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Davis Advisors

by Chris Davis, portfolio manager since 1995 asset manager

Legal name
Davis Selected Advisers
On record since?
Q2 2013
Filings read
53
Style
Value
Website
davisadvisors.com
View more
CIK
0001036325
Read since
Aug 22, 2026

Q2 2026 · filed Aug 11, 2026 · $23.3B US stock · 112 positions · Focused · Moderate turnover · Top: COF 7.1% · USB 5.6% · CVS 5.3%

Read the filing →

Streakslongest held · 53 quarters on record

  1. USB U.S. Bancorp 5.6%53+ quarters
  2. AMZN Amazon.Com Inc 4.4%53+ quarters
  3. MKL Markel Group Inc. 3.4%53+ quarters
  4. TXN Texas Instruments Incorporated 3.1%53+ quarters
  5. WFC Wells Fargo & Co. 2.8%53+ quarters

23 names have been in this book every quarter on record (53). New in this book this quarter: DVN, SBAC.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$23.3B Q2 2026

Positions112 Q2 2026

Picture100.0% Q2 2026

Turnover33%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 11, 26 $23.3B · 112 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  2. Q1 2026 filed May 7, 26 $21.8B · 112 positions  · 6 new · 2 exited full · Focused 6 new · 2 exited
  3. Q4 2025 filed Feb 2, 26 $22.2B · 108 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  4. Q3 2025 filed Dec 29, 25 $19.2B · 107 positions  · 3 new · 3 exited full · Focused 3 new · 3 exited
  5. Q2 2025 filed Jul 24, 25 $18.7B · 107 positions  · 8 new · 5 exited full · Focused 8 new · 5 exited
  6. Q1 2025 filed May 12, 25 $17.3B · 104 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  7. Q4 2024 filed Jan 22, 25 $17.2B · 100 positions  · 2 new · 4 exited full · Focused 2 new · 4 exited
  8. Q3 2024 filed Nov 8, 24 $17.8B · 102 positions  · 3 new · 3 exited full · Focused 3 new · 3 exited
  9. Q2 2024 filed Aug 7, 24 $17.2B · 102 positions  · 7 new · 3 exited full · Focused 7 new · 3 exited
  10. Q1 2024 filed May 14, 24 $17.8B · 98 positions  · 0 new · 5 exited full · Focused 0 new · 5 exited
  11. Q4 2023 filed Feb 12, 24 $17.7B · 103 positions  · 3 new · 4 exited full · Focused 3 new · 4 exited
  12. Q3 2023 filed Nov 9, 23 $15.9B · 104 positions  · 4 new · 2 exited full · Focused 4 new · 2 exited
  13. Q2 2023 filed Aug 9, 23 $16.4B · 102 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  14. Q1 2023 filed May 8, 23 $15.1B · 101 positions  · 1 new · 9 exited full · Focused 1 new · 9 exited
  15. Q4 2022 filed Feb 10, 23 $14.7B · 109 positions  · 2 new · 7 exited full · Focused 2 new · 7 exited
  16. Q3 2022 filed Nov 10, 22 $14.1B · 114 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  17. Q2 2022 filed Aug 11, 22 $15.6B · 114 positions  · 2 new · 9 exited full · Focused 2 new · 9 exited
  18. Q1 2022 filed May 12, 22 $19.8B · 121 positions  · 6 new · 5 exited full · Focused 6 new · 5 exited
  19. Q4 2021 filed Feb 11, 22 $21.5B · 120 positions  · 3 new · 3 exited full · Focused 3 new · 3 exited
  20. Q3 2021 filed Nov 12, 21 $21.6B · 120 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  21. Q2 2021 filed Aug 13, 21 $24.3B · 119 positions  · 10 new · 2 exited full · Focused 10 new · 2 exited
  22. Q1 2021 filed May 13, 21 $22.9B · 111 positions  · 10 new · 8 exited full · Focused 10 new · 8 exited
  23. Q4 2020 filed Feb 12, 21 $20.8B · 109 positions  · 2 new · 7 exited full · Focused 2 new · 7 exited
  24. Q3 2020 filed Nov 12, 20 $18.0B · 114 positions  · 3 new · 8 exited full · Focused 3 new · 8 exited
  25. Q2 2020 filed Aug 12, 20 $17.3B · 119 positions  · 8 new · 11 exited full · Focused 8 new · 11 exited
