Davis Selected Advisers
$23.3B 13F equity value
116 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Davis Selected Advisers covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| COF | Capital One Financial Corp. | 8,270,946 | $1.7B | 7.1% |
| USB | U.S. Bancorp | 21,453,510 | $1.3B | 5.6% |
| CVS | CVS Health Corporation | 11,865,916 | $1.2B | 5.3% |
| VTRS | Viatris Inc. | 75,232,254 | $1.2B | 5.1% |
| MGM | MGM Resorts International | 23,903,317 | $1.1B | 4.9% |
| GOOGL | Alphabet Inc., Class A | 2,937,160 | $1.0B | 4.5% |
| DVN | Devon Energy Corp. | 25,297,991 | $1.0B | 4.5% |
| AMZN | Amazon.com, Inc. | 4,276,176 | $1.0B | 4.4% |
| META | Meta Platforms, Inc., Class A | 1,648,172 | $929M | 4.0% |
| MKL | Markel Group, Inc | 406,759 | $794M | 3.4% |
Track Davis Selected Advisers's 13F portfolio: $23.3B in reported holdings, 116 positions. Top holdings and quarterly changes on SentiSense.
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