13f Filing
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Super Investors Portfolio
Most Owned Stocks
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Chris Davis
Davis Selected Advisers
Period:
Q2, 2026
Filed Date:
Aug 11, 2026
Reported Date:
Jun 30, 2026
No. of Stocks:
112
Portfolio Value:
23.29B
SEC Reference
Holding
Activity
Stock
% of portfoliio
Activity
Shares
Value
Recent Price
COF - Capital one financial corp
7.125%
Reduced 3.15%
8.27M
1.66B
$200.632
USB - Us bancorp
5.564%
Reduced 3.53%
21.45M
1.30B
$60.405
CVS - Cvs health corp
5.271%
Reduced 3.05%
11.87M
1.23B
$103.456
VTRS - Viatris inc
5.130%
Reduced 3.81%
75.23M
1.19B
$15.881
MGM - Mgm resorts international
4.907%
Reduced 1.61%
23.90M
1.14B
$47.809
GOOGL - Alphabet inc
4.507%
Reduced 5.09%
2.94M
1.05B
$357.383
DVN - Devon energy corp/de
4.488%
Buy
25.30M
1.05B
$41.315
AMZN - Amazon.com inc
4.376%
Add 24.84%
4.28M
1.02B
$238.351
META - Meta platforms inc
3.988%
Reduced 4.13%
1.65M
928.73M
$563.491
MKL - Markel group inc.
3.411%
Add 6.08%
406.759K
794.40M
$1953.000
TXN - Texas instruments inc
3.120%
Reduced 14.46%
2.44M
726.55M
$298.073
TSN - Tyson foods, inc.
3.111%
Reduced 3.34%
12.65M
724.48M
$57.255
WFC - Wells fargo & co
2.842%
Reduced 2.22%
8.01M
661.90M
$82.647
BRK-A - Berkshire hathaway inc-cl a
2.791%
Reduced 5.96%
868
650.01M
$748859.908
CI - Cigna group
2.667%
Add 0.87%
2.25M
621.24M
$275.689
Jbs n.v., class a
2.545%
Add 90.58%
50.02M
592.69M
$11.850
UNH - Unitedhealth group inc
2.275%
Add 2.18%
1.27M
529.84M
$415.674
TECK - Teck resources ltd
2.135%
Reduced 20.98%
8.36M
497.29M
$59.459
SOLV - Solventum corp
2.090%
Reduced 0.36%
6.31M
486.69M
$77.157
LYB - Lyondellbasell industries nv
1.967%
Add 55.43%
8.70M
457.99M
$52.650
CB - Chubb ltd
1.680%
Reduced 3.96%
1.15M
391.23M
$340.767
BRK-B - Berkshire hathaway inc-cl b
1.587%
Reduced 1.52%
738.433K
369.51M
$500.403
TCOM - Trip.com group ltd
1.499%
Add 33.66%
8.76M
349.05M
$39.840
OC - Owens corning
1.420%
Reduced 0.94%
2.08M
330.71M
$158.905
DGX - Quest diagnostics inc
1.416%
Reduced 3.84%
1.56M
329.78M
$211.995
PINS - Pinterest, inc.
1.136%
Add 1.41%
12.57M
264.48M
$21.033
AGCO - Agco corp /de
1.058%
Reduced 1.35%
2.06M
246.36M
$119.681
YMM - Full truck alliance co ltd
0.964%
Reduced 3.91%
27.64M
224.43M
$8.120
QSR - Restaurant brands international inc.
