Copy Invest | Sonar Terminal

Christopher Davis - Davis Selected Advisers

1642 trades · 1537 closed · 105 open · Win rate: 38.9% · Avg return: +29.9% · Median return: 0%

⚠ 155 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
SWY - Safeway Inc Common Stock	Q3 1999	$38.33	Q3 1999	$38.33	+0.00%	Closed	History

SWY - Safeway Inc. Common Stock	Q4 2005	$23.66	Q4 2005	$23.66	+0.00%	Closed	History

SWZ - Total Return Securities, Inc.	Q2 2001	$1.15	Q2 2001	$1.15	+0.00%	Closed	History

SYD - SYBRON DENTAL SPECIALITIES INCommon Stock	Q4 2000	$16.87	Q4 2000	$16.87	+0.00%	Closed	History

SYK - Stryker Corp.	Q1 2001	$26.13	Q1 2001	$26.13	+0.00%	Closed	History

SYK - Stryker Corp.	Q2 2008	$62.89	Q2 2008	$62.89	+0.00%	Closed	History

SYY - Sysco Corp.	Q4 2005	$31.05	Q4 2005	$31.05	+0.00%	Closed	History

T - AT&T Inc.	Q4 2005	$18.50	Q4 2005	$18.50	+0.00%	Closed	History

T - AT&T Inc.	Q2 2008	$25.45	Q2 2008	$25.45	+0.00%	Closed	History

TAN - RadioShack Corp. CS	Q2 2003	$264.60	Q2 2003	$264.60	+0.00%	Closed	History

TELFY - TELEFONICA DE ESPANA SA ADR Foreign Stock	Q2 2000	$6.27	Q2 2000	$6.27	+0.00%	Closed	History

TEX - Terex Corp.	Q4 2007	$65.61	Q4 2007	$65.61	+0.00%	Closed	History

TFC - Truist Financial Corp.	Q1 2002	$52.61	Q1 2002	$52.61	+0.00%	Closed	History

TFC - Truist Financial Corp.	Q2 2008	$22.78	Q2 2008	$22.78	+0.00%	Closed	History

TFSIQ - Three Five Systems Common Stock	Q1 1999	$8.62	Q1 1999	$8.62	+0.00%	Closed	History

TGT - Target Corp.	Q4 2005	$54.97	Q4 2005	$54.97	+0.00%	Closed	History

TGT - Target Corp.	Q2 2008	$46.49	Q2 2008	$46.49	+0.00%	Closed	History

THC - Tenet Healthcare Corp.	Q3 1999	$43.01	Q3 1999	$43.01	+0.00%	Closed	History

THC - Tenet Healthcare Corp.	Q2 2000	$80.88	Q2 2000	$80.88	+0.00%	Closed	History

THC - Tenet Healthcare Corp.	Q4 2005	$30.64	Q4 2005	$30.64	+0.00%	Closed	History

TJX - The TJX Companies, Inc.	Q2 2008	$7.87	Q2 2008	$7.87	+0.00%	Closed	History

TKOMY - Tokio Marine Holdings Inc. Foreign -	Q3 2008	$11.74	Q3 2008	$11.74	+0.00%	Closed	History

TLB - TALBOTS, INC. Common Stock	Q1 2001	$42.48	Q1 2001	$42.48	+0.00%	Closed	History

TLCT - TELOCITY, INC Common Stock	Q1 2000	$12.39	Q1 2000	$12.39	+0.00%	Closed	History

TNB - Thomas & Betts Corp Tenn Common Stock	Q3 1999	$57.14	Q3 1999	$57.14	+0.00%	Closed	History

TOL - Toll Brothers, Inc.	Q1 2005	$39.43	Q1 2005	$39.43	+0.00%	Closed	History

TOL - Toll Brothers, Inc.	Q4 2007	$20.05	Q4 2007	$20.05	+0.00%	Closed	History

TSG - SABRE HOLDINGS CORP Common Stock	Q2 2000	$26.12	Q2 2000	$26.12	+0.00%	Closed	History

TSG - Sabre Holdings Corp Common Stock	Q4 2001	$42.44	Q4 2001	$42.44	+0.00%	Closed	History

TSS - Total System Services, Inc. Common	Q2 2008	$22.19	Q2 2008	$22.19	+0.00%	Closed	History

