Chris Davis profile
Chris Davis profile

Chris Davis

Davis Selected Advisers Holdings Strategy: Value Investor

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.

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Chris Davis Portfolio 2023

Performance

1 Year

+1.84%

3 Years

-3.90%

5 Years

+47.31%

10 years

+115.39%


Sectors

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Largest Holdings

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Trades

  • Wells Fargo & Co. Wells Fargo &amp; Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: 7.2%
  • (Buy) $32.57 +60.0% $52.12 (Now)
  • Amazon.com Inc. Amazon.com Inc. (AMZN)
  • Sector: Electronic Shopping and Mail-Order Houses
  • % of Portfolio: 5.4%
  • (Buy) $19.33 +732.8% $161.02 (Now)
  • Applied Materials Inc. Applied Materials Inc. (AMAT)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 5.0%
  • (Buy) $41.61 +337.2% $181.89 (Now)
  • Humana Inc. Humana Inc. (HUM)
  • Sector: Home Health Care Services
  • % of Portfolio: 4.2%
  • (Buy) $370.95 -4.0% $356.29 (Now)
  • Viatris Inc Viatris Inc (VTRS)
  • Sector: Investment Advice
  • % of Portfolio: 3.9%
  • (Buy) $14.88 -22.3% $11.56 (Now)
  • Bank Of New York Mellon Corp Bank Of New York Mellon Corp (BK)
  • Sector: Securities and Commodity Exchanges
  • % of Portfolio: 3.7%
  • (Buy) $22.32 +175.1% $61.42 (Now)
  • JPMorgan Chase & Co. JPMorgan Chase &amp; Co. (JPM)
  • Sector: Commercial Banking
  • % of Portfolio: 3.7%
  • (Buy) $50.93 +282.7% $194.90 (Now)
  • U.S. Bancorp. U.S. Bancorp. (USB)
  • Sector: Commercial Banking
  • % of Portfolio: 3.4%
  • (Buy) $45.85 -11.0% $40.80 (Now)
  • Cigna Group (The) Cigna Group (The) (CI)
  • Sector: Direct Health and Medical Insurance Carriers
  • % of Portfolio: 2.8%
  • (Buy) $212.63 +53.2% $325.71 (Now)
  • Markel Group Inc Markel Group Inc (MKL)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 2.5%
  • (Buy) $673.56 +124.4% $1,511.76 (Now)
  • Texas Instruments Inc. Texas Instruments Inc. (TXN)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 2.5%
  • (Buy) $31.90 +468.1% $181.19 (Now)
  • MGM Resorts International MGM Resorts International (MGM)
  • Sector: Casinos (except Casino Hotels)
  • % of Portfolio: 2.4%
  • (Buy) $43.93 -22.4% $34.07 (Now)
  • Owens Corning Owens Corning (OC)
  • Sector: Asphalt Shingle and Coating Materials Manufacturing
  • % of Portfolio: 2.2%
  • (Buy) $84.49 +94.5% $164.35 (Now)
  • Quest Diagnostics, Inc. Quest Diagnostics, Inc. (DGX)
  • Sector: Dental Laboratories
  • % of Portfolio: 2.0%
  • (Buy) $78.69 +85.3% $145.79 (Now)
  • Chubb Limited Chubb Limited (CB)
  • Sector: Direct Property and Casualty Insurance Carriers
  • % of Portfolio: 2.0%
  • (Buy) $121.34 +122.0% $269.32 (Now)
  • American Express Co. American Express Co. (AXP)
  • Sector: Other Activities Related to Credit Intermediation
  • % of Portfolio: 1.0%
  • (Buy) $57.33 +294.0% $225.92 (Now)
  • Intel Corp. Intel Corp. (INTC)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 0.8%
  • (Buy) $44.05 -54.3% $20.11 (Now)
  • AGCO Corp. AGCO Corp. (AGCO)
  • Sector: Farm Machinery and Equipment Manufacturing
  • % of Portfolio: 0.7%
  • (Buy) $116.94 -25.1% $87.64 (Now)
  • JD.com Inc - ADR JD.com Inc - ADR (JD)
  • Sector: Electronics Stores
  • % of Portfolio: 0.6%
  • (Buy) $55.10 -54.7% $24.95 (Now)
  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.6%
  • (Buy) $30.45 +1197.7% $395.15 (Now)
Stock % of
portfolio
Average
Buy Price
Current
Price
Position
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Options

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Metrics

Performance

1 Year

+1.84%

3 Years

-3.90%

5 Years

+47.31%

10 years

+115.39%

Averaged Ratio's of Portfolio Stocks

  • Market Cap: $525 Billion
  • Dividend Yield 1.33 %
  • Beta 0.9946
  • P/E Ratio 21.46
  • Negative P/E Ratio -122.79
  • Profit Margin 15.24%
  • PEG 126.03
  • Price to Sales Ratio 3.48
  • Price to Book Ratio 4.31
  • Enterprise Value to EBIT: 24.52
  • Enterprise Value to Revenue 4.18
  • Total Debt to Enterprise Value 0.26
  • Debt to Equity 0.8048
  • Quarterly Earnings Growth (YoY) -
  • Return on Equity 17.14%
  • Return on Assets 7.36%
  • Return on Invested Capital 14.06%


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.


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