0.872%
Reduced 22.19%
2.80M
203.05M
$72.508
GOOG - Alphabet inc
0.856%
Reduced 16.73%
564.274K
199.39M
$353.365
COP - Conocophillips
0.838%
Add 0.11%
1.88M
195.19M
$103.958
SE - Sea ltd
0.828%
Add 8.76%
2.01M
192.79M
$95.830
Davis select u.s. equity etf
0.820%
3.40M
191.05M
$56.180
APP - Applovin corp
0.699%
Reduced 6.04%
315.539K
162.72M
$515.687
JPM - Jpmorgan chase & co
0.670%
Reduced 14.39%
476.389K
155.94M
$327.330
FITB - Fifth third bancorp
0.650%
Reduced 4.60%
2.68M
151.31M
$56.370
WCC - Wesco international inc
0.539%
Reduced 4.49%
363.915K
125.50M
$344.869
PNC - Pnc financial services group inc
0.524%
Reduced 8.46%
496.066K
122.14M
$246.220
Davis select international etf
0.479%
3.92M
111.60M
$28.500
IAC - Iac inc
0.474%
Reduced 0.80%
2.39M
110.51M
$46.160
Davis select financial etf
0.452%
2.13M
105.18M
$49.365
Davis select worldwide etf
0.384%
1.94M
89.50M
$46.240
NTES - Netease inc
0.337%
Add 45.01%
612.955K
78.54M
$128.141
RNR - Renaissancere holdings ltd
0.319%
Reduced 8.81%
234.528K
74.32M
$316.900
AMAT - Applied materials inc
0.318%
Reduced 91.44%
102.521K
74.07M
$722.522
AXP - American express co
0.305%
Reduced 10.00%
209.821K
70.97M
$338.250
RKT - Rocket companies, inc.
0.302%
Reduced 7.47%
4.46M
70.29M
$15.750
L - Loews corp
0.265%
Reduced 11.22%
545.211K
61.72M
$113.210
NTB - Bank of n t butterfield & son ltd
0.259%
Reduced 5.68%
1.01M
60.22M
$59.500
BAC - Bank of america corp
0.243%
Reduced 14.36%
992.776K
56.57M
$56.980
BK - Bank of new york mellon corp
0.228%
Reduced 30.23%
366.448K
52.99M
$144.610
Chime financial, inc.
0.205%
Reduced 8.17%
2.33M
47.75M
$20.480
EG - Everest group, ltd.
0.194%
Reduced 10.28%
126.423K
45.16M
$357.230
VALE - Vale sa
0.189%
Reduced 0.05%
2.93M
44.06M
$15.040
MSFT - Microsoft corp
0.149%
Add 18.45%
92.973K
34.70M
$373.279
NVDA - Nvidia corp
0.133%
Add 36.26%
154.727K
30.95M
$200.031
BEKE - Ke holdings inc
0.115%
Reduced 0.06%
1.85M
26.89M
$14.530
SCHW - Charles schwab corp
0.115%
Reduced 6.79%
289.871K
26.75M
$92.270
FI - Fiserv inc
0.114%
Reduced 8.33%
539.839K
26.48M
$49.050
STT - State street corp
0.108%
Reduced 2.78%
147.966K
25.10M
$169.600
PLD - Prologis inc
0.104%
Reduced 2.21%
178.556K
24.19M
$135.470
JCI - Johnson controls international plc
0.089%
Reduced 27.06%
141.422K
20.66M
$146.081
EQIX - Equinix inc
0.086%
Reduced 9.00%
19.313K
20.13M
$1042.390
CUZ - Cousins properties inc
0.074%
Reduced 2.19%
573.605K
17.20M
$29.980
BXP - Boston properties inc
0.066%
Reduced 2.17%
232.05K
15.39M
$66.310
BRX - Brixmor property group inc
0.065%
Reduced 15.27%
477.15K
15.04M
$31.530
ADBE - Adobe inc
0.060%
Add 50.41%
67.894K
13.93M
$205.162
MTB - M&t bank corp
0.059%
Reduced 3.70%
58.072K
13.82M
$238.010
PEAK - Healthpeak properties inc
0.058%
Reduced 2.20%
631.026K
13.50M
$21.400
DLR - Digital realty trust inc
0.057%
Reduced 7.10%
73.28K
13.16M
$179.580
PSA - Public storage operating co
0.052%
Reduced 8.53%
37.74K
12.01M
$318.310
AVB - Avalonbay communities inc
0.049%
Reduced 25.11%
59.89K
11.30M
$188.690
SNPS - Synopsys inc
0.048%
Reduced 3.67%
24.962K
11.14M
$446.348
SPG - Simon property group inc
0.047%
Reduced 2.26%
49.318K
11.03M
$223.650
ORCL - Oracle corp
0.047%
Reduced 6.83%
74.923K
10.97M
$146.473
AMH - American homes 4 rent
0.047%
Add 17.47%
325.59K
10.91M
$33.520
CDP - Copt defense properties
0.046%
Reduced 2.17%
292.7K
10.65M
$36.390
TFC - Truist financial corp
0.045%
Reduced 7.30%
208.391K
10.38M
$49.820
EGP - Eastgroup properties inc
0.045%
Reduced 2.18%
51.23K
10.38M
$202.530
AMT - American tower corp
0.044%
Reduced 2.12%
63.25K
10.35M
$163.570
SHO - Sunstone hotel investors inc
0.043%
Reduced 2.20%
870.12K
9.96M
$11.450
VTR - Ventas, inc.
