Davis Selected Advisers
Net seller this quarter
$23.3B
108
-$1.19B
48.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COF | $1.66B | 7.13% | 1.35% | -3.2% | Q3 2014 |
 USB | $1.3B | 5.56% | 1.38% | -3.5% | Q2 2013 |
 CVS | $1.23B | 5.27% | 0.93% | -3.1% | Q2 2013 |
 VTRS | $1.19B | 5.13% | 6.46% | -3.8% | Q4 2020 |
 MGM | $1.14B | 4.91% | 9.50% | -1.6% | Q3 2023 |
 GOOGL | $1.05B | 4.51% | 0.02% | -5.1% | Q4 2015 |
 DVN | $1.05B | 4.49% | 4.07% | Not reported | Q2 2013 |
 AMZN | $1.02B | 4.38% | 0.04% | +24.8% | Q2 2013 |
 META | $929M | 3.99% | Not reported | -4.1% | Q4 2015 |
 MKL | $794M | 3.41% | 3.25% | +6.1% | Q2 2013 |
 TXN | $727M | 3.12% | 0.27% | -14.5% | Q2 2013 |
 TSN | $724M | 3.11% | Not reported | -3.3% | Q3 2013 |
 WFC | $662M | 2.84% | 0.26% | -2.2% | Q2 2013 |
 BRK.A | $650M | 2.79% | Not reported | -6.0% | Q2 2013 |
 CI | $621M | 2.67% | 0.85% | +0.9% | Q4 2018 |
 JBS | $593M | 2.54% | Not reported | +90.6% | Q4 2025 |
 UNH | $530M | 2.28% | 0.14% | +2.2% | Q2 2013 |
 TECK | $497M | 2.14% | Not reported | -21.0% | Q3 2021 |
 SOLV | $487M | 2.09% | 3.71% | -0.4% | Q2 2024 |
 LYB | $458M | 1.97% | 2.69% | +55.4% | Q1 2026 |
 CB | $391M | 1.68% | 0.30% | -4.0% | Q2 2013 |
| BRK.B | $370M | 1.59% | Not reported | -1.5% | Q2 2013 |
 TCOM | $349M | 1.50% | 1.35% | +33.7% | Q4 2019 |
 OC | $331M | 1.42% | 2.63% | -0.9% | Q4 2018 |
 DGX | $330M | 1.42% | 1.41% | -3.8% | Q1 2014 |
 PINS | $264M | 1.14% | 9.87% | +1.4% | Q3 2025 |
 AGCO | $246M | 1.06% | 2.94% | -1.4% | Q4 2023 |
 YMM | $224M | 0.96% | Not reported | -3.9% | Q4 2024 |
 QSR | $203M | 0.87% | 0.80% | -22.2% | Q1 2025 |
| GOOG | $199M | 0.86% | Not reported | -16.7% | Q4 2015 |
 COP | $195M | 0.84% | 0.16% | +0.1% | Q2 2013 |
 SE | $193M | 0.83% | 1.14% | +8.8% | Q2 2024 |
 DUSA | $191M | 0.82% | 13.59% | Not reported | Q1 2017 |
 APP | $163M | 0.70% | 0.09% | -6.0% | Q1 2025 |
 JPM | $156M | 0.67% | 0.02% | -14.4% | Q2 2013 |
 FITB | $151M | 0.65% | 0.30% | -4.6% | Q2 2022 |
 WCC | $126M | 0.54% | 0.75% | -4.5% | Q1 2015 |
 PNC | $122M | 0.52% | 0.12% | -8.5% | Q1 2016 |
 PPLI | $111M | 0.47% | Not reported | -0.8% | Q2 2021 |
 NTES | $78.5M | 0.34% | 0.02% | +45.0% | Q2 2013 |
 RNR | $74.3M | 0.32% | 0.56% | -8.8% | Q3 2024 |
 AMAT | $74.1M | 0.32% | 0.01% | -91.4% | Q2 2013 |
 AXP | $71M | 0.30% | 0.03% | -10.0% | Q2 2013 |
 RKT | $70.3M | 0.30% | Not reported | -7.5% | Q3 2020 |
 L | $61.7M | 0.27% | 0.27% | -11.2% | Q2 2013 |
 NTB | $60.2M | 0.26% | 2.53% | -5.7% | Q1 2018 |
 BAC | $56.6M | 0.24% | 0.01% | -14.4% | Q2 2013 |
 BNY | $53M | 0.23% | 0.05% | -30.2% | Q2 2013 |
 CHYM | $47.8M | 0.21% | 3.48% | -8.2% | Q3 2025 |
