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
ESS - Essex Property Trust, Inc.	Q2 2005	$83.06	Q4 2005	$92.20	+11.00%	Closed	History

8394653Q - ProLogis Common	Q3 2009	$11.92	Q1 2010	$13.21	+10.82%	Closed	History

WFC - Wells Fargo & Co.	Q1 1999	$17.53	Q2 2000	$19.43	+10.81%	Closed	History

O - Realty Income Corp.	Q2 2025	$57.61	Open	$63.77	+10.69%	Open	History

KIM - Kimco Realty Corp.	Q4 1999	$11.29	Q1 2000	$12.50	+10.68%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 1999	$40.28	Q3 2000	$44.57	+10.64%	Closed	History

UDR - UDR, Inc.	Q1 2015	$34.03	Q4 2015	$37.57	+10.40%	Closed	History

TIF - Tiffany & Co. Common	Q1 2012	$69.13	Q4 2015	$76.20	+10.23%	Closed	History

BWP - Boardwalk Pipeline Partners	Q1 2014	$13.40	Q1 2016	$14.76	+10.15%	Closed	History

HD - The Home Depot, Inc.	Q1 1999	$41.50	Q4 2000	$45.69	+10.10%	Closed	History

SHO - Sunstone Hotel Investors, Inc.	Q3 2024	$10.32	Open	$11.36	+10.08%	Open	History

GGQ1 - Google Inc. Class A Common	Q2 2012	$580.07	Q3 2015	$638.37	+10.05%	Closed	History

SYY - Sysco Corp.	Q1 2014	$36.13	Q4 2014	$39.69	+9.85%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2010	$51.86	Q3 2010	$56.83	+9.58%	Closed	History

EA - Electronic Arts Inc.	Q3 2018	$120.55	Q2 2020	$132.09	+9.57%	Closed	History

BX - Blackstone Inc.	Q1 2018	$31.95	Q1 2019	$34.97	+9.45%	Closed	History

2311846Q - Cooper Cameron Common Stock	Q1 1999	$33.87	Q2 1999	$37.06	+9.42%	Closed	History

UN - Unilever NV - NY Shares Foreign -	Q3 2007	$30.84	Q1 2008	$33.72	+9.34%	Closed	History

SUNW - Sun Microsystems Inc	Q3 2006	$4.95	Q4 2006	$5.41	+9.29%	Closed	History

SEPR - Sepracor Inc Common Stock	Q1 1999	$112.25	Q3 2000	$122.65	+9.27%	Closed	History

OMC - Omnicom Group Inc.	Q3 2006	$46.79	Q1 2007	$51.07	+9.16%	Closed	History

MAA - Mid-America Apartment Communities, Inc.	Q4 2016	$97.92	Q3 2017	$106.88	+9.15%	Closed	History

PFE - Pfizer Inc.	Q2 2012	$21.82	Q4 2012	$23.80	+9.04%	Closed	History

JOE - The St. Joe Co.	Q4 2008	$24.31	Q2 2009	$26.49	+8.97%	Closed	History

3389716Q - Arden Realty Common Stock	Q3 2005	$41.17	Q4 2005	$44.83	+8.89%	Closed	History

COP - ConocoPhillips	Q4 2011	$55.56	Q2 2013	$60.49	+8.88%	Closed	History

PTZ - Pulitzer Inc. Common Stock	Q1 1999	$41.58	Q3 1999	$45.26	+8.85%	Closed	History

WAG - Walgreen Co. Common	Q1 2012	$33.49	Q3 2012	$36.44	+8.81%	Closed	History

QUOT - Quotient Technology Inc.	Q4 2015	$6.82	Q4 2021	$7.42	+8.80%	Closed	History

JWN - Nordstrom, Inc.	Q3 2012	$55.17	Q2 2013	$59.93	+8.63%	Closed	History

SI6 - Smith Intl Inc Common Stock	Q1 1999	$40.00	Q2 1999	$43.44	+8.60%	Closed	History

IWV - iShares Russell 3000 ETF	Q3 2019	$173.79	Q4 2019	$188.50	+8.46%	Closed	History