TUPBQ - Tupperware Corp Common Stock	Q3 1999	$26.67	Q3 1999	$26.67	+0.00%	Closed	History

TWAIQ - Trans Wrld Arls New Common Stock	Q3 1999	$3.62	Q3 1999	$3.62	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q4 2005	$32.07	Q4 2005	$32.07	+0.00%	Closed	History

TXT - Textron Inc.	Q2 2000	$29.17	Q2 2000	$29.17	+0.00%	Closed	History

TXT - Textron Inc.	Q2 2008	$47.91	Q2 2008	$47.91	+0.00%	Closed	History

UBBSY - Ubs Ag	Q2 1999	$14.93	Q2 1999	$14.93	+0.00%	Closed	History

UCL - UNOCAL CORP Common Stock	Q2 2000	$33.54	Q2 2000	$33.54	+0.00%	Closed	History

UN - Unilever NV - NY ShareADR	Q4 2004	$66.67	Q4 2004	$66.67	+0.00%	Closed	History

UN - Unilever NV - NY Shares Common -	Q4 2005	$68.67	Q4 2005	$68.67	+0.00%	Closed	History

UN - Unilever NV - NY Shares Foreign -	Q4 2006	$27.22	Q4 2006	$27.22	+0.00%	Closed	History

UNM - Unum Group	Q2 2008	$20.49	Q2 2008	$20.49	+0.00%	Closed	History

USB - U.S. Bancorp	Q1 2001	$23.20	Q1 2001	$23.20	+0.00%	Closed	History

USB - U.S. Bancorp	Q2 2008	$27.88	Q2 2008	$27.88	+0.00%	Closed	History

UTX - Unitied Technologies Corp.	Q3 2006	$63.37	Q3 2006	$63.37	+0.00%	Closed	History

UTX - Unitied Technologies Corp. Common	Q2 2008	$61.70	Q2 2008	$61.70	+0.00%	Closed	History

VECO - Veeco Instruments Inc.	Q3 2000	$106.31	Q3 2000	$106.31	+0.00%	Closed	History

VLO - Valero Energy Corp.	Q2 2008	$37.65	Q2 2008	$37.65	+0.00%	Closed	History

VMC - Vulcan Materials Co.	Q1 2003	$47.48	Q1 2003	$47.48	+0.00%	Closed	History

VMC - Vulcan Materials Co.	Q4 2003	$47.87	Q4 2003	$47.87	+0.00%	Closed	History

VNO - Vornado Realty Trust	Q2 2000	$25.44	Q2 2000	$25.44	+0.00%	Closed	History

VODD - Vodafone Airtouch PLC	Q2 2007	$33.71	Q2 2007	$33.71	+0.00%	Closed	History

VRGY - Verigy Limited Common Stock	Q4 2006	$17.75	Q4 2006	$17.75	+0.00%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q4 2004	$13.07	Q4 2004	$13.07	+0.00%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q3 2005	$13.07	Q3 2005	$13.07	+0.00%	Closed	History

VYX - NCR Voyix Corp.	Q2 2001	$1.44	Q2 2001	$1.44	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q2 2001	$4.68	Q2 2001	$4.68	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q4 2005	$27.09	Q4 2005	$27.09	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q2 2008	$33.20	Q2 2008	$33.20	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2019	$73.72	Q1 2019	$73.72	+0.00%	Closed	History

WACGQ - Warnaco Group Inc Cl A Common Stock	Q3 1999	$16.67	Q3 1999	$16.67	+0.00%	Closed	History

WAFD - WaFd, Inc.	Q3 1999	$16.13	Q3 1999	$16.13	+0.00%	Closed	History

WAG - Walgreen Co. Common	Q2 2008	$32.51	Q2 2008	$32.51	+0.00%	Closed	History

WAMUQ - Wa SHington Mutual Common Stock	Q1 1999	$40.88	Q1 1999	$40.88	+0.00%	Closed	History

WATS - Watson Pharmaceutical	Q2 1999	$36.67	Q2 1999	$36.67	+0.00%	Closed	History

WCG-W - WILLIAMS COMMUNICATIONS GROUP Common Stock	Q1 2001	$9.02	Q1 2001	$9.02	+0.00%	Closed	History

