Chris Davis Portfolio 2023
Chris Davis
Davis Selected Advisers Holdings Strategy: Value InvestorChris Davis, who serves as a portfolio manager at Davis Advisors, boasts a 35-year history of investing in large-cap value stocks, with a particular focus on the financial sector. Similar to other value investors, his strategy involves acquiring robust businesses at discounted prices.<br>Right now, Davis thinks the financial industry, especially banking, is a good choice. He believes that U.S. banks are safer than ever because of rules put in place after the 2008 financial crisis. Despite this, he thinks people are too negative about these stocks.<br>Under his co-management, the Davis Financial Fund has exhibited strong performance, as indicated by its annualized returns: 10.52% over the last 12 months, 11.45% over the last three years, 8.91% over the last five years, 8.72% over the last 10 years, and 11.72% over the last 15 years, according to Morningstar. It did better than other funds in its category during all these times.<br>Warren Buffett's company Berkshire Hathaway has added Chris Davis to its board of directors.<br>Davis has been actively involved in Berkshire Hathaway as a longstanding investor. Additionally, he serves on the board of Coca-Cola (KO), a significant investment of Berkshire Hathaway dating back to the late 1980s.
Track Davis, It's Free!Performance
1 Year
+36.15%
3 Years
+17.07%
5 Years
+73.23%
10 years
+153.08%
Sectors
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Largest Holdings
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Trades
Meta Platforms Inc - Ordinary Shares - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 10.4%
- (Buy) $140.48 ― +264.6% →$512.19 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: 8.6%
- (Buy) $32.57 ― +75.0% →$57.00 (Now)
Capital One Financial Corp. (COF)- Sector: Credit Card Issuing
- % of Portfolio: 7.7%
- (Buy) $84.16 ― +63.6% →$137.65 (Now)
Applied Materials Inc. (AMAT)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 6.5%
- (Buy) $41.61 ― +411.0% →$212.61 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 6.4%
- (Buy) $19.33 ― +814.6% →$176.82 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class A (BRK.A)- Sector: Offices of Other Holding Companies
- % of Portfolio: 5.9%
- (Buy) $125,521.83 ― +382.4% →$605,560.01 (Now)
Viatris Inc (VTRS)- Sector: Investment Advice
- % of Portfolio: 4.0%
- (Buy) $14.88 ― -17.2% →$12.33 (Now)
JPMorgan Chase & Co. (JPM)- Sector: Commercial Banking
- % of Portfolio: 3.9%
- (Buy) $50.93 ― +268.9% →$187.87 (Now)
Bank Of New York Mellon Corp (BK)- Sector: Securities and Commodity Exchanges
- % of Portfolio: 3.6%
- (Buy) $22.32 ― +149.6% →$55.73 (Now)
U.S. Bancorp. (USB)- Sector: Commercial Banking
- % of Portfolio: 3.4%
- (Buy) $45.85 ― -5.5% →$43.34 (Now)
Cigna Group (The) (CI)- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 2.9%
- (Buy) $212.63 ― +61.2% →$342.74 (Now)
Teck Resources Ltd - Ordinary Shares - Class B (Sub Voting) (TECK)- Sector: Dimension Stone Mining and Quarrying
- % of Portfolio: 2.7%
- (Buy) $29.40 ― +39.9% →$41.14 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 2.4%
- (Buy) $37.21 ― +261.2% →$134.38 (Now)
Texas Instruments Inc. (TXN)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.4%
- (Buy) $31.90 ― +449.5% →$175.27 (Now)
Markel Group Inc (MKL)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 2.3%
- (Buy) $673.56 ― +122.7% →$1,500.27 (Now)
MGM Resorts International (MGM)- Sector: Casinos (except Casino Hotels)
- % of Portfolio: 2.3%
- (Buy) $43.96 ― -2.4% →$42.91 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 2.3%
- (Buy) $96.22 ― +318.2% →$402.39 (Now)
Owens Corning (OC)- Sector: Asphalt Shingle and Coating Materials Manufacturing
- % of Portfolio: 2.1%
- (Buy) $84.49 ― +84.1% →$155.56 (Now)
