Chris Davis
Davis Selected Advisers. Holdings reported for Q2 2026, filed Aug 11, 2026.
- Portfolio
- $22.20B
- Stocks
- 106
- Top 10
- 51%
- Turnover
- 8%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 7.3% | $1.66B | 8M | -3% | +2.1% | |
| 2 | 5.7% | $1.30B | 21M | -4% | -1.6% | |
| 3 | 5.4% | $1.23B | 12M | -3% | -12.8% | |
| 4 | 5.2% | $1.19B | 75M | -4% | +19.9% | |
| 5 | 5.0% | $1.14B | 24M | -2% | -37.3% | |
| 6 | 4.6% | $1.05B | 3M | -5% | -21.7% | |
| 7 | 4.6% | $1.05B | 25M | New | +26.2% | |
| 8 | 4.5% | $1.02B | 4M | +25% | +0.8% | |
| 9 | 4.1% | $928.73M | 2M | -4% | +9.2% | |
| 10 | 3.5% | $794.40M | 0M | +6% | -4.3% | |
| 11 | 3.2% | $726.55M | 2M | -14% | +0.9% | |
| 12 | 3.2% | $724.48M | 13M | -3% | -0.4% | |
| 13 | 2.9% | $661.90M | 8M | -2% | +0.9% | |
| 14 | brk.aBerkshire Hathaway Inc | 2.9% | $650.01M | 0M | -6% | – |
| 15 | 2.7% | $621.24M | 2M | +1% | +8.2% | |
| 16 | 2.6% | $592.69M | 50M | +91% | +5.4% | |
| 17 | 2.3% | $529.84M | 1M | +2% | -2.1% | |
| 18 | 2.2% | $497.29M | 8M | -21% | +1.9% | |
| 19 | 2.1% | $486.69M | 6M | -0% | +5.4% | |
| 20 | 2.0% | $457.99M | 9M | +55% | +30.4% | |
| 21 | 1.7% | $391.23M | 1M | -4% | +6.9% | |
| 22 | brk.bBerkshire Hathaway | 1.6% | $369.51M | 1M | -2% | +8.4% |
| 23 | 1.5% | $349.05M | 9M | +34% | -0.6% | |
| 24 | 1.5% | $330.71M | 2M | -1% | -23.8% | |
| 25 | 1.4% | $329.78M | 2M | -4% | +18.8% | |
| 26 | 1.2% | $264.48M | 13M | +1% | -7.9% | |
| 27 | 1.1% | $246.36M | 2M | -1% | -7.3% | |
| 28 | ymmFull Truck Alliance | 1.0% | $224.43M | 28M | -4% | +3.1% |
| 29 | 0.9% | $203.05M | 3M | -22% | -0.1% | |
| 30 | googAlphabet Inc. | 0.9% | $199.39M | 1M | -17% | – |
| 31 | 0.9% | $195.19M | 2M | +0% | +48.2% | |
| 32 | 0.8% | $192.79M | 2M | +9% | -22.5% | |
| 33 | 0.7% | $162.72M | 0M | -6% | -55.7% | |
| 34 | 0.7% | $155.94M | 0M | -14% | +3.0% | |
| 35 | 0.7% | $151.31M | 3M | -5% | -4.4% | |
| 36 | 0.6% | $125.50M | 0M | -4% | -0.7% | |
| 37 | 0.5% | $122.14M | 0M | -8% | -7.5% | |
| 38 | 0.5% | $110.51M | 2M | -1% | -22.3% | |
| 39 | 0.3% | $78.54M | 1M | +45% | -11.3% | |
| 40 | 0.3% | $74.32M | 0M | -9% | +7.1% | |
| 41 | 0.3% | $74.07M | 0M | -91% | -46.0% | |
| 42 | 0.3% | $70.97M | 0M | -10% | -5.7% | |
| 43 | 0.3% | $70.29M | 4M | -7% | -18.7% | |
| 44 | 0.3% | $61.72M | 1M | -11% | -1.7% | |
| 45 | 0.3% | $60.22M | 1M | -6% | -5.6% | |
| 46 | 0.2% | $56.57M | 1M | -14% | -12.2% | |
| 47 | 0.2% | $52.99M | 0M | -30% | +1.7% | |