WCIMQ - Wci Communities Com Cs	Q1 2003	$24.91	Q1 2003	$24.91	+0.00%	Closed	History

WDR - Waddell & Reed Fincl- A Common Stock	Q1 2002	$30.48	Q1 2002	$30.48	+0.00%	Closed	History

WELL - Welltower Inc.	Q3 2015	$67.72	Q3 2015	$67.72	+0.00%	Closed	History

WELL - Welltower Inc.	Q3 2018	$64.32	Q3 2018	$64.32	+0.00%	Closed	History

WLA - Warner Lambert Common Stock	Q1 1999	$66.24	Q1 1999	$66.24	+0.00%	Closed	History

WRB - W. R. Berkley Corp.	Q4 2000	$2.76	Q4 2000	$2.76	+0.00%	Closed	History

WRB - W. R. Berkley Corp.	Q1 2002	$3.36	Q1 2002	$3.36	+0.00%	Closed	History

WRB - W. R. Berkley Corp.	Q3 2003	$4.51	Q3 2003	$4.51	+0.00%	Closed	History

WRI - Weingarten Rlty Common Stock	Q1 1999	$39.63	Q1 1999	$39.63	+0.00%	Closed	History

WWY - Wm. Wrigley Jr. Co. Common	Q2 2008	$77.79	Q2 2008	$77.79	+0.00%	Closed	History

WYE - Wyeth Common Stock	Q4 2005	$46.07	Q4 2005	$46.07	+0.00%	Closed	History

X - United States Steel Corporation	Q4 2015	$7.98	Q4 2015	$7.98	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q2 2025	$107.80	Q2 2025	$107.80	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q3 1999	$110.38	Q3 1999	$110.38	+0.00%	Closed	History

XS6 - Sunoco Common	Q2 2008	$40.74	Q2 2008	$40.74	+0.00%	Closed	History

YNR - Young & Rebican Inc Common Stock	Q3 1999	$44.00	Q3 1999	$44.00	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q3 2001	$27.31	Q3 2001	$27.31	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2008	$66.07	Q2 2008	$66.07	+0.00%	Closed	History

ZU - Zulily, Inc.	Q4 2013	$41.43	Q4 2013	$41.43	+0.00%	Closed	History

FRT - Federal Realty Investment Trust	Q1 2008	$77.95	Q4 2010	$77.93	-0.03%	Closed	History

IVE - iShares S&P 500 Value ETF	Q3 2021	$145.20	Q4 2022	$145.07	-0.09%	Closed	History

BRE - BRE Properties, Inc.	Q4 2012	$50.83	Q3 2013	$50.76	-0.14%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q3 2012	$58.61	Q4 2013	$58.35	-0.44%	Closed	History

TD - The Toronto-Dominion Bank	Q1 2008	$30.68	Q3 2008	$30.50	-0.59%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2003	$6.14	Q2 2005	$6.09	-0.77%	Closed	History

EOR - Echostar Communications Corp. Common	Q2 2005	$30.15	Q1 2006	$29.87	-0.93%	Closed	History

TCO - Taubman Centers, Inc. Common	Q2 2012	$77.16	Q4 2014	$76.42	-0.96%	Closed	History

HST - Host Hotels & Resorts, Inc.	Q2 2016	$16.21	Q4 2022	$16.05	-0.99%	Closed	History

HLMMQ - Hays Lemmerz International, In Common Stock	Q1 1999	$23.50	Q3 1999	$23.26	-1.02%	Closed	History

PZZA - Papa John's Intl Inc CS	Q1 2003	$8.44	Q4 2003	$8.35	-1.10%	Closed	History

6686 - Motorola Inc. Common Stock	Q2 2002	$14.59	Q4 2004	$14.41	-1.20%	Closed	History

PPS - POST PROPERTIES INC Common Stock	Q4 2000	$37.56	Q3 2001	$37.00	-1.49%	Closed	History

KKR - KKR & Co. Inc.	Q3 2018	$27.27	Q3 2019	$26.85	-1.54%	Closed	History

WELL - Welltower Inc.	Q3 2024	$128.03	Q4 2024	$126.03	-1.56%	Closed	History

SCL - Stepan Co.	Q1 1999	$11.55	Q3 1999	$11.36	-1.65%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.