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
EXPD - Expeditors International of Washington, Inc.	Q1 2009	$28.27	Q1 2010	$36.93	+30.63%	Closed	History

TSN - Tyson Foods, Inc.	Q2 2006	$14.86	Q4 2012	$19.40	+30.55%	Closed	History

DRE - Duke Realty Investments Common Stock	Q3 1999	$19.50	Q4 2002	$25.45	+30.51%	Closed	History

DEO - Diageo plc	Q2 2010	$62.74	Q2 2011	$81.87	+30.49%	Closed	History

FISV - Fiserv, Inc.	Q1 2006	$10.64	Q4 2007	$13.87	+30.41%	Closed	History

4868 - Monsanto Co.	Q2 1999	$39.56	Q1 2000	$51.50	+30.18%	Closed	History

ALV - Autoliv, Inc.	Q3 2005	$31.34	Q1 2006	$40.76	+30.07%	Closed	History

2649Q - Devon Energy Corp. Common Stock	Q1 1999	$27.56	Q2 1999	$35.81	+29.93%	Closed	History

LM - Legg Mason, Inc.	Q2 1999	$38.50	Q2 2000	$50.00	+29.87%	Closed	History

MAA - Mid-America Apartment Communities, Inc.	Q3 2018	$100.18	Q3 2019	$130.00	+29.77%	Closed	History

GGP* - General Growth Properties, Inc.	Q1 2013	$19.88	Q2 2015	$25.66	+29.07%	Closed	History

KO - The Coca-Cola Co.	Q4 2005	$20.16	Q2 2008	$25.99	+28.95%	Closed	History

CTRA -	Q2 2025	$25.38	Open	$32.56	+28.29%	Open	History

TER - Teradyne, Inc.	Q1 1999	$27.28	Q3 2000	$34.99	+28.29%	Closed	History

CMX - Caremark RX, Inc. Common	Q2 2005	$44.52	Q4 2006	$57.11	+28.28%	Closed	History

HUB - Chubb Corp.	Q4 2014	$103.47	Q4 2015	$132.64	+28.19%	Closed	History

PCAR - PACCAR Inc	Q2 2010	$26.58	Q2 2011	$34.06	+28.14%	Closed	History

CSCO - Cisco Systems, Inc.	Q4 2005	$17.12	Q3 2010	$21.90	+27.92%	Closed	History

HOLI - Hollysys Automation Technologies Ltd.	Q1 2017	$16.93	Q2 2024	$21.64	+27.82%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2010	$59.97	Q3 2010	$76.61	+27.75%	Closed	History

C - Citigroup Inc.	Q3 2012	$32.71	Q1 2016	$41.75	+27.64%	Closed	History

EXPE - Expedia Group, Inc.	Q1 2011	$45.32	Q3 2012	$57.84	+27.63%	Closed	History

1013516Q - CRT Properties Inc	Q3 2004	$21.45	Q2 2005	$27.30	+27.27%	Closed	History

K - Kellogg Co Common	Q4 2011	$50.57	Q2 2013	$64.23	+27.01%	Closed	History

MGM - MGM Resorts International	Q3 2023	$36.76	Open	$46.67	+26.96%	Open	History

EL21 - Education Realty Trust, Inc.	Q1 2018	$32.75	Q2 2018	$41.50	+26.72%	Closed	History

OXY - Occidental Petroleum Corp.	Q3 2015	$66.04	Q2 2018	$83.68	+26.72%	Closed	History

KLAC - KLA Corp.	Q3 1999	$3.25	Q3 2000	$4.12	+26.67%	Closed	History

ESS - Essex Property Trust, Inc.	Q1 1999	$28.50	Q1 2000	$36.05	+26.49%	Closed	History

CPT - Camden Property Trust	Q2 2004	$45.80	Q4 2005	$57.92	+26.46%	Closed	History

EOG - EOG Resources, Inc.	Q3 2012	$56.03	Q4 2015	$70.79	+26.35%	Closed	History

DPLO - Diplomat Pharmacy, Inc.	Q1 2017	$15.95	Q1 2018	$20.15	+26.33%	Closed	History

IVE - iShares S&P 500 Value ETF	Q2 2024	$182.01	Open	$229.94	+26.33%	Open	History

