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
AIG - American International Group, Inc.	Q4 2012	$35.30	Q2 2018	$53.02	+50.20%	Closed	History

NRG - NRG Energy, Inc.	Q1 2009	$17.38	Q2 2009	$25.96	+49.37%	Closed	History

BDX - Becton, Dickinson and Co.	Q3 2012	$60.32	Q1 2014	$89.88	+49.02%	Closed	History

AMT - American Tower Corp.	Q1 2012	$63.02	Q3 2014	$93.63	+48.57%	Closed	History

DINT - Davis Select International ETF	Q1 2018	$19.64	Open	$29.13	+48.30%	Open	History

LM05 - Liberty Media Corp., Series A	Q1 2021	$38.22	Q3 2023	$56.54	+47.93%	Closed	History

SUI - Sun Communities, Inc.	Q3 2018	$101.55	Q4 2019	$150.11	+47.82%	Closed	History

SLG - SL Green Realty Corp.	Q3 2023	$37.30	Q1 2024	$55.13	+47.80%	Closed	History

VALE - Vale S.A.	Q2 2009	$15.36	Q1 2012	$22.69	+47.72%	Closed	History

RSG - Republic Services, Inc.	Q4 2010	$29.88	Q4 2015	$44.02	+47.32%	Closed	History

CCK - Crown Holdings, Inc.	Q2 2024	$74.39	Open	$109.50	+47.20%	Open	History

LVNTB - Liberty Ventures Series A	Q4 2016	$36.87	Q4 2017	$54.24	+47.11%	Closed	History

ANGI - Angi Inc.	Q4 2017	$104.60	Q2 2018	$153.80	+47.04%	Closed	History

VALE - Vale S.A.	Q1 2025	$9.98	Open	$14.59	+46.19%	Open	History

ELS - Equity LifeStyle Properties, Inc.	Q3 2018	$48.24	Q4 2019	$70.39	+45.93%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q4 2015	$8.83	Q2 2017	$12.89	+45.86%	Closed	History

SPGI - S&P Global Inc.	Q2 2016	$101.48	Q3 2017	$147.88	+45.73%	Closed	History

LHO - LaSalle Hotel Properties	Q3 2012	$26.69	Q1 2015	$38.86	+45.60%	Closed	History

ARE - Alexandria Real Estate Equities, Inc.	Q2 2006	$88.68	Q1 2024	$128.91	+45.37%	Closed	History

AZO - AutoZone, Inc.	Q3 2005	$83.25	Q2 2008	$121.01	+45.36%	Closed	History

PHM - PulteGroup, Inc.	Q3 2001	$7.84	Q4 2001	$11.39	+45.30%	Closed	History

MOO - Monsanto Co. Common Stock	Q4 2005	$77.50	Q3 2014	$112.51	+45.17%	Closed	History

PSA - Public Storage	Q1 2011	$110.91	Q3 2013	$160.55	+44.76%	Closed	History

PFE - Pfizer Inc.	Q2 2010	$13.53	Q2 2011	$19.54	+44.46%	Closed	History

SOLV - Solventum Corp.	Q2 2024	$52.88	Open	$76.28	+44.25%	Open	History

VTR - Ventas, Inc.	Q3 2024	$64.13	Open	$92.40	+44.08%	Open	History

NTES - NetEase, Inc.	Q4 2024	$89.21	Open	$128.39	+43.92%	Open	History

LM09 - Liberty Media Corp., Series C	Q1 2021	$43.29	Q3 2023	$62.30	+43.91%	Closed	History

NLOK - Symantec Corp. CS	Q2 2003	$43.91	Q3 2003	$63.19	+43.91%	Closed	History

SVA - Sinovac Biotech Ltd.	Q2 2013	$3.93	Q2 2014	$5.64	+43.51%	Closed	History

HPP - Hudson Pacific Properties, Inc.	Q4 2025	$10.83	Open	$15.54	+43.49%	Open	History

SPL - Schering Plough Corp Common	Q2 2008	$19.69	Q3 2009	$28.25	+43.47%	Closed	History

LPT - Liberty Property Trust	Q4 2018	$41.88	Q4 2019	$60.05	+43.39%	Closed	History

PNRG - Pentair, Inc. Common	Q4 2011	$33.29	Q1 2012	$47.61	+43.02%	Closed	History

CHUBA - CommerceHub, Inc., Series A	Q3 2016	$15.80	Q1 2018	$22.50	+42.41%	Closed	History

