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:
73.67%
Gain +1.58%
Monthly
0.62%
Yearly
7.66%
Drawdown
21.59%
$23.45B
Equity
Holdings
$23.45B
Investment
$15.34B
$37.74B
Profit +$299.65M
Realized
$29.63B
Unrealized
$8.11B
Dividends
$8.93B
Goals
Avg. 76.5% completed goals
Yearly
Loss < $80M 2026
Yearly
Loss < 15% 2026
Yearly
Gain > 10% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.58%
Profit
$299.65M
Win %
73%
This Week
Compared To Last Week
Gain
1.44%
Profit
$331.95M
Win %
73%
This Month
Compared to last month
Gain
3.57%
Profit
$807.49M
Win %
73%
This Year
Compared to last year
Gain
0.6%
Profit
$139.23M
Win %
71%
FRMI Fermi Inc.
+7.51%
+$107,162.36 
APP AppLovin Corporation Class A Common Stock
+6.43%
+$5.32M 
ANGI Angi Inc. Class A Common Stock
+5.4%
+$307,775.49 
CBRE CBRE Group Inc.
+5.25%
+$171,890.3 
JLL Jones Lang LaSalle Inc.
+5.11%
+$185,531.55 
RKT Rocket Companies, Inc. Class A
+4.84%
+$2.28M 
VTRS Viatris Inc.
+4.3%
+$56.42M 
ADBE Adobe Inc.
+4.09%
+$668,077.64 
PINS Pinterest, Inc. Class A
+3.98%
+$10.88M 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+3.75%
+$8.84M 
UNH UnitedHealth Group Incorporated
+3.63%
+$18.33M 
SHO Sunstone Hotel Investors Inc.
+3.52%
+$352,398.6 
BXP Boston Properties, Inc.
+3.41%
+$457,138.5 
CHYM Chime Financial, Inc. – Class A Common Stock
+3.31%
+$2.24M 
BNY BlackRock New York Municipal Income Trust
+3.16%
+$1.59M 
DEI Douglas Emmett Inc.
+3.12%
+$87,458.2 
ORCL Oracle Corporation
+3.03%
+$296,695.08 
CI The Cigna Group
+3.03%
+$19.79M 
CUZ Cousins Properties Incorporated
+2.83%
+$435,939.8 
JD JD.com Inc.
+2.81%
+$212,488.33 
NTES NetEase, Inc. American Depositary Receipt
+2.74%
+$2.08M 
FISV Fiserv, Inc.
+2.72%
+$676,634.2 
COF Capital One Financial Corporation
+2.72%
+$43.67M 
HPP HUDSON PACIFIC PROPERTIES INC
+2.71%
+$92,994.62 
EXR Extra Space Storage Inc.
+2.65%
+$97,749.19 
TCOM Trip.com Group Limited American Depositary Receipt
+2.55%
+$8.67M 
SE Sea Ltd.
+2.47%
+$4.73M 
AXP American Express Company
+2.35%
+$1.51M 
PSA Public Storage Common Stock
+2.35%
+$255,499.42 
QSR Restaurant Brands International Inc.
+2.31%
+$4.68M 
SAP SAP SE Sponsored ADR
+2.17%
+$289,630.66 
CCK Crown Holdings Inc.
+2.13%
+$12,963.91 
WFC Wells Fargo & Company
+2.11%
+$13.69M 
USB U.S. Bancorp
+2.1%
+$25.32M 
LYB LyondellBasell Industries N.V.
+2.09%
+$11.13M 
CVS CVS Health Corporation
+2.08%
+$22.31M 
VICI Vici Properties Inc.
+1.94%
+$95,835.2 
DGX Quest Diagnostics Inc.
+1.93%
+$7M 
BEKE Ke Holdings Inc. ADR
+1.91%
+$620,011.97 
SPG Simon Property Group, Inc.
+1.91%
+$187,408.4 
MGM MGM Resorts International
+1.88%
+$13.03M 
REG Regency Centers Corporation
+1.8%
+$150,078.6 
TFC Truist Financial Corporation
+1.77%
+$167,754.76 
MAA Mid-America Apartment Communities, Inc.
