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
| Ticker | % Portfolio | Value |
|---|---|---|
| COF | 9.30% | $1,613,602,008 |
| META |
7.34% |
| $1,273,899,708 |
| BRKA | 7.17% | $1,243,972,013 |
| CVS | 4.51% | $782,448,612 |
| AMAT | 4.18% | $724,609,092 |
| MKL | 4.00% | $694,502,157 |
| AMZN | 3.86% | $669,706,448 |
| USB | 3.62% | $628,614,167 |
| MGM | 3.56% | $616,958,290 |
| HUM | 3.56% | $616,873,358 |
| WFC | 3.50% | $607,964,158 |
| VTRS | 3.26% | $565,699,135 |
| CI | 2.72% | $471,539,579 |
| GOOGL | 2.71% | $470,025,669 |
| TXN | 2.52% | $436,857,041 |
| TECK | 2.35% | $407,674,578 |
| DGX | 2.33% | $404,100,698 |
| SOLV | 2.32% | $402,110,014 |
| BRKB | 2.08% | $361,330,499 |
| CB | 1.89% | $328,078,675 |
| TCOM | 1.78% | $309,189,350 |
| TSN | 1.72% | $298,604,128 |
| OC | 1.47% | $255,253,902 |
| QSR | 1.30% | $224,744,133 |
| AGCO | 1.08% | $187,664,014 |
| BK | 0.92% | $160,245,770 |
| JPM | 0.90% | $156,955,598 |
| COP | 0.85% | $147,245,181 |
| DUSA | 0.83% | $143,182,860 |
| CPNG | 0.74% | $128,970,111 |
| IAC | 0.70% | $122,098,505 |
| GOOG | 0.58% | $101,033,472 |
| YMM | 0.58% | $99,853,023 |
| FITB | 0.56% | $96,475,865 |
| MSFT | 0.56% | $96,296,169 |
| DINT | 0.52% | $89,899,759 |
| PNC | 0.50% | $87,148,172 |
| DFNL | 0.48% | $83,660,911 |
| DAR | 0.45% | $77,364,891 |
| AXP | 0.42% | $73,029,574 |
| DWLD | 0.42% | $72,224,959 |
| SE | 0.39% | $67,153,808 |
| NTES | 0.35% | $61,352,053 |
| L | 0.32% | $55,060,156 |
| BAC | 0.28% | $48,246,056 |
| APP | 0.25% | $43,193,025 |
| NTB | 0.24% | $41,583,724 |
| WCC | 0.23% | $40,145,516 |
| RKT | 0.22% | $37,891,218 |
| BEKE | 0.22% | $37,378,008 |
| RNR | 0.20% | $34,512,240 |
| JCI | 0.19% | $32,377,578 |
| VALE | 0.16% | $27,280,459 |
| UNH | 0.15% | $25,411,827 |
| SCHW | 0.13% | $23,296,598 |
| SAP | 0.12% | $20,435,263 |
| AMT | 0.11% | $19,353,344 |
| PLD | 0.11% | $19,200,603 |
| ORCL | 0.11% | $19,067,288 |
| VTR | 0.10% | $17,203,064 |
| NOAH | 0.09% | $15,638,021 |
| YOU | 0.09% | $15,071,614 |
| PSA | 0.09% | $14,892,670 |
| EG | 0.08% | $14,410,394 |
| REXR | 0.08% | $14,235,723 |
| JD | 0.08% | $14,205,356 |
| ARE | 0.08% | $13,998,336 |
| BXP | 0.08% | $13,669,134 |
| CUZ | 0.08% | $13,184,583 |
| BRX | 0.07% | $12,859,758 |
| EQIX | 0.07% | $12,534,376 |
| AVB | 0.07% | $12,158,223 |
| SPG | 0.07% | $11,298,921 |
| DLR | 0.06% | $9,619,058 |
| CPT | 0.05% | $9,357,173 |
| AMH | 0.05% | $9,192,367 |
| MTB | 0.05% | $9,149,319 |
| REG | 0.05% | $8,714,006 |
| MAA | 0.05% | $8,621,991 |
| ESS | 0.05% | $8,501,493 |
| EXR | 0.05% | $8,432,005 |
| EGP | 0.05% | $7,882,713 |
| UDR | 0.04% | $7,164,414 |
| EQR | 0.04% | $7,147,621 |
| HPP | 0.04% | $6,776,041 |
| TFC | 0.04% | $6,437,136 |
| TRNO | 0.04% | $6,374,283 |
| STT | 0.04% | $6,509,189 |
| SHO | 0.04% | $7,450,179 |
| CHCT | 0.03% | $5,479,598 |
| DOC | 0.03% | $4,990,417 |
| VICI | 0.03% | $4,679,013 |
| DEI | 0.02% | $4,301,120 |
| CCI | 0.02% | $4,273,430 |
| HIW | 0.02% | $3,828,895 |
| IVE | 0.02% | $3,756,713 |
| FRT | 0.02% | $3,221,213 |
| SUI | 0.02% | $3,221,146 |
| NTST | 0.01% | $1,822,116 |
| LRCX | 0.01% | $892,756 |
| CCK | 0.00% | $764,958 |
| RH | 0.00% | $525,078 |
| SKX | 0.00% | $340,680 |
| INTC | 0.00% | $242,609 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDWELL | $3,724,187 | 0.02% |