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
| 3 | CPNG | 0.92% | $172,419,740 | SOLD |
| 4 | COF | 9.30% | $1,781,445,282 | ▼ -0.9% |
| 5 | MSFT | 0.14% | $27,091,893 | ▼ -0.5% |
| 6 | TXN | 2.22% | $425,777,369 | ▼ -0.4% |
| 7 | BK | 0.57% | $110,123,786 | ▼ -0.4% |
| 8 | AMZN | 3.60% | $689,007,586 | ▼ -0.2% |
| 9 | CI | 0.99% | $189,183,664 | ▼ -0.2% |
| 10 | MKL | 3.73% | $713,946,478 | ▼ -0.2% |
| 11 | BRKA | 3.93% | $752,691,600 | ▼ -0.2% |
| 12 | DAR | 0.40% | $75,753,128 | ▼ -0.1% |
| 13 | SOLV | 2.10% | $402,785,603 | ▼ -0.1% |
| 14 | MGM | 4.33% | $830,226,646 | ▼ -0% |
| 15 | ORCL | 0.10% | $18,857,704 | ▼ -0% |
| 16 | IAC | 0.40% | $76,442,484 | ▼ -0.1% |
| 17 | CB | 1.58% | $302,133,175 | ▼ -0.1% |
| 18 | AMT | 0.07% | $12,629,654 | ▼ -0% |
| 19 | JCI | 0.11% | $20,451,140 | ▼ -0% |
| 20 | VTR | 0.04% | $8,211,927 | ▼ -0% |
| 21 | AXP | 0.43% | $82,355,848 | ▼ -0% |
| 22 | ESS | 0.02% | $4,537,105 | ▼ -0% |
| 23 | ANGI | 0.08% | $15,430,837 | ▼ -0% |
| 24 | WFC | 3.41% | $652,626,920 | ▼ -0.1% |
| 25 | BRKB | 1.40% | $268,437,018 | ▼ -0% |
| 26 | QSR | 1.19% | $227,208,766 | ▼ -0% |
| 27 | NOAH | 0.06% | $11,840,170 | ▼ -0% |
| 28 | AAPL | 0.00% | $259,540 | SOLD |
| 29 | XOM | 0.00% | $222,715 | SOLD |