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
| Ticker | % Portfolio | Value |
|---|---|---|
| COF | 10.19% | $1,905,423,658 |
8.32% |
| $1,555,756,802 |
| AMAT | 4.85% | $907,586,623 |
| USB | 4.68% | $874,756,569 |
| MGM | 4.38% | $819,207,939 |
| CVS | 4.27% | $799,256,774 |
| BRKA | 4.15% | $776,172,000 |
| MKL | 3.96% | $741,282,215 |
| AMZN | 3.83% | $717,221,231 |
| WFC | 3.50% | $655,095,014 |
| VTRS | 3.17% | $592,733,394 |
| GOOGL | 2.69% | $503,033,259 |
| TSN | 2.68% | $501,024,708 |
| TXN | 2.64% | $494,178,489 |
| TECK | 2.38% | $445,593,017 |
| SOLV | 2.23% | $416,563,410 |
| HUM | 2.16% | $404,060,408 |
| UNH | 1.89% | $353,426,134 |
| CB | 1.66% | $310,528,656 |
| TCOM | 1.55% | $290,236,804 |
| BRKB | 1.44% | $269,041,285 |
| DGX | 1.30% | $243,294,465 |
| OC | 1.30% | $243,285,670 |
| CTRA | 1.27% | $237,002,019 |
| QSR | 1.21% | $226,692,908 |
| CI | 1.16% | $216,823,786 |
| AGCO | 1.00% | $186,158,822 |
| JPM | 0.99% | $184,394,966 |
| BK | 0.92% | $172,965,937 |
| CPNG | 0.92% | $172,419,740 |
| DUSA | 0.84% | $156,580,879 |
| COP | 0.76% | $142,290,578 |
| YMM | 0.73% | $137,420,274 |
| MSFT | 0.66% | $123,335,794 |
| GOOG | 0.62% | $115,372,682 |
| FITB | 0.55% | $103,353,767 |
| DINT | 0.54% | $100,597,480 |
| PNC | 0.50% | $93,649,392 |
| DAR | 0.50% | $92,709,046 |
| DFNL | 0.49% | $91,456,200 |
| AXP | 0.46% | $86,284,092 |
| IAC | 0.46% | $85,164,138 |
| NTES | 0.43% | $79,852,639 |
| DWLD | 0.42% | $79,411,504 |
| APP | 0.40% | $75,292,756 |
| SE | 0.38% | $71,701,902 |
| L | 0.29% | $54,752,459 |
| BAC | 0.29% | $54,578,746 |
| WCC | 0.29% | $53,846,159 |
| NTB | 0.25% | $47,037,050 |
| RKT | 0.24% | $44,421,374 |
| RNR | 0.19% | $34,750,974 |
| BEKE | 0.18% | $32,868,885 |
| ORCL | 0.15% | $28,766,024 |
| VALE | 0.15% | $28,630,071 |
| SCHW | 0.14% | $27,047,003 |
| JCI | 0.14% | $25,911,015 |
| AMT | 0.11% | $20,256,483 |
| ANGI | 0.10% | $18,035,962 |
| SAP | 0.08% | $14,222,453 |
| BXP | 0.08% | $14,143,736 |
| NVDA | 0.08% | $14,082,438 |
| CUZ | 0.07% | $13,820,857 |
| PLD | 0.07% | $13,584,237 |
| EG | 0.07% | $13,424,075 |
| REXR | 0.07% | $13,339,106 |
| BRX | 0.07% | $12,978,076 |
| VTR | 0.07% | $12,841,553 |
| EQIX | 0.07% | $12,459,447 |
| NOAH | 0.07% | $12,197,725 |
| DLR | 0.06% | $11,934,632 |
| PSA | 0.06% | $11,854,168 |
| AVB | 0.06% | $11,766,370 |
| ARE | 0.06% | $11,343,862 |
| JD | 0.06% | $11,211,416 |
| SHO | 0.05% | $10,029,566 |
| MTB | 0.05% | $9,883,403 |
| SPG | 0.05% | $9,440,309 |
| AMH | 0.05% | $9,030,485 |
| CPT | 0.05% | $8,863,069 |
| REG | 0.05% | $8,677,951 |
| EXR | 0.04% | $8,369,432 |
| ESS | 0.04% | $8,088,519 |
| MAA | 0.04% | $7,851,931 |
| EGP | 0.04% | $7,709,246 |
| STT | 0.04% | $7,683,171 |
| EQR | 0.04% | $6,865,420 |
| DOC | 0.04% | $6,814,647 |
| TFC | 0.04% | $6,699,777 |
| UDR | 0.04% | $6,614,052 |
| HPP | 0.03% | $6,290,966 |
| TRNO | 0.03% | $5,842,326 |
| VICI | 0.03% | $5,533,524 |
| CHCT | 0.03% | $5,525,816 |
| SUI | 0.03% | $4,853,421 |
| CCI | 0.02% | $4,345,479 |
| DEI | 0.02% | $4,162,320 |
| CDP | 0.02% | $4,067,774 |
| NTST | 0.02% | $3,733,234 |
| O | 0.02% | $2,815,401 |
| IVE | 0.01% | $2,145,321 |
| TSM | 0.01% | $1,630,728 |
| LRCX | 0.01% | $1,195,335 |
| CCK | 0.00% | $882,539 |
| RH | 0.00% | $423,382 |
| AAPL | 0.00% | $259,540 |
| XOM | 0.00% | $222,715 |