0.042%
Reduced 2.15%
111.42K
9.89M
$88.800
CPT - Camden property trust
0.042%
Reduced 2.15%
86.12K
9.86M
$114.490
NOAH - Noah holdings ltd
0.041%
Reduced 5.59%
964.486K
9.64M
$9.990
DAR - Darling ingredients inc.
0.040%
Reduced 9.08%
170.846K
9.34M
$54.669
SAP - Sap se
0.040%
Reduced 80.93%
60.529K
9.33M
$154.214
REG - Regency centers corp
0.040%
Reduced 16.08%
116.34K
9.28M
$79.740
ESS - Essex property trust inc
0.036%
Add 70.04%
28.501K
8.31M
$291.590
JD - Jd.com inc
0.031%
Reduced 0.05%
283.28K
7.22M
$25.480
TRNO - Terreno realty corp
0.031%
Reduced 2.18%
111.037K
7.19M
$64.770
SBAC - Sba communications corp
0.031%
Buy
40.7K
7.18M
$176.460
REXR - Rexford industrial realty, inc.
0.028%
Reduced 8.42%
191.96K
6.43M
$33.500
EQR - Equity residential
0.027%
Reduced 13.15%
91.855K
6.24M
$67.930
CHCT - Community healthcare trust inc
0.025%
Reduced 2.17%
322.89K
5.90M
$18.280
O - Realty income corp
0.025%
Reduced 2.31%
92.72K
5.74M
$61.960
VICI - Vici properties inc.
0.025%
Reduced 2.19%
215.36K
5.72M
$26.550
Angi inc., class a
0.024%
Reduced 1.72%
932.653K
5.55M
$5.950
SUI - Sun communities inc
0.022%
Reduced 2.19%
42.48K
5.09M
$119.910
Hudson pacific properties, inc.
0.021%
Reduced 2.15%
315.236K
4.79M
$15.190
ARE - Alexandria real estate equities, inc.
0.018%
Reduced 55.50%
80.467K
4.25M
$52.850
Fermi inc.
0.018%
Add 47.65%
451.4K
4.13M
$9.160
EXR - Extra space storage inc
0.017%
Reduced 2.13%
27.535K
4.00M
$145.300
JLL - Jones lang lasalle inc
0.016%
Reduced 0.81%
12.295K
3.81M
$309.950
CUBE - Cubesmart
0.015%
Reduced 2.16%
90.28K
3.59M
$39.770
DEI - Douglas emmett inc
0.015%
Reduced 2.16%
301.58K
3.56M
$11.800
CBRE - Cbre group inc
0.015%
Reduced 0.86%
25.39K
3.42M
$134.690
MAA - Mid-america apartment communities inc
0.013%
Reduced 54.39%
21.9K
3.04M
$138.940
TSM - Taiwan semiconductor manufacturing co ltd
0.008%
Reduced 44.72%
3980
1.90M
$477.570
Lam research corp.
0.005%
2780
1.20M
$433.330
Janus living, inc.
0.004%
Add 250.00%
35K
1.01M
$28.740
IVE - Ishares s&p 500 value etf
0.003%
Reduced 71.71%
3288
746.573K
$227.060
CCK - Crown holdings inc
0.003%
Reduced 36.17%
5470
611.655K
$111.820