| 48 | 0.2% | $47.75M | 2M | -8% | +36.5% | |
| 49 | 0.2% | $45.16M | 0M | -10% | +15.0% | |
| 50 | 0.2% | $44.06M | 3M | Unchanged | -24.3% | |
| 51 | 0.2% | $34.70M | 0M | +18% | +39.9% | |
| 52 | 0.1% | $30.95M | 0M | +36% | +2.3% | |
| 53 | 0.1% | $26.89M | 2M | Unchanged | +21.9% | |
| 54 | 0.1% | $26.75M | 0M | -7% | -4.6% | |
| 55 | 0.1% | $26.48M | 1M | -8% | +2.0% | |
| 56 | 0.1% | $25.10M | 0M | -3% | +0.1% | |
| 57 | 0.1% | $24.19M | 0M | -2% | -5.5% | |
| 58 | 0.1% | $20.66M | 0M | -27% | +2.0% | |
| 59 | 0.1% | $20.13M | 0M | -9% | -2.8% | |
| 60 | 0.1% | $17.20M | 1M | -2% | -1.4% | |
| 61 | 0.1% | $15.39M | 0M | -2% | -5.3% | |
| 62 | 0.1% | $15.04M | 0M | -15% | -7.6% | |
| 63 | 0.1% | $13.93M | 0M | +50% | +22.1% | |
| 64 | 0.1% | $13.82M | 0M | -4% | -7.3% | |
| 65 | 0.1% | $13.50M | 1M | -2% | -11.1% | |
| 66 | 0.1% | $13.16M | 0M | -7% | +0.6% | |
| 67 | 0.1% | $12.01M | 0M | -9% | +2.0% | |
| 68 | 0.0% | $11.30M | 0M | -25% | +12.0% | |
| 69 | 0.0% | $11.14M | 0M | -4% | +4.8% | |
| 70 | 0.0% | $11.03M | 0M | -2% | -2.6% | |
| 71 | 0.0% | $10.97M | 0M | -7% | -10.8% | |
| 72 | 0.0% | $10.91M | 0M | +17% | -5.7% | |
| 73 | 0.0% | $10.65M | 0M | -2% | -8.4% | |
| 74 | 0.0% | $10.38M | 0M | -7% | -2.1% | |
| 75 | 0.0% | $10.38M | 0M | -2% | -1.8% | |
| 76 | 0.0% | $10.35M | 0M | -2% | +14.8% | |
| 77 | 0.0% | $9.96M | 1M | -2% | +11.7% | |
| 78 | 0.0% | $9.89M | 0M | -2% | -4.5% | |
| 79 | 0.0% | $9.86M | 0M | -2% | -12.1% | |
| 80 | 0.0% | $9.64M | 1M | -6% | -32.6% | |
| 81 | 0.0% | $9.34M | 0M | -9% | +2.0% | |
| 82 | 0.0% | $9.33M | 0M | -81% | +52.5% | |
| 83 | 0.0% | $9.28M | 0M | -16% | -6.5% | |
| 84 | 0.0% | $8.31M | 0M | +70% | -9.4% | |
| 85 | 0.0% | $7.22M | 0M | Unchanged | +0.8% | |
| 86 | 0.0% | $7.19M | 0M | -2% | +1.2% | |
| 87 | 0.0% | $7.18M | 0M | New | +6.1% | |
| 88 | 0.0% | $6.43M | 0M | -8% | +14.1% | |
| 89 | 0.0% | $6.24M | 0M | -13% | -8.9% | |
| 90 | 0.0% | $5.90M | 0M | -2% | -28.6% | |
| 91 | 0.0% | $5.74M | 0M | -2% | -7.7% | |
| 92 | 0.0% | $5.72M | 0M | -2% | -7.9% | |
| 93 | 0.0% | $5.55M | 1M | -2% | +0.7% | |
| 94 | 0.0% | $5.09M | 0M | -2% | -5.5% | |
| 95 | 0.0% | $4.79M | 0M | -2% | -30.6% | |
| 96 | 0.0% | $4.25M | 0M | -55% | -23.9% | |
| 97 | 0.0% | $4.13M | 0M | +48% | -71.5% | |
| 98 | 0.0% | $4.00M | 0M | -2% | +4.1% | |
| 99 | 0.0% | $3.81M | 0M | -1% | +16.1% | |
| 100 | 0.0% | $3.59M | 0M | -2% | +7.5% |