Davis Selected Advisers·CIK 1036325
108
Positions
$22.2B
Portfolio Value
12
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| ▲ +0.1% |
| 3 | GOOGL | 4.39% | $976,174,798 | ▲ +0.9% |
| 4 | VTRS | 4.37% | $973,315,913 | ▲ +0.8% |
| 5 | USB | 5.29% | $1,176,148,497 | ▲ +0.4% |
| 6 | TSN | 3.38% | $751,950,994 | ▲ +0.6% |
| 7 | MKL | 4.01% | $892,495,821 | ▲ +0.3% |
| 8 | JBS | 0.77% | $170,945,362 | NEW |
| 9 | CVS | 4.55% | $1,012,674,950 | ▲ +0.1% |
| 10 | MGM | 4.40% | $978,669,323 | ▲ +0.1% |
| 11 | WFC | 3.46% | $769,649,182 | ▲ +0% |
| 12 | BRKB | 1.67% | $371,908,140 | ▲ +0.3% |
| 13 | TECK | 2.59% | $575,619,508 | ▲ +0.1% |
| 14 | SOLV | 2.22% | $492,879,705 | ▲ +0.1% |
| 15 | CB | 1.66% | $370,380,411 | ▲ +0.1% |
| 16 | GOOG | 1.00% | $223,101,674 | ▲ +0.2% |
| 17 | PINS | 1.37% | $305,553,581 | ▲ +0% |
| 18 | QSR | 1.23% | $274,339,592 | ▲ +0% |
| 19 | FISV | 0.17% | $38,218,521 | NEW |
| 20 | RNR | 0.29% | $64,593,417 | ▲ +0.1% |
| 21 | WCC | 0.40% | $89,172,369 | ▲ +0.1% |
| 22 | DAR | 0.46% | $102,323,526 | ▲ +0.1% |
| 23 | EG | 0.18% | $40,049,069 | ▲ +0.1% |
| 24 | IVE | 0.12% | $26,944,130 | ▲ +0.1% |
| 25 | IAC | 0.44% | $98,300,787 | ▲ +0% |
| 26 | CHYM | 0.28% | $62,222,908 | ▲ +0% |
| 27 | STT | 0.08% | $18,548,155 | ▲ +0% |
| 28 | CUBE | 0.01% | $3,278,027 | NEW |