WY - Weyerhaeuser Co.	Q2 2014	$33.09	Q4 2014	$35.89	+8.46%	Closed	History

TLAB - TELLABS INC DELAWARE Common Stock	Q1 2000	$62.98	Q2 2000	$68.28	+8.42%	Closed	History

SINA - Sina Corp.	Q2 2013	$55.73	Q1 2014	$60.41	+8.40%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.42	Q4 2007	$24.28	+8.30%	Closed	History

2230451Q - Argonaut Group Common Stock	Q4 2001	$19.53	Q1 2002	$21.13	+8.19%	Closed	History

MAC - The Macerich Co.	Q2 2015	$74.60	Q4 2015	$80.69	+8.16%	Closed	History

RHP - Ryman Hospitality Properties, Inc.	Q1 2021	$77.51	Q3 2021	$83.70	+7.99%	Closed	History

IVE - iShares S&P 500 Value ETF	Q2 2023	$161.19	Q4 2023	$173.89	+7.88%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2006	$55.60	Q3 2010	$59.97	+7.86%	Closed	History

GLIBA - Liberty Capital Corp.	Q1 2018	$52.86	Q1 2020	$56.97	+7.78%	Closed	History

5050 - Exxon Corp Common Stock	Q1 1999	$70.56	Q3 1999	$76.00	+7.71%	Closed	History

EXC - Exelon Corp.	Q1 2009	$32.36	Q4 2009	$34.85	+7.69%	Closed	History

FDCP - First Data Corp. Common Stock	Q3 2005	$40.00	Q4 2005	$43.01	+7.52%	Closed	History

WY - Weyerhaeuser Co.	Q4 2016	$30.09	Q3 2018	$32.28	+7.28%	Closed	History

D - Dominion Energy, Inc.	Q3 2012	$52.95	Q2 2013	$56.78	+7.23%	Closed	History

CMCSA - Comcast Corp.	Q3 2004	$8.90	Q2 2005	$9.53	+7.16%	Closed	History

COR - Cencora, Inc.	Q3 2005	$19.33	Q4 2005	$20.70	+7.12%	Closed	History

EQR - Equity Residential	Q1 2008	$41.47	Q3 2008	$44.42	+7.11%	Closed	History

TOL - Toll Brothers, Inc.	Q2 2006	$25.57	Q1 2007	$27.38	+7.08%	Closed	History

IVE - iShares S&P 500 Value ETF	Q3 2015	$84.02	Q1 2016	$89.92	+7.02%	Closed	History

FCS - Fairchild Semiconductor Intl	Q3 2012	$13.12	Q3 2015	$14.04	+7.01%	Closed	History

JCN - Johnson Controls, Inc.	Q3 2015	$41.36	Q2 2016	$44.26	+7.01%	Closed	History

DLR - Digital Realty Trust, Inc.	Q3 2024	$161.83	Open	$173.11	+6.97%	Open	History

3692470Q - Alltel Corp Common Stock	Q3 2005	$65.12	Q3 2007	$69.64	+6.94%	Closed	History

EL - The Estée Lauder Companies Inc.	Q3 2012	$61.56	Q2 2013	$65.76	+6.82%	Closed	History

CLP - Colonial Properties Trust	Q1 2013	$22.61	Q2 2013	$24.12	+6.68%	Closed	History

JBGS - JBG SMITH Properties	Q3 2017	$34.21	Q2 2018	$36.47	+6.61%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2011	$84.76	Q2 2013	$90.35	+6.60%	Closed	History

PXP - Plains Exploration & Product Common	Q2 2012	$35.17	Q3 2012	$37.48	+6.57%	Closed	History

MSFT - Microsoft Corp.	Q2 2010	$23.01	Q3 2010	$24.49	+6.43%	Closed	History

TRNO - Terreno Realty Corp.	Q3 2024	$66.83	Open	$71.13	+6.43%	Open	History

CHYM - Chime Financial, Inc.	Q3 2025	$20.17	Open	$21.46	+6.40%	Open	History

IVE - iShares S&P 500 Value ETF	Q3 2017	$107.73	Q4 2017	$114.24	+6.04%	Closed	History

