Davis Selected Advisers
$21.8B Assets Reported
114 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| COF | Capital One Financial Corp. | 8,539,736 | $1.6B | 7.2% |
| CTRA | Coterra Energy, Inc. | 37,119,404 | $1.3B | 6.0% |
| USB | U.S. Bancorp | 22,237,960 | $1.2B | 5.3% |
| VTRS | Viatris Inc. | 78,211,191 | $1.1B | 4.9% |
| META | Meta Platforms, Inc., Class A | 1,719,156 | $984M | 4.5% |
| MGM | MGM Resorts International | 24,295,338 | $899M | 4.1% |
| GOOGL | Alphabet Inc., Class A | 3,094,659 | $890M | 4.1% |
| CVS | CVS Health Corporation | 12,239,666 | $879M | 4.0% |
| TSN | Tyson Foods Inc | 13,090,689 | $839M | 3.9% |
| MKL | Markel Group, Inc | 383,433 | $734M | 3.4% |
Track Davis Selected Advisers's 13F portfolio: $21.8B in reported holdings, 114 positions. Top holdings, AUM, and quarterly changes on SentiSense.