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:
4.35%
Gain
Monthly
0.4%
Yearly
4.96%
Drawdown
38.26%
$24.92B
Equity
Holdings
$24.92B
Investment
$15.1B
$38.02B
Profit +$169.36M
Realized
$28.2B
Unrealized
$9.82B
Dividends
$8.85B
Goals
Avg. 100% completed goals
Yearly
Loss < $80M 2026
Yearly
Loss < 15% 2026
Yearly
Gain > 10% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$169.36M
Win %
81%
This Week
Compared To Last Week
Gain
1.37%
Profit
$337.1M
Win %
81%
This Month
Compared to last month
Gain
2.23%
Profit
$542.62M
Win %
81%
This Year
Compared to last year
Gain
14.45%
Profit
$3.15B
Win %
79%
BEKE Ke Holdings Inc. ADR
+7.39%
+$2.2M 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+6.48%
+$16.11M 
CBRE CBRE Group Inc.
+6.26%
+$213,331.56 
CHYM Chime Financial, Inc. – Class A Common Stock
+5.6%
+$3.05M 
JLL Jones Lang LaSalle Inc.
+5.16%
+$201,232.83 
SE Sea Ltd.
+4.24%
+$8.56M 
RKT Rocket Companies, Inc. Class A
+4.23%
+$2.92M 
ANGI Angi Inc. Class A Common Stock
+4.13%
+$238,956.44 
GOOG Alphabet Inc
+3.51%
+$8.5M 
META Meta Platforms Inc Class A
+3.49%
+$39.63M 
HPP HUDSON PACIFIC PROPERTIES INC
+3.48%
+$173,975.04 
GOOGL Alphabet Inc
+3.32%
+$36.89M 
MSFT Microsoft Corp.
+3.21%
+$970,022.79 
PINS Pinterest, Inc. Class A
+3.16%
+$8.87M 
ORCL Oracle Corporation
+3.13%
+$322,460.14 
AMZN Amazon.com Inc
+2.96%
+$25.11M 
BNY BlackRock New York Municipal Income Trust
+2.84%
+$2.3M 
SOLV Solventum Corporation
+2.75%
+$13.29M 
NOAH Noah Holdings Ltd.
+2.62%
+$234,964.55 
FISV Fiserv, Inc.
+2.44%
+$712,550.85 
JD JD.com Inc.
+2.42%
+$197,910.79 
ADBE Adobe Inc.
+2.33%
+$232,691.55 
DEI Douglas Emmett Inc.
+2.21%
+$84,768.75 
SCHW Charles Schwab Corporation
+2.12%
+$665,501.48 
COF Capital One Financial Corporation
+2.03%
+$35.65M 
AXP American Express Company
+2.03%
+$1.68M 
MTB M&T Bank Corporation
+2%
+$292,479.25 
TCOM Trip.com Group Limited American Depositary Receipt
+1.86%
+$5.18M 
JPM JPMorgan Chase & Co.
+1.81%
+$3.45M 
SHO Sunstone Hotel Investors Inc.
+1.8%
+$182,392.6 
WFC Wells Fargo & Company
+1.76%
+$12.29M 
ARE Alexandria Real Estate Equities, Inc.
+1.7%
+$145,549.64 
BAC Bank of America Corporation
+1.69%
+$1.19M 
JBS JBS N.V.
+1.69%
+$5.25M 
FITB Fifth Third Bancorp
+1.68%
+$2.7M 
TFC Truist Financial Corporation
+1.58%
+$184,340.1 
BXP Boston Properties, Inc.
+1.54%
+$246,677.6 
NTES NetEase, Inc. American Depositary Receipt
+1.43%
+$773,562.96 
APP AppLovin Corporation Class A Common Stock
+1.4%
+$2.11M 
USB U.S. Bancorp
+1.38%
+$19.01M 
IAC People Incorporated
+1.37%
+$1.5M 
CVS CVS Health Corporation
+1.32%
+$17.2M 
DWLD Davis Select Worldwide ETF
+1.25%
+$1.14M 
CCK Crown Holdings Inc.
+1.22%
+$11,483.8 
DINT Davis Select International Fund
+1.22%
+$1.39M 
PNC The PNC Financial Services Group, Inc.
+1.22%
+$1.66M 
CUZ Cousins Properties Incorporated
+1.21%
+$219,924.37 
NTB The Bank of N.T. Butterfield & Son Limited
+1.19%
+$772,652.88 
SAP SAP SE Sponsored ADR
+1.08%
+$528,510.8 
TRNO Terreno Realty Corporation
+1.04%
+$83,995.18 
STT State Street Corp
+1.04%
+$290,321.5 
CDP COPT Defense Properties
+1%
+$109,208 
CHCT Community Healthcare Trust Inc.
