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
| Ticker | % Portfolio | Value |
|---|---|---|
| META | 8.72% | $1,554,109,096 |
| COF |
8.09% |
| $1,441,660,396 |
| BRKA | 6.27% | $1,117,638,060 |
| AMAT | 4.66% | $830,984,486 |
| WFC | 4.52% | $805,729,673 |
| AMZN | 4.25% | $756,949,787 |
| MGM | 4.17% | $744,206,991 |
| HUM | 4.10% | $731,529,084 |
| VTRS | 4.08% | $727,334,758 |
| USB | 3.69% | $658,191,569 |
| TECK | 3.34% | $595,061,191 |
| GOOGL | 2.85% | $507,933,399 |
| CI | 2.80% | $498,828,910 |
| TXN | 2.74% | $487,703,837 |
| MKL | 2.55% | $454,260,768 |
| BK | 2.16% | $385,670,854 |
| OC | 2.13% | $380,099,633 |
| DGX | 2.09% | $372,460,741 |
| SOLV | 2.06% | $367,529,886 |
| BRKB | 1.93% | $343,798,111 |
| CB | 1.91% | $339,820,375 |
| INTC | 1.66% | $296,157,372 |
| JPM | 1.66% | $295,104,487 |
| TCOM | 1.25% | $222,673,632 |
| AGCO | 1.12% | $199,828,261 |
| TSN | 1.04% | $185,325,526 |
| COP | 0.83% | $148,188,127 |
| CPNG | 0.82% | $145,843,645 |
| IAC | 0.82% | $145,429,283 |
| DUSA | 0.79% | $141,119,674 |
| BEKE | 0.66% | $117,081,312 |
| GOOG | 0.62% | $111,294,370 |
| MSFT | 0.62% | $111,077,642 |
| DAR | 0.59% | $105,221,179 |
| FITB | 0.59% | $104,338,362 |
| DINT | 0.52% | $92,853,761 |
| PNC | 0.52% | $92,745,900 |
| DFNL | 0.44% | $78,728,411 |
| AXP | 0.44% | $77,983,125 |
| DWLD | 0.41% | $72,621,291 |
| SE | 0.34% | $61,190,360 |
| RKT | 0.34% | $60,712,535 |
| L | 0.27% | $47,844,459 |
| BAC | 0.26% | $46,413,180 |
| WCC | 0.24% | $43,006,240 |
| NTB | 0.22% | $39,487,859 |
| RNR | 0.22% | $38,466,694 |
| JCI | 0.20% | $35,985,351 |
| JD | 0.19% | $34,705,640 |
| PLD | 0.17% | $31,171,713 |
| UNH | 0.17% | $29,895,858 |
| ORCL | 0.13% | $23,560,867 |
| CVS | 0.13% | $23,109,155 |
| SAP | 0.13% | $22,762,231 |
| NOAH | 0.12% | $20,544,851 |
| PSA | 0.11% | $19,838,192 |
| YOU | 0.11% | $19,638,333 |
| SCHW | 0.11% | $19,423,881 |
| CUZ | 0.10% | $18,278,042 |
| VTR | 0.10% | $18,035,280 |
| AMT | 0.10% | $17,660,606 |
| EQIX | 0.10% | $17,156,113 |
| ARE | 0.09% | $16,869,269 |
| DLR | 0.09% | $16,373,150 |
| EG | 0.09% | $15,235,526 |
| SPG | 0.08% | $14,126,692 |
| BRX | 0.08% | $13,776,491 |
| BABA | 0.08% | $13,560,438 |
| AVB | 0.07% | $12,751,403 |
| BXP | 0.07% | $12,294,288 |
| EXR | 0.06% | $11,080,784 |
| REXR | 0.06% | $10,527,368 |
| ESS | 0.06% | $9,882,094 |
| UDR | 0.05% | $8,946,489 |
| MTB | 0.05% | $8,650,398 |
| REG | 0.05% | $8,643,042 |
| CPT | 0.05% | $8,624,865 |
| AMH | 0.05% | $8,372,475 |
| SHO | 0.05% | $8,337,218 |
| EQR | 0.04% | $7,528,278 |
| EGP | 0.04% | $7,409,281 |
| FRT | 0.04% | $6,957,984 |
| TRNO | 0.04% | $6,832,499 |
| TFC | 0.03% | $5,869,669 |
| HPP | 0.03% | $5,798,250 |
| DOC | 0.03% | $5,721,296 |
| MAA | 0.03% | $5,666,374 |
| STT | 0.03% | $5,379,772 |
| HIW | 0.03% | $5,264,421 |
| CCI | 0.03% | $4,929,077 |
| VICI | 0.03% | $4,869,589 |
| ROIC | 0.02% | $4,169,315 |
| CHCT | 0.02% | $3,913,685 |
| WELL | 0.02% | $3,807,612 |
| SUI | 0.02% | $3,527,415 |
| IVE | 0.01% | $2,503,665 |
| DEI | 0.01% | $2,190,803 |
| LRCXXXXX | 0.01% | $1,002,146 |
| CCK | 0.00% | $821,692 |
| RH | 0.00% | $749,123 |
| FWONA | 0.00% | $685,973 |
| SKX | 0.00% | $401,520 |