Y - Alleghany Corporation	Q2 2017	$594.80	Q1 2022	$847.00	+42.40%	Closed	History

PHG - Koninklijke Philips N.V.	Q4 2004	$26.49	Q4 2006	$37.60	+41.94%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q4 2008	$16.42	Q4 2009	$23.26	+41.66%	Closed	History

TRIP - Tripadvisor, Inc.	Q4 2011	$25.21	Q1 2012	$35.67	+41.49%	Closed	History

CHUBK - CommerceHub, Inc., Series C	Q3 2016	$15.91	Q1 2018	$22.49	+41.36%	Closed	History

RATE - Bankrate Inc. Common	Q3 2011	$15.21	Q4 2011	$21.50	+41.35%	Closed	History

ALR - Altera Corp.	Q1 2013	$35.45	Q3 2015	$50.08	+41.27%	Closed	History

WUBA - 58.com Inc ADR	Q4 2013	$38.34	Q2 2020	$53.94	+40.69%	Closed	History

EQR - Equity Residential	Q4 2009	$33.85	Q3 2010	$47.53	+40.41%	Closed	History

AON-W - Aon Corp. Common Stock	Q3 2005	$32.08	Q3 2008	$44.96	+40.15%	Closed	History

HUB - Chubb Corp. Common	Q4 2011	$69.22	Q4 2013	$96.63	+39.60%	Closed	History

SKX - Skechers U.S.A, Inc. Class A	Q1 2022	$40.73	Q1 2025	$56.78	+39.41%	Closed	History

SO - The Southern Co.	Q1 1999	$14.25	Q3 2000	$19.82	+39.15%	Closed	History

CUBE - CubeSmart	Q4 2013	$15.94	Q4 2014	$22.07	+38.46%	Closed	History

UN - Unilever NV	Q1 2010	$30.16	Q1 2015	$41.76	+38.46%	Closed	History

DLR - Digital Realty Trust, Inc.	Q4 2007	$38.37	Q3 2013	$53.10	+38.39%	Closed	History

TD - The Toronto-Dominion Bank	Q1 2010	$37.22	Q2 2014	$51.49	+38.34%	Closed	History

TFC - Truist Financial Corp.	Q2 2020	$37.56	Open	$51.95	+38.31%	Open	History

DISH - Dish Network Corp A	Q3 2013	$45.01	Q1 2014	$62.21	+38.21%	Closed	History

COR - Cencora, Inc.	Q1 2018	$100.26	Q3 2021	$138.53	+38.17%	Closed	History

NCRA - News Corp., Class A shares Common Stock	Q4 2005	$466.50	Q4 2006	$644.40	+38.14%	Closed	History

KIM - Kimco Realty Corp.	Q4 2011	$16.24	Q1 2013	$22.40	+37.93%	Closed	History

4621824Q - KINDER MORGAN Common Stock	Q1 2001	$53.20	Q4 2004	$73.17	+37.54%	Closed	History

LMDIA - Liberty Entertainment Common Stock	Q1 2008	$22.64	Q3 2009	$31.11	+37.41%	Closed	History

PNP - Pan Pacific Retail Properties CS	Q2 2004	$50.52	Q3 2006	$69.42	+37.41%	Closed	History

BXP - BXP, Inc.	Q2 2009	$47.70	Q1 2024	$65.31	+36.92%	Closed	History

MOO - Monsanto Co.	Q3 2015	$85.34	Q4 2017	$116.78	+36.84%	Closed	History

MAC - The Macerich Co.	Q3 2011	$42.63	Q4 2012	$58.30	+36.76%	Closed	History

DLR - Digital Realty Trust, Inc.	Q1 2018	$105.38	Q1 2024	$144.04	+36.69%	Closed	History

IAC - IAC/InterActiveCorp Common Stock	Q3 2005	$25.35	Q2 2007	$34.61	+36.53%	Closed	History

AVB - AvalonBay Communities, Inc.	Q3 2012	$135.99	Q1 2024	$185.56	+36.45%	Closed	History

TXT - Textron Inc.	Q3 2013	$27.61	Q3 2015	$37.64	+36.33%	Closed	History

SPNT - SiriusPoint Ltd.	Q2 1999	$40.00	Q3 1999	$54.35	+35.88%	Closed	History

785725Q - Catellus Development Cs	Q4 2003	$24.20	Q2 2005	$32.80	+35.54%	Closed	History

