715
0.010
REXR - Rexford industrial realty, inc.
Add 3.13%
375010
-0.005
SOLV - Solventum corp
Add 3.87%
5492661
0.077
SUI - Sun communities inc
Add 53.23%
38370
0.009
SHO - Sunstone hotel investors inc
Add 45.94%
1155480
0.014
TSM - Taiwan semiconductor manufacturing co ltd
Buy
7200
0.009
TRNO - Terreno realty corp
Add 3.34%
104197
-0.003
TCOM - Trip.com group ltd
Add 1.78%
4949468
-0.101
TSN - Tyson foods, inc.
Add 91.39%
8956466
1.082
USB - Us bancorp
Add 29.84%
19331637
1.316
UDR - Udr, inc.
Add 2.13%
161990
-0.003
UNH - Unitedhealth group inc
Add 2234.93%
1132885
1.754
VALE - Vale sa
Add 7.87%
2948514
0.007
VTRS - Viatris inc
Add 2.20%
66375520
0.145
VICI - Vici properties inc.
Add 18.34%
169740
0.005
WCC - Wesco international inc
Add 12.47%
290746
0.073
Q1 2025
AGCO - Agco corp /de
Add 1.80%
2027266
0.009
ARE - Alexandria real estate equities, inc.
Add 0.75%
151317
-0.004
GOOGL - Alphabet inc
Add 0.79%
3039483
-0.581
AMH - American homes 4 rent
Add 12.21%
243120
0.006
AMAT - Applied materials inc
Add 5.96%
4993172
-0.241
APP - Applovin corp
Buy
163011
0.249
AVB - Avalonbay communities inc
Add 0.76%
56650
-0.001
BXP - Boston properties inc
Add 33.14%
203440
0.013
CPT - Camden property trust
Add 10.28%
76510
0.008
CI - Cigna group
Add 0.10%
1433251
0.439
YOU - Clear secure inc
Add 0.35%
581691
-0.002
CHCT - Community healthcare trust inc
Add 39.93%
301740
0.008
COP - Conocophillips
Add 2.28%
1402068
0.065
CVS - Cvs health corp
Add 1.43%
11549057
1.564
DAR - Darling ingredients inc.
Add 4.13%
2476469
-0.016
Davis select financial etf
Add 0.03%
2129860
0.015
Davis select international etf
Add 0.54%
3890080
0.031
DEI - Douglas emmett inc
Add 115.59%
268820
0.011
EGP - Eastgroup properties inc
Add 0.70%
44750
0.004
EG - Everest group, ltd.
Add 1.15%
39662
0.001
FITB - Fifth third bancorp
Add 0.69%
2461119
-0.040
YMM - Full truck alliance co ltd
Add 44.79%
7819344
0.239
HPP - Hudson pacific properties inc
Add 0.70%
2296963
-0.001
HUM - Humana inc
Add 3.30%
2331343
0.255
IAC - Iac inc
Add 0.84%
2657782
0.048
JCI - Johnson controls international plc
Add 0.16%
404164
0.003
MTB - M&t bank corp
Add 3.03%
51185
-0.001
MKL - Markel group inc.
Add 0.26%
371469
0.316
MGM - Mgm resorts international
Add 4.49%
20815057
-0.422
MSFT - Microsoft corp
Add 0.60%
256523
-0.064
MAA - Mid-america apartment communities inc
Add 44.28%
51450
0.018
NTST - Netstreit corp
Buy
114960
0.011
RNR - Renaissancere holdings ltd
Add 1.05%
143801
-0.005
QSR - Restaurant brands international inc.
Buy
3372511
1.295
REXR - Rexford industrial realty, inc.
Add 7.08%
363620
0.006
SOLV - Solventum corp
Add 0.79%
5288138
0.320
STT - State street corp
Add 15.20%
72704
0.002
SUI - Sun communities inc
Buy
25040
0.019
TXN - Texas instruments inc
Add 3.44%
2431035
-0.022
TCOM - Trip.com group ltd
Add 29.78%
4862997
0.299
TFC - Truist financial corp
Add 7.60%
156431
0.001
TSN - Tyson foods, inc.
Add 51.90%
4679582
0.701
USB - Us bancorp
Add 3.57%
14889014
-0.340
VALE - Vale sa
Buy
2733513
0.157
VTRS - Viatris inc
Add 3.80%
64948236
-1.230
WCC - Wesco international inc
Add 0.59%
258503
-0.037
Q4 2024
ARE - Alexandria real estate equities, inc.
