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Davis Selected Advisers LP
Christopher C. Davis · Investment Advisor · Value
Davis Selected Advisers LP, operating as Davis Advisors, is an independent, employee-owned investment management firm founded in 1969 by Shelby M.C. Davis. Headquartered in Tucson, Arizona, the firm is renowned for its disciplined, long-term approach to value investing. It focuses on identifying durable, cash-generating businesses with sustainable competitive advantages and shareholder-oriented management teams. Over its history, Davis Advisors has expanded its offerings to include mutual funds, ETFs, and separately managed accounts, consistently emphasizing a high-conviction, benchmark-agnostic strategy. The firm is notably committed to aligning its interests with clients, with the Davis family and employees having substantial personal capital invested in the same strategies they manage for others.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.7% |
| YTD return | +12.7% |
| Sharpe ratio | 3.42 |
| Win rate | 56% |
| AUM | $18.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $18.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.davisadvisors.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| COF | Capital One Financial Corporation | 10.0% | -3.1% |
| USB | U.S. Bancorp | 7.5% | +23.4% |
| VTRS | Viatris Inc | 7.0% | +59.3% |
| DVN | Devon Energy Corporation | 6.7% | +3.5% |
| GOOGL | Alphabet Inc Class A | 6.5% | +42.1% |
| CVS | CVS Health Corp | 6.3% | +9.8% |
| AMZN | Amazon.com Inc | 6.0% | +9.6% |
| BRK-A | Berkshire Hathaway Inc | 5.7% | +1.8% |
| META | Meta Platforms Inc. | 5.5% | +8.1% |
| MGM | MGM Resorts International | 5.4% | +4.9% |
| MKL | Markel Corporation | 4.1% | -5.5% |
| WFC | Wells Fargo & Company | 3.9% | +7.4% |
| JBS | JBS N.V. | 3.7% | -12.5% |
| TSN | Tyson Foods Inc | 3.6% | -7.4% |
| CI | Cigna Corp | 3.5% | -1.1% |
| TXN | Texas Instruments Incorporated | 3.5% | +18.9% |
| SOLV | Solventum Corp. | 3.2% | +19.2% |
| LYB | LyondellBasell Industries NV | 3.1% | -5.5% |
| UNH | UnitedHealth Group Incorporated | 2.8% | +5.5% |
| CB | Chubb Ltd | 2.2% | -1.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | VTRS | 6.8% → 7.0% |
| Sep 7, 2026 | SELL | MGM | 5.6% → 5.4% |
| Sep 7, 2026 | SELL | SOLV | 3.2% → 3.2% |
| Sep 7, 2026 | SELL | USB | 7.4% → 7.5% |
| Sep 7, 2026 | SELL | UNH | 2.8% → 2.8% |
Investment Style Analysis
Davis Selected Advisers LP is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $18.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Healthcare Plans and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Davis Selected Advisers LP made a significant move by increasing exposure to VTRS. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The core investment philosophy of Davis Selected Advisers centers on the Davis Investment Discipline, which views stocks as ownership interests in real businesses rather than just ticker symbols. The firm seeks to invest in companies with durable competitive advantages, high returns on capital, and strong management teams, particularly those that are owner-oriented. By purchasing these businesses at attractive valuations and maintaining a long-term time horizon, the firm aims to harness the power of compounding. Their approach is characterized by high-conviction portfolios, low turnover, and a willingness to be significantly different from market benchmarks. Rigorous, bottom-up research and a focus on financial strength are fundamental to their selection process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Davis Selected Advisers LP.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Davis Selected Advisers LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Davis Selected Advisers LP's largest holding?
As of the latest filing, Davis Selected Advisers LP's top position is Capital One Financial Corporation (COF), representing 10.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Davis Selected Advisers LP's historical performance and risk profile?
Our simulation indicates a total return of +23.7% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.42, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Davis Selected Advisers LP primarily invest in?
Davis Selected Advisers LP has a strong preference for the Healthcare Plans sector, which makes up 12.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Davis Selected Advisers LP's portfolio concentrated or diversified?
Davis Selected Advisers LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Davis Selected Advisers LP performed in 2026?
Our AI-simulated model portfolio for Davis Selected Advisers LP tracks a Year-to-Date (YTD) return of +12.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Christopher C. Davis manage Davis Selected Advisers LP directly?
Yes, Christopher C. Davis serves as the key portfolio manager for Davis Selected Advisers LP, overseeing the investment strategy and final capital allocation decisions.