What Christopher Davis bought and sold in Q2 2026
In Q2 2026, Christopher Davis (Davis Selected Advisers) opened 2 new positions — including DVN (4.5%), SBAC (<0.1%), added to 8, trimmed 12, exited 2 (CTRA, CCI). The book stood at $23.29B across 112 positions, filed Aug 11, 2026.
2New8Added12Trimmed2Exited
New positions (2)
- DVNDevon Energy Corp4.5% · $1.05B
- SBACSba Communications Corp<0.1% · $7M
Added to (8)
- AMZNAmazon.com Inc+25% shares · 4.4% · $1.02B
- TCOMTrip.com Group Ltd-adr+34% shares · 1.5% · $349M
- NTESNetease Inc-adr+45% shares · 0.3% · $79M
- NVDANvidia Corp+36% shares · 0.1% · $31M
- ADBEAdobe Inc+50% shares · 0.1% · $14M
- ESSEssex Property Trust Inc+70% shares · <0.1% · $8M
- FRMIFermi Inc+48% shares · <0.1% · $4M
- JANJanus Living Inc Cl-a-1+250% shares · <0.1% · $1M
Trimmed (12)
- TECKTeck Resources Ltd-cls B-21% shares · 2.1% · $497M
- QSRRestaurant Brands Intern-22% shares · 0.9% · $203M
- AMATApplied Materials Inc-91% shares · 0.3% · $74M
- BKBank OF New York Mellon Corp-30% shares · 0.2% · $53M
- JCIJohnson Controls International Plc-27% shares · 0.1% · $21M
- AVBAvalonbay Communities Inc-25% shares · <0.1% · $11M
- SAPSap Se-sponsored Adr-81% shares · <0.1% · $9M
- AREAlexandria Real Estate Equit-56% shares · <0.1% · $4M
- MAAMid-america Apartment Comm-54% shares · <0.1% · $3M
- TSMTaiwan Semiconductor-sp Adr-45% shares · <0.1% · $2M
- IVEIshares S&p 500 Value Etf-72% shares · <0.1% · $747K
- CCKCrown Holdings Inc-36% shares · <0.1% · $612K
Exited (2)
- CTRACoterra Energy Incwas 6.0% of book
- CCICrown Castle Incwas <0.1% of book
Christopher Davis's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.