Institutions / Davis Selected Advisers

Davis Selected Advisers

CIK 1036325 · Institution · as of Mar 31, 2026
Portfolio value
$21.78B
Positions
112
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$21.78B-2.1%
$22.25B$22.02B$21.78BQ4 '25Q1 '26

Positions

112+3.7%
112110108Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 112 →
CompanyClassValueShares% of portfolio
Capital One Financial Corp—$1.56B8,539,7367.2%
Coterra Energy Inc.—$1.30B37,119,4046.0%
US Bancorp \De—$1.16B22,237,9605.3%
Viatris Inc—$1.06B78,211,1914.9%
Meta Platforms Inc—$983.59M1,719,1564.5%
MGM Resorts International—$899.17M24,295,3384.1%
Alphabet Inc.—$889.90M3,094,6594.1%
CVS HEALTH Corp—$879.05M12,239,6664.0%
Tyson Foods Inc—$838.72M13,090,6893.9%
Markel Group Inc—$733.96M383,4333.4%
Amazon.com Inc—$713.38M3,425,2523.3%
Berkshire Hathaway Inc., Class A—$662.84M9233.0%
Wells Fargo & COMPANY/MN—$652.08M8,190,8713.0%
Cigna Group—$595.91M2,233,9292.7%
Texas Instruments Inc—$553.24M2,849,6712.5%
Teck Resources Ltd., Class B—$547.76M10,584,6632.5%
JBS N.V., Class A—$471.35M26,244,6602.2%
LyondellBasell Industries N.V.—$450.86M5,596,5882.1%
Solventum Corp—$413.37M6,330,3251.9%
Applied Materials Inc /De—$409.16M1,197,1021.9%
Chubb Ltd—$389.62M1,195,3911.8%
Warren E. Buffett—$359.34M749,8461.6%
Unitedhealth Group Inc—$337.56M1,247,4761.5%
Trip.com Group Ltd.TCOMADR$326.38M6,555,1121.5%
Quest Diagnostics Inc—$317.06M1,617,8131.5%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimApplied Materials Inc /De$-1.03B-3.0M
-71.51%
1,197,102
1.88% of portfolio
high
Q1 2026
as of
NewLyondellBasell Industries N.V.$450.86M+5.6M
5,596,588
2.07% of portfolio
high
Q1 2026
as of
AddCigna Group$395.08M+1.5M
+196.73%
2,233,929
2.74% of portfolio
high
Q1 2026
as of
AddN4732M103$258.44M+14.4M
+121.39%
26,244,660
2.16% of portfolio
high
Q1 2026
as of
TrimDarling Ingredients Inc.$-164.18M-2.7M
-93.39%
187,905
0.05% of portfolio
high
Q1 2026
as of
AddCoterra Energy Inc.$161.01M+4.6M
+14.08%
37,119,404
5.99% of portfolio
high
Q1 2026
as of
AddSea Ltd$117.04M+1.4M
+323.75%
1,849,831
0.70% of portfolio
high
Q1 2026
as of
TrimMGM Resorts International$-93.45M-2.5M
-9.41%
24,295,338
4.13% of portfolio
high
Q1 2026
as of
AddYMM
Full Truck Alliance Co. Ltd.
ADR
$93.17M+11.2M
+64.01%
28,763,191
1.10% of portfolio
high
Q1 2026
as of
AddTCOM
Trip.com Group Ltd.
ADR
$74.77M+1.5M
+29.72%
6,555,112
1.50% of portfolio
high