Christopher Davis runs Davis Selected Advisers, LP. Multi-generational value firm. Extremely long time horizons, family holds positions across decades. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $23.3B across 112 positions. The largest holdings are Capital One Financial Corp., U.S. Bancorp, and CVS Health Corporation (Capital One Financial Corp. alone is 7.1% of the book).

New positions opened in the latest quarter include Devon Energy Corp. and SBA Communications Corp-CL A. Recently exited names: Coterra Energy, Inc. and Crown Castle, Inc..

Christopher Davis runs Davis Selected Advisers, LP. Multi-generational value firm. Extremely long time horizons, family holds positions across decades. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $23.3B across 112 positions. The largest holdings are Capital One Financial Corp., U.S. Bancorp, and CVS Health Corporation (Capital One Financial Corp. alone is 7.1% of the book).

New positions opened in the latest quarter include Devon Energy Corp. and SBA Communications Corp-CL A. Recently exited names: Coterra Energy, Inc. and Crown Castle, Inc..