CORRQ - CorEnergy Infrastructure Trust, Inc.	Q4 2015	$14.84	Q1 2016	$20.11	+35.51%	Closed	History

DFT - DuPont Fabros Tech Inc.	Q2 2010	$24.56	Q4 2014	$33.24	+35.34%	Closed	History

PCL - Plum Creek Timber Company	Q3 2006	$34.04	Q4 2007	$46.04	+35.25%	Closed	History

AMX - America Movil S.A. de C.V. Common -	Q4 2005	$14.66	Q3 2013	$19.81	+35.13%	Closed	History

NTB - The Bank of N.T. Butterfield & Son Ltd.	Q1 2018	$44.88	Open	$60.58	+34.98%	Open	History

NCRB - News Corp., Class B Common Stock	Q3 2005	$16.50	Q4 2006	$22.26	+34.91%	Closed	History

MHS - Medco Health SolutionsCOM	Q3 2004	$31.22	Q4 2004	$41.93	+34.30%	Closed	History

3277Q - Morgan J P & Co Common Stock	Q1 1999	$123.38	Q4 2000	$165.55	+34.18%	Closed	History

LAB - Standard BioTools Inc.	Q1 2009	$58.49	Q3 2010	$78.46	+34.14%	Closed	History

FSH - Fisher Scientific InteCOM	Q3 2004	$58.33	Q3 2006	$78.24	+34.13%	Closed	History

SLG - SL GREEN RLTY CORP COM Common	Q4 2009	$53.45	Q4 2010	$71.68	+34.11%	Closed	History

NVDA - NVIDIA Corp.	Q2 2025	$157.99	Open	$211.80	+34.06%	Open	History

LHO - LaSalle Hotel Properties Common	Q3 2009	$19.66	Q2 2011	$26.34	+33.98%	Closed	History

SHAW - Shaw Group Inc Common Stock	Q3 2007	$25.56	Q4 2010	$34.23	+33.92%	Closed	History

LEN - Lennar Corp.	Q3 2001	$16.69	Q4 2001	$22.28	+33.54%	Closed	History

BSBR - Banco Santander Brasil SA	Q2 2010	$10.33	Q3 2010	$13.77	+33.30%	Closed	History

MAC - The Macerich Co.	Q2 2004	$44.31	Q3 2008	$58.93	+32.99%	Closed	History

BNI - Burlington Northern Santa Fe Common	Q1 2009	$60.18	Q3 2009	$79.83	+32.65%	Closed	History

COL - Rockwell Collins Inc - WICommon Stock	Q3 2001	$147.00	Q4 2001	$194.90	+32.59%	Closed	History

CDP - COPT Defense Properties	Q2 2025	$27.58	Open	$36.55	+32.52%	Open	History

SN8 - Spirit Finance Corp. Common Stock	Q3 2005	$11.25	Q1 2007	$14.90	+32.44%	Closed	History

838969Q - Fidelity National Finl Inc Common Stock	Q4 2001	$24.79	Q4 2002	$32.82	+32.39%	Closed	History

PAYX - Paychex, Inc.	Q1 1999	$21.08	Q4 2002	$27.90	+32.33%	Closed	History

CO8 - Capital Automotive REIT CS	Q2 2004	$29.33	Q3 2005	$38.71	+31.98%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2012	$53.61	Q1 2016	$70.65	+31.80%	Closed	History

WMT - Walmart Inc.	Q4 2011	$19.92	Q4 2013	$26.23	+31.68%	Closed	History

80918Q - Amerada Hess Co Common Stock	Q1 1999	$50.88	Q3 2000	$66.96	+31.60%	Closed	History

GDW - GOLDEN WEST FINL CORP DEL COM Common Stock	Q1 2000	$31.19	Q2 2000	$40.92	+31.20%	Closed	History

AMP - Ameriprise Financial, Inc.	Q2 2010	$36.13	Q3 2010	$47.33	+31.00%	Closed	History

SPG - Simon Property Group, Inc.	Q3 2024	$169.02	Open	$221.28	+30.92%	Open	History

MAC - The Macerich Co.	Q3 2014	$63.83	Q4 2014	$83.41	+30.68%	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.