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DAVIS SELECTED ADVISERS 13F holdings

Filed 2026-08-11 · DAVIS SELECTED ADVISERS · 112 positions · $23.3B

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TickerCompanySharesValue% of portfolio
COFCapital One Financial Corp.8.3M$1.7B7.1%
USBU.S. Bancorp21.5M$1.3B5.6%
CVSCVS Health Corporation11.9M$1.2B5.3%
VTRSViatris Inc.75.2M$1.2B5.1%
MGMMGM Resorts International23.9M$1.1B4.9%
GOOGLAlphabet Inc., Class A2.9M$1.0B4.5%
DVNDevon Energy Corp.25.3M$1.0B4.5%
AMZNAmazon.com, Inc.4.3M$1.0B4.4%
METAMeta Platforms, Inc., Class A1.6M$928.7M4.0%
MKLMarkel Group, Inc406.8K$794.4M3.4%
TXNTexas Instruments, Inc.2.4M$726.5M3.1%
TSNTyson Foods Inc12.7M$724.5M3.1%
WFCWells Fargo & Co.8.0M$661.9M2.8%
BRK-BBerkshire Hathaway Inc., Class A868$650.0M2.8%
CICigna Group2.3M$621.2M2.7%
—JBS N.V., Class A50.0M$592.7M2.5%
UNHUnitedHealth Group Inc.1.3M$529.8M2.3%
TECKTeck Resources Ltd., Class B8.4M$497.3M2.1%
SOLVSolventum Corp.6.3M$486.7M2.1%
—LyondellBasell Industries N.V.8.7M$458.0M2.0%
CBChubb Ltd.1.1M$391.2M1.7%
BRK-BBerkshire Hathaway Inc., Class B738.4K$369.5M1.6%
TCOMTrip.com Group Ltd., ADR8.8M$349.1M1.5%
OCOwens Corning2.1M$330.7M1.4%
DGXQuest Diagnostics Inc.1.6M$329.8M1.4%
PINSPinterest, Inc., Class A12.6M$264.5M1.1%
AGCOAGCO Corporation2.1M$246.4M1.1%
YMMFull Truck Alliance Co. Ltd., ADR27.6M$224.4M1.0%
QSRRestaurant Brands International, Inc.2.8M$203.0M0.9%
GOOGAlphabet Inc., Class C564.3K$199.4M0.9%
COPConocoPhillips1.9M$195.2M0.8%
SESea Ltd., Class A, ADR2.0M$192.8M0.8%
DUSADavis Select U.S. Equity ETF3.4M$191.1M0.8%
APPAppLovin Corp., Class A315.5K$162.7M0.7%
JPMJPMorgan Chase & Co.476.4K$155.9M0.7%
FITBFifth Third Bancorp2.7M$151.3M0.6%
WCCWesco International, Inc.363.9K$125.5M0.5%
PNCPNC Financial Services Group, Inc.496.1K$122.1M0.5%
—Davis Select International ETF3.9M$111.6M0.5%
PPLIPeople Inc.2.4M$110.5M0.5%
DFNLDavis Select Financial ETF2.1M$105.2M0.5%
DWLDDavis Select Worldwide ETF1.9M$89.5M0.4%
NTESNetEase Inc. - ADR613.0K$78.5M0.3%
—RenaissanceRe Holdings Ltd234.5K$74.3M0.3%
AMATApplied Materials, Inc.102.5K$74.1M0.3%
AXPAmerican Express Co.209.8K$71.0M0.3%
RKTRocket Companies, Inc., Class A4.5M$70.3M0.3%
LLoews Corp.545.2K$61.7M0.3%
—Bank of N.T. Butterfield & Son Limited1.0M$60.2M0.3%
BACBank of America Corp.992.8K$56.6M0.2%
BNYBank of New York Mellon Corp.366.4K$53.0M0.2%
CHYMChime Financial, Inc.2.3M$47.8M0.2%
—Everest Group, Ltd.126.4K$45.2M0.2%
VALEVale S.A., ADR2.9M$44.1M0.2%
MSFTMicrosoft Corp.93.0K$34.7M0.1%
NVDANVIDIA Corp.154.7K$31.0M0.1%
KEKE Holdings Inc., Class A, ADR1.9M$26.9M0.1%
SCHWCharles Schwab Corp.289.9K$26.7M0.1%
FISVFiserv, Inc.539.8K$26.5M0.1%
SPINState Street Corp.148.0K$25.1M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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