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
CBE - Cooper Industries, Ltd. Common	Q4 2011	$54.16	Q1 2012	$63.96	+18.09%	Closed	History

COR - Cencora, Inc.	Q2 2014	$33.07	Q4 2014	$39.05	+18.08%	Closed	History

2119228Q - Sfx Entertainment, Inc Common Stock	Q3 1999	$30.65	Q4 1999	$36.18	+18.04%	Closed	History

EL21 - Education Realty Trust, Inc.	Q4 2014	$36.59	Q3 2016	$43.14	+17.90%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2013	$91.57	Q2 2016	$107.88	+17.81%	Closed	History

WRB - W. R. Berkley Corp.	Q3 2005	$7.80	Q4 2008	$9.19	+17.78%	Closed	History

CCI* - Crown Castle Int'l Corp.	Q2 2010	$37.26	Q4 2010	$43.83	+17.63%	Closed	History

COST - Costco Wholesale Corp.	Q2 2010	$54.83	Q3 2010	$64.49	+17.62%	Closed	History

CUBE - CubeSmart	Q4 2016	$26.77	Q4 2019	$31.48	+17.59%	Closed	History

HAL - Halliburton Co.	Q1 1999	$19.25	Q2 1999	$22.63	+17.53%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2024	$272.40	Open	$319.92	+17.44%	Open	History

ADP - Automatic Data Processing, Inc.	Q3 2012	$51.50	Q2 2013	$60.46	+17.39%	Closed	History

SCHW - The Charles Schwab Corp.	Q2 2003	$10.09	Q4 2003	$11.84	+17.34%	Closed	History

WRB - W. R. Berkley Corp.	Q3 2002	$2.98	Q1 2003	$3.50	+17.29%	Closed	History

EMR - Emerson Electric Co.	Q4 2011	$46.59	Q2 2013	$54.54	+17.06%	Closed	History

T - AT&T Inc.	Q4 2011	$22.84	Q2 2013	$26.74	+17.06%	Closed	History

CPT - Camden Property Trust	Q1 2016	$84.09	Q1 2024	$98.40	+17.02%	Closed	History

ALEX - Alexander & Baldwin, Inc.	Q2 2010	$29.78	Q3 2010	$34.84	+16.99%	Closed	History

WY - Weyerhaeuser Co.	Q2 2012	$22.36	Q3 2012	$26.14	+16.91%	Closed	History

KA2 - Keystone Automotive Common	Q2 2005	$24.69	Q3 2005	$28.85	+16.85%	Closed	History

RMK - Aramark Corp., Class B Common Stock	Q4 2002	$23.50	Q1 2003	$27.41	+16.64%	Closed	History

WMT - Walmart Inc.	Q2 2005	$16.07	Q2 2008	$18.73	+16.60%	Closed	History

LEARQ - Lear Corp Common Stock	Q1 1999	$42.68	Q2 1999	$49.75	+16.57%	Closed	History

ARE - Alexandria Real Estate Equities, Inc.	Q3 1999	$29.44	Q3 2000	$34.31	+16.54%	Closed	History

SHPG - Shire Plc., ADR	Q1 2018	$149.39	Q4 2018	$174.04	+16.50%	Closed	History

SYY - Sysco Corp.	Q4 2011	$29.33	Q2 2013	$34.16	+16.47%	Closed	History

NVS - Novartis AG	Q4 2016	$65.27	Q3 2022	$76.01	+16.46%	Closed	History

TCO - Taubman Centers, Inc. Common Stock	Q4 2006	$50.86	Q2 2011	$59.20	+16.40%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2005	$65.48	Q4 2006	$76.10	+16.22%	Closed	History

AAIG - American International Group Common	Q1 2009	$1.00	Q2 2009	$1.16	+16.00%	Closed	History

PCP - Precision Castparts Corp.	Q2 2015	$199.87	Q4 2015	$231.82	+15.99%	Closed	History

DJ - Dow Jones & Co. Inc. Common Stock	Q1 1999	$47.19	Q4 2001	$54.71	+15.94%	Closed	History

IMAX - Imax Corp Common Stock	Q1 1999	$19.51	Q2 2000	$22.62	+15.94%	Closed	History

CTT - Catchmark Timber Trust Inc., Class A	Q4 2021	$8.71	Q2 2022	$10.06	+15.50%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2001	$36.34	Q1 2003	$41.95	+15.44%	Closed	History

