Christopher Davis - Davis Advisors – Largest Buy Additions (2025 Q4)
A detailed view of the stocks most significantly increased by Christopher Davis - Davis Advisors during the 2025 Q4 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 |
|---|---|---|---|---|---|---|---|
| CI | 752,852 | $275.24 | Increased | 14.71% | 0.93% | $207.21M | 2025 Q4 |
| YMM | 17,537,524 | $10.73 | Increased | 17.06% | 0.85% | $188.18M | 2025 Q4 |
| DUSA | 3,384,566 | $51.13 | Increased | 0.04% | 0.78% | $173.05M | 2025 Q4 |
| JBS | 11,854,741 | $14.42 | Buy | 100.00% | 0.77% | $170.95M | 2025 Q4 |
| COP | 1,797,887 | $93.61 | Increased | 12.42% | 0.76% | $168.3M | 2025 Q4 |
| APP | 247,981 | $673.83 | Increased | 10.92% | 0.75% | $167.1M | 2025 Q4 |
| FITB | 2,744,310 | $46.81 | Increased | 2.83% | 0.58% | $128.46M | 2025 Q4 |
| DINT | 3,892,451 | $28.5 | Increased | 0.06% | 0.50% | $110.93M | 2025 Q4 |
| PNC | 530,089 | $208.73 | Increased | 5.63% | 0.50% | $110.65M | 2025 Q4 |
| DFNL | 2,130,361 | $48.33 | Increased | 0.02% | 0.46% | $102.96M | 2025 Q4 |
| DAR | 2,842,306 | $36 | Increased | 15.83% | 0.46% | $102.32M | 2025 Q4 |
| IAC | 2,514,072 | $39.1 | Increased | 12.05% | 0.44% | $98.3M | 2025 Q4 |
| DWLD | 1,917,460 | $46.64 | Increased | 0.06% | 0.40% | $89.43M | 2025 Q4 |
| WCC | 364,502 | $244.64 | Increased | 24.59% | 0.40% | $89.17M | 2025 Q4 |
| RNR | 229,739 | $281.16 | Increased | 60.49% | 0.29% | $64.59M | 2025 Q4 |
| L | 600,046 | $105.31 | Increased | 0.73% | 0.28% | $63.19M | 2025 Q4 |
| RKT | 3,227,910 | $19.36 | Increased | 2.99% | 0.28% | $62.49M | 2025 Q4 |
| CHYM | 2,472,106 | $25.17 | Increased | 3.04% | 0.28% | $62.22M | 2025 Q4 |
| EG | 118,017 | $339.35 | Increased | 199.32% | 0.18% | $40.05M | 2025 Q4 |
| FISV | 568,982 | $67.17 | Buy | 100.00% | 0.17% | $38.22M | 2025 Q4 |
| SCHW | 301,695 | $99.91 | Increased | 1.77% | 0.14% | $30.14M | 2025 Q4 |
| MSFT | 60,801 | $483.64 | Increased | 16.24% | 0.13% | $29.41M | 2025 Q4 |
| IVE | 127,053 | $212.07 | Increased | 1820.97% | 0.12% | $26.94M | 2025 Q4 |
| JCI | 209,960 | $119.75 | Increased | 12.88% | 0.11% | $25.14M | 2025 Q4 |
| NVDA | 111,038 | $186.5 | Increased | 23.66% | 0.09% | $20.71M | 2025 Q4 |