Meta Platforms has retired 12.2% of its shares since its peak.
Superinvestors › Chris Davis
Davis Selected Advisers · 13F for Q2 2026
Meta Platforms has retired 12.2% of its shares since its peak.
Texas Instruments has retired 47.4% of its shares since its peak.
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
Cigna retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Owens Corning retired 3.8% of its shares in twelve months, so this stake grew 4.0% without buying a share.
Quest Diagnostics retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.
AGCO retired 6.2% of its shares in twelve months, so this stake grew 6.6% without buying a share.
ConocoPhillips retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.
Pnc Financial Services Group has retired 25.3% of its shares since its peak.
Applied Materials has retired 52.8% of its shares since its peak.
American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Loews retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.
Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.
BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.
State Street retired 1.7% of its shares in twelve months, so this stake grew 1.7% without buying a share.
Johnson Controls International retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.
Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.
Oracle retired 99.9% of its shares in twelve months, so this stake grew 93880.2% without buying a share.
Cbre Group retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
In the Q2 2026 13F, Davis Selected Advisers held META, TXN, WFC, CI, UNH, OC, DGX, AGCO, COP, JPM, PNC, AMAT, AXP, L, BAC, BNY, MSFT, STT, JCI, ADBE, ORCL, CBRE. 22 of them are on the Buyback Radar leaderboard.
From Davis Selected Advisers's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
Oracle retired 99.9% of its shares in the last twelve months. That alone made every remaining share, including Chris Davis's 74,923, 93880.2% bigger as a slice of the company, without buying anything.
Chris Davis’s moves in companies like these are covered on Cannibal Stocks.
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