Position Sheet

Coming in December

Davis Advisors

Two concentrated books of about 20 to 30 names each: U.S. companies Davis thinks are durable and underpriced, and best-of-breed financials, the sector the Davis family has invested in for three generations.

ManagerChris Davis, with partner Danton Goei
Funds we'll trackDUSA ↗ · DFNL ↗
History so farDaily holdings since Nov 2, 2026 (1 trading day).

How they trade Discretionary

Buy-and-hold judgment calls; positions change slowly and on purpose.

We will flag big moves: positions that get much bigger or smaller than is normal for the fund. More on the difference.

Why follow them

Davis is a long-term, low-turnover value shop, so moves are rare. When one shows up it is a considered decision from a manager with a decades-long record, not trading noise.

We publish a manager once we have at least 30 trading days of clean daily data, so the big moves and track record mean something on day one.

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