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
| Ticker | % Portfolio | Value |
|---|---|---|
| COF | 9.38% | $2,087,878,344 |
| USB |
5.29% |
| $1,176,148,497 |
| META | 5.20% | $1,157,130,854 |
| AMAT | 4.85% | $1,079,695,847 |
| CVS | 4.55% | $1,012,674,950 |
| MGM | 4.40% | $978,669,323 |
| GOOGL | 4.39% | $976,174,798 |
| VTRS | 4.37% | $973,315,913 |
| MKL | 4.01% | $892,495,821 |
| CTRA | 3.85% | $856,387,283 |
| AMZN | 3.56% | $791,545,223 |
| WFC | 3.46% | $769,649,182 |
| TSN | 3.38% | $751,950,994 |
| BRKA | 3.20% | $711,776,400 |
| TECK | 2.59% | $575,619,508 |
| TXN | 2.22% | $495,008,831 |
| SOLV | 2.22% | $492,879,705 |
| UNH | 1.89% | $420,368,751 |
| BRKB | 1.67% | $371,908,140 |
| CB | 1.66% | $370,380,411 |
| TCOM | 1.63% | $363,389,353 |
| PINS | 1.37% | $305,553,581 |
| DGX | 1.24% | $275,895,498 |
| QSR | 1.23% | $274,339,592 |
| OC | 1.03% | $229,034,800 |
| GOOG | 1.00% | $223,101,674 |
| AGCO | 0.96% | $213,736,210 |
| CI | 0.93% | $207,212,398 |
| YMM | 0.85% | $188,177,633 |
| JPM | 0.83% | $184,176,369 |
| DUSA | 0.78% | $173,052,858 |
| JBS | 0.77% | $170,945,362 |
| COP | 0.76% | $168,301,392 |
| APP | 0.75% | $167,098,339 |
| FITB | 0.58% | $128,461,151 |
| DINT | 0.50% | $110,934,845 |
| PNC | 0.50% | $110,645,477 |
| DFNL | 0.46% | $102,960,342 |
| DAR | 0.46% | $102,323,526 |
| IAC | 0.44% | $98,300,787 |
| DWLD | 0.40% | $89,430,314 |
| AXP | 0.40% | $89,416,822 |
| WCC | 0.40% | $89,172,369 |
| RNR | 0.29% | $64,593,417 |
| BAC | 0.28% | $63,243,015 |
| L | 0.28% | $63,190,844 |
| RKT | 0.28% | $62,492,338 |
| CHYM | 0.28% | $62,222,908 |
| BK | 0.27% | $60,566,667 |
| NTES | 0.26% | $58,649,113 |
| SE | 0.25% | $55,689,027 |
| NTB | 0.24% | $52,495,832 |
| EG | 0.18% | $40,049,069 |
| FISV | 0.17% | $38,218,521 |
| VALE | 0.17% | $38,193,510 |
| SCHW | 0.14% | $30,142,347 |
| MSFT | 0.13% | $29,405,634 |
| BEKE | 0.13% | $29,184,431 |
| IVE | 0.12% | $26,944,130 |
| JCI | 0.11% | $25,143,113 |
| PLD | 0.10% | $22,994,885 |
| NVDA | 0.09% | $20,709,251 |
| STT | 0.08% | $18,548,155 |
| EQIX | 0.07% | $15,915,442 |
| BXP | 0.07% | $15,784,247 |
| ORCL | 0.07% | $15,479,547 |
| BRX | 0.07% | $14,577,533 |
| AVB | 0.06% | $14,294,480 |
| SAP | 0.06% | $13,688,124 |
| REXR | 0.06% | $13,351,818 |
| CUZ | 0.06% | $12,880,075 |
| ANGI | 0.06% | $12,270,479 |
| DLR | 0.06% | $12,260,768 |
| SPG | 0.06% | $12,251,135 |
| SHO | 0.05% | $11,439,713 |
| PSA | 0.05% | $11,293,440 |
| MTB | 0.05% | $11,251,852 |
| AMT | 0.05% | $11,231,213 |
| NOAH | 0.05% | $10,256,713 |
| CPT | 0.04% | $9,569,254 |
| TFC | 0.04% | $9,450,928 |
| JD | 0.04% | $9,448,643 |
| REG | 0.04% | $9,432,950 |
| EGP | 0.04% | $9,197,368 |
| AMH | 0.04% | $8,943,381 |
| VTR | 0.04% | $8,853,046 |
| ARE | 0.04% | $8,717,535 |
| MAA | 0.04% | $8,248,476 |
| CDP | 0.04% | $8,193,772 |
| DOC | 0.03% | $7,009,851 |
| TRNO | 0.03% | $6,924,081 |
| EQR | 0.03% | $6,588,626 |
| VICI | 0.03% | $6,080,669 |
| CHCT | 0.02% | $5,345,695 |
| SUI | 0.02% | $5,308,304 |
| O | 0.02% | $5,151,654 |
| ESS | 0.02% | $4,320,598 |
| UDR | 0.02% | $4,155,110 |
| SNPS | 0.02% | $4,065,427 |
| CCI | 0.02% | $3,746,759 |
| EXR | 0.02% | $3,640,300 |
| HPP | 0.02% | $3,509,202 |
| DEI | 0.02% | $3,404,812 |
| NTST | 0.02% | $3,344,544 |
| CUBE | 0.01% | $3,278,027 |
| TSM | 0.01% | $2,188,008 |
| LRCX | 0.01% | $2,102,090 |
| CCK | 0.00% | $882,453 |