+1.71%
+$42,705 
OC Owens Corning
+1.71%
+$3.95M 
TECK Teck Resources Ltd.
+1.64%
+$8.87M 
SUI Sun Communities Inc.
+1.62%
+$78,800.4 
FITB Fifth Third Bancorp
+1.54%
+$2.05M 
MKL Markel Group Inc.
+1.48%
+$10.79M 
EG Everest Group, Ltd.
+1.47%
+$699,119.19 
DUSA Davis Select U.S. Equity ETF
+1.43%
+$2.72M 
MTB M&T Bank Corporation
+1.41%
+$177,119.6 
DWLD Davis Select Worldwide ETF
+1.41%
+$1.24M 
SBAC SBA Communications Corporation
+1.36%
+$99,714.59 
DFNL Davis Select Financial ETF
+1.3%
+$1.33M 
MSFT Microsoft Corp.
+1.25%
+$620,129.91 
ARE Alexandria Real Estate Equities, Inc.
+1.24%
+$41,440.5 
RNR Renaissancere Holdings Ltd.
+1.22%
+$970,945.92 
BRX Brixmor Property Group Inc.
+1.2%
+$155,073.75 
CPT Camden Property Trust
+1.03%
+$86,550.6 
DINT Davis Select International Fund
+1%
+$1.1M 
VTR Ventas Inc.
+0.95%
+$89,136 
AMH American Homes 4 Rent
+0.93%
+$92,793.15 
CB Chubb Limited
+0.9%
+$3.63M 
DLR Digital Realty Trust, Inc.
+0.88%
+$111,385.6 
AMT American Tower Corporation
+0.83%
+$93,926.25 
O Realty Income Corporation
+0.78%
+$39,869.6 
DOC Healthpeak Properties, Inc.
+0.77%
+$91,498.77 
CHCT Community Healthcare Trust Inc.
+0.76%
+$32,289 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$5,490.96 
BAC Bank of America Corporation
+0.58%
+$297,832.8 
GOOGL Alphabet Inc
+0.58%
+$5.96M 
SOLV Solventum Corporation
+0.52%
+$2.84M 
GOOG Alphabet Inc
+0.51%
+$993,127.88 
AMZN Amazon.com Inc
+0.44%
+$4.81M 
NTB The Bank of N.T. Butterfield & Son Limited
+0.34%
+$202,428 
META Meta Platforms Inc Class A
+0.19%
+$2.36M 
ESS Essex Property Trust, Inc.
+0.16%
+$11,970.42 
EGP EastGroup Properties Inc.
+0.14%
+$14,344.4 
EQIX Equinix, Inc.
+0.12%
+$23,368.34 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$232,591.63 
CDP COPT Defense Properties
+0.03%
+$2,927 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$169,260 
STT State Street Corp
+0.01%
+$3,699.15 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JAN JanOne Inc
-17.99%
-$180,950 
JCI Johnson Controls International plc
-3.59%
-$773,578.34 
EQR Equity Residential
-3.5%
-$212,185.05 
AMAT Applied Materials, Inc.
-3.48%
-$1.59M 
DAR Darling Ingredients Inc.
-3.16%
-$336,566.62 
LRCX Lam Research Corporation
-3.07%
-$24,464 
SCHW Charles Schwab Corporation
-2.72%
-$762,360.73 
JBS JBS N.V.
-2.64%
-$17.21M 
PLD Prologis Inc.
-2.54%
-$591,020.36 
SNPS Synopsys, Inc.
-2.3%
-$275,580.23 
NVDA NVIDIA Corporation
-1.74%
-$595,544.22 
VALE Vale S.A.
-1.67%
-$644,567 
DVN Devon Energy Corporation
-1.55%
-$19.61M 
REXR Rexford Industrial Realty, Inc.
-1.25%
-$90,221.2 
PPLI People Incorporated
-1.05%
-$1.02M 
WCC Wesco International Inc.
-0.97%
-$1.24M 
COP ConocoPhillips
-0.89%
-$2.37M 
TRNO Terreno Realty Corporation
-0.79%
-$56,628.87 
AGCO AGCO Corporation
-0.51%
-$1.11M 
TXN Texas Instruments Inc
-0.39%
-$2.64M 
L Loews Corporation
-0.36%
-$212,631.2 
NOAH Noah Holdings Ltd.