 EG | $45.2M | 0.19% | 0.17% | -10.3% | Q2 2013 |
| Q1 2026 | |||||
| COF | $1.56B | 7.15% | 1.39% | -0.9% | Q3 2014 |
| CTRA | $1.3B | 5.99% | Not reported | +14.1% | Q2 2015 |
| USB | $1.16B | 5.31% | 1.43% | +0.9% | Q2 2013 |
| VTRS | $1.06B | 4.85% | 6.79% | 0.0% | Q4 2020 |
| META | $984M | 4.52% | Not reported | -1.9% | Q4 2015 |
| MGM | $899M | 4.13% | 9.50% | -9.4% | Q3 2023 |
| GOOGL | $890M | 4.09% | 0.03% | -0.8% | Q4 2015 |
| CVS | $879M | 4.04% | 0.96% | -4.1% | Q2 2013 |
| TSN | $839M | 3.85% | Not reported | +2.1% | Q3 2013 |
| MKL | $734M | 3.37% | 3.05% | -7.6% | Q2 2013 |
| AMZN | $713M | 3.28% | 0.03% | -0.1% | Q2 2013 |
| BRK.A | $663M | 3.04% | Not reported | -2.1% | Q2 2013 |
| WFC | $652M | 2.99% | 0.27% | -0.8% | Q2 2013 |
| CI | $596M | 2.74% | 0.85% | +196.7% | Q4 2018 |
| TXN | $553M | 2.54% | 0.31% | -0.1% | Q2 2013 |
| TECK | $548M | 2.51% | Not reported | -11.9% | Q3 2021 |
| JBS | $471M | 2.16% | Not reported | +121.4% | Q4 2025 |
| LYB | $451M | 2.07% | 1.73% | New | Q1 2026 |
| SOLV | $413M | 1.90% | 3.65% | +1.8% | Q2 2024 |
| AMAT | $409M | 1.88% | 0.15% | -71.5% | Q2 2013 |
| CB | $390M | 1.79% | 0.31% | +0.7% | Q2 2013 |
| BRK.B | $359M | 1.65% | Not reported | +1.4% | Q2 2013 |
| UNH | $338M | 1.55% | 0.14% | -2.0% | Q2 2013 |
| TCOM | $326M | 1.50% | 1.01% | +29.7% | Q4 2019 |
| DGX | $317M | 1.46% | 1.47% | +1.8% | Q1 2014 |
| QSR | $266M | 1.22% | 1.04% | -10.5% | Q1 2025 |
| COP | $248M | 1.14% | 0.15% | +4.3% | Q2 2013 |
| AGCO | $242M | 1.11% | 2.88% | +1.9% | Q4 2023 |
| YMM | $239M | 1.10% | Not reported | +64.0% | Q4 2024 |
| PINS | $227M | 1.04% | 9.74% | +5.1% | Q3 2025 |
| OC | $227M | 1.04% | 2.61% | +2.7% | Q4 2018 |
| GOOG | $194M | 0.89% | Not reported | -4.7% | Q4 2015 |
| DUSA | $173M | 0.79% | 13.59% | +0.5% | Q1 2017 |
| JPM | $164M | 0.75% | 0.02% | -2.7% | Q2 2013 |
| SE | $153M | 0.70% | 1.05% | +323.8% | Q2 2024 |
| APP | $134M | 0.61% | 0.10% | +35.4% | Q1 2025 |
| FITB | $131M | 0.60% | 0.31% | +2.5% | Q2 2022 |
| PNC | $113M | 0.52% | 0.13% | +2.2% | Q1 2016 |
| WCC | $104M | 0.48% | 0.78% | +4.5% | Q1 2015 |
| PPLI | $96.6M | 0.44% | Not reported | -4.0% | Q2 2021 |
| RNR | $76.4M | 0.35% | 0.60% | +12.0% | Q3 2024 |
| AXP | $70.5M | 0.32% | 0.03% | -3.6% | Q2 2013 |
| RKT | $68.7M | 0.32% | Not reported | +49.4% | Q3 2020 |
| L | $65.5M | 0.30% | 0.30% | +2.3% | Q2 2013 |
| BNY | $62.3M | 0.29% | 0.08% | +0.7% | Q2 2013 |
| BAC | $56.5M | 0.26% | 0.02% | +0.8% | Q2 2013 |
| NTB | $56.3M | 0.26% | 2.69% | +1.8% | Q1 2018 |
 SAP | $54.3M | 0.25% | 0.03% | +463.3% | Q2 2013 |
| CHYM | $47.6M | 0.22% | 3.79% | +2.7% | Q3 2025 |
| NTES | $47.3M | 0.22% | 0.01% | -0.8% | Q2 2013 |
