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
| ▼ -1.1% |
| 3 | AMZN | 3.86% | $669,706,448 | ▼ -1% |
| 4 | GOOGL | 2.71% | $470,025,669 | ▼ -0.6% |
| 5 | MGM | 3.56% | $616,958,290 | ▼ -0.4% |
| 6 | USB | 3.62% | $628,614,167 | ▼ -0.4% |
| 7 | OC | 1.47% | $255,253,902 | ▼ -0.3% |
| 8 | INTC | 0.00% | $242,609 | ▼ -0.3% |
| 9 | TECK | 2.35% | $407,674,578 | ▼ -0.3% |
| 10 | AMAT | 4.18% | $724,609,092 | ▼ -0.3% |
| 11 | COF | 9.30% | $1,613,602,008 | ▼ -0.3% |
| 12 | IVE | 0.02% | $3,756,713 | ▼ -0.2% |
| 13 | BEKE | 0.22% | $37,378,008 | ▼ -0.2% |
| 14 | GOOG | 0.58% | $101,033,472 | ▼ -0.1% |
| 15 | MSFT | 0.56% | $96,296,169 | ▼ -0.1% |
| 16 | PNC | 0.50% | $87,148,172 | ▼ -0.1% |
| 17 | AXP | 0.42% | $73,029,574 | ▼ -0% |
| 18 | FITB | 0.56% | $96,475,865 | ▼ -0% |
| 19 | DLR | 0.06% | $9,619,058 | ▼ -0% |
| 20 | WCC | 0.23% | $40,145,516 | ▼ -0% |
| 21 | EQIX | 0.07% | $12,534,376 | ▼ -0% |
| 22 | BK | 0.92% | $160,245,770 | ▼ -0% |
| 23 | NOAH | 0.09% | $15,638,021 | ▼ -0% |
| 24 | TXN | 2.52% | $436,857,041 | ▼ -0% |
| 25 | ORCL | 0.11% | $19,067,288 | ▼ -0% |
| 26 | WELL | 0.02% | $3,724,187 | SOLD |
| 27 | SAP | 0.12% | $20,435,263 | ▼ -0% |
| 28 | FRT | 0.02% | $3,221,213 | ▼ -0% |
| 29 | BAC | 0.28% | $48,246,056 | ▼ -0% |
| 30 | DAR | 0.45% | $77,364,891 | ▼ -0% |
| 31 | SHO | 0.04% | $7,450,179 | ▼ -0% |
| 32 | WFC | 3.50% | $607,964,158 | ▼ -0% |
| 33 | CPNG | 0.74% | $128,970,111 | ▼ -0% |
| 34 | JPM | 0.90% | $156,955,598 | ▼ -0% |