Davis Selected Advisers·CIK 1036325
102
Positions
$17.2B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| NEW |
| 3 | HUM | 5.02% | $863,640,411 | ▲ +1.1% |
| 4 | GOOGL | 3.25% | $560,006,575 | ▲ +0.6% |
| 5 | INTC | 2.27% | $391,532,520 | ▲ +0.6% |
| 6 | AMZN | 6.42% | $1,105,456,478 | ▲ +0.6% |
| 7 | META | 8.96% | $1,542,669,707 | ▲ +0.6% |
| 8 | SE | 0.27% | $46,588,409 | NEW |
| 9 | TXN | 2.67% | $459,342,432 | ▲ +0.4% |
| 10 | COP | 0.25% | $43,461,083 | NEW |
| 11 | AMAT | 5.74% | $987,836,266 | ▲ +0.4% |
| 12 | TECK | 3.21% | $552,318,614 | ▲ +0.2% |
| 13 | GOOG | 0.72% | $123,890,489 | ▲ +0.2% |
| 14 | CPNG | 0.73% | $125,172,940 | ▲ +0.1% |
| 15 | MKL | 2.63% | $452,310,535 | ▲ +0.2% |
| 16 | DGX | 1.90% | $327,256,537 | ▲ +0.1% |
| 17 | OC | 2.30% | $395,339,642 | ▲ +0.1% |
| 18 | CVS | 0.13% | $21,544,025 | ▲ +0.1% |
| 19 | NOAH | 0.09% | $16,227,922 | ▲ +0% |
| 20 | MSFT | 0.67% | $115,367,628 | ▲ +0.1% |
| 21 | CB | 1.86% | $320,594,770 | ▲ +0% |
| 22 | IVE | 0.03% | $4,310,179 | NEW |
| 23 | NTB | 0.22% | $37,941,541 | ▲ +0% |
| 24 | DINT | 0.45% | $76,908,114 | ▲ +0% |
| 25 | BEKE | 0.49% | $84,832,504 | ▲ +0% |
| 26 | BAC | 0.28% | $47,360,860 | ▲ +0% |
| 27 | DWLD | 0.37% | $63,894,663 | ▲ +0% |
| 28 | UNH | 0.27% | $45,982,613 | ▲ +0% |
| 29 | DUSA | 0.80% | $137,530,738 | ▲ +0% |
| 30 | CCK | 0.00% | $637,522 | NEW |
| 31 | MAA | – | $0 | NEW |