Davis Selected Advisers·CIK 1036325
104
Positions
$17.3B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| NEW |
| 3 | BRKA | 7.17% | $1,243,972,013 | ▲ +0.9% |
| 4 | TSN | 1.72% | $298,604,128 | ▲ +0.7% |
| 5 | CI | 2.72% | $471,539,579 | ▲ +0.4% |
| 6 | SOLV | 2.32% | $402,110,014 | ▲ +0.3% |
| 7 | MKL | 4.00% | $694,502,157 | ▲ +0.3% |
| 8 | TCOM | 1.78% | $309,189,350 | ▲ +0.3% |
| 9 | HUM | 3.56% | $616,873,358 | ▲ +0.2% |
| 10 | APP | 0.25% | $43,193,025 | NEW |
| 11 | DGX | 2.33% | $404,100,698 | ▲ +0.2% |
| 12 | YMM | 0.58% | $99,853,023 | ▲ +0.2% |
| 13 | BRKB | 2.08% | $361,330,499 | ▲ +0.2% |
| 14 | VALE | 0.16% | $27,280,459 | NEW |
| 15 | CB | 1.89% | $328,078,675 | ▲ +0.1% |
| 16 | COP | 0.85% | $147,245,181 | ▲ +0.1% |
| 17 | IAC | 0.70% | $122,098,505 | ▲ +0% |
| 18 | NTES | 0.35% | $61,352,053 | ▲ +0% |
| 19 | DINT | 0.52% | $89,899,759 | ▲ +0% |
| 20 | L | 0.32% | $55,060,156 | ▲ +0% |
| 21 | SUI | 0.02% | $3,221,146 | NEW |
| 22 | MAA | 0.05% | $8,621,991 | ▲ +0% |
| 23 | DWLD | 0.42% | $72,224,959 | ▲ +0% |
| 24 | VTR | 0.10% | $17,203,064 | ▲ +0% |
| 25 | NTST | 0.01% | $1,822,116 | NEW |