Chris Davis Portfolio
Invests via Davis Selected Advisers | Managed by Christopher Davis, Danton Goei, Pierce Crosbie, Dwight Blazin, Darin Prozes, Edward Yen, Andrew Davis, Chandler Spears, Erik Jones
Invests via Davis Selected Advisers
Managed by Christopher Davis, Danton Goei, Pierce Crosbie, Dwight Blazin, Darin Prozes, Edward Yen, Andrew Davis, Chandler Spears, Erik Jones
Automatically Tracked
Chris Davis Profile
Veteran equity investor and portfolio manager focused on long-horizon, value-oriented equities with a bias toward concentrated, high-conviction positions. Chris Davis brings experience running mutual fund and institutional strategies, overseeing research-driven stock selection, risk management and client reporting. Known for active ownership and board-level engagement, the profile suits allocators seeking low-turnover, fundamental equity exposure. Background includes senior investment roles and formal training in finance/economics, with frequent participation in industry conferences and thought leadership on value investing.
Veteran equity investor and portfolio manager focused on long-horizon, value-oriented equities with a bias toward concentrated, high-conviction positions. Chris Davis brings experience running mutual fund and institutional strategies, overseeing research-driven stock selection, risk management and client reporting. Known for active ownership and board-level engagement, the profile suits allocators seeking low-turnover, fundamental equity exposure. Background includes senior investment roles and formal training in finance/economics, with frequent participation in industry conferences and thought leadership on value investing.
Investment Philosophy & Strategy
Long‑horizon, concentrated value investing focused on fundamentally advantaged companies trading below intrinsic value. Research-driven stock selection emphasizes durable cash flows, high returns on capital and shareholder-friendly management; positions are high‑conviction with low turnover and active engagement to unlock value. Capital allocation favors deep fundamental analysis, rigorous position sizing and downside risk controls while seeking asymmetric return profiles. Time horizon is multi‑year with a bias toward quality businesses that compound earnings and dividends over cycles.
Long‑horizon, concentrated value investing focused on fundamentally advantaged companies trading below intrinsic value. Research-driven stock selection emphasizes durable cash flows, high returns on capital and shareholder-friendly management; positions are high‑conviction with low turnover and active engagement to unlock value. Capital allocation favors deep fundamental analysis, rigorous position sizing and downside risk controls while seeking asymmetric return profiles. Time horizon is multi‑year with a bias toward quality businesses that compound earnings and dividends over cycles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
71.6%
Gain -1.63%
Monthly
0.63%
Yearly
7.8%
Drawdown
21.59%
$23.73B
Equity
Holdings
$23.73B
Investment
$15.34B
$38.02B
Profit -$313.94M
Realized
$29.63B
Unrealized
$8.38B
Dividends
$8.87B
Goals
Avg. 79.5% completed goals
Yearly
Loss < $80M 2026
Yearly
Loss < 15% 2026
Yearly
Gain > 10% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.63%
Profit
-$313.94M
Win %
78%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$313.94M
Win %
78%
This Month
Compared to last month
Gain
-1%
Profit
-$239.64M
Win %
78%
This Year
Compared to last year
Gain
1.77%
Profit
$412.86M
Win %
75%
JAN JanOne Inc
+21.93%
+$180,950 
COP ConocoPhillips
+2.35%
+$5.43M 
NTB The Bank of N.T. Butterfield & Son Limited
+1.41%
+$890,683.2 
QSR Restaurant Brands International Inc.
+0.65%
+$1.32M 
MTB M&T Bank Corporation
+0.41%
+$59,814.16 
ADBE Adobe Inc.
0%
+$0.68 
AGCO AGCO Corporation
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMH American Homes 4 Rent
0%
$0 
AMT American Tower Corporation
0%
$0 
ANGI Angi Inc. Class A Common Stock
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BEKE Ke Holdings Inc. ADR
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
CB Chubb Limited
0%
+$11.48 
CBRE CBRE Group Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CHCT Community Healthcare Trust Inc.
0%
$0 
CI The Cigna Group
0%
+$22.53 
COF Capital One Financial Corporation
0%
$0 
CPT Camden Property Trust
0%
-$0.17 
CUZ Cousins Properties Incorporated
0%
$0 
CVS CVS Health Corporation
0%
$0 
DAR Darling Ingredients Inc.
0%
$0 
DEI Douglas Emmett Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
EG Everest Group, Ltd.
0%
+$1.26 
EQIX Equinix, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
ESS Essex Property Trust, Inc.
0%
+$0.29 
EXR Extra Space Storage Inc.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOOG Alphabet Inc
0%
$0 
HPP HUDSON PACIFIC PROPERTIES INC
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JD JD.com Inc.
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
-$0.12 
JPM JPMorgan Chase & Co.
0%
$0 
L Loews Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
+$32.96 
MGM MGM Resorts International
0%
$0 
MKL Markel Group Inc.
0%
+$17.9 
MSFT Microsoft Corp.
0%
+$0.19 
NOAH Noah Holdings Ltd.
0%
$0 
NTES NetEase, Inc. American Depositary Receipt
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PLD Prologis Inc.
0%
+$1.79 
PNC The PNC Financial Services Group, Inc.
0%
+$4.96 
REG Regency Centers Corporation
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
RNR Renaissancere Holdings Ltd.
0%
-$2.35 
SAP SAP SE Sponsored ADR
0%
$0 
SBAC SBA Communications Corporation
0%
-$0.12 
SCHW Charles Schwab Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SHO Sunstone Hotel Investors Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
+$0.25 
SPG Simon Property Group, Inc.
