Buyback Radar
Company reports

Superinvestors › Chris Davis

Chris Davis’s cannibal stocks

Davis Selected Advisers · 13F for Q2 2026

22cannibals held
$5.3Bin these positions
Q2 2026latest 13F filing

Meta Platforms

METAReduced
$928.7M1,648,172 shares

Meta Platforms has retired 12.2% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$726.5M2,437,486 shares

Texas Instruments has retired 47.4% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Wells Fargo

WFCReduced
$661.9M8,008,728 shares

Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Cigna

CIAdded
$621.2M2,253,424 shares

Cigna retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

UnitedHealth

UNHAdded
$529.8M1,274,650 shares

UnitedHealth retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Owens Corning

OCReduced
$330.7M2,081,213 shares

Owens Corning retired 3.8% of its shares in twelve months, so this stake grew 4.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$329.8M1,555,612 shares

Quest Diagnostics retired 0.8% of its shares in twelve months, so this stake grew 0.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

AGCO

AGCOReduced
$246.4M2,058,488 shares

AGCO retired 6.2% of its shares in twelve months, so this stake grew 6.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$195.2M1,877,583 shares

ConocoPhillips retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

JPMorgan Chase

JPMReduced
$155.9M476,389 shares

JPMorgan Chase retired 2.4% of its shares in twelve months, so this stake grew 2.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$122.1M496,066 shares

Pnc Financial Services Group has retired 25.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$74.1M102,521 shares

Applied Materials has retired 52.8% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026
$71.0M209,821 shares

American Express retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Loews

LReduced
$61.7M545,211 shares

Loews retired 1.1% of its shares in twelve months, so this stake grew 1.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Bank of America

BACReduced
$56.6M992,776 shares

Bank of America retired 4.2% of its shares in twelve months, so this stake grew 4.4% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

BNY

BNYReduced
$53.0M366,448 shares

BNY retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Microsoft

MSFTAdded
$34.7M92,973 shares

Microsoft retired 0.1% of its shares in twelve months, so this stake grew 0.1% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

State Street

STTReduced
$25.1M147,966 shares

State Street retired 1.7% of its shares in twelve months, so this stake grew 1.7% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026
$20.7M141,422 shares

Johnson Controls International retired 0.9% of its shares in twelve months, so this stake grew 0.9% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Adobe

ADBEAdded
$13.9M67,894 shares

Adobe retired 7.0% of its shares in twelve months, so this stake grew 7.6% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Oracle

ORCLReduced
$11.0M74,923 shares

Oracle has retired 42.3% of its shares since its peak.

Shares held, 8 quarters
Q3 2024Q2 2026

Cbre Group

CBREReduced
$3.4M25,390 shares

Cbre Group retired 2.7% of its shares in twelve months, so this stake grew 2.8% without buying a share.

Shares held, 8 quarters
Q3 2024Q2 2026

Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.

Questions

Which cannibal stocks does Chris Davis own?

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.

Where does this data come from?

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.

How do buybacks help Chris Davis?

Adobe retired 7.0% of its shares in the last twelve months. That alone made every remaining share, including Chris Davis's 67,894, 7.6% bigger as a slice of the company, without buying anything.

Chris Davis’s moves in companies like these are covered on Cannibal Stocks.

Read Cannibal Stocks All superinvestors →