| Q4 2025 | |||||
| COF | $2.09B | 9.38% | 1.38% | +2.8% | Q3 2014 |
| USB | $1.18B | 5.29% | 1.38% | +13.4% | Q2 2013 |
| META | $1.16B | 5.20% | Not reported | +2.2% | Q4 2015 |
| AMAT | $1.08B | 4.85% | 0.53% | -24.4% | Q2 2013 |
| CVS | $1.01B | 4.55% | 1.00% | +11.9% | Q2 2013 |
| MGM | $979M | 4.40% | 10.38% | +12.0% | Q3 2023 |
| GOOGL | $976M | 4.39% | 0.03% | +12.6% | Q4 2015 |
| VTRS | $973M | 4.37% | 6.79% | +12.7% | Q4 2020 |
| MKL | $892M | 4.01% | 3.29% | +11.2% | Q2 2013 |
| CTRA | $856M | 3.85% | Not reported | +63.6% | Q2 2015 |
| AMZN | $792M | 3.56% | 0.03% | +9.3% | Q2 2013 |
| WFC | $770M | 3.46% | 0.27% | +6.1% | Q2 2013 |
| TSN | $752M | 3.38% | Not reported | +28.8% | Q3 2013 |
| BRK.A | $712M | 3.20% | Not reported | -5.5% | Q2 2013 |
| TECK | $576M | 2.59% | Not reported | +9.0% | Q3 2021 |
| TXN | $495M | 2.22% | 0.31% | +23.1% | Q2 2013 |
| SOLV | $493M | 2.22% | 3.59% | +12.7% | Q2 2024 |
| UNH | $420M | 1.89% | 0.14% | +11.8% | Q2 2013 |
| BRK.B | $372M | 1.67% | Not reported | +38.6% | Q2 2013 |
| CB | $370M | 1.66% | 0.30% | +10.9% | Q2 2013 |
| TCOM | $363M | 1.63% | 0.78% | +2.3% | Q4 2019 |
| PINS | $306M | 1.37% | 9.27% | +49.5% | Q3 2025 |
| DGX | $276M | 1.24% | 1.43% | +16.8% | Q1 2014 |
| QSR | $274M | 1.23% | 1.16% | +13.5% | Q1 2025 |
| OC | $229M | 1.03% | 2.55% | +15.2% | Q4 2018 |
| GOOG | $223M | 1.00% | Not reported | +10.1% | Q4 2015 |
| AGCO | $214M | 0.96% | 2.82% | +13.0% | Q4 2023 |
| CI | $207M | 0.93% | 0.29% | +14.7% | Q4 2018 |
| YMM | $188M | 0.85% | Not reported | +17.1% | Q4 2024 |
| JPM | $184M | 0.83% | 0.02% | -4.0% | Q2 2013 |
| DUSA | $173M | 0.78% | 13.52% | 0.0% | Q1 2017 |
| JBS | $171M | 0.77% | Not reported | New | Q4 2025 |
| COP | $168M | 0.76% | 0.15% | +12.4% | Q2 2013 |
| APP | $167M | 0.75% | 0.07% | +10.9% | Q1 2025 |
| FITB | $128M | 0.58% | 0.42% | +2.8% | Q2 2022 |
| PNC | $111M | 0.50% | 0.14% | +5.6% | Q1 2016 |
 DAR | $102M | 0.46% | 1.80% | +15.8% | Q2 2021 |
| PPLI | $98.3M | 0.44% | Not reported | +12.1% | Q2 2021 |
| AXP | $89.4M | 0.40% | 0.04% | -2.5% | Q2 2013 |
| WCC | $89.2M | 0.40% | 0.75% | +24.6% | Q1 2015 |
| RNR | $64.6M | 0.29% | 0.52% | +60.5% | Q3 2024 |
| BAC | $63.2M | 0.28% | 0.02% | -0.1% | Q2 2013 |
| L | $63.2M | 0.28% | 0.29% | +0.7% | Q2 2013 |
| RKT | $62.5M | 0.28% | Not reported | +3.0% | Q3 2020 |
| CHYM | $62.2M | 0.28% | 3.69% | +3.0% | Q3 2025 |
| BNY | $60.6M | 0.27% | 0.08% | -48.4% | Q2 2013 |
| NTES | $58.6M | 0.26% | 0.01% | -28.3% | Q2 2013 |
| SE | $55.7M | 0.25% | 0.25% | -0.9% | Q2 2024 |
| NTB | $52.5M | 0.24% | 2.64% | -0.5% | Q1 2018 |
| EG | $40M | 0.18% | 0.16% | +199.3% | Q2 2013 |
