Chris Davis's BEKE Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 1.85 M shares of KE Holdings Inc. (BEKE) worth $27.72 M, representing 0.13% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Chris Davis has maintained a strategic position in BEKE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.3 M shares. Largest reduction occurred in Q4 2024, reducing 2.23 M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's KE Holdings (BEKE) Holding Value Over Time
Track share changes against reported price movement
Quarterly KE Holdings (BEKE) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -1,008 | Reduce 0.05% | 1.85 M | $19.00 |
| Q2 2025 | -7,716 | Reduce 0.41% | 1.85 M | $17.74 |
| Q1 2025 | -1.79 M | Reduce 49.00% | 1.86 M | $20.09 |
| Q4 2024 | -2.23 M | Reduce 37.97% | 3.65 M | $18.42 |
| Q3 2024 | -114,702 | Reduce 1.91% | 5.88 M | $19.91 |
| Q2 2024 | -14,855 | Reduce 0.25% | 6 M | $14.15 |
| Q1 2024 | +1.3 M | Add 27.57% | 6.01 M | $13.73 |
| Q4 2023 | +1.21 M | Add 34.50% | 4.71 M | $16.21 |
| Q3 2023 | +3.5 M | New Buy | 3.5 M | $15.52 |
Chris Davis's KE Holdings Investment FAQs
Chris Davis first purchased KE Holdings Inc. (BEKE) in Q3 2023, acquiring 3,502,766 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 KE Holdings Inc. (BEKE) for 11 quarters since Q3 2023.
Chris Davis's largest addition to KE Holdings Inc. (BEKE) was in Q3 2023, adding 3,502,766 shares worth $54.36 M.
According to the latest 13F filing for Q1 2026, Chris Davis's firm, Davis Selected Advisers, owns 1,851,804 shares of KE Holdings Inc. (BEKE), valued at approximately $27.72 M.
As of the Q1 2026 filing, KE Holdings Inc. (BEKE) represents approximately 0.13% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in KE Holdings Inc. (BEKE) was 6,010,085 shares, as reported at the end of Q1 2024.