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
| 3 | VTRS | 3.83% | $678,626,527 | ▼ -0.1% |
| 4 | BAC | 0.23% | $40,923,966 | ▼ -0.2% |
| 5 | NTB | 0.31% | $55,264,644 | ▼ -0.2% |
| 6 | FWONAXXXX | 0.18% | $29,111,174 | SOLD |
| 7 | BRKA | 5.77% | $1,021,762,931 | ▼ -0.8% |
| 8 | GOOGL | 2.78% | $492,054,320 | ▼ -0.2% |
| 9 | AMAT | 5.44% | $962,250,097 | ▼ -0.5% |
| 10 | TXN | 2.55% | $451,845,628 | ▼ -0.2% |
| 11 | FWONKXXXX | 0.10% | $16,523,829 | SOLD |
| 12 | TECK | 3.05% | $539,766,528 | ▼ -0.4% |
| 13 | CB | 1.79% | $316,375,528 | ▼ -0.1% |
| 14 | CPNG | 0.56% | $99,489,063 | ▼ -0.1% |
| 15 | JD | 0.73% | $129,717,171 | ▼ -0.1% |
| 16 | DAR | 0.87% | $153,298,945 | ▼ -0.2% |
| 17 | CI | 2.80% | $495,077,420 | ▼ -0.3% |
| 18 | L | 0.57% | $100,967,880 | ▼ -0% |
| 19 | GOOG | 0.56% | $98,565,315 | ▼ -0% |
| 20 | IAC | 0.86% | $152,450,119 | ▼ -0.1% |
| 21 | DINT | 0.41% | $72,578,608 | ▼ -0% |
| 22 | BABA | 0.08% | $14,115,656 | ▼ -0% |
| 23 | PSA | 0.09% | $16,619,450 | ▼ -0% |
| 24 | EG | 0.08% | $14,837,278 | ▼ -0% |
| 25 | HUM | 0.11% | $19,944,248 | ▼ -0% |
| 26 | BRKB | 2.21% | $391,915,540 | ▼ -0.2% |
| 27 | FERGXXXX | 0.22% | $39,805,802 | ▼ -0% |
| 28 | UNH | 0.32% | $57,033,494 | ▼ -0% |