Christopher Davis Holdings Activity
Clipper Fund Portfolio 13F
Clipper Fund has disclosed a total of 25 changes to the portfolio in the latest (2022 Q2) SEC report(s): bought 1 totally new, decreased the number of shares of 23 and completely sold out 1 position(s).
What stocks is Christopher Davis buying now?
In the recent quarter Christopher Davis has bought (OC) OWENS CORNING (new buy).
What does Christopher Davis invest in?
Christopher Davis's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (10.35%), (WFC) WELLS FARGO & CO (8.09%), (GOOGL) ALPHABET INC-CL A (7%), (COF) CAPITAL ONE FINANCIAL CORP (6.83%) and (MKL) MARKEL CORP (6.49%).
In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -1.27%), (WFC) WELLS FARGO & CO (reduced shares -1.22%), (GOOGL) ALPHABET INC-CL A (reduced shares -1.23%), (COF) CAPITAL ONE FINANCIAL CORP (reduced shares -1.22%) and (MKL) MARKEL CORP (reduced shares -1.22%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.