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
| ▼ -0.7% |
| 3 | WFC | 7.64% | $1,362,263,481 | ▼ -0.5% |
| 4 | BK | 3.32% | $592,531,501 | ▼ -0.4% |
| 5 | L | 0.28% | $49,288,174 | ▼ -0.3% |
| 6 | BRKB | 1.91% | $340,596,810 | ▼ -0.3% |
| 7 | DGX | 1.78% | $316,956,607 | ▼ -0.3% |
| 8 | TXN | 2.32% | $413,529,232 | ▼ -0.2% |
| 9 | ETN | 0.20% | $35,025,453 | SOLD |
| 10 | JPM | 3.62% | $646,502,091 | ▼ -0.2% |
| 11 | USB | 3.55% | $634,069,808 | ▼ -0.2% |
| 12 | GOOGL | 2.61% | $465,208,822 | ▼ -0.2% |
| 13 | AMZN | 5.83% | $1,040,003,618 | ▼ -0.2% |
| 14 | IVE | 0.14% | $24,265,480 | SOLD |
| 15 | DAR | 0.74% | $132,414,482 | ▼ -0.1% |
| 16 | NTB | 0.19% | $34,727,064 | ▼ -0.1% |
| 17 | FERGXXXX | 0.12% | $21,669,785 | ▼ -0.1% |
| 18 | AGCO | 0.94% | $166,896,190 | ▼ -0.1% |
| 19 | MSFT | 0.61% | $108,817,125 | ▼ -0.1% |
| 20 | FWONK | 0.09% | $16,275,040 | SOLD |
| 21 | CARR | 0.07% | $13,352,170 | ▼ -0.1% |
| 22 | MBC | 0.09% | $16,130,381 | ▼ -0.1% |
| 23 | UNH | 0.25% | $44,450,279 | ▼ -0.1% |
| 24 | OC | 2.17% | $386,341,994 | ▼ -0.1% |
| 25 | JD | 0.67% | $120,099,179 | ▼ -0.1% |
| 26 | TECK | 2.97% | $530,315,749 | ▼ -0.1% |
| 27 | IAC | 0.81% | $144,190,661 | ▼ -0% |
| 28 | FWONA | 0.12% | $21,665,837 | ▼ -0% |
| 29 | CUBE | 0.02% | $3,339,054 | SOLD |
| 30 | ESS | 0.06% | $11,337,396 | ▼ -0% |
| 31 | HPP | 0.02% | $4,437,297 | ▼ -0% |
| 32 | TRNO | 0.06% | $10,532,169 | ▼ -0% |
| 33 | AMAT | 5.39% | $961,208,556 | ▼ -0.1% |
| 34 | CUZ | 0.09% | $16,416,796 | ▼ -0% |
| 35 | LTRPA | 0.00% | $201,521 | SOLD |