  26. Q1 2020 filed May 15, 20 $14.8B · 122 positions  · 4 new · 16 exited full · Focused 4 new · 16 exited
  27. Q4 2019 filed Feb 13, 20 $20.9B · 134 positions  · 5 new · 6 exited full · Focused 5 new · 6 exited
  28. Q3 2019 filed Nov 13, 19 $19.9B · 135 positions  · 6 new · 3 exited full · Focused 6 new · 3 exited
  29. Q2 2019 filed Aug 13, 19 $20.2B · 132 positions  · 5 new · 8 exited full · Focused 5 new · 8 exited
  30. Q1 2019 filed May 14, 19 $20.3B · 135 positions  · 6 new · 8 exited full · Focused 6 new · 8 exited
  31. Q4 2018 filed Feb 12, 19 $17.9B · 137 positions  · 9 new · 11 exited full · Focused 9 new · 11 exited
  32. Q3 2018 filed Nov 13, 18 $23.3B · 139 positions  · 13 new · 12 exited full · Focused 13 new · 12 exited
  33. Q2 2018 filed Aug 13, 18 $23.5B · 138 positions  · 5 new · 13 exited full · Focused 5 new · 13 exited
  34. Q1 2018 filed May 14, 18 $23.1B · 146 positions  · 16 new · 13 exited full · Focused 16 new · 13 exited
  35. Q4 2017 filed Feb 13, 18 $23.5B · 143 positions  · 7 new · 7 exited full · Focused 7 new · 7 exited
  36. Q3 2017 filed Nov 10, 17 $23.5B · 143 positions  · 5 new · 4 exited full · Focused 5 new · 4 exited
  37. Q2 2017 filed Aug 7, 17 $22.9B · 142 positions  · 5 new · 4 exited full · Focused 5 new · 4 exited
  38. Q1 2017 filed May 10, 17 $23.2B · 141 positions  · 11 new · 12 exited full · Focused 11 new · 12 exited
  39. Q4 2016 filed Feb 7, 17 $22.8B · 142 positions  · 16 new · 6 exited full · Focused 16 new · 6 exited
  40. Q3 2016 filed Nov 9, 16 $22.9B · 132 positions  · 9 new · 9 exited full · Focused 9 new · 9 exited
  41. Q2 2016 filed Aug 4, 16 $22.7B · 132 positions  · 11 new · 37 exited full · Focused 11 new · 37 exited
  42. Q1 2016 filed Apr 28, 16 $22.6B · 158 positions  · 14 new · 43 exited full · Focused 14 new · 43 exited
  43. Q4 2015 filed Feb 3, 15 $23.9B · 187 positions  · 14 new · 16 exited full · Focused 14 new · 16 exited
  44. Q3 2015 filed Nov 6, 15 $24.1B · 189 positions  · 15 new · 10 exited full · Focused 15 new · 10 exited
  45. Q2 2015 filed Aug 6, 15 $28.5B · 184 positions  · 16 new · 12 exited full · Focused 16 new · 12 exited
  46. Q1 2015 filed Apr 30, 15 $29.3B · 180 positions  · 15 new · 22 exited full · Focused 15 new · 22 exited
  47. Q4 2014 filed Jan 30, 15 $30.9B · 187 positions  · 16 new · 13 exited full · Focused 16 new · 13 exited
  48. Q3 2014 filed Oct 28, 14 $32.1B · 184 positions  · 21 new · 11 exited full · Focused 21 new · 11 exited
  49. Q2 2014 filed Aug 1, 14 $33.6B · 174 positions  · 14 new · 8 exited full · Focused 14 new · 8 exited
  50. Q1 2014 filed May 9, 14 $36.3B · 168 positions  · 12 new · 26 exited full · Focused 12 new · 26 exited
  51. Q4 2013 filed Feb 7, 14 $40.9B · 182 positions  · 16 new · 13 exited full · Focused 16 new · 13 exited
  52. Q3 2013 filed Nov 7, 13 $38.4B · 179 positions  · 19 new · 32 exited full · Focused 19 new · 32 exited
  53. Q2 2013 filed Aug 2, 13 $39.3B · 192 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited

People3

  • Chris Davis · portfolio manager · 1995–Chairman and portfolio manager of the flagship funds since 1995; joined 1989. Source: davisfunds.com/about/team
  • Danton Goei · portfolio manager · 1998–Co-manages the flagship with Chris Davis; joined 1998 (portfolio manager start year approximate). Source: davisfunds.com/about/team
  • Shelby M.C. Davis · founder · 1969–Founded the firm in 1969; handed the flagship funds to Chris Davis in 1995. Source: davisfunds.com/about