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
| Ticker | % Portfolio | Value |
|---|---|---|
| COF | 9.30% | $1,781,445,282 |
| META |
6.58% |
| $1,259,839,100 |
| AMAT | 5.94% | $1,137,124,285 |
| USB | 4.90% | $939,127,395 |
| CVS | 4.49% | $859,720,495 |
| MGM | 4.33% | $830,226,646 |
| BRKA | 3.93% | $752,691,600 |
| MKL | 3.73% | $713,946,478 |
| AMZN | 3.60% | $689,007,586 |
| VTRS | 3.58% | $686,521,885 |
| GOOGL | 3.52% | $673,531,304 |
| WFC | 3.41% | $652,626,920 |
| TSN | 2.82% | $540,943,496 |
| TECK | 2.53% | $483,828,525 |
| CTRA | 2.46% | $470,244,326 |
| TXN | 2.22% | $425,777,369 |
| SOLV | 2.10% | $402,785,603 |
| UNH | 2.05% | $393,401,326 |
| TCOM | 1.94% | $371,596,664 |
| CB | 1.58% | $302,133,175 |
| BRKB | 1.40% | $268,437,018 |
| DGX | 1.35% | $259,496,015 |
| PINS | 1.33% | $253,887,474 |
| OC | 1.31% | $251,426,336 |
| QSR | 1.19% | $227,208,766 |
| YMM | 1.01% | $194,313,596 |
| AGCO | 1.01% | $194,109,559 |
| CI | 0.99% | $189,183,664 |
| JPM | 0.98% | $187,878,341 |
| DUSA | 0.85% | $162,062,531 |
| APP | 0.84% | $160,646,862 |
| GOOG | 0.82% | $157,345,721 |
| COP | 0.79% | $151,278,828 |
| FITB | 0.62% | $118,898,114 |
| BK | 0.57% | $110,123,786 |
| DINT | 0.57% | $108,844,451 |
| PNC | 0.53% | $100,830,090 |
| HUM | 0.52% | $100,305,682 |
| DFNL | 0.50% | $96,312,281 |
| NTES | 0.47% | $90,394,533 |
| DWLD | 0.45% | $86,673,671 |
| AXP | 0.43% | $82,355,848 |
| SE | 0.41% | $78,747,366 |
| IAC | 0.40% | $76,442,484 |
| DAR | 0.40% | $75,753,128 |
| WCC | 0.32% | $61,878,555 |
| RKT | 0.32% | $60,741,455 |
| L | 0.31% | $59,802,022 |
| BAC | 0.31% | $59,358,887 |
| CHYM | 0.25% | $48,391,178 |
| NTB | 0.24% | $45,443,396 |
| RNR | 0.19% | $36,348,810 |
| BEKE | 0.18% | $35,184,276 |
| VALE | 0.17% | $31,832,810 |
| SCHW | 0.15% | $28,301,222 |
| MSFT | 0.14% | $27,091,893 |
| PLD | 0.12% | $22,693,970 |
| JCI | 0.11% | $20,451,140 |
| ORCL | 0.10% | $18,857,704 |
| BXP | 0.09% | $17,823,758 |
| EQIX | 0.09% | $17,076,982 |
| NVDA | 0.09% | $16,753,951 |
| REXR | 0.08% | $16,244,617 |
| BRX | 0.08% | $15,777,600 |
| ANGI | 0.08% | $15,430,837 |
| ARE | 0.08% | $15,014,284 |
| CUZ | 0.08% | $14,827,554 |
| SPG | 0.08% | $14,400,482 |
| DLR | 0.07% | $14,051,686 |
| EG | 0.07% | $13,808,868 |
| PSA | 0.07% | $12,885,599 |
| AVB | 0.07% | $12,861,259 |
| AMT | 0.07% | $12,629,654 |
| SAP | 0.07% | $12,501,954 |
| SHO | 0.06% | $12,291,566 |
| STT | 0.06% | $12,040,098 |
| JD | 0.06% | $11,953,051 |
| NOAH | 0.06% | $11,840,170 |
| REG | 0.05% | $10,214,019 |
| MTB | 0.05% | $10,083,956 |
| CPT | 0.05% | $9,516,234 |
| AMH | 0.05% | $9,496,200 |
| EGP | 0.05% | $8,960,624 |
| CDP | 0.05% | $8,779,607 |
| DOC | 0.04% | $8,557,484 |
| MAA | 0.04% | $8,503,968 |
| VTR | 0.04% | $8,211,927 |
| EXR | 0.04% | $7,759,452 |
| VICI | 0.04% | $7,226,702 |
| TFC | 0.04% | $7,152,300 |
| EQR | 0.04% | $6,940,027 |
| UDR | 0.04% | $6,937,439 |
| TRNO | 0.04% | $6,861,472 |
| HPP | 0.03% | $6,348,505 |
| NTST | 0.03% | $6,183,925 |
| O | 0.03% | $5,688,728 |
| SUI | 0.03% | $5,669,550 |
| CHCT | 0.03% | $5,097,807 |
| DEI | 0.03% | $4,945,032 |
| ESS | 0.02% | $4,537,105 |
| SNPS | 0.02% | $4,270,290 |
| CCI | 0.02% | $4,172,228 |
| TSM | 0.01% | $2,010,888 |
| LRCX | 0.01% | $1,644,292 |
| IVE | 0.01% | $1,365,857 |
| CCK | 0.00% | $827,776 |
| RH | 0.00% | $455,078 |