Davis Selected Advisers·CIK 1036325
67
Positions
$15.7B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| NEW |
| 3 | COF | 6.75% | $1,076,202,105 | NEW |
| 4 | BRKA | 6.59% | $1,050,198,552 | NEW |
| 5 | AMZN | 5.92% | $944,646,046 | NEW |
| 6 | AMAT | 5.91% | $942,820,366 | NEW |
| 7 | VTRS | 3.96% | $631,668,929 | NEW |
| 8 | JPM | 3.76% | $599,974,917 | NEW |
| 9 | TECK | 3.48% | $554,790,283 | NEW |
| 10 | BK | 3.48% | $554,299,527 | NEW |
| 11 | USB | 3.18% | $507,161,108 | NEW |
| 12 | OC | 3.15% | $502,621,305 | NEW |
| 13 | CI | 3.05% | $486,454,400 | NEW |
| 14 | GOOGL | 2.93% | $466,984,621 | NEW |
| 15 | TXN | 2.71% | $432,891,706 | NEW |
| 16 | BRKB | 2.45% | $390,735,120 | NEW |
| 17 | MKL | 2.42% | $385,954,613 | NEW |
| 18 | MGM | 2.27% | $361,915,148 | NEW |
| 19 | INTC | 2.09% | $333,651,998 | NEW |
| 20 | CB | 1.90% | $302,600,636 | NEW |
| 21 | DGX | 1.27% | $203,226,072 | NEW |
| 22 | DAR | 1.02% | $162,297,772 | NEW |
| 23 | AXP | 0.87% | $139,090,543 | NEW |
| 24 | JD | 0.87% | $138,934,880 | NEW |
| 25 | CPNG | 0.68% | $109,058,364 | NEW |
| 26 | HOLI | 0.67% | $106,503,390 | NEW |
| 27 | MSFT | 0.67% | $106,230,497 | NEW |
| 28 | DUSA | 0.66% | $105,238,125 | NEW |
| 29 | L | 0.60% | $95,939,282 | NEW |
| 30 | GOOG | 0.59% | $93,900,537 | NEW |
| 31 | NTB | 0.54% | $86,782,866 | NEW |
| 32 | BAC | 0.48% | $75,760,214 | NEW |
| 33 | DINT | 0.44% | $69,493,607 | NEW |
| 34 | FITB | 0.40% | $63,258,407 | NEW |
| 35 | UNH | 0.36% | $57,318,827 | NEW |
| 36 | DFNL | 0.35% | $56,530,500 | NEW |
| 37 | BEKE | 0.34% | $54,362,938 | NEW |
| 38 | DWLD | 0.33% | $53,362,786 | NEW |
| 39 | PNC | 0.33% | $52,492,032 | NEW |
| 40 | FERGXXXX | 0.25% | $39,153,986 | NEW |
| 41 | ETN | 0.20% | $31,210,720 | NEW |
| 42 | FWONAXXXX | 0.18% | $29,111,174 | NEW |
| 43 | CARR | 0.18% | $28,340,804 | NEW |
| 44 | RKT | 0.17% | $27,898,716 | NEW |
| 45 | MBC | 0.17% | $27,609,373 | NEW |
| 46 | JCI | 0.17% | $27,109,322 | NEW |
| 47 | PLD | 0.15% | $23,586,093 | NEW |
| 48 | HUM | 0.13% | $21,194,839 | NEW |
| 49 | ORCL | 0.12% | $19,801,272 | NEW |
| 50 | WCC | 0.12% | $19,201,421 | NEW |
| 51 | SAP | 0.11% | $18,222,772 | NEW |
| 52 | SCHW | 0.11% | $17,693,117 | NEW |
| 53 | FWONKXXXX | 0.10% | $16,523,829 | NEW |
| 54 | EG | 0.10% | $16,225,254 | NEW |
| 55 | BABA | 0.10% | $15,927,546 | NEW |
| 56 | PSA | 0.10% | $15,231,456 | NEW |
| 57 | BRX | 0.09% | $14,739,046 | NEW |
| 58 | CVS | 0.09% | $14,287,443 | NEW |
| 59 | CUZ | 0.09% | $14,106,123 | NEW |
| 60 | AVB | 0.09% | $13,917,810 | NEW |
| 61 | SPG | 0.09% | $13,841,884 | NEW |
| 62 | EQIX | 0.09% | $13,739,387 | NEW |
| 63 | YOU | 0.08% | $12,642,303 | NEW |
| 64 | DLR | 0.08% | $12,512,863 | NEW |
| 65 | WELL | 0.08% | $12,508,365 | NEW |
| 66 | ESS | 0.08% | $12,129,639 | NEW |