Institutional Manager · CIK 0001036325
Davis Selected Advisers
TUCSON, AZ · File #028-04121
Latest AUM
$22.25B
Positions
108
Top-10 Concentration
52.2%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025108 pos · $22.25B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025107 pos · $19.15B
- 13F HOLDINGS REPORTQ/E Sep 2025107 pos · $19.15B
- 13F HOLDINGS REPORTQ/E Jun 2025107 pos · $18.70B
- 13F HOLDINGS REPORTQ/E Mar 2025104 pos · $17.35B
- 13F HOLDINGS REPORTQ/E Dec 2024100 pos · $17.21B
- 13F HOLDINGS REPORTQ/E Sep 2024102 pos · $17.83B
- 13F HOLDINGS REPORTQ/E Jun 2024102 pos · $17.22B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202498 pos · $17.84B
- 13F HOLDINGS REPORTQ/E Mar 202498 pos · $17.84B
- 13F HOLDINGS REPORTQ/E Dec 2023104 pos · $15.95B
- 13F HOLDINGS REPORTQ/E Sep 2023102 pos · $16.41B
- 13F HOLDINGS REPORTQ/E Jun 2023101 pos · $15.13B
- 13F HOLDINGS REPORTQ/E Mar 2023109 pos · $14.71B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Capital One Financial Corp. | 14040H105 | 8,614,766 | $2.09B | 9.74% |
| 2 | U.S. Bancorp | USB-PS | 22,041,759 | $1.18B | 5.49% |
| 3 | Meta Platforms, Inc., Class A | META | 1,752,974 | $1.16B | 5.40% |
| 4 | Applied Materials, Inc. | 038222105 | 4,201,298 | $1.08B | 5.04% |
| 5 | CVS Health Corporation | CVS | 12,760,511 | $1.01B | 4.72% |
| 6 | MGM Resorts International | MGM | 26,820,202 | $978.7M | 4.56% |
| 7 | Alphabet Inc., Class A | GOOG | 3,118,760 | $976.2M | 4.55% |
| 8 | Viatris Inc. | VTRS | 78,177,984 | $973.3M | 4.54% |
| 9 | Markel Group, Inc | MKL | 415,160 | $892.5M | 4.16% |
| 10 | Coterra Energy, Inc. | CTRA | 32,537,508 | $856.4M | 3.99% |
| 11 | Amazon.com, Inc. | AMZN | 3,429,262 | $791.5M | 3.69% |
| 12 | Wells Fargo & Co. | 949746101 | 8,258,031 | $769.6M | 3.59% |
| 13 | Tyson Foods Inc | TSN | 12,827,540 | $752.0M | 3.51% |
| 14 | Berkshire Hathaway Inc., Class A | BRK-A | 943 | $711.8M | 3.32% |
| 15 | Teck Resources Ltd., Class B | TCKRF | 12,019,609 | $575.6M | 2.68% |
| 16 | Texas Instruments, Inc. | 882508104 | 2,853,227 | $495.0M | 2.31% |
| 17 | Solventum Corp. | SOLV | 6,220,072 | $492.9M | 2.30% |
| 18 | UnitedHealth Group Inc. | UNH | 1,273,400 | $420.4M | 1.96% |
| 19 | Berkshire Hathaway Inc., Class B | BRK-A | 739,875 | $371.9M | 1.73% |
| 20 | Chubb Ltd. | CB | 1,186,647 | $370.4M | 1.73% |