FRMI - Fermi Inc.	Q1 2026	$5.84	Open	$6.74	+15.41%	Open	History

EQIX - Equinix, Inc.	Q3 2024	$887.63	Open	$1,023.54	+15.31%	Open	History

LNCR - Lincare Holdings Inc. CS	Q2 2004	$32.86	Q2 2006	$37.84	+15.16%	Closed	History

BAC - Bank of America Corp.	Q2 2002	$35.18	Q1 2003	$40.49	+15.09%	Closed	History

AMB - FORTUNE BRANDS Common Stock	Q2 2000	$23.04	Q3 2000	$26.51	+15.06%	Closed	History

829461Q - Orion Capital Corp. Common Stock	Q1 1999	$31.25	Q2 1999	$35.88	+14.82%	Closed	History

DD - DuPont de Nemours, Inc.	Q4 2011	$81.77	Q2 2013	$93.79	+14.70%	Closed	History

AAP - Advance Auto Parts, Inc.	Q1 2005	$33.63	Q1 2007	$38.55	+14.62%	Closed	History

WELL - Welltower Inc.	Q2 2019	$81.53	Q1 2024	$93.44	+14.61%	Closed	History

3353984Q - Reckson Associates Common Stock	Q1 1999	$20.56	Q2 1999	$23.56	+14.59%	Closed	History

SRE - Sempra	Q4 2003	$15.03	Q2 2004	$17.22	+14.54%	Closed	History

3891289Q - Mobil Corp Common Stock	Q1 1999	$88.02	Q3 1999	$100.77	+14.49%	Closed	History

BDN - Brandywine Realty Trust CS	Q2 2004	$27.19	Q3 2005	$31.09	+14.34%	Closed	History

BMC - BMC Software, Inc. Common Stock	Q4 2002	$17.11	Q1 2003	$19.55	+14.26%	Closed	History

COP - ConocoPhillips	Q3 2005	$53.29	Q1 2011	$60.88	+14.23%	Closed	History

1448479D - Campus Crest Communities, Inc.	Q3 2014	$6.40	Q4 2014	$7.31	+14.22%	Closed	History

PGR - The Progressive Corp.	Q2 2015	$27.89	Q4 2015	$31.84	+14.16%	Closed	History

SRE - Sempra	Q1 2005	$19.92	Q2 2006	$22.74	+14.16%	Closed	History

2N9A - Nielsen Holdings B.V. Foreign	Q1 2011	$27.31	Q2 2011	$31.16	+14.10%	Closed	History

PWR - Quanta Services, Inc.	Q4 2008	$19.80	Q1 2016	$22.56	+13.94%	Closed	History

IVE - iShares S&P 500 Value ETF	Q3 2020	$112.43	Q4 2020	$128.03	+13.88%	Closed	History

PLD - Prologis, Inc.	Q3 2014	$37.70	Q4 2015	$42.92	+13.85%	Closed	History

GGQ1 - Google Inc. Class A	Q2 2010	$444.95	Q2 2011	$506.38	+13.81%	Closed	History

EOP - Equity Office Properties Trust Common Stock	Q4 1999	$24.63	Q1 2001	$28.00	+13.68%	Closed	History

EPR - EPR Properties	Q4 2013	$49.16	Q2 2014	$55.87	+13.65%	Closed	History

BRX - Brixmor Property Group Inc.	Q3 2024	$27.86	Open	$31.64	+13.57%	Open	History

MJN - Mead Johnson Nutrition	Q2 2010	$50.12	Q3 2010	$56.91	+13.55%	Closed	History

PSA - Public Storage	Q2 2016	$255.59	Q1 2024	$290.06	+13.49%	Closed	History

CONE - CyrusOne Inc.	Q3 2019	$79.10	Q4 2021	$89.71	+13.41%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 1999	$32.04	Q2 1999	$36.33	+13.39%	Closed	History

IRF - International Rectifier Corp.	Q2 2010	$18.61	Q3 2010	$21.09	+13.33%	Closed	History

TYI - Tyco International Ltd. Common Stock	Q3 2005	$27.85	Q1 2007	$31.55	+13.29%	Closed	History

WORK - Slack Technologies, Inc., Class A	Q3 2019	$23.73	Q3 2020	$26.85	+13.15%	Closed	History