| Q3 2025 | |||||
| COF | $1.78B | 9.30% | 1.32% | -6.4% | Q3 2014 |
| META | $1.26B | 6.58% | Not reported | -18.6% | Q4 2015 |
| AMAT | $1.14B | 5.94% | 0.70% | +12.0% | Q2 2013 |
| USB | $939M | 4.90% | 1.25% | +0.5% | Q2 2013 |
| CVS | $860M | 4.49% | 0.90% | -1.6% | Q2 2013 |
| MGM | $830M | 4.33% | 8.80% | +0.6% | Q3 2023 |
| BRK.A | $753M | 3.93% | Not reported | -6.3% | Q2 2013 |
| MKL | $714M | 3.73% | 2.95% | +0.7% | Q2 2013 |
| AMZN | $689M | 3.60% | 0.03% | -4.0% | Q2 2013 |
| VTRS | $687M | 3.58% | 5.95% | +4.5% | Q4 2020 |
| GOOGL | $674M | 3.52% | 0.02% | -2.9% | Q4 2015 |
| WFC | $653M | 3.41% | 0.25% | -4.8% | Q2 2013 |
| TSN | $541M | 2.82% | Not reported | +11.2% | Q3 2013 |
| TECK | $484M | 2.53% | Not reported | -0.1% | Q3 2021 |
| CTRA | $470M | 2.46% | Not reported | +112.9% | Q2 2015 |
| TXN | $426M | 2.22% | 0.25% | -2.6% | Q2 2013 |
| SOLV | $403M | 2.10% | 3.18% | +0.5% | Q2 2024 |
| UNH | $393M | 2.05% | 0.13% | +0.6% | Q2 2013 |
| TCOM | $372M | 1.94% | 0.76% | -0.2% | Q4 2019 |
| CB | $302M | 1.58% | 0.27% | -0.1% | Q2 2013 |
| BRK.B | $268M | 1.40% | Not reported | -3.6% | Q2 2013 |
| DGX | $259M | 1.35% | 1.22% | +0.5% | Q1 2014 |
| PINS | $254M | 1.33% | 6.20% | New | Q3 2025 |
| OC | $251M | 1.31% | 2.13% | +0.5% | Q4 2018 |
| QSR | $227M | 1.19% | 1.08% | +3.6% | Q1 2025 |
| YMM | $194M | 1.01% | Not reported | +28.8% | Q4 2024 |
| AGCO | $194M | 1.01% | 2.43% | +0.5% | Q4 2023 |
| CI | $189M | 0.99% | 0.25% | +0.1% | Q4 2018 |
| JPM | $188M | 0.98% | 0.02% | -6.4% | Q2 2013 |
| DUSA | $162M | 0.85% | 13.52% | Not reported | Q1 2017 |
| APP | $161M | 0.84% | 0.07% | +4.0% | Q1 2025 |
| GOOG | $157M | 0.82% | Not reported | -0.7% | Q4 2015 |
| COP | $151M | 0.79% | 0.13% | +0.9% | Q2 2013 |
| FITB | $119M | 0.62% | 0.40% | +6.2% | Q2 2022 |
| BNY | $110M | 0.57% | 0.14% | -46.8% | Q2 2013 |
| PNC | $101M | 0.53% | 0.13% | -0.1% | Q1 2016 |
 HUM | $100M | 0.52% | 0.32% | -76.7% | Q2 2019 |
| NTES | $90.4M | 0.47% | 0.02% | +0.2% | Q2 2013 |
| AXP | $82.4M | 0.43% | 0.04% | -8.3% | Q2 2013 |
| SE | $78.7M | 0.41% | 0.25% | -1.7% | Q2 2024 |
| PPLI | $76.4M | 0.40% | Not reported | -1.6% | Q2 2021 |
| DAR | $75.8M | 0.40% | 1.55% | +0.4% | Q2 2021 |
| WCC | $61.9M | 0.32% | 0.60% | +0.6% | Q1 2015 |
| RKT | $60.7M | 0.32% | Not reported | +0.1% | Q3 2020 |
| L | $59.8M | 0.31% | 0.29% | -0.3% | Q2 2013 |
| BAC | $59.4M | 0.31% | 0.02% | -0.2% | Q2 2013 |
| CHYM | $48.4M | 0.25% | 3.58% | New | Q3 2025 |
| NTB | $45.4M | 0.24% | 2.43% | -0.3% | Q1 2018 |
| RNR | $36.3M | 0.19% | 0.31% | +0.1% | Q3 2024 |
 BEKE | $35.2M | 0.18% | Not reported | -0.1% | Q3 2023 |