Christopher Davis Holdings Activity
Clipper Fund Portfolio 13F
Clipper Fund has disclosed a total of 25 changes to the portfolio in the latest (2023 Q3) SEC report(s): bought 2 totally new, decreased the number of shares of 21 and completely sold out 2 position(s).
What stocks is Christopher Davis buying now?
What does Christopher Davis invest in?
Christopher Davis's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (11.82%), (META) META PLATFORMS INC-CLASS A (10.29%), (WFC) WELLS FARGO & CO (7.56%), (GOOGL) ALPHABET INC-CL A (7.31%) and (MKL) MARKEL CORP (6.62%).
In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -0.93%), (META) META PLATFORMS INC-CLASS A (reduced shares -17.7%), (WFC) WELLS FARGO & CO (reduced shares -0.96%), (GOOGL) ALPHABET INC-CL A (reduced shares -0.96%) and (MKL) MARKEL CORP (reduced shares -0.97%).
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.