-0.27%
-$19,386.17 
PNC The PNC Financial Services Group, Inc.
-0.27%
-$292,678.94 
TSN Tyson Foods Inc.
-0.24%
-$1.64M 
JPM JPMorgan Chase & Co.
-0.15%
-$242,958.39 Events
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Dividends
Dividend Analysis
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| Trades 9508 | Longs Won 6164/9508 64% | Profit Factor 2.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $68.5M |
| Average Win $10.95M | Best Trade (Jun 30) $4.98B | Sharpe Ratio -26.92 |
| Average Loss -$8.89M | Worst Trade (Jun 30) -$1.92B | Z-Score -12.65 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 1d | Expectancy $3.97M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.55% |
| Consecutive Losing Trades | 2,639 | 2,375 | 2,111 | 1,847 | 1,583 | 1,319 | 1,055 | 792 | 528 | 264 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 67,894 | $15.64M | $17.01M | - | $1.37M | 8.74% | +4.088% |
| AGCO AGCO Corporation | 2.06M | $228.39M | $218.69M | - | -$9.69M | -4.24% | -0.506% |
| AMAT Applied Materials, Inc. | 102,521 | $20.99M | $44.19M | - | $23.2M | 110.55% | -3.482% |
| AMH American Homes 4 Rent | 325,590 | $12.05M | $10.07M | - | -$1.98M | -16.44% | +0.93% |
| AMT American Tower Corporation | 63,250 | $13.97M | $11.44M | - | -$2.53M | -18.11% | +0.828% |
| AMZN Amazon.com Inc | 4.28M | $538.98M | $1.09B | - | $552.32M | 102.48% | +0.443% |
| ANGI Angi Inc. Class A Common Stock | 932,653 | $14.23M | $6.01M | - | -$8.23M | -57.8% | +5.401% |
| APP AppLovin Corporation Class A Common Stock | 315,539 | $113.56M | $88.05M | - | -$25.5M | -22.46% | +6.434% |
| ARE Alexandria Real Estate Equities, Inc. | 80,467 | $8.09M | $3.38M | - | -$4.71M | -58.19% | +1.241% |
| AVB AvalonBay Communities, Inc. | 59,890 | $12.57M | $11.02M | - | -$1.55M | -12.31% | 0.0 |
| AXP American Express Company | 209,821 | $12.82M | $65.92M | - | $53.1M | 414.19% | +2.352% |
| BAC Bank of America Corporation | 992,776 | $22.87M | $51.32M | - | $28.45M | 124.43% | +0.584% |
| BEKE Ke Holdings Inc. ADR | 1.85M | $26.78M | $33.05M | - | $6.27M | 23.4% | +1.912% |
| BNY BlackRock New York Municipal Income Trust | 366,448 | $15.17M | $52.03M | - | $36.87M | 243.05% | +3.16% |
| BRK-A Berkshire Hathaway Inc. | 868 | $161.36M | $685.53M | - | $524.17M | 324.85% | +0.025% |
| BRK-B Berkshire Hathaway Inc. | 738,433 | $196.75M | $388.91M | - | $192.15M | 97.66% | +0.06% |
| BRX Brixmor Property Group Inc. | 477,150 | $13.26M | $13.1M | - | -$166,360.55 | -1.25% | +1.198% |
| BXP Boston Properties, Inc. | 232,050 | $17.64M | $13.85M | - | -$3.79M | -21.51% | +3.414% |
| CB Chubb Limited | 1.15M | $175.4M | $405.63M | - | $230.23M | 131.26% | +0.902% |
| CBRE CBRE Group Inc. | 25,390 | $3.44M | $3.44M | - | $4,569.8 | 0.13% | +5.253% |
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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 - $1.25B, 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 $8.93B earned over time. The largest contributors to dividend income include Wells Fargo & Company - $794.76M, American International Group Inc - $589.52M, JPMorgan Chase & Co - $410.3M, American Express Company - $398.14M, 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.
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