Add 5.73%
150197
-0.013
AMT - American tower corp
Add 17.90%
89530
-0.007
AMAT - Applied materials inc
Add 14.58%
4712217
-0.376
BAC - Bank of america corp
Add 0.06%
1170435
0.029
NTB - Bank of n t butterfield & son ltd
Add 0.53%
1076424
-0.001
SCHW - Charles schwab corp
Add 0.12%
300056
0.016
CVS - Cvs health corp
Add 2998.12%
11385950
2.836
Davis select financial etf
Add 0.04%
2129265
0.014
Davis select international etf
Add 0.07%
3869214
-0.049
Davis select u.s. equity etf
Add 0.03%
3386897
0.009
Davis select worldwide etf
Add 0.10%
1917980
-0.017
EGP - Eastgroup properties inc
Add 12.05%
44440
-0.002
EG - Everest group, ltd.
Add 0.85%
39212
-0.006
FITB - Fifth third bancorp
Add 0.35%
2444176
-0.006
YMM - Full truck alliance co ltd
Buy
5400391
0.340
HPP - Hudson pacific properties inc
Add 88.04%
2280963
0.006
IVE - Ishares s&p 500 value etf
Add 1452.80%
197175
0.204
Lam research corp.
Buy
12280
0.005
L - Loews corp
Add 0.16%
606197
0.020
MTB - M&t bank corp
Add 2.29%
49678
0.004
MKL - Markel group inc.
Add 27.94%
370522
1.077
MGM - Mgm resorts international
Add 4.63%
19920713
-0.314
NTES - Netease inc
Buy
597320
0.310
RNR - Renaissancere holdings ltd
Add 0.78%
142313
-0.018
REXR - Rexford industrial realty, inc.
Add 62.29%
339590
0.015
RKT - Rocket companies, inc.
Add 0.23%
3170939
-0.145
STT - State street corp
Add 3.79%
63111
0.005
TCOM - Trip.com group ltd
Add 0.01%
3747161
0.201
TFC - Truist financial corp
Add 5.93%
145379
0.003
WCC - Wesco international inc
Add 0.38%
256987
0.020
Q3 2024
AGCO - Agco corp /de
Add 50.41%
2041981
0.375
ARE - Alexandria real estate equities, inc.
Add 0.33%
142057
0.095
YOU - Clear secure inc
Add 0.48%
592587
0.048
COP - Conocophillips
Add 270.44%
1407562
0.587
CVS - Cvs health corp
Add 0.75%
367512
0.009
EGP - Eastgroup properties inc
Buy
39660
0.042
EQIX - Equinix inc
Add 11.99%
19328
0.096
JCI - Johnson controls international plc
Add 5.47%
463669
0.038
MTB - M&t bank corp
Add 0.66%
48565
0.008
MKL - Markel group inc.
Add 0.88%
289600
0.011
MGM - Mgm resorts international
Add 59.83%
19038296
1.205
MSFT - Microsoft corp
Add 0.01%
258140
-0.024
MAA - Mid-america apartment communities inc
Add 48.09%
35660
0.032
ORCL - Oracle corp
Add 0.10%
138268
0.023
PLD - Prologis inc
Add 4.20%
246846
0.175
DGX - Quest diagnostics inc
Add 0.35%
2399103
0.254
RNR - Renaissancere holdings ltd
Buy
141214
0.216
SAP - Sap se
Add 0.55%
99355
0.016
SOLV - Solventum corp
Add 2.08%
5271513
0.530
STT - State street corp
Add 10.73%
60809
0.007
TCOM - Trip.com group ltd
Buy
3746822
1.249
TFC - Truist financial corp
Add 1.72%
137238
0.004
TSN - Tyson foods, inc.
Add 0.20%
3111577
0.044
USB - Us bancorp
Add 1.16%
14392993
0.523
VTRS - Viatris inc
Add 8.88%
62647266
0.649
WCC - Wesco international inc
Add 32.21%
256020
0.069
Q2 2024
AGCO - Agco corp /de
Add 0.07%
1357633
-0.198
GOOG - Alphabet inc
Add 0.65%
675447
0.126
AMT - American tower corp
Add 14.08%
76070
-0.077
BRK-B - Berkshire hathaway inc-cl b
Add 0.03%
810163
-0.064
YOU - Clear secure inc
Add 0.15%
589764
-0.009
COP - Conocophillips
Buy
379971
0.252
CCK - Crown holdings inc
Buy
8570
0.004
CVS - Cvs health corp
Add 111.17%
364782
0.045
EXR - Extra space storage inc
Add 54.20%
61595
-0.034
HPP - Hudson pacific properties inc
Add 77.99%
1224493
-0.026
HUM - Humana inc
Add 16.14%
2311362
1.009
IAC - Iac inc
Add 0.04%
2704207
-0.102
INTC - Intel corp
Add 86.16%
12642316
0.532
IVE - Ishares s&p 500 value etf
Buy
23681
0.025
JCI - Johnson controls international plc
Add 0.67%
439642
0.004
MKL - Markel group inc.
