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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 8.96% | $1,542,669,707 |
| COF |
7.75% |
| $1,334,034,443 |
| BRKA | 6.51% | $1,121,013,271 |
| AMZN | 6.42% | $1,105,456,478 |
| AMAT | 5.74% | $987,836,266 |
| WFC | 5.30% | $911,644,000 |
| HUM | 5.02% | $863,640,411 |
| VTRS | 3.55% | $611,607,181 |
| USB | 3.28% | $564,869,245 |
| GOOGL | 3.25% | $560,006,575 |
| TECK | 3.21% | $552,318,614 |
| MGM | 3.07% | $529,349,682 |
| CI | 2.78% | $478,046,863 |
| TXN | 2.67% | $459,342,432 |
| MKL | 2.63% | $452,310,535 |
| BK | 2.59% | $446,234,852 |
| OC | 2.30% | $395,339,642 |
| INTC | 2.27% | $391,532,520 |
| JPM | 2.17% | $374,050,139 |
| BRKB | 1.91% | $329,574,309 |
| DGX | 1.90% | $327,256,537 |
| CB | 1.86% | $320,594,770 |
| SOLV | 1.59% | $273,069,940 |
| TSN | 1.03% | $177,438,556 |
| DUSA | 0.80% | $137,530,738 |
| AGCO | 0.77% | $132,885,118 |
| IAC | 0.74% | $126,692,098 |
| CPNG | 0.73% | $125,172,940 |
| GOOG | 0.72% | $123,890,489 |
| MSFT | 0.67% | $115,367,628 |
| JD | 0.65% | $111,238,926 |
| DAR | 0.61% | $104,286,137 |
| FITB | 0.53% | $90,425,103 |
| BEKE | 0.49% | $84,832,504 |
| AXP | 0.49% | $84,238,536 |
| PNC | 0.46% | $79,350,773 |
| DINT | 0.45% | $76,908,114 |
| DFNL | 0.41% | $70,685,356 |
| DWLD | 0.37% | $63,894,663 |
| BAC | 0.28% | $47,360,860 |
| L | 0.27% | $46,851,442 |
| SE | 0.27% | $46,588,409 |
| UNH | 0.27% | $45,982,613 |
| RKT | 0.26% | $44,081,243 |
| COP | 0.25% | $43,461,083 |
| NTB | 0.22% | $37,941,541 |
| WCC | 0.18% | $30,696,764 |
| JCI | 0.17% | $29,223,004 |
| FWONA | 0.13% | $22,985,412 |
| SCHW | 0.13% | $22,459,901 |
| CVS | 0.13% | $21,544,025 |
| SAP | 0.12% | $19,930,360 |
| ORCL | 0.11% | $19,504,238 |
| NOAH | 0.09% | $16,227,922 |
| EG | 0.09% | $15,579,527 |
| BABA | 0.07% | $12,233,376 |
| MBC | 0.07% | $12,089,068 |
| YOU | 0.06% | $11,034,484 |
| MTB | 0.04% | $7,302,666 |
| TFC | 0.03% | $5,241,331 |
| HOLI | 0.03% | $4,777,268 |
| IVE | 0.03% | $4,310,179 |
| STT | 0.02% | $4,063,858 |
| BIDU | 0.02% | $4,050,810 |
| LRCXXXXX | 0.01% | $1,307,636 |
| CCK | 0.00% | $637,522 |
| RH | 0.00% | $547,546 |
| SKX | 0.00% | $517,709 |
| BRX | – | $0 |
| ARE | – | $0 |
| EQR | – | $0 |
| EQIX | – | $0 |
| DEI | – | $0 |
| DLR | – | $0 |
| CCI | – | $0 |
| CHCT | – | $0 |
| CUZ | – | $0 |
| CPT | – | $0 |
| AVB | – | $0 |
| BXP | – | $0 |
| AMH | – | $0 |
| AMT | – | $0 |
| HPP | – | $0 |
| EXR | – | $0 |
| DOC | – | $0 |
| FRT | – | $0 |
| PLD | – | $0 |
| PSA | – | $0 |
| MAA | – | $0 |
| HIW | – | $0 |
| ESS | – | $0 |
| REXR | – | $0 |
| REG | – | $0 |
| ROIC | – | $0 |
| TRNO | – | $0 |
| SHO | – | $0 |
| SUI | – | $0 |
| SPG | – | $0 |
| VICI | – | $0 |
| VTR | – | $0 |
| UDR | – | $0 |
| WELL | – | $0 |