Chris Davis leads the portfolio management team of Davis Funds's large cap value and financial stock portfolios. His firm has more than $100 billion under management. These are his buys and sells during the third quarter.
Chris Davis buys Discover Financial Services, Lincare Holdings Inc., ArchstoneSmith Trust, The Shaw Group Inc., The Walt Disney Company Disney, WABCO HOLDINGS, UNITED RENTLS TR I 6.50PR, Coach Inc., Global Logistics Acquisition Corp., Ryanair Holdings plc, sells IAC/InterActiveCorp, UStoreIt Trust, First Data Corp., Apollo Group Inc., Equity Residential, EQ RES PFD 8.60 D, Florida East Coast Industries, Gramercy Capital Corp., Mohawk Industries Inc., PepsiCo Inc., Pfizer Inc, Windstream Corp., Vodafone Group plc, UDR Inc., 21st Century Insurance Group, Torchmark Corp. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Davis Selected Advisers. Chris Davis owns 207 stocks with a total value of $92 billion. These are the details of the buys and sells.
New Purchases: ASN, COH, DFS, DIS, GLA, LNCR, RYAAY, SGR, WBC,
Added Positions: ABK, AES, AIG, AMB, AVB, BK, CBH, CHT, DCT, ESS, ETFC, GOOG, HRB, JCP, KMX, KSS, MAS, NFLX, RIO-P, SCHS, TCO, TSN, TV, TXN, UHS, VNO,
Reduced Positions: EXPE, FELE, FISV, GGP, JNJ, MOLXA, NOK, TROW,
Sold Out: APOL, EQR, FDC, GKK, IACI, MHK, PEP, PFE, TMK, TW, UDR, VOD, WIN, YSI,
Read the complete report
Chris Davis buys Discover Financial Services, Lincare Holdings Inc., ArchstoneSmith Trust, The Shaw Group Inc., The Walt Disney Company Disney, WABCO HOLDINGS, UNITED RENTLS TR I 6.50PR, Coach Inc., Global Logistics Acquisition Corp., Ryanair Holdings plc, sells IAC/InterActiveCorp, UStoreIt Trust, First Data Corp., Apollo Group Inc., Equity Residential, EQ RES PFD 8.60 D, Florida East Coast Industries, Gramercy Capital Corp., Mohawk Industries Inc., PepsiCo Inc., Pfizer Inc, Windstream Corp., Vodafone Group plc, UDR Inc., 21st Century Insurance Group, Torchmark Corp. during the 3-months ended 09/30/2007, according to the most recent filings of his investment company, Davis Selected Advisers. Chris Davis owns 207 stocks with a total value of $92 billion. These are the details of the buys and sells.
New Purchases: ASN, COH, DFS, DIS, GLA, LNCR, RYAAY, SGR, WBC,
Added Positions: ABK, AES, AIG, AMB, AVB, BK, CBH, CHT, DCT, ESS, ETFC, GOOG, HRB, JCP, KMX, KSS, MAS, NFLX, RIO-P, SCHS, TCO, TSN, TV, TXN, UHS, VNO,
Reduced Positions: EXPE, FELE, FISV, GGP, JNJ, MOLXA, NOK, TROW,
Sold Out: APOL, EQR, FDC, GKK, IACI, MHK, PEP, PFE, TMK, TW, UDR, VOD, WIN, YSI,
Read the complete report