+0.96%
+$56,106.8 
VTRS Viatris Inc.
+0.87%
+$11.08M 
VICI Vici Properties Inc.
+0.86%
+$49,540.5 
DFNL Davis Select Financial ETF
+0.85%
+$916,186.38 
DUSA Davis Select U.S. Equity ETF
+0.73%
+$1.43M 
EGP EastGroup Properties Inc.
+0.67%
+$74,365.4 
TSN Tyson Foods Inc.
+0.61%
+$4.58M 
QSR Restaurant Brands International Inc.
+0.56%
+$1.49M 
VALE Vale S.A.
+0.27%
+$117,247.92 
CI The Cigna Group
+0.26%
+$1.75M 
AVB AvalonBay Communities, Inc.
+0.22%
+$33,587.4 
SUI Sun Communities Inc.
+0.18%
+$9,554.6 
IVE ISHARES S&P 500 VALUE ETF
+0.18%
+$4,765.84 
DOC Healthpeak Properties, Inc.
+0.16%
+$22,582.21 
EQR Equity Residential
+0.14%
+$10,047.67 
EXR Extra Space Storage Inc.
+0.1%
+$3,938.9 
O Realty Income Corporation
+0.09%
+$5,220.05 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.96%
-$47,760.4 
FRMI Fermi Inc.
-4.6%
-$94,868.02 
AMAT Applied Materials, Inc.
-4.31%
-$30.74M 
TECK Teck Resources Ltd.
-3.91%
-$24.87M 
JCI Johnson Controls International plc
-3.17%
-$891,848 
RNR Renaissancere Holdings Ltd.
-2.39%
-$1.96M 
TXN Texas Instruments Inc
-2.18%
-$18.95M 
DAR Darling Ingredients Inc.
-1.97%
-$229,244.1 
CB Chubb Limited
-1.74%
-$7.2M 
EG Everest Group, Ltd.
-1.56%
-$816,563.27 
WCC Wesco International Inc.
-1.54%
-$1.99M 
EQIX Equinix, Inc.
-1.49%
-$323,805.68 
NVDA NVIDIA Corporation
-1.45%
-$349,183.56 
COP ConocoPhillips
-1.43%
-$2.99M 
LYB LyondellBasell Industries N.V.
-1.4%
-$4.59M 
L Loews Corporation
-1.29%
-$905,793.07 
MAA Mid-America Apartment Communities, Inc.
-0.76%
-$48,740.3 
DLR Digital Realty Trust, Inc.
-0.72%
-$98,204.81 
BRX Brixmor Property Group Inc.
-0.58%
-$104,186.45 
UNH UnitedHealth Group Incorporated
-0.56%
-$2.96M 
ESS Essex Property Trust, Inc.
-0.51%
-$25,644.33 
REXR Rexford Industrial Realty, Inc.
-0.45%
-$33,537.6 
AMT American Tower Corporation
-0.45%
-$49,111.2 
OC Owens Corning
-0.42%
-$1.26M 
PSA Public Storage Common Stock
-0.38%
-$50,130.9 
CCI Crown Castle Inc.
-0.34%
-$11,318.4 
AMH American Homes 4 Rent
-0.34%
-$31,874.55 
MKL Markel Group Inc.
-0.32%
-$2.36M 
BRK-A Berkshire Hathaway Inc.
-0.3%
-$2.02M 
CPT Camden Property Trust
-0.28%
-$28,163.2 
BRK-B Berkshire Hathaway Inc.
-0.25%
-$929,801.54 
PLD Prologis Inc.
-0.22%
-$57,514.59 
AGCO AGCO Corporation
-0.21%
-$500,794.32 
SNPS Synopsys, Inc.
-0.2%
-$21,507.79 
DGX Quest Diagnostics Inc.
-0.17%
-$566,250.73 
VTR Ventas Inc.
-0.1%
-$10,817.65 
REG Regency Centers Corporation
-0.09%
-$10,064.54 
MGM MGM Resorts International
-0.06%
-$728,860.14 
SPG Simon Property Group, Inc.
-0.06%
-$6,559.54 Events
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Dividends
Dividend Analysis
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| Trades 9401 | Longs Won 6081/9401 64% | Profit Factor 2.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $69M |
| Average Win $11.07M | Best Trade (Jun 30) $4.98B | Sharpe Ratio -38.01 |
| Average Loss -$8.82M | Worst Trade (Jun 30) -$1.92B | Z-Score -32.66 (100%) |
| Commissions $0 | Avg. Trade Length 2y 10m 3w 3d | Expectancy $4.04M |
| 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% | 1.17% |
| Consecutive Losing Trades | 2,825 | 2,542 | 2,260 | 1,977 | 1,695 | 1,412 | 1,130 | 847 | 565 | 282 |
Hover over the desired column for a detailed explanation.
Returns
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