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
| Ticker | % Portfolio | Value |
|---|---|---|
| WFC | 8.16% | $1,444,852,797 |
| COF |
8.07% |
| $1,428,109,854 |
| META | 7.92% | $1,400,855,406 |
| AMZN | 6.02% | $1,065,695,740 |
| BRKA | 5.77% | $1,021,762,931 |
| AMAT | 5.44% | $962,250,097 |
| JPM | 3.84% | $679,249,671 |
| VTRS | 3.83% | $678,626,527 |
| USB | 3.74% | $661,594,256 |
| BK | 3.71% | $655,953,690 |
| TECK | 3.05% | $539,766,528 |
| CI | 2.80% | $495,077,420 |
| GOOGL | 2.78% | $492,054,320 |
| MGM | 2.61% | $461,638,915 |
| INTC | 2.57% | $454,047,231 |
| TXN | 2.55% | $451,845,628 |
| MKL | 2.41% | $426,849,496 |
| OC | 2.25% | $398,119,765 |
| BRKB | 2.21% | $391,915,540 |
| DGX | 2.08% | $367,667,954 |
| CB | 1.79% | $316,375,528 |
| AGCO | 1.04% | $183,593,978 |
| AXP | 0.96% | $169,261,408 |
| DAR | 0.87% | $153,298,945 |
| IAC | 0.86% | $152,450,119 |
| HOLI | 0.78% | $138,291,130 |
| JD | 0.73% | $129,717,171 |
| MSFT | 0.71% | $125,401,797 |
| DUSA | 0.68% | $119,532,829 |
| L | 0.57% | $100,967,880 |
| CPNG | 0.56% | $99,489,063 |
| GOOG | 0.56% | $98,565,315 |
| FITB | 0.49% | $86,310,018 |
| PNC | 0.44% | $77,852,076 |
| BEKE | 0.43% | $76,369,733 |
| DINT | 0.41% | $72,578,608 |
| DFNL | 0.37% | $64,716,736 |
| DWLD | 0.33% | $57,847,987 |
| UNH | 0.32% | $57,033,494 |
| NTB | 0.31% | $55,264,644 |
| RKT | 0.27% | $47,531,512 |
| BAC | 0.23% | $40,923,966 |
| FERGXXXX | 0.22% | $39,805,802 |
| ETN | 0.20% | $35,025,453 |
| WCC | 0.18% | $32,577,568 |
| JCI | 0.17% | $29,726,343 |
| MBC | 0.17% | $29,705,719 |
| CARR | 0.17% | $29,566,779 |
| FWONA | 0.16% | $28,311,655 |
| PLD | 0.14% | $25,406,447 |
| IVE | 0.14% | $24,265,480 |
| SAP | 0.12% | $21,544,955 |
| SCHW | 0.12% | $21,432,782 |
| HUM | 0.11% | $19,944,248 |
| ORCL | 0.11% | $19,186,735 |
| ARE | 0.10% | $18,251,964 |
| CUZ | 0.10% | $16,900,239 |
| PSA | 0.09% | $16,619,450 |
| BRX | 0.09% | $16,554,976 |
| CVS | 0.09% | $16,298,564 |
| FWONK | 0.09% | $16,275,040 |
| SPG | 0.09% | $15,872,979 |
| EG | 0.08% | $14,837,278 |
| VTR | 0.08% | $14,483,006 |
| EQIX | 0.08% | $14,374,601 |
| BABA | 0.08% | $14,115,656 |
| DLR | 0.08% | $13,948,544 |
| AVB | 0.08% | $13,858,024 |
| ESS | 0.08% | $13,822,903 |
| YOU | 0.08% | $13,412,495 |
| AMT | 0.07% | $12,562,057 |
| TRNO | 0.07% | $12,530,052 |
| WELL | 0.07% | $12,114,340 |
| BXP | 0.06% | $11,040,548 |
| NOAH | 0.06% | $10,688,860 |
| AMH | 0.05% | $9,139,594 |
| SHO | 0.05% | $9,080,584 |
| REXR | 0.05% | $8,935,608 |
| EQR | 0.05% | $8,863,001 |
| REG | 0.05% | $8,233,630 |
| ROIC | 0.05% | $8,035,753 |
| UDR | 0.04% | $7,840,260 |
| MTB | 0.04% | $6,769,696 |
| EXR | 0.04% | $6,617,621 |
| SUI | 0.04% | $6,599,637 |
| HPP | 0.04% | $6,457,816 |
| FRT | 0.04% | $6,417,954 |
| CHCT | 0.03% | $5,943,384 |
| DOC | 0.03% | $5,583,521 |
| BIDU | 0.03% | $5,520,655 |
| TFC | 0.03% | $5,330,362 |
| CCI | 0.03% | $4,901,335 |
| VICI | 0.03% | $4,852,136 |
| CPT | 0.03% | $4,457,128 |
| STT | 0.02% | $4,281,447 |
| SLG | 0.02% | $3,856,615 |
| DEI | 0.02% | $3,771,450 |
| HIW | 0.02% | $3,730,770 |
| CUBE | 0.02% | $3,339,054 |
| LRCXXXXX | 0.01% | $961,843 |
| SKX | 0.00% | $773,016 |
| RH | 0.00% | $652,915 |
| LTRPA | 0.00% | $201,521 |