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
| Ticker | % Portfolio | Value |
|---|---|---|
| COF | 9.59% | $1,649,289,777 |
| META |
8.48% |
| $1,459,440,487 |
| BRKA | 6.26% | $1,077,215,440 |
| AMZN | 4.85% | $835,345,415 |
| VTRS | 4.53% | $779,040,847 |
| AMAT | 4.45% | $766,347,819 |
| MGM | 4.01% | $690,252,706 |
| USB | 4.00% | $687,562,915 |
| MKL | 3.72% | $639,606,192 |
| WFC | 3.53% | $606,525,961 |
| HUM | 3.33% | $572,600,383 |
| GOOGL | 3.32% | $570,872,789 |
| CVS | 2.97% | $511,115,296 |
| TECK | 2.66% | $457,941,175 |
| TXN | 2.56% | $440,665,311 |
| CI | 2.30% | $395,376,148 |
| DGX | 2.10% | $361,650,643 |
| SOLV | 2.01% | $346,591,321 |
| BRKB | 1.89% | $325,234,293 |
| OC | 1.79% | $308,494,314 |
| CB | 1.76% | $302,548,928 |
| TCOM | 1.50% | $257,280,075 |
| AGCO | 1.08% | $186,152,052 |
| TSN | 1.03% | $176,954,604 |
| BK | 0.95% | $164,183,732 |
| JPM | 0.92% | $157,662,764 |
| DUSA | 0.83% | $142,622,229 |
| COP | 0.79% | $135,939,559 |
| CPNG | 0.76% | $129,943,232 |
| GOOG | 0.72% | $123,206,301 |
| IAC | 0.66% | $113,700,820 |
| MSFT | 0.62% | $107,478,707 |
| FITB | 0.60% | $103,339,761 |
| PNC | 0.56% | $96,739,153 |
| DINT | 0.49% | $84,503,644 |
| AXP | 0.47% | $81,465,934 |
| DFNL | 0.47% | $81,103,714 |
| DAR | 0.47% | $80,123,175 |
| DWLD | 0.40% | $69,641,862 |
| SE | 0.39% | $67,693,286 |
| BEKE | 0.39% | $67,193,802 |
| YMM | 0.34% | $58,432,230 |
| NTES | 0.31% | $53,286,918 |
| INTC | 0.30% | $51,480,699 |
| BAC | 0.30% | $51,440,618 |
| L | 0.30% | $51,338,824 |
| WCC | 0.27% | $46,504,368 |
| NTB | 0.23% | $39,343,297 |
| IVE | 0.22% | $37,636,764 |
| RKT | 0.21% | $35,704,773 |
| RNR | 0.21% | $35,408,898 |
| JCI | 0.19% | $31,850,939 |
| UNH | 0.15% | $25,857,034 |
| SAP | 0.14% | $24,002,274 |
| ORCL | 0.13% | $22,864,675 |
| SCHW | 0.13% | $22,207,145 |
| NOAH | 0.11% | $19,505,301 |
| PLD | 0.11% | $18,930,447 |
| EQIX | 0.11% | $18,101,602 |
| AMT | 0.10% | $16,420,697 |
| DLR | 0.09% | $16,074,078 |
| CUZ | 0.09% | $15,449,148 |
| YOU | 0.09% | $15,442,835 |
| PSA | 0.09% | $14,998,950 |
| VTR | 0.09% | $14,825,558 |
| ARE | 0.09% | $14,651,717 |
| EG | 0.08% | $14,212,782 |
| SPG | 0.08% | $13,900,791 |
| BRX | 0.08% | $13,676,957 |
| REXR | 0.08% | $13,128,549 |
| AVB | 0.07% | $12,366,713 |
| JD | 0.07% | $12,336,730 |
| BXP | 0.07% | $11,362,208 |
| SHO | 0.06% | $9,503,021 |
| ESS | 0.06% | $9,488,311 |
| MTB | 0.05% | $9,339,961 |
| EXR | 0.05% | $9,138,316 |
| REG | 0.05% | $8,785,102 |
| UDR | 0.05% | $8,504,453 |
| AMH | 0.05% | $8,107,791 |
| CPT | 0.05% | $8,050,855 |
| EQR | 0.04% | $7,208,651 |
| EGP | 0.04% | $7,132,176 |
| HPP | 0.04% | $6,911,318 |
| FRT | 0.04% | $6,724,837 |
| TFC | 0.04% | $6,306,541 |
| STT | 0.04% | $6,194,345 |
| TRNO | 0.03% | $6,001,350 |
| MAA | 0.03% | $5,511,966 |
| DOC | 0.03% | $5,034,379 |
| VICI | 0.02% | $4,244,213 |
| CHCT | 0.02% | $4,142,252 |
| HIW | 0.02% | $3,976,929 |
| CCI | 0.02% | $3,744,758 |
| WELL | 0.02% | $3,724,187 |
| DEI | 0.01% | $2,314,246 |
| LRCX | 0.01% | $886,984 |
| RH | 0.01% | $881,642 |
| CCK | 0.00% | $708,653 |
| SKX | 0.00% | $403,440 |