Davis Selected Advisers·CIK 1036325
107
Positions
$19.2B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| ▲ +1.2% |
| 3 | AMAT | 5.94% | $1,137,124,285 | ▲ +1.1% |
| 4 | GOOGL | 3.52% | $673,531,304 | ▲ +0.8% |
| 5 | VTRS | 3.58% | $686,521,885 | ▲ +0.4% |
| 6 | APP | 0.84% | $160,646,862 | ▲ +0.4% |
| 7 | TCOM | 1.94% | $371,596,664 | ▲ +0.4% |
| 8 | USB | 4.90% | $939,127,395 | ▲ +0.2% |
| 9 | CVS | 4.49% | $859,720,495 | ▲ +0.2% |
| 10 | YMM | 1.01% | $194,313,596 | ▲ +0.3% |
| 11 | CHYM | 0.25% | $48,391,178 | NEW |
| 12 | GOOG | 0.82% | $157,345,721 | ▲ +0.2% |
| 13 | UNH | 2.05% | $393,401,326 | ▲ +0.2% |
| 14 | TSN | 2.82% | $540,943,496 | ▲ +0.1% |
| 15 | TECK | 2.53% | $483,828,525 | ▲ +0.1% |
| 16 | RKT | 0.32% | $60,741,455 | ▲ +0.1% |
| 17 | DGX | 1.35% | $259,496,015 | ▲ +0.1% |
| 18 | FITB | 0.62% | $118,898,114 | ▲ +0.1% |
| 19 | NTES | 0.47% | $90,394,533 | ▲ +0% |
| 20 | PLD | 0.12% | $22,693,970 | ▲ +0% |
| 21 | COP | 0.79% | $151,278,828 | ▲ +0% |
| 22 | DINT | 0.57% | $108,844,451 | ▲ +0% |
| 23 | WCC | 0.32% | $61,878,555 | ▲ +0% |
| 24 | DWLD | 0.45% | $86,673,671 | ▲ +0% |
| 25 | PNC | 0.53% | $100,830,090 | ▲ +0% |
| 26 | SE | 0.41% | $78,747,366 | ▲ +0% |
| 27 | L | 0.31% | $59,802,022 | ▲ +0% |
| 28 | SPG | 0.08% | $14,400,482 | ▲ +0% |
| 29 | BAC | 0.31% | $59,358,887 | ▲ +0% |
| 30 | CDP | 0.05% | $8,779,607 | ▲ +0% |
| 31 | EQIX | 0.09% | $17,076,982 | ▲ +0% |
| 32 | STT | 0.06% | $12,040,098 | ▲ +0% |
| 33 | SNPS | 0.02% | $4,270,290 | NEW |
| 34 | ARE | 0.08% | $15,014,284 | ▲ +0% |
| 35 | VALE | 0.17% | $31,832,810 | ▲ +0% |
| 36 | DLR | 0.07% | $14,051,686 | ▲ +0% |
| 37 | AVB | 0.07% | $12,861,259 | ▲ +0% |
| 38 | PSA | 0.07% | $12,885,599 | ▲ +0% |