Intel Corp. (INTC)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 2.1%
- (Buy) $44.05 ― +4.8% →$46.15 (Now)
Chubb Limited (CB)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 1.8%
- (Buy) $121.34 ― +105.1% →$248.82 (Now)
Quest Diagnostics, Inc. (DGX)- Sector: Dental Laboratories
- % of Portfolio: 1.7%
- (Buy) $78.69 ― +61.9% →$127.39 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 1.0%
- (Buy) $57.33 ― +289.7% →$223.42 (Now)
AGCO Corp. (AGCO)- Sector: Farm Machinery and Equipment Manufacturing
- % of Portfolio: 0.9%
- (Buy) $116.94 ― -3.4% →$113.02 (Now)
IAC Inc - Ordinary Shares - New (IAC)- Sector:
- % of Portfolio: 0.8%
- (Buy) $102.68 ― -49.5% →$51.90 (Now)
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.7%
- (Buy) $30.45 ― +1243.7% →$409.14 (Now)
Hollysys Automation Technologies Ltd (HOLI)- Sector: Other Commercial and Service Industry Machinery Manufacturing
- % of Portfolio: 0.7%
- (Buy) $18.76 ― +37.9% →$25.87 (Now)
Darling Ingredients Inc (DAR)- Sector: Rendering and Meat Byproduct Processing
- % of Portfolio: 0.7%
- (Buy) $70.82 ― -38.4% →$43.62 (Now)
Davis Selected Advisers L.P - Davis Select U.S. Equity ETF (DUSA)- Sector:
- % of Portfolio: 0.7%
- (Buy) $23.62 ― +65.8% →$39.16 (Now)
Coupang Inc - Ordinary Shares - Class A (CPNG)- Sector: Electronic Shopping
- % of Portfolio: 0.6%
- (Buy) $32.29 ― -43.1% →$18.37 (Now)
Loews Corp. (L)- Sector: Third Party Administration of Insurance and Pension Funds
- % of Portfolio: 0.6%
- (Buy) $39.86 ― +88.4% →$75.10 (Now)
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Average Buy Price |
Current Price |
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Options
Can't find any put or calls that Chris Davis has in Davis Advisers
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Metrics
Performance
1 Year
+36.15%
3 Years
+17.07%
5 Years
+73.23%
10 years
+153.08%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $480 Billion
- Dividend Yield 1.38 %
- Beta 1.1731
- P/E Ratio 22.04
- Negative P/E Ratio -28.54
- Profit Margin 16.01%
- PEG 59.39
- Price to Sales Ratio 3.38
- Price to Book Ratio 4.03
- Enterprise Value to EBIT: 160.54
- Enterprise Value to Revenue 4.09
- Total Debt to Enterprise Value 0.27
- Debt to Equity 0.7633
- Quarterly Earnings Growth (YoY) -
- Return on Equity 17.09%
- Return on Assets 7.20%
- Return on Invested Capital 13.52%
Track Davis
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About Chris Davis
Chris Davis, who serves as a portfolio manager at Davis Advisors, boasts a 35-year history of investing in large-cap value stocks, with a particular focus on the financial sector. Similar to other value investors, his strategy involves acquiring robust businesses at discounted prices.<br>Right now, Davis thinks the financial industry, especially banking, is a good choice. He believes that U.S. banks are safer than ever because of rules put in place after the 2008 financial crisis. Despite this, he thinks people are too negative about these stocks.<br>Under his co-management, the Davis Financial Fund has exhibited strong performance, as indicated by its annualized returns: 10.52% over the last 12 months, 11.45% over the last three years, 8.91% over the last five years, 8.72% over the last 10 years, and 11.72% over the last 15 years, according to Morningstar. It did better than other funds in its category during all these times.<br>Warren Buffett's company Berkshire Hathaway has added Chris Davis to its board of directors.<br>Davis has been actively involved in Berkshire Hathaway as a longstanding investor. Additionally, he serves on the board of Coca-Cola (KO), a significant investment of Berkshire Hathaway dating back to the late 1980s.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Davis
Don't miss a trade. Get notified when Chris Davis makes his next trade, It's Free!