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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 9.20% | $1,467,700,197 |
| WFC |
7.77% |
| $1,238,600,102 |
| COF | 6.75% | $1,076,202,105 |
| BRKA | 6.59% | $1,050,198,552 |
| AMZN | 5.92% | $944,646,046 |
| AMAT | 5.91% | $942,820,366 |
| VTRS | 3.96% | $631,668,929 |
| JPM | 3.76% | $599,974,917 |
| TECK | 3.48% | $554,790,283 |
| BK | 3.48% | $554,299,527 |
| USB | 3.18% | $507,161,108 |
| OC | 3.15% | $502,621,305 |
| CI | 3.05% | $486,454,400 |
| GOOGL | 2.93% | $466,984,621 |
| TXN | 2.71% | $432,891,706 |
| BRKB | 2.45% | $390,735,120 |
| MKL | 2.42% | $385,954,613 |
| MGM | 2.27% | $361,915,148 |
| INTC | 2.09% | $333,651,998 |
| CB | 1.90% | $302,600,636 |
| DGX | 1.27% | $203,226,072 |
| DAR | 1.02% | $162,297,772 |
| IAC | 0.94% | $149,200,826 |
| AXP | 0.87% | $139,090,543 |
| JD | 0.87% | $138,934,880 |
| CPNG | 0.68% | $109,058,364 |
| HOLI | 0.67% | $106,503,390 |
| MSFT | 0.67% | $106,230,497 |
| DUSA | 0.66% | $105,238,125 |
| L | 0.60% | $95,939,282 |
| GOOG | 0.59% | $93,900,537 |
| NTB | 0.54% | $86,782,866 |
| BAC | 0.48% | $75,760,214 |
| DINT | 0.44% | $69,493,607 |
| FITB | 0.40% | $63,258,407 |
| UNH | 0.36% | $57,318,827 |
| DFNL | 0.35% | $56,530,500 |
| BEKE | 0.34% | $54,362,938 |
| DWLD | 0.33% | $53,362,786 |
| PNC | 0.33% | $52,492,032 |
| FERGXXXX | 0.25% | $39,153,986 |
| ETN | 0.20% | $31,210,720 |
| FWONAXXXX | 0.18% | $29,111,174 |
| CARR | 0.18% | $28,340,804 |
| RKT | 0.17% | $27,898,716 |
| MBC | 0.17% | $27,609,373 |
| JCI | 0.17% | $27,109,322 |
| PLD | 0.15% | $23,586,093 |
| HUM | 0.13% | $21,194,839 |
| ORCL | 0.12% | $19,801,272 |
| WCC | 0.12% | $19,201,421 |
| SAP | 0.11% | $18,222,772 |
| SCHW | 0.11% | $17,693,117 |
| FWONKXXXX | 0.10% | $16,523,829 |
| EG | 0.10% | $16,225,254 |
| BABA | 0.10% | $15,927,546 |
| PSA | 0.10% | $15,231,456 |
| BRX | 0.09% | $14,739,046 |
| CVS | 0.09% | $14,287,443 |
| CUZ | 0.09% | $14,106,123 |
| AVB | 0.09% | $13,917,810 |
| SPG | 0.09% | $13,841,884 |
| EQIX | 0.09% | $13,739,387 |
| YOU | 0.08% | $12,642,303 |
| DLR | 0.08% | $12,512,863 |
| WELL | 0.08% | $12,508,365 |
| ESS | 0.08% | $12,129,639 |