Chris Davis
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average rating: 3.62 / 8 ratings
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Date updated:11-23-2009

As of 9/30/2009 funds at Davis Selected Advisers were valued at $62.4 billion.

During the quarter the fund had 181 total positions. The top five sector weightings are in: Financial (30.22%), Services (23.15%), Energy (14.92%), Technology (11.20%), and Healthcare (7.70%).

During the quarter some of the following significant actions were taken:

Positions closed out (24 positions): SLG, POT, EBAY, AMB, JOE, NRG, KRC
New positions (7 positions): SPG, PLD, LHO, C, YSI, ATI, LBTYK
Decreased positions (46 positions): CSCO, INTC, COP, TV, JCI, WFMI, KMX, GOOG, ETFC
Increased positions (93 positions): JNJ, FFH, KO, BDX, LH, BXP, BRK-B, TCO, VTR, ARE

Here are the top 30 holdings as of September 30, 2009.

symbol name last price % change open
  • +
  • AXP
    Amer Express Inc
  • $36.79
  • -2.80%
  • $37.76

4.79% of portfolio. Position increased by 1.65%.

People owning AXP also tend to own: AIGALLBACBRK-BCCOFFNM

TheStreet.com Rating: C What is this?

  • +
  • COST
    Costco Wholesale
  • $58.14
  • -0.75%
  • $58.36

4.53% of portfolio. Position increased by 1.35%.

People owning COST also tend to own: AMTANFAVIDCNOCOHESIEXPD

TheStreet.com Rating: B What is this?

  • +
  • WFC
    Wells Fargo & Co
  • $26.43
  • -3.61%
  • $27.23

4.44% of portfolio. Position increased by 2.02%.

People owning WFC also tend to own: AEPAPABACCOFCOPCVXDELL

TheStreet.com Rating: C What is this?

  • +
  • OXY
    Occidental Pet
  • $76.30
  • -0.53%
  • $76.77

4.08% of portfolio. Position increased by 0.59%.

People owning OXY also tend to own: AFLBABACBAXBENCMCSACSCO

TheStreet.com Rating: B What is this?

  • +
  • BRK-A
    Berkshire Hath Hl
  • $111111.00
  • +1.01%
  • $110639.9922

3.80% of portfolio. Position increased by %.

People owning BRK-A also tend to own: COFEBAYHDJNJLINTAOSTKPFE

TheStreet.com Rating: No Rating What is this?

  • +
  • BRK-A
    Berkshire Hath Hl
  • $111111.00
  • +1.01%
  • $110639.9922

3.80% of portfolio. Position increased by %.

People owning BRK-A also tend to own: COFEBAYHDJNJLINTAOSTKPFE

TheStreet.com Rating: No Rating What is this?

  • +
  • EOG
    Eog Resources Inc
  • $91.58
  • -1.38%
  • $92.54

3.29% of portfolio. Position increased by 2.6%.

People owning EOG also tend to own: AFLBABACBAXBENCMCSACSCO

TheStreet.com Rating: B- What is this?

  • +
  • DVN
    Devon Energy Cp (
  • $66.14
  • -0.88%
  • $66.63

3.21% of portfolio. Position increased by 1.6%.

People owning DVN also tend to own: AFLBABACBAXBENCMCSACSCO

TheStreet.com Rating: C- What is this?

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