603944Q - Rouse Co Com Cs	Q1 2003	$52.95	Q3 2004	$66.88	+26.31%	Closed	History

AOT - APOGENT TECHNOLOGIES Common Stock	Q4 2000	$20.50	Q4 2001	$25.80	+25.85%	Closed	History

ABBNY - ABB Limited ADR	Q3 2010	$21.12	Q4 2013	$26.57	+25.80%	Closed	History

AN - AutoNation, Inc.	Q1 2003	$17.05	Q2 2006	$21.44	+25.75%	Closed	History

MAR - Marriott International, Inc.	Q1 1999	$15.68	Q4 2000	$19.71	+25.75%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2013	$28.20	Q4 2015	$35.46	+25.75%	Closed	History

PCL - Plum Creek Timber Company, Inc.	Q3 2010	$35.30	Q4 2012	$44.37	+25.69%	Closed	History

1292340D - TMP World Wide Inc Common Stock	Q3 2002	$9.00	Q4 2002	$11.31	+25.67%	Closed	History

INVH - Invitation Homes Inc.	Q4 2017	$23.57	Q3 2019	$29.61	+25.63%	Closed	History

2951 - PHILIP MORRIS CO INC Common Stock	Q1 2000	$21.13	Q2 2000	$26.53	+25.56%	Closed	History

JAN - Janus Living, Inc.	Q1 2026	$23.57	Open	$29.56	+25.41%	Open	History

AON - Aon plc	Q1 2012	$49.06	Q1 2013	$61.50	+25.36%	Closed	History

IBM - International Business Machines Corp.	Q4 2001	$115.65	Q1 2016	$144.77	+25.18%	Closed	History

SPG - Simon Property Group, Inc.	Q2 2005	$67.28	Q3 2006	$84.11	+25.01%	Closed	History

BRX - Brixmor Property Group Inc.	Q3 2017	$18.80	Q1 2024	$23.45	+24.73%	Closed	History

1409833D - Columbia Equity Trust, Inc. Common	Q2 2005	$15.35	Q4 2006	$19.11	+24.50%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q2 2012	$38.75	Q1 2015	$48.18	+24.34%	Closed	History

DOFSQ - Diamond Off SHore Common Stock	Q1 1999	$31.65	Q1 2001	$39.35	+24.33%	Closed	History

AMH - American Homes 4 Rent	Q3 2014	$16.89	Q4 2016	$20.98	+24.22%	Closed	History

HTV - Hearst-Argyle Television Common Stock	Q3 2001	$17.38	Q4 2001	$21.56	+24.05%	Closed	History

DOV - Dover Corp.	Q1 1999	$22.04	Q2 2000	$27.32	+23.97%	Closed	History

NVS - Novartis AG	Q4 2011	$51.22	Q2 2013	$63.38	+23.74%	Closed	History

CXO - Concho Resources Inc.	Q2 2017	$121.53	Q4 2017	$150.22	+23.61%	Closed	History

WRB - W. R. Berkley Corp.	Q1 2013	$13.12	Q4 2015	$16.21	+23.55%	Closed	History

FWONA - Formula One Group	Q4 2023	$57.98	Q3 2024	$71.53	+23.37%	Closed	History

NBR - Nabors Industries Ltd.	Q4 2007	$1,369.50	Q1 2008	$1,688.50	+23.29%	Closed	History

ELV - Elevance Health, Inc.	Q4 2014	$125.68	Q1 2015	$154.42	+22.87%	Closed	History

AON-W - Aon Corp. Common	Q4 2009	$38.33	Q4 2011	$46.80	+22.10%	Closed	History

CABO - Cable One, Inc.	Q3 2015	$419.41	Q2 2016	$511.40	+21.93%	Closed	History

ELS - Equity LifeStyle Properties, Inc.	Q4 2013	$18.12	Q2 2014	$22.08	+21.89%	Closed	History

HIW - Highwoods Properties, Inc.	Q2 2014	$41.95	Q4 2016	$51.01	+21.60%	Closed	History

HIW - Highwoods Properties, Inc.	Q3 2012	$32.62	Q1 2013	$39.57	+21.31%	Closed	History

Y - Alleghany Corp.	Q3 2012	$344.94	Q3 2014	$418.14	+21.22%	Closed	History

RYN - Rayonier Inc.	Q3 2003	$11.36	Q4 2003	$13.77	+21.21%	Closed	History

1008621Q - Prentiss Properties CS	Q2 2004	$33.52	Q3 2005	$40.60	+21.12%	Closed	History

