Davis Selected Advisers·CIK 1036325
100
Positions
$17.2B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| ▲ +1.5% |
| 3 | MKL | 3.72% | $639,606,192 | ▲ +1.2% |
| 4 | AMZN | 4.85% | $835,345,415 | ▲ +0.6% |
| 5 | GOOGL | 3.32% | $570,872,789 | ▲ +0.5% |
| 6 | YMM | 0.34% | $58,432,230 | NEW |
| 7 | NTES | 0.31% | $53,286,918 | NEW |
| 8 | VTRS | 4.53% | $779,040,847 | ▲ +0.5% |
| 9 | IVE | 0.22% | $37,636,764 | ▲ +0.2% |
| 10 | TCOM | 1.50% | $257,280,075 | ▲ +0.3% |
| 11 | USB | 4.00% | $687,562,915 | ▲ +0.3% |
| 12 | GOOG | 0.72% | $123,206,301 | ▲ +0.1% |
| 13 | DGX | 2.10% | $361,650,643 | ▲ +0% |
| 14 | SE | 0.39% | $67,693,286 | ▲ +0% |
| 15 | BAC | 0.30% | $51,440,618 | ▲ +0% |
| 16 | PNC | 0.56% | $96,739,153 | ▲ +0% |
| 17 | WCC | 0.27% | $46,504,368 | ▲ +0% |
| 18 | L | 0.30% | $51,338,824 | ▲ +0% |
| 19 | AXP | 0.47% | $81,465,934 | ▲ +0% |
| 20 | SCHW | 0.13% | $22,207,145 | ▲ +0% |
| 21 | REXR | 0.08% | $13,128,549 | ▲ +0% |
| 22 | DFNL | 0.47% | $81,103,714 | ▲ +0% |
| 23 | DUSA | 0.83% | $142,622,229 | ▲ +0% |
| 24 | LRCX | 0.01% | $886,984 | NEW |