Davis Advisors is a US institutional investor whose quarterly SEC 13F-HR filings are reconstructed as a
kappi trade record. Positions are derived from public filings, not from a self-reported screenshot.
| Symbol | Side | Asset | Entry | Exit | PnL % |
Opened | Closed | Record |
|---|
| CCI | buy | Stocks | 112.34 | 92.03 | -18.08% | 2023-06-30T19:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: added 1,760 shares of CCI | TRIM: trimmed 40,920 shares of CCI | ADD: added 8,630 shares of CCI | TRIM: trimmed 560 shares of CCI | TRIM: trimmed 400 shares of CCI | TRIM: trimmed 290 shares of CCI | TRIM: trimmed 260 shares of CCI | ADD: added 1,300 shares of CCI | ADD: added 940 shares of CCI | TRIM: trimmed 1,080 shares of CCI | TRIM: trimmed 240 shares of CCI | CLOSE: sold all my CCI shares |
| UDR | buy | Stocks | 38.58 | 40.51 | 5.01% | 2022-12-30T20:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: added 73,260 shares of UDR | ADD: added 1,780 shares of UDR | ADD: added 5,880 shares of UDR | ADD: added 5,680 shares of UDR | TRIM: trimmed 45,530 shares of UDR | TRIM: trimmed 3,130 shares of UDR | TRIM: trimmed 4,170 shares of UDR | TRIM: trimmed 1,410 shares of UDR | TRIM: trimmed 37,300 shares of UDR | ADD: added 3,380 shares of UDR | ADD: added 24,200 shares of UDR | TRIM: trimmed 72,910 shares of UDR | CLOSE: sold all my UDR shares |
| NTST | buy | Stocks | 16.97 | 18.30 | 7.83% | 2025-03-31T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 114,960 shares of NTST | ADD: added 105,550 shares of NTST | ADD: added 121,900 shares of NTST | TRIM: trimmed 152,810 shares of NTST | CLOSE: sold all my NTST shares |
| RH | buy | Stocks | 244.84 | 179.15 | -26.83% | 2022-09-30T19:59:59.000Z | 2025-12-31T20:59:59.000Z | OPEN: bought 1,150 shares of RH | ADD: added 1,090 shares of RH | CLOSE: sold all my RH shares |
| XOM | buy | Stocks | 107.80 | 112.75 | 4.59% | 2025-06-30T19:59:59.000Z | 2025-09-30T19:59:59.000Z | OPEN: bought 2,066 shares of XOM | CLOSE: sold all my XOM shares |
| CPNG | buy | Stocks | 17.40 | 17.00 | -2.30% | 2023-06-30T19:59:59.000Z | 2025-09-30T19:59:59.000Z | OPEN: added 31,257 shares of CPNG | TRIM: trimmed 98,382 shares of CPNG | TRIM: trimmed 270,104 shares of CPNG | TRIM: trimmed 136,877 shares of CPNG | TRIM: trimmed 33,374 shares of CPNG | TRIM: trimmed 34,164 shares of CPNG | TRIM: trimmed 28,793 shares of CPNG | TRIM: trimmed 30,895 shares of CPNG | TRIM: trimmed 125,992 shares of CPNG | CLOSE: sold all my CPNG shares |
| AAPL | buy | Stocks | 205.17 | 254.63 | 24.11% | 2025-06-30T19:59:59.000Z | 2025-09-30T19:59:59.000Z | OPEN: bought 1,265 shares of AAPL | CLOSE: sold all my AAPL shares |
| HIW | buy | Stocks | 21.99 | 30.73 | 39.73% | 2023-06-30T19:59:59.000Z | 2025-06-30T19:59:59.000Z | OPEN: added 3,950 shares of HIW | ADD: added 5,470 shares of HIW | TRIM: trimmed 1,960 shares of HIW | TRIM: trimmed 3,430 shares of HIW | TRIM: trimmed 27,050 shares of HIW | TRIM: trimmed 870 shares of HIW | CLOSE: sold all my HIW shares |
| FWONA | buy | Stocks | 57.98 | 68.48 | 18.11% | 2023-12-29T20:59:59.000Z | 2024-12-31T20:59:59.000Z | OPEN: bought 488,300 shares of FWONA | TRIM: trimmed 119,457 shares of FWONA | TRIM: trimmed 10,982 shares of FWONA | TRIM: trimmed 348,271 shares of FWONA | CLOSE: sold all my FWONA shares |
| MBC | buy | Stocks | 7.60 | 18.14 | 138.65% | 2022-12-30T20:59:59.000Z | 2024-09-30T19:59:59.000Z | OPEN: bought 2,187,640 shares of MBC | ADD: added 65,604 shares of MBC | ADD: added 16,682 shares of MBC | ADD: added 2,450 shares of MBC | TRIM: trimmed 271,991 shares of MBC | TRIM: trimmed 1,139,639 shares of MBC | TRIM: trimmed 37,240 shares of MBC | CLOSE: sold all my MBC shares |
These are the 10 most recent closed trades, which is what any signed-out visitor
sees. The full filing history is available to account holders at
https://kappi.me/trader/6a68fc8cc7d427f1b4e6f7e9.