Add 0.34%
287061
0.099
MGM - Mgm resorts international
Add 0.14%
11911559
-0.187
MAA - Mid-america apartment communities inc
Buy
24080
0.000
NOAH - Noah holdings ltd
Add 121.70%
1681650
0.044
PNC - Pnc financial services group inc
Add 2.21%
510360
-0.008
PLD - Prologis inc
Add 30.69%
236886
-0.137
PSA - Public storage operating co
Add 5.62%
55620
-0.089
DGX - Quest diagnostics inc
Add 0.41%
2390828
0.060
SE - Sea ltd
Buy
652316
0.271
SOLV - Solventum corp
Buy
5163955
1.586
TSN - Tyson foods, inc.
Buy
3105330
1.031
USB - Us bancorp
Add 0.31%
14228444
-0.402
UNH - Unitedhealth group inc
Add 0.49%
90293
0.009
VTRS - Viatris inc
Add 0.12%
57535953
-0.433
WCC - Wesco international inc
Add 1.48%
193646
-0.012
Q1 2024
BABA - Alibaba group holding ltd
Add 0.04%
182192
-0.005
AMT - American tower corp
Add 14.59%
66680
0.003
BIDU - Baidu inc
Add 2.11%
47337
-0.003
CPT - Camden property trust
Add 57.01%
70480
0.014
HUM - Humana inc
Add 4468.39%
1990129
3.756
BEKE - Ke holdings inc
Add 27.57%
6010085
0.034
MGM - Mgm resorts international
Add 15.13%
11895279
0.560
REXR - Rexford industrial realty, inc.
Add 31.60%
209610
0.009
WCC - Wesco international inc
Add 1.85%
190822
0.001
Q4 2023
AGCO - Agco corp /de
Buy
1512163
1.037
ARE - Alexandria real estate equities, inc.
Add 20.58%
143977
0.036
AMT - American tower corp
Add 29.95%
58190
0.029
BIDU - Baidu inc
Add 0.53%
46357
-0.004
BXP - Boston properties inc
Add 0.29%
157340
0.010
BRX - Brixmor property group inc
Add 0.30%
711430
0.010
CARR - Carrier global corp
Add 0.24%
514650
0.007
CHCT - Community healthcare trust inc
Add 36.54%
223100
0.006
CUZ - Cousins properties inc
Add 0.23%
694055
0.016
CCI - Crown castle inc
Add 25.44%
42550
0.010
CVS - Cvs health corp
Add 0.87%
206414
0.011
Davis select financial etf
Add 1.22%
2138178
0.046
Davis select international etf
Add 0.61%
3916775
0.017
Davis select u.s. equity etf
Add 1.73%
3390041
0.081
Davis select worldwide etf
Add 0.61%
1953004
0.025
DLR - Digital realty trust inc
Add 0.24%
103645
0.008
EQR - Equity residential
Add 0.25%
144915
0.002
FRT - Federal realty investment trust
Add 14.91%
62280
0.009
FITB - Fifth third bancorp
Add 0.20%
2502465
0.130
IVE - Ishares s&p 500 value etf
Add 713.10%
139545
0.122
JCI - Johnson controls international plc
Add 1.23%
515723
0.015
BEKE - Ke holdings inc
Add 34.50%
4711272
0.124
FWONA - Liberty media corp
Buy
488300
0.160
FWONK - Liberty media corp
Buy
257802
0.092
MTB - M&t bank corp
Add 1.40%
49385
0.003
MKL - Markel group inc.
Add 14.69%
300604
0.231
MGM - Mgm resorts international
Add 4.94%
10332109
0.563
PNC - Pnc financial services group inc
Add 17.59%
502758
0.143
DGX - Quest diagnostics inc
Add 59.89%
2666564
0.929
REXR - Rexford industrial realty, inc.
Add 10.54%
159280
0.010
SHO - Sunstone hotel investors inc
Add 0.35%
846280
0.007
TRNO - Terreno realty corp
Add 0.26%
199937
0.007
VTR - Ventas, inc.
Add 15.60%
290590
0.022
WCC - Wesco international inc
Add 40.33%
187354
0.076