Chris Davis's AGCO Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 2.09 M shares of AGCO Corporation (AGCO) worth $241.78 M, representing 1.11% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Chris Davis has maintained a strategic position in AGCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 684,348 shares. Largest reduction occurred in Q2 2025, reducing 222,702 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's AGCO Corporation (AGCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly AGCO Corporation (AGCO) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +37,808 | Add 1.85% | 2.09 M | $115.87 |
| Q4 2025 | +235,913 | Add 13.01% | 2.05 M | $104.32 |
| Q3 2025 | +8,358 | Add 0.46% | 1.81 M | $107.07 |
| Q2 2025 | -222,702 | Reduce 10.99% | 1.8 M | $103.16 |
| Q1 2025 | +35,909 | Add 1.80% | 2.03 M | $92.57 |
| Q4 2024 | -50,624 | Reduce 2.48% | 1.99 M | $93.48 |
| Q3 2024 | +684,348 | Add 50.41% | 2.04 M | $97.86 |
| Q2 2024 | +974 | Add 0.07% | 1.36 M | $97.88 |
| Q1 2024 | -155,504 | Reduce 10.28% | 1.36 M | $123.02 |
| Q4 2023 | +1.51 M | New Buy | 1.51 M | $121.41 |
Chris Davis's AGCO Corporation Investment FAQs
Chris Davis first purchased AGCO Corporation (AGCO) in Q4 2023, acquiring 1,512,163 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held AGCO Corporation (AGCO) for 10 quarters since Q4 2023.
Chris Davis's largest addition to AGCO Corporation (AGCO) was in Q4 2023, adding 1,512,163 shares worth $183.59 M.
According to the latest 13F filing for Q1 2026, Chris Davis's firm, Davis Selected Advisers, owns 2,086,643 shares of AGCO Corporation (AGCO), valued at approximately $241.78 M.
As of the Q1 2026 filing, AGCO Corporation (AGCO) represents approximately 1.11% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in AGCO Corporation (AGCO) was 2,086,643 shares, as reported at the end of Q1 2026.