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% |
| 3 | HUM | 0.52% | $100,305,682 | SOLD |
| 4 | AMAT | 4.85% | $1,079,695,847 | ▼ -1.1% |
| 5 | BK | 0.27% | $60,566,667 | ▼ -0.3% |
| 6 | BRKA | 3.20% | $711,776,400 | ▼ -0.7% |
| 7 | NTES | 0.26% | $58,649,113 | ▼ -0.2% |
| 8 | UNH | 1.89% | $420,368,751 | ▼ -0.2% |
| 9 | SE | 0.25% | $55,689,027 | ▼ -0.2% |
| 10 | OC | 1.03% | $229,034,800 | ▼ -0.3% |
| 11 | AGCO | 0.96% | $213,736,210 | ▼ -0.1% |
| 12 | CI | 0.93% | $207,212,398 | ▼ -0.1% |
| 13 | COP | 0.76% | $168,301,392 | ▼ -0% |
| 14 | DGX | 1.24% | $275,895,498 | ▼ -0.1% |
| 15 | DUSA | 0.78% | $173,052,858 | ▼ -0.1% |
| 16 | PNC | 0.50% | $110,645,477 | ▼ -0% |
| 17 | FITB | 0.58% | $128,461,151 | ▼ -0% |
| 18 | TCOM | 1.63% | $363,389,353 | ▼ -0.3% |
| 19 | AXP | 0.40% | $89,416,822 | ▼ -0% |
| 20 | DFNL | 0.46% | $102,960,342 | ▼ -0% |
| 21 | APP | 0.75% | $167,098,339 | ▼ -0.1% |
| 22 | ARE | 0.04% | $8,717,535 | ▼ -0% |
| 23 | YMM | 0.85% | $188,177,633 | ▼ -0.2% |
| 24 | BEKE | 0.13% | $29,184,431 | ▼ -0% |
| 25 | EXR | 0.02% | $3,640,300 | ▼ -0% |
| 26 | BAC | 0.28% | $63,243,015 | ▼ -0% |
| 27 | JPM | 0.83% | $184,176,369 | ▼ -0.2% |
| 28 | L | 0.28% | $63,190,844 | ▼ -0% |
| 29 | ORCL | 0.07% | $15,479,547 | ▼ -0% |
| 30 | ANGI | 0.06% | $12,270,479 | ▼ -0% |
| 31 | REXR | 0.06% | $13,351,818 | ▼ -0% |
| 32 | UDR | 0.02% | $4,155,110 | ▼ -0% |
| 33 | DWLD | 0.40% | $89,430,314 | ▼ -0% |
| 34 | JD | 0.04% | $9,448,643 | ▼ -0% |
| 35 | SPG | 0.06% | $12,251,135 | ▼ -0% |
| 36 | DINT | 0.50% | $110,934,845 | ▼ -0.1% |
| 37 | BXP | 0.07% | $15,784,247 | ▼ -0% |
| 38 | CUZ | 0.06% | $12,880,075 | ▼ -0% |
| 39 | DLR | 0.06% | $12,260,768 | ▼ -0% |
| 40 | RKT | 0.28% | $62,492,338 | ▼ -0% |
| 41 | PSA | 0.05% | $11,293,440 | ▼ -0% |
| 42 | AVB | 0.06% | $14,294,480 | ▼ -0% |
| 43 | AMT | 0.05% | $11,231,213 | ▼ -0% |
| 44 | SAP | 0.06% | $13,688,124 | ▼ -0% |
| 45 | EQIX | 0.07% | $15,915,442 | ▼ -0% |
| 46 | RH | 0.00% | $455,078 | SOLD |
| 47 | PLD | 0.10% | $22,994,885 | ▼ -0% |