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
| 3 | WFC | 3.53% | $606,525,961 | ▼ -1% |
| 4 | HUM | 3.33% | $572,600,383 | ▼ -0.8% |
| 5 | JPM | 0.92% | $157,662,764 | ▼ -0.7% |
| 6 | TECK | 2.66% | $457,941,175 | ▼ -0.7% |
| 7 | CI | 2.30% | $395,376,148 | ▼ -0.5% |
| 8 | META | 8.48% | $1,459,440,487 | ▼ -0.2% |
| 9 | OC | 1.79% | $308,494,314 | ▼ -0.3% |
| 10 | AMAT | 4.45% | $766,347,819 | ▼ -0.2% |
| 11 | MGM | 4.01% | $690,252,706 | ▼ -0.2% |
| 12 | BEKE | 0.39% | $67,193,802 | ▼ -0.3% |
| 13 | TXN | 2.56% | $440,665,311 | ▼ -0.2% |
| 14 | CB | 1.76% | $302,548,928 | ▼ -0.1% |
| 15 | IAC | 0.66% | $113,700,820 | ▼ -0.2% |
| 16 | DAR | 0.47% | $80,123,175 | ▼ -0.1% |
| 17 | RKT | 0.21% | $35,704,773 | ▼ -0.1% |
| 18 | JD | 0.07% | $12,336,730 | ▼ -0.1% |
| 19 | SOLV | 2.01% | $346,591,321 | ▼ -0.1% |
| 20 | BRKB | 1.89% | $325,234,293 | ▼ -0% |
| 21 | CPNG | 0.76% | $129,943,232 | ▼ -0.1% |
| 22 | AGCO | 1.08% | $186,152,052 | ▼ -0% |
| 23 | BABA | 0.08% | $13,560,438 | SOLD |
| 24 | COP | 0.79% | $135,939,559 | ▼ -0% |
| 25 | PLD | 0.11% | $18,930,447 | ▼ -0.1% |
| 26 | DINT | 0.49% | $84,503,644 | ▼ -0% |
| 27 | PSA | 0.09% | $14,998,950 | ▼ -0% |
| 28 | YOU | 0.09% | $15,442,835 | ▼ -0% |
| 29 | ROIC | 0.02% | $4,169,315 | SOLD |
| 30 | UNH | 0.15% | $25,857,034 | ▼ -0% |
| 31 | SUI | 0.02% | $3,527,415 | SOLD |
| 32 | VTR | 0.09% | $14,825,558 | ▼ -0% |
| 33 | CUZ | 0.09% | $15,449,148 | ▼ -0% |
| 34 | LRCXXXXX | 0.01% | $1,002,146 | SOLD |
| 35 | FWONA | 0.00% | $685,973 | SOLD |