Chris Davis was buying mode! He bought a lot of stocks, and just sold some. As always, Davis advisors likes financials, they own large positions in Wells Fargo, and Berkshire Hathaway. Chris Davis owns 167 stocks with a total value of $51.8 billion. These are the details of the buys and sells.
Chris Davis buys Potash Corp. of Saskatchewan Inc., Boston Properties Inc., Harris Corp., DIGITAL REALTY PFD, FRPRT-MCMRN C&G PR M, DIGITAL RLTY TR, VORNADA REALTY TRUST, AvalonBay Communities Inc., EQ RES PFD E, VALE S.A. ADS, sells Medtronic Inc., Companhia Vale Do Rio Doce, News Corp., Netflix Inc., Liberty Property Trust, LaSalle Hotel Properties, Convera Corp., Yahoo! Inc., Simon Property Group Inc. during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Davis Selected Advisers. Chris Davis owns 167 stocks with a total value of $51.8 billion. These are the details of the buys and sells.
New Purchases: AVB, BXP, DLR/PA, EQR-PE, FCX/PM, HRS, POT, VALE/P, VNO-PF,
Added Positions: A, ABB, ACC, AMT, AMX, AXP, BDX, BK, BLT, BRK-B, BRO, CAH, CBL, CNQ, COST, CVS, DCT, DEI, DEO, DVN, EOG, ETFC, FFH, GOOG, HOG, HPQ, HRB, IDXX, INTC, IRM, JCI, JNJ, KIM, KO, L, MBI, MCO, MKL, MRK, MSFT, NRG, NWS-A, OXY, PFE, PG, PGR, PM, RIG, RNR, SAP, SCHW, SEE, SGP, SGR, SIAL, SLG, TRH, TS, TV, TXN, VNO, WFC, YUM,
Reduced Positions: AES, AMZN, COP, CSA, CUZ, EBAY, HST,
Sold Out: CNVR, LHO, LRY, MDT, NFLX, NWS, RIO-P, SPG, YHOO,
For the details of 's stock buys and sells, go to the Link Here
This is the sector weightings of 's portfolio:
These are the top 5 holdings of
Chris Davis buys Potash Corp. of Saskatchewan Inc., Boston Properties Inc., Harris Corp., DIGITAL REALTY PFD, FRPRT-MCMRN C&G PR M, DIGITAL RLTY TR, VORNADA REALTY TRUST, AvalonBay Communities Inc., EQ RES PFD E, VALE S.A. ADS, sells Medtronic Inc., Companhia Vale Do Rio Doce, News Corp., Netflix Inc., Liberty Property Trust, LaSalle Hotel Properties, Convera Corp., Yahoo! Inc., Simon Property Group Inc. during the 3-months ended 06/30/2009, according to the most recent filings of his investment company, Davis Selected Advisers. Chris Davis owns 167 stocks with a total value of $51.8 billion. These are the details of the buys and sells.
New Purchases: AVB, BXP, DLR/PA, EQR-PE, FCX/PM, HRS, POT, VALE/P, VNO-PF,
Added Positions: A, ABB, ACC, AMT, AMX, AXP, BDX, BK, BLT, BRK-B, BRO, CAH, CBL, CNQ, COST, CVS, DCT, DEI, DEO, DVN, EOG, ETFC, FFH, GOOG, HOG, HPQ, HRB, IDXX, INTC, IRM, JCI, JNJ, KIM, KO, L, MBI, MCO, MKL, MRK, MSFT, NRG, NWS-A, OXY, PFE, PG, PGR, PM, RIG, RNR, SAP, SCHW, SEE, SGP, SGR, SIAL, SLG, TRH, TS, TV, TXN, VNO, WFC, YUM,
Reduced Positions: AES, AMZN, COP, CSA, CUZ, EBAY, HST,
Sold Out: CNVR, LHO, LRY, MDT, NFLX, NWS, RIO-P, SPG, YHOO,
For the details of 's stock buys and sells, go to the Link Here
This is the sector weightings of 's portfolio:
| Technology |  9.3% |
|---|---|
| Financials | 30.2% |
| Utilities | 0.3% |
| Telecommunications | 0% |
| Consumer Services | 16.2% |
| Health Care | 10.3% |
| Consumer Goods | 5.7% |
| Industrials | 11.7% |
| Basic Materials | 0.3% |
| Oil & Gas | 15.7% |
These are the top 5 holdings of
- Wells Fargo & Company (WFC) - 97,447,688 shares, 4.56% of the total portfolio
- Costco Wholesale Corp. (COST) - 46,509,241 shares, 4.11% of the total portfolio
- Occidental Petroleum Corp. (OXY) - 31,651,395 shares, 4.02% of the total portfolio
- Berkshire Hathaway Inc. (BRK-A) - 22,831 shares, 3.97% of the total portfolio
- American Express Company (AXP) - 71,810,987 shares, 3.22% of the total portfolio
