Davis Selected Advisers·CIK 1036325
103
Positions
$17.7B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| ▲ +0.4% |
| 3 | AGCO | 1.04% | $183,593,978 | NEW |
| 4 | DGX | 2.08% | $367,667,954 | ▲ +0.8% |
| 5 | USB | 3.74% | $661,594,256 | ▲ +0.6% |
| 6 | AMZN | 6.02% | $1,065,695,740 | ▲ +0.1% |
| 7 | INTC | 2.57% | $454,047,231 | ▲ +0.5% |
| 8 | BK | 3.71% | $655,953,690 | ▲ +0.2% |
| 9 | MGM | 2.61% | $461,638,915 | ▲ +0.3% |
| 10 | JPM | 3.84% | $679,249,671 | ▲ +0.1% |
| 11 | HOLI | 0.78% | $138,291,130 | ▲ +0.1% |
| 12 | AXP | 0.96% | $169,261,408 | ▲ +0.1% |
| 13 | FWONA | 0.16% | $28,311,655 | NEW |
| 14 | PNC | 0.44% | $77,852,076 | ▲ +0.1% |
| 15 | IVE | 0.14% | $24,265,480 | NEW |
| 16 | FITB | 0.49% | $86,310,018 | ▲ +0.1% |
| 17 | BEKE | 0.43% | $76,369,733 | ▲ +0.1% |
| 18 | RKT | 0.27% | $47,531,512 | ▲ +0.1% |
| 19 | MSFT | 0.71% | $125,401,797 | ▲ +0% |
| 20 | ARE | 0.10% | $18,251,964 | NEW |
| 21 | FWONK | 0.09% | $16,275,040 | NEW |
| 22 | VTR | 0.08% | $14,483,006 | NEW |
| 23 | DUSA | 0.68% | $119,532,829 | ▲ +0% |
| 24 | WCC | 0.18% | $32,577,568 | ▲ +0.1% |
| 25 | AMT | 0.07% | $12,562,057 | NEW |
| 26 | TRNO | 0.07% | $12,530,052 | NEW |
| 27 | BXP | 0.06% | $11,040,548 | NEW |
| 28 | NOAH | 0.06% | $10,688,860 | NEW |
| 29 | AMH | 0.05% | $9,139,594 | NEW |
| 30 | SHO | 0.05% | $9,080,584 | NEW |
| 31 | REXR | 0.05% | $8,935,608 | NEW |
| 32 | EQR | 0.05% | $8,863,001 | NEW |
| 33 | REG | 0.05% | $8,233,630 | NEW |
| 34 | DFNL | 0.37% | $64,716,736 | ▲ +0% |
| 35 | ROIC | 0.05% | $8,035,753 | NEW |
| 36 | UDR | 0.04% | $7,840,260 | NEW |
| 37 | MTB | 0.04% | $6,769,696 | NEW |
| 38 | EXR | 0.04% | $6,617,621 | NEW |
| 39 | SUI | 0.04% | $6,599,637 | NEW |
| 40 | HPP | 0.04% | $6,457,816 | NEW |
| 41 | FRT | 0.04% | $6,417,954 | NEW |
| 42 | CHCT | 0.03% | $5,943,384 | NEW |
| 43 | DOC | 0.03% | $5,583,521 | NEW |
| 44 | BIDU | 0.03% | $5,520,655 | NEW |
| 45 | TFC | 0.03% | $5,330,362 | NEW |
| 46 | CCI | 0.03% | $4,901,335 | NEW |
| 47 | VICI | 0.03% | $4,852,136 | NEW |
| 48 | CPT | 0.03% | $4,457,128 | NEW |
| 49 | STT | 0.02% | $4,281,447 | NEW |
| 50 | SLG | 0.02% | $3,856,615 | NEW |
| 51 | DEI | 0.02% | $3,771,450 | NEW |
| 52 | HIW | 0.02% | $3,730,770 | NEW |
| 53 | CUBE | 0.02% | $3,339,054 | NEW |
| 54 | CUZ | 0.10% | $16,900,239 | ▲ +0% |
| 55 | LRCXXXXX | 0.01% | $961,843 | NEW |
| 56 | SKX | 0.00% | $773,016 | NEW |
| 57 | RH | 0.00% | $652,915 | NEW |
| 58 | LTRPA | 0.00% | $201,521 | NEW |