Davis Selected Advisers·CIK 1036325
102
Positions
$17.8B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| ▲ +1.1% |
| 3 | VTRS | 4.08% | $727,334,758 | ▲ +0.5% |
| 4 | COF | 8.09% | $1,441,660,396 | ▲ +0.3% |
| 5 | COP | 0.83% | $148,188,127 | ▲ +0.6% |
| 6 | SOLV | 2.06% | $367,529,886 | ▲ +0.5% |
| 7 | USB | 3.69% | $658,191,569 | ▲ +0.4% |
| 8 | AGCO | 1.12% | $199,828,261 | ▲ +0.4% |
| 9 | DGX | 2.09% | $372,460,741 | ▲ +0.2% |
| 10 | TECK | 3.34% | $595,061,191 | ▲ +0.1% |
| 11 | RNR | 0.22% | $38,466,694 | NEW |
| 12 | BEKE | 0.66% | $117,081,312 | ▲ +0.2% |
| 13 | PLD | 0.17% | $31,171,713 | ▲ +0.2% |
| 14 | TXN | 2.74% | $487,703,837 | ▲ +0.1% |
| 15 | CI | 2.80% | $498,828,910 | ▲ +0% |
| 16 | CPNG | 0.82% | $145,843,645 | ▲ +0.1% |
| 17 | PSA | 0.11% | $19,838,192 | ▲ +0.1% |
| 18 | CB | 1.91% | $339,820,375 | ▲ +0% |
| 19 | IAC | 0.82% | $145,429,283 | ▲ +0.1% |
| 20 | CUZ | 0.10% | $18,278,042 | ▲ +0.1% |
| 21 | VTR | 0.10% | $18,035,280 | ▲ +0.1% |
| 22 | AMT | 0.10% | $17,660,606 | ▲ +0.1% |
| 23 | EQIX | 0.10% | $17,156,113 | ▲ +0.1% |
| 24 | ARE | 0.09% | $16,869,269 | ▲ +0.1% |
| 25 | RKT | 0.34% | $60,712,535 | ▲ +0.1% |
| 26 | DLR | 0.09% | $16,373,150 | ▲ +0.1% |
| 27 | DINT | 0.52% | $92,853,761 | ▲ +0.1% |
| 28 | SE | 0.34% | $61,190,360 | ▲ +0.1% |
| 29 | BRKB | 1.93% | $343,798,111 | ▲ +0% |
| 30 | SPG | 0.08% | $14,126,692 | ▲ +0.1% |
| 31 | FITB | 0.59% | $104,338,362 | ▲ +0.1% |
| 32 | BRX | 0.08% | $13,776,491 | ▲ +0.1% |
| 33 | PNC | 0.52% | $92,745,900 | ▲ +0.1% |
| 34 | AVB | 0.07% | $12,751,403 | ▲ +0.1% |
| 35 | WCC | 0.24% | $43,006,240 | ▲ +0.1% |
| 36 | BXP | 0.07% | $12,294,288 | ▲ +0.1% |
| 37 | EXR | 0.06% | $11,080,784 | ▲ +0.1% |
| 38 | REXR | 0.06% | $10,527,368 | ▲ +0.1% |
| 39 | ESS | 0.06% | $9,882,094 | ▲ +0.1% |
| 40 | UDR | 0.05% | $8,946,489 | ▲ +0.1% |
| 41 | DWLD | 0.41% | $72,621,291 | ▲ +0% |
| 42 | REG | 0.05% | $8,643,042 | ▲ +0.1% |
| 43 | CPT | 0.05% | $8,624,865 | ▲ +0.1% |
| 44 | YOU | 0.11% | $19,638,333 | ▲ +0.1% |
| 45 | AMH | 0.05% | $8,372,475 | ▲ +0.1% |
| 46 | SHO | 0.05% | $8,337,218 | ▲ +0.1% |
| 47 | DFNL | 0.44% | $78,728,411 | ▲ +0% |
| 48 | EQR | 0.04% | $7,528,278 | ▲ +0% |
| 49 | EGP | 0.04% | $7,409,281 | NEW |
| 50 | FRT | 0.04% | $6,957,984 | ▲ +0% |
| 51 | TRNO | 0.04% | $6,832,499 | ▲ +0% |
| 52 | JCI | 0.20% | $35,985,351 | ▲ +0% |
| 53 | HPP | 0.03% | $5,798,250 | ▲ +0% |
| 54 | DOC | 0.03% | $5,721,296 | ▲ +0% |
| 55 | MAA | 0.03% | $5,666,374 | ▲ +0% |
| 56 | HIW | 0.03% | $5,264,421 | ▲ +0% |
| 57 | CCI | 0.03% | $4,929,077 | ▲ +0% |
| 58 | VICI | 0.03% | $4,869,589 | ▲ +0% |
| 59 | NOAH | 0.12% | $20,544,851 | ▲ +0% |
| 60 | ROIC | 0.02% | $4,169,315 | ▲ +0% |
| 61 | ORCL | 0.13% | $23,560,867 | ▲ +0% |
| 62 | CHCT | 0.02% | $3,913,685 | ▲ +0% |
| 63 | WELL | 0.02% | $3,807,612 | ▲ +0% |
| 64 | SUI | 0.02% | $3,527,415 | ▲ +0% |