MOLX - Molex, Inc. CS	Q2 2003	$26.98	Q3 2003	$28.57	+5.89%	Closed	History

BNI - Burlington Northern Santa Fe	Q1 2007	$80.43	Q2 2007	$85.14	+5.86%	Closed	History

DEO - Diageo plc	Q2 2012	$103.07	Q4 2015	$109.07	+5.82%	Closed	History

GGQ7 - Google Inc. Class C	Q2 2014	$575.29	Q3 2015	$608.42	+5.76%	Closed	History

MOLXA - Molex Inc., Class A CS	Q2 2003	$23.18	Q3 2003	$24.50	+5.69%	Closed	History

FCYA - Forest City Enterprises - A CS	Q2 2003	$41.39	Q3 2003	$43.73	+5.65%	Closed	History

1854Q - Dallas Semiconductor Common Stock	Q1 1999	$38.60	Q2 2000	$40.74	+5.54%	Closed	History

CFG - Citizens Financial Group, Inc.	Q3 2014	$23.42	Q3 2016	$24.71	+5.51%	Closed	History

VICI - VICI Properties Inc.	Q1 2021	$28.24	Q1 2024	$29.79	+5.49%	Closed	History

MCY - Mercury General Corp.	Q4 2001	$43.67	Q4 2008	$46.00	+5.34%	Closed	History

CUZ - Cousins Properties Inc.	Q3 2024	$29.48	Open	$31.05	+5.33%	Open	History

DE - Deere & Co.	Q4 2011	$77.35	Q3 2013	$81.39	+5.22%	Closed	History

BLT - Blount International, Inc. Common Stock	Q4 2005	$15.93	Q1 2012	$16.68	+4.71%	Closed	History

INTC - Intel Corp.	Q4 2000	$30.07	Q4 2001	$31.44	+4.56%	Closed	History

HTA - Healthcare Trust of America, Inc.	Q2 2021	$26.70	Q2 2022	$27.91	+4.53%	Closed	History

HOT - Starwood Hotels & Resorts Worldwide, Inc.	Q3 2015	$66.48	Q4 2015	$69.27	+4.20%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q2 2010	$16.27	Q3 2010	$16.94	+4.12%	Closed	History

ANF - Abercrombie & Fitch Co.	Q1 1999	$46.10	Q2 1999	$47.97	+4.06%	Closed	History

C - Citigroup Inc.	Q2 2010	$37.60	Q3 2010	$39.10	+3.99%	Closed	History

PGRE - Paramount Group, Inc.	Q4 2014	$18.59	Q1 2015	$19.30	+3.82%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2010	$120,000.00	Q3 2010	$124,500.03	+3.75%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2010	$79.69	Q3 2010	$82.68	+3.75%	Closed	History

BEKE - KE Holdings Inc.	Q3 2023	$15.52	Open	$16.10	+3.74%	Open	History

AVP - Avon Products, Inc. Common Stock	Q3 2005	$27.00	Q2 2011	$28.00	+3.70%	Closed	History

603944Q - Rouse Co Common Stock	Q1 1999	$22.19	Q3 1999	$23.00	+3.65%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q1 2026	$304.32	Open	$314.39	+3.31%	Open	History

ACC - American Campus Communities Common Stock	Q3 2005	$24.02	Q4 2005	$24.80	+3.25%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2008	$55.16	Q2 2010	$56.89	+3.14%	Closed	History

BK - Bank of New York Inc. Common Stock	Q4 2001	$40.82	Q1 2002	$42.08	+3.09%	Closed	History

ARPI - American Residential Properties, Inc.	Q3 2014	$18.34	Q4 2015	$18.90	+3.05%	Closed	History

CDR - Cedar Realty Trust Inc.	Q3 2014	$5.90	Q4 2017	$6.08	+3.05%	Closed	History

NDN - 99 Cent Only Stores Common Stock	Q1 2005	$13.17	Q1 2006	$13.56	+2.96%	Closed	History

MTN - Vail Resorts, Inc.	Q1 1999	$15.88	Q2 2000	$16.31	+2.71%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q3 1999	$39.94	Q4 1999	$41.00	+2.65%	Closed	History

PPG - PPG Industries, Inc.	Q3 2016	$103.35	Q2 2020	$106.03	+2.59%	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.