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
| 3 | HUM | 4.10% | $731,529,084 | ▼ -0.9% |
| 4 | WFC | 4.52% | $805,729,673 | ▼ -0.8% |
| 5 | INTC | 1.66% | $296,157,372 | ▼ -0.6% |
| 6 | JPM | 1.66% | $295,104,487 | ▼ -0.5% |
| 7 | JD | 0.19% | $34,705,640 | ▼ -0.5% |
| 8 | BK | 2.16% | $385,670,854 | ▼ -0.4% |
| 9 | GOOGL | 2.85% | $507,933,399 | ▼ -0.4% |
| 10 | FWONA | 0.00% | $685,973 | ▼ -0.1% |
| 11 | UNH | 0.17% | $29,895,858 | ▼ -0.1% |
| 12 | OC | 2.13% | $380,099,633 | ▼ -0.2% |
| 13 | GOOG | 0.62% | $111,294,370 | ▼ -0.1% |
| 14 | MBC | 0.07% | $12,089,068 | SOLD |
| 15 | META | 8.72% | $1,554,109,096 | ▼ -0.2% |
| 16 | AXP | 0.44% | $77,983,125 | ▼ -0% |
| 17 | HOLI | 0.03% | $4,777,268 | SOLD |
| 18 | MSFT | 0.62% | $111,077,642 | ▼ -0.1% |
| 19 | BIDU | 0.02% | $4,050,810 | SOLD |
| 20 | BRKA | 6.27% | $1,117,638,060 | ▼ -0.2% |
| 21 | SCHW | 0.11% | $19,423,881 | ▼ -0% |
| 22 | MKL | 2.55% | $454,260,768 | ▼ -0.1% |
| 23 | IVE | 0.01% | $2,503,665 | ▼ -0% |
| 24 | BAC | 0.26% | $46,413,180 | ▼ -0% |
| 25 | DAR | 0.59% | $105,221,179 | ▼ -0% |