Davis Selected Advisers·CIK 1036325
98
Positions
$17.8B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 8.38% | $1,495,034,560 |
| COF |
8.07% |
| $1,440,558,503 |
| WFC | 7.64% | $1,362,263,481 |
| BRKA | 6.57% | $1,172,445,120 |
| AMZN | 5.83% | $1,040,003,618 |
| AMAT | 5.39% | $961,208,556 |
| HUM | 3.87% | $690,017,527 |
| VTRS | 3.85% | $686,136,864 |
| JPM | 3.62% | $646,502,091 |
| USB | 3.55% | $634,069,808 |
| BK | 3.32% | $592,531,501 |
| MGM | 3.15% | $561,576,121 |
| TECK | 2.97% | $530,315,749 |
| CI | 2.96% | $527,776,812 |
| GOOGL | 2.61% | $465,208,822 |
| MKL | 2.44% | $435,281,734 |
| TXN | 2.32% | $413,529,232 |
| OC | 2.17% | $386,341,994 |
| BRKB | 1.91% | $340,596,810 |
| CB | 1.83% | $327,143,175 |
| DGX | 1.78% | $316,956,607 |
| INTC | 1.68% | $299,968,099 |
| AXP | 0.98% | $174,489,169 |
| AGCO | 0.94% | $166,896,190 |
| IAC | 0.81% | $144,190,661 |
| DUSA | 0.77% | $136,684,291 |
| DAR | 0.74% | $132,414,482 |
| JD | 0.67% | $120,099,179 |
| MSFT | 0.61% | $108,817,125 |
| CPNG | 0.60% | $106,886,163 |
| GOOG | 0.57% | $102,176,661 |
| FITB | 0.52% | $92,473,883 |
| BEKE | 0.46% | $82,518,467 |
| PNC | 0.45% | $80,690,112 |
| DINT | 0.42% | $74,583,395 |
| DFNL | 0.40% | $70,919,391 |
| DWLD | 0.35% | $62,254,565 |
| L | 0.28% | $49,288,174 |
| RKT | 0.26% | $47,059,923 |
| BAC | 0.25% | $45,408,404 |
| UNH | 0.25% | $44,450,279 |
| NTB | 0.19% | $34,727,064 |
| WCC | 0.18% | $32,683,992 |
| JCI | 0.16% | $28,526,812 |
| PLD | 0.13% | $23,603,156 |
| SAP | 0.13% | $22,828,651 |
| SCHW | 0.12% | $22,210,478 |
| FERGXXXX | 0.12% | $21,669,785 |
| FWONA | 0.12% | $21,665,837 |
| ARE | 0.10% | $18,261,004 |
| ORCL | 0.10% | $17,750,326 |
| SPG | 0.09% | $16,839,889 |
| HOLI | 0.09% | $16,741,266 |
| CUZ | 0.09% | $16,416,796 |
| EG | 0.09% | $16,380,578 |
| MBC | 0.09% | $16,130,381 |
| PSA | 0.09% | $15,274,560 |
| DLR | 0.08% | $14,687,039 |
| BRX | 0.08% | $14,435,586 |
| EQIX | 0.08% | $14,251,798 |
| CVS | 0.08% | $13,777,982 |
| CARR | 0.07% | $13,352,170 |
| BABA | 0.07% | $13,183,413 |
| AMT | 0.07% | $13,175,301 |
| YOU | 0.07% | $12,525,648 |
| VTR | 0.07% | $12,448,521 |
| AVB | 0.07% | $12,269,227 |
| WELL | 0.07% | $12,144,397 |
| ESS | 0.06% | $11,337,396 |
| REXR | 0.06% | $10,543,383 |
| TRNO | 0.06% | $10,532,169 |
| BXP | 0.06% | $10,110,641 |
| SHO | 0.05% | $9,094,473 |
| AMH | 0.05% | $9,028,387 |
| EQR | 0.05% | $8,816,783 |
| NOAH | 0.05% | $8,669,975 |
| UDR | 0.04% | $7,542,978 |
| REG | 0.04% | $7,348,350 |
| ROIC | 0.04% | $7,228,493 |
| MTB | 0.04% | $7,017,044 |
| CPT | 0.04% | $6,935,232 |
| SUI | 0.04% | $6,266,989 |
| FRT | 0.04% | $6,266,083 |
| EXR | 0.03% | $5,871,915 |
| CHCT | 0.03% | $5,844,983 |
| TFC | 0.03% | $5,258,870 |
| BIDU | 0.03% | $4,983,639 |
| DOC | 0.03% | $4,795,238 |
| SLG | 0.03% | $4,643,049 |
| CCI | 0.02% | $4,443,802 |
| HPP | 0.02% | $4,437,297 |
| VICI | 0.02% | $4,393,131 |
| STT | 0.02% | $4,246,182 |
| HIW | 0.02% | $4,202,675 |
| DEI | 0.02% | $3,560,429 |
| LRCXXXXX | 0.01% | $1,193,088 |
| RH | 0.00% | $780,102 |
| SKX | 0.00% | $458,837 |