0%
$0 
STT State Street Corp
0%
$0 
SUI Sun Communities Inc.
0%
$0 
TCOM Trip.com Group Limited American Depositary Receipt
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNH UnitedHealth Group Incorporated
0%
+$12.75 
USB U.S. Bancorp
0%
$0 
VALE Vale S.A.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
WCC Wesco International Inc.
0%
+$3.64 
WFC Wells Fargo & Company
0%
$0 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
0%
$0 
DINT Davis Select International Fund
0%
$0 
DUSA Davis Select U.S. Equity ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
FISV Fiserv, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
CDP COPT Defense Properties
0%
$0 
JBS JBS N.V.
0%
$0 
CHYM Chime Financial, Inc. – Class A Common Stock
0%
$0 
FRMI Fermi Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$182.28 
BNY BlackRock New York Municipal Income Trust
0%
+$3.66 
IAC People Incorporated
-5.31%
-$5.46M 
ORCL Oracle Corporation
-3.69%
-$417,321.33 
AMZN Amazon.com Inc
-2.09%
-$24.89M 
DWLD Davis Select Worldwide ETF
-0.57%
-$534,221.46 
PSA Public Storage Common Stock
-0.19%
-$23,021.02 
TRNO Terreno Realty Corporation
-0.15%
-$11,103.7 
DGX Quest Diagnostics Inc.
-0.06%
-$202,229.56 
DFNL Davis Select Financial ETF
0%
-$639.2 Events
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Dividends
Dividend Analysis
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| Trades 9508 | Longs Won 6195/9508 65% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $68.15M |
| Average Win $10.89M | Best Trade (Jun 30) $4.98B | Sharpe Ratio -26.92 |
| Average Loss -$8.89M | Worst Trade (Jun 30) -$1.92B | Z-Score -11.33 (97.83%) |
| Commissions $0 | Avg. Trade Length 2y 10m 4w | Expectancy $4M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.34% |
| Consecutive Losing Trades | 2,667 | 2,400 | 2,133 | 1,867 | 1,600 | 1,333 | 1,067 | 800 | 533 | 267 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 67,894 | $15.64M | $18.53M | - | $2.89M | 18.48% | 0.0 |
| AGCO AGCO Corporation | 2.06M | $228.39M | $207.64M | - | -$20.75M | -9.08% | 0.0 |
| AMAT Applied Materials, Inc. | 102,521 | $20.99M | $53.53M | - | $32.54M | 155.02% | 0.0 |
| AMH American Homes 4 Rent | 325,590 | $12.05M | $11.11M | - | -$937,936.5 | -7.78% | 0.0 |
| AMT American Tower Corporation | 63,250 | $13.97M | $10.7M | - | -$3.28M | -23.44% | 0.0 |
| AMZN Amazon.com Inc | 4.28M | $538.98M | $1.16B | - | $625.3M | 116.02% | -2.093% |
| ANGI Angi Inc. Class A Common Stock | 932,653 | $14.23M | $4.28M | - | -$9.95M | -69.92% | 0.0 |
| APP AppLovin Corporation Class A Common Stock | 315,539 | $113.56M | $106.97M | - | -$6.59M | -5.8% | 0.0 |
| ARE Alexandria Real Estate Equities, Inc. | 80,467 | $8.09M | $3.89M | - | -$4.2M | -51.89% | 0.0 |
| AVB AvalonBay Communities, Inc. | 59,890 | $12.57M | $11.01M | - | -$1.56M | -12.41% | 0.0 |
| AXP American Express Company | 209,821 | $12.82M | $71.1M | - | $58.28M | 454.6% | 0.0 |
| BAC Bank of America Corporation | 992,776 | $22.87M | $63.4M | - | $40.53M | 177.27% | 0.0 |
| BEKE Ke Holdings Inc. ADR | 1.85M | $26.78M | $32.67M | - | $5.89M | 21.98% | 0.0 |
| BNY BlackRock New York Municipal Income Trust | 366,448 | $15.17M | $58.42M | - | $43.25M | 285.17% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 868 | $161.36M | $689.03M | - | $527.67M | 327.02% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 738,433 | $196.75M | $390.94M | - | $194.19M | 98.69% | 0.0 |
| BRX Brixmor Property Group Inc. | 477,150 | $13.26M | $14.22M | - | $962,099.2 | 7.25% | 0.0 |
| BXP Boston Properties, Inc. | 232,050 | $17.64M | $15.76M | - | -$1.88M | -10.68% | 0.0 |
| CB Chubb Limited | 1.15M | $175.4M | $399.88M | - | $224.48M | 127.98% | 0.0 |
| CBRE CBRE Group Inc. | 25,390 | $3.44M | $3.65M | - | $215,306.8 | 6.26% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Chris Davis?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $4.09B, Wells Fargo & Company - $3.36B, Applied Materials, Inc - $3.07B, CMCSK - $2.83B, and American Express Company - $2.46B. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: American International Group Inc - $2.03B, ConocoPhillips - $1.34B, Devon Energy Corporation - $1.26B, APA Corporation - $851.98M, and MER - $684.81M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Davis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.87B earned over time. The largest contributors to dividend income include Wells Fargo & Company - $794.76M, American International Group Inc - $589.52M, JPMorgan Chase & Co - $409.52M, American Express Company - $397.95M, and Costco Wholesale Corporation - $360.47M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Davis's monthly returns?
Chris Davis's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chris Davis's strategy be considered aggressive or moderate?
Chris Davis's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Chris Davis's strategy?
Chris Davis's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