TLAB - Tellabs Inc Common	Q2 2005	$8.69	Q3 2005	$10.52	+21.06%	Closed	History

EXR - Extra Space Storage Inc.	Q3 2023	$121.58	Q1 2024	$147.00	+20.91%	Closed	History

BABA - Alibaba Group Holdings Ltd.	Q4 2016	$87.81	Q3 2024	$106.12	+20.85%	Closed	History

SEE -	Q2 2010	$19.72	Q2 2011	$23.79	+20.64%	Closed	History

KFT - Kraft Foods Inc. Common	Q4 2010	$31.51	Q1 2012	$38.01	+20.63%	Closed	History

HRS - Harris Corporation Common	Q2 2009	$28.36	Q3 2011	$34.17	+20.49%	Closed	History

LEXEA - Liberty Expedia Holdings, Inc.	Q4 2016	$39.67	Q2 2019	$47.79	+20.47%	Closed	History

FSLR - First Solar, Inc.	Q4 2013	$54.59	Q3 2014	$65.76	+20.46%	Closed	History

AZO - AutoZone, Inc.	Q3 2013	$423.14	Q3 2014	$509.59	+20.43%	Closed	History

FNMA - Federal National Mortgage Common Stock	Q1 1999	$69.24	Q4 2000	$83.35	+20.38%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q3 2015	$50.58	Q4 2015	$60.86	+20.32%	Closed	History

APF - Morgan Stanley Asia Pacific Common Stock	Q1 1999	$8.00	Q2 1999	$9.62	+20.25%	Closed	History

BNI - Burlington Northern Santa Fe Common Stock	Q4 2007	$83.23	Q2 2008	$99.89	+20.02%	Closed	History

KRC - Kilroy Realty Corp.	Q1 2009	$17.17	Q2 2009	$20.54	+19.63%	Closed	History

62553Q - Nielson Media Research Co. Common Stock	Q1 1999	$24.66	Q2 1999	$29.48	+19.55%	Closed	History

3059Q - Sterling Commerce Inc Common Stock	Q1 1999	$30.75	Q2 1999	$36.75	+19.51%	Closed	History

CRV - Coast Distr System Common	Q2 2005	$5.04	Q3 2005	$6.02	+19.44%	Closed	History

MDT - Medtronic plc	Q3 2012	$43.12	Q2 2013	$51.47	+19.36%	Closed	History

OXY - Occidental Petroleum Corp.	Q3 2012	$82.45	Q2 2014	$98.32	+19.24%	Closed	History

LGTO - Legato Systems Inc	Q2 1999	$57.75	Q4 1999	$68.82	+19.17%	Closed	History

HDS - HD Supply Holdings, Inc.	Q2 2020	$34.65	Q3 2020	$41.24	+19.02%	Closed	History

FCE.A - Forest City Realty Trust, Inc., Class A	Q1 2016	$21.09	Q3 2018	$25.09	+18.97%	Closed	History

DOV - Dover Corp.	Q2 2003	$20.19	Q3 2003	$24.01	+18.92%	Closed	History

OTIS - Otis Worldwide Corp.	Q2 2020	$56.85	Q4 2020	$67.57	+18.86%	Closed	History

ADVS - Advent Software, Inc. Common Stock	Q3 2002	$11.46	Q4 2002	$13.62	+18.85%	Closed	History

SLG - Sl Green Realty Corp Common Stock	Q3 1999	$21.23	Q1 2000	$25.23	+18.80%	Closed	History

BMR - Biomed Realty Trust, Inc.	Q3 2015	$19.98	Q4 2015	$23.69	+18.57%	Closed	History

KEA - Keane Inc Common Stock	Q1 1999	$21.31	Q1 2000	$25.25	+18.49%	Closed	History

MRKC - Merck & Co., Inc. Common	Q1 2009	$26.72	Q3 2009	$31.63	+18.38%	Closed	History

DST - Dst Systems, Inc. Common Stock	Q1 1999	$15.02	Q4 2002	$17.78	+18.36%	Closed	History

2835605Q - Edwards (A.G.) Inc Common Stock	Q4 2002	$33.02	Q1 2003	$39.07	+18.32%	Closed	History

LLY - Eli Lilly and Co.	Q4 2011	$41.56	Q2 2013	$49.12	+18.19%	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.