Davis Selected Advisers·CIK 1036325
107
Positions
$18.7B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| ▲ +0.9% |
| 3 | META | 8.32% | $1,555,756,802 | ▲ +1% |
| 4 | USB | 4.68% | $874,756,569 | ▲ +1.1% |
| 5 | CTRA | 1.27% | $237,002,019 | NEW |
| 6 | TSN | 2.68% | $501,024,708 | ▲ +1% |
| 7 | MGM | 4.38% | $819,207,939 | ▲ +0.8% |
| 8 | AMAT | 4.85% | $907,586,623 | ▲ +0.7% |
| 9 | TXN | 2.64% | $494,178,489 | ▲ +0.1% |
| 10 | CPNG | 0.92% | $172,419,740 | ▲ +0.2% |
| 11 | TECK | 2.38% | $445,593,017 | ▲ +0% |
| 12 | YMM | 0.73% | $137,420,274 | ▲ +0.2% |
| 13 | APP | 0.40% | $75,292,756 | ▲ +0.2% |
| 14 | JPM | 0.99% | $184,394,966 | ▲ +0.1% |
| 15 | MSFT | 0.66% | $123,335,794 | ▲ +0.1% |
| 16 | NTES | 0.43% | $79,852,639 | ▲ +0.1% |
| 17 | ANGI | 0.10% | $18,035,962 | NEW |
| 18 | DAR | 0.50% | $92,709,046 | ▲ +0% |
| 19 | GOOG | 0.62% | $115,372,682 | ▲ +0% |
| 20 | NVDA | 0.08% | $14,082,438 | NEW |
| 21 | WCC | 0.29% | $53,846,159 | ▲ +0.1% |
| 22 | AXP | 0.46% | $86,284,092 | ▲ +0% |
| 23 | DINT | 0.54% | $100,597,480 | ▲ +0% |
| 24 | ORCL | 0.15% | $28,766,024 | ▲ +0% |
| 25 | RKT | 0.24% | $44,421,374 | ▲ +0% |
| 26 | CDP | 0.02% | $4,067,774 | NEW |
| 27 | O | 0.02% | $2,815,401 | NEW |
| 28 | TSM | 0.01% | $1,630,728 | NEW |
| 29 | AAPL | 0.00% | $259,540 | NEW |
| 30 | XOM | 0.00% | $222,715 | NEW |