EGP - EastGroup Properties, Inc.	Q3 2024	$186.82	Open	$211.25	+13.08%	Open	History

GWW - W.W. Grainger, Inc.	Q3 1999	$48.05	Q1 2000	$54.29	+12.99%	Closed	History

SIEGY - Siemans AG - ADR	Q4 2011	$47.73	Q1 2013	$53.88	+12.90%	Closed	History

PLD - Prologis, Inc.	Q3 2024	$126.28	Open	$142.49	+12.84%	Open	History

HIW - Highwoods Properties, Inc.	Q2 2010	$32.14	Q3 2010	$36.26	+12.82%	Closed	History

RLI - RLI Corp.	Q1 1999	$3.66	Q3 1999	$4.13	+12.82%	Closed	History

SUS - Storage USA Inc. Common Stock	Q1 1999	$28.37	Q2 1999	$32.00	+12.80%	Closed	History

PPS - Post Properties Inc Common Stock	Q1 1999	$35.83	Q1 2000	$40.33	+12.56%	Closed	History

FRT - Federal Realty Investment Trust	Q4 2011	$90.74	Q1 2024	$102.12	+12.54%	Closed	History

CUBE - CubeSmart	Q4 2025	$36.05	Open	$40.52	+12.40%	Open	History

XOM - ExxonMobil Holdings Corp.	Q3 2006	$67.14	Q1 2007	$75.38	+12.27%	Closed	History

MCD - McDonald's Corp.	Q1 2003	$28.57	Q4 2004	$32.06	+12.22%	Closed	History

UDR - UDR, Inc.	Q2 2008	$22.38	Q4 2011	$25.10	+12.15%	Closed	History

EIGI - Endurance International Group Hlgs, Inc.	Q4 2014	$18.43	Q2 2015	$20.66	+12.10%	Closed	History

CPT - Camden Property Trust	Q1 2000	$26.69	Q2 2000	$29.90	+12.03%	Closed	History

ADSK - Autodesk, Inc.	Q4 2011	$30.32	Q2 2013	$33.96	+12.01%	Closed	History

QSR - Restaurant Brands International Inc.	Q1 2025	$66.64	Open	$74.61	+11.96%	Open	History

2235894Q - Lucent Technologies Common	Q2 2005	$2.93	Q3 2005	$3.28	+11.95%	Closed	History

BMR - Biomed Realty Trust, Inc. Common	Q2 2011	$19.24	Q4 2014	$21.54	+11.95%	Closed	History

CMI - Cummins Inc.	Q2 2012	$96.89	Q2 2013	$108.46	+11.94%	Closed	History

FCS - Fairchild Semiconductor International	Q2 2010	$8.41	Q3 2010	$9.40	+11.77%	Closed	History

TRH - Transatlantic Hldgs Inc. Common Stock	Q1 1999	$75.00	Q2 2000	$83.74	+11.65%	Closed	History

PLD - Prologis, Inc.	Q2 2011	$35.85	Q1 2013	$39.98	+11.52%	Closed	History

BBBYQ - Bed Bath + Beyond Inc. Common	Q2 2012	$61.80	Q1 2014	$68.80	+11.33%	Closed	History

IWV - iShares Russell 3000 ETF	Q3 2011	$66.74	Q4 2011	$74.28	+11.30%	Closed	History

NTST - NetSTREIT Corp.	Q1 2025	$15.85	Q4 2025	$17.64	+11.29%	Closed	History

APOL - Apollo Group Inc-CL A Common Stock	Q1 2006	$52.51	Q2 2007	$58.43	+11.27%	Closed	History

NTRS - Northern Trust Corp.	Q2 2003	$41.60	Q4 2003	$46.27	+11.23%	Closed	History

MHK - Mohawk Industries, Inc.	Q2 2004	$73.32	Q3 2007	$81.55	+11.22%	Closed	History

REG - Regency Centers Corp.	Q3 2024	$72.23	Open	$80.33	+11.21%	Open	History

562340Q - Metro-Goldwyn-Mayer, Inc. Common Stock	Q2 2002	$11.70	Q4 2002	$13.00	+11.11%	Closed	History

JCP* - JC Penney (Holding)Inc. Common Stock	Q1 2002	$20.71	Q4 2002	$23.01	+11.11%	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.