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
| 3 | HUM | 2.16% | $404,060,408 | ▼ -1.4% |
| 4 | DGX | 1.30% | $243,294,465 | ▼ -1% |
| 5 | BRKB | 1.44% | $269,041,285 | ▼ -0.6% |
| 6 | AMZN | 3.83% | $717,221,231 | ▼ -0% |
| 7 | MKL | 3.96% | $741,282,215 | ▼ -0% |
| 8 | IAC | 0.46% | $85,164,138 | ▼ -0.2% |
| 9 | GOOGL | 2.69% | $503,033,259 | ▼ -0% |
| 10 | VTRS | 3.17% | $592,733,394 | ▼ -0.1% |
| 11 | TCOM | 1.55% | $290,236,804 | ▼ -0.2% |
| 12 | CB | 1.66% | $310,528,656 | ▼ -0.2% |
| 13 | CVS | 4.27% | $799,256,774 | ▼ -0.2% |
| 14 | YOU | 0.09% | $15,071,614 | SOLD |
| 15 | SOLV | 2.23% | $416,563,410 | ▼ -0.1% |
| 16 | OC | 1.30% | $243,285,670 | ▼ -0.2% |
| 17 | JCI | 0.14% | $25,911,015 | ▼ -0% |
| 18 | SAP | 0.08% | $14,222,453 | ▼ -0% |
| 19 | PLD | 0.07% | $13,584,237 | ▼ -0% |
| 20 | COP | 0.76% | $142,290,578 | ▼ -0.1% |
| 21 | BEKE | 0.18% | $32,868,885 | ▼ -0% |
| 22 | VTR | 0.07% | $12,841,553 | ▼ -0% |
| 23 | HIW | 0.02% | $3,828,895 | SOLD |
| 24 | NOAH | 0.07% | $12,197,725 | ▼ -0% |
| 25 | FRT | 0.02% | $3,221,213 | SOLD |
| 26 | PSA | 0.06% | $11,854,168 | ▼ -0% |
| 27 | JD | 0.06% | $11,211,416 | ▼ -0% |
| 28 | ARE | 0.06% | $11,343,862 | ▼ -0% |
| 29 | QSR | 1.21% | $226,692,908 | ▼ -0.1% |
| 30 | SPG | 0.05% | $9,440,309 | ▼ -0% |
| 31 | AGCO | 1.00% | $186,158,822 | ▼ -0.1% |
| 32 | AVB | 0.06% | $11,766,370 | ▼ -0% |
| 33 | SKX | 0.00% | $340,680 | SOLD |
| 34 | L | 0.29% | $54,752,459 | ▼ -0% |
| 35 | INTC | 0.00% | $242,609 | SOLD |