Christopher Davis - Davis Advisors – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Christopher Davis - Davis Advisors during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| CTRA-OLD | 37,119,404 | $35.14 | Increased | 14.08% | 5.98% | $1.3B | 2026 Q1 |
| USB | 22,237,960 | $52.01 | Increased | 0.89% | 5.31% | $1.16B | 2026 Q1 |
| VTRS | 78,211,191 | $13.51 | Increased | 0.04% | 4.85% | $1.06B | 2026 Q1 |
| TSN | 13,090,689 | $64.07 | Increased | 2.05% | 3.85% | $838.72M | 2026 Q1 |
| CI | 2,233,929 | $266.75 | Increased | 196.73% | 2.73% | $595.9M | 2026 Q1 |
| JBS | 26,244,660 | $17.96 | Increased | 121.39% | 2.16% | $471.35M | 2026 Q1 |
| LYB | 5,596,588 | $80.56 | Buy | 100.00% | 2.07% | $450.86M | 2026 Q1 |
| SOLV | 6,330,325 | $65.3 | Increased | 1.77% | 1.90% | $413.37M | 2026 Q1 |
| CB | 1,195,391 | $325.93 | Increased | 0.74% | 1.79% | $389.61M | 2026 Q1 |
| BRK.B | 749,846 | $479.21 | Increased | 1.35% | 1.65% | $359.33M | 2026 Q1 |
| TCOM | 6,555,112 | $49.79 | Increased | 29.72% | 1.50% | $326.38M | 2026 Q1 |
| DGX | 1,617,813 | $195.98 | Increased | 1.76% | 1.45% | $317.06M | 2026 Q1 |
| COP | 1,875,428 | $132 | Increased | 4.31% | 1.14% | $247.56M | 2026 Q1 |
| AGCO | 2,086,643 | $115.87 | Increased | 1.85% | 1.11% | $241.78M | 2026 Q1 |
| YMM | 28,763,191 | $8.3 | Increased | 64.01% | 1.10% | $238.73M | 2026 Q1 |
| PINS | 12,400,101 | $18.34 | Increased | 5.07% | 1.04% | $227.42M | 2026 Q1 |
| OC | 2,100,935 | $108.22 | Increased | 2.66% | 1.04% | $227.36M | 2026 Q1 |
| DUSA | 3,400,745 | $50.74 | Increased | 0.48% | 0.79% | $172.55M | 2026 Q1 |
| SE | 1,849,831 | $82.81 | Increased | 323.75% | 0.70% | $153.18M | 2026 Q1 |
| APP | 335,810 | $398.01 | Increased | 35.42% | 0.61% | $133.66M | 2026 Q1 |
| FITB | 2,813,525 | $46.46 | Increased | 2.52% | 0.60% | $130.72M | 2026 Q1 |
| PNC | 541,922 | $208.09 | Increased | 2.23% | 0.52% | $112.77M | 2026 Q1 |
| DINT | 3,915,748 | $26.91 | Increased | 0.60% | 0.48% | $105.37M | 2026 Q1 |
| WCC | 381,007 | $273.62 | Increased | 4.53% | 0.48% | $104.25M | 2026 Q1 |
| DFNL | 2,130,666 | $44.84 | Increased | 0.01% | 0.44% | $95.54M | 2026 Q1 |