Davis Selected Advisers LP

CIK: 1036325

Latest Filing

Filed: February 2, 2026

Total Portfolio Value

$22.25B

Total Holdings

108

Report Period

Dec 2025

Accession Number: 0001036325-26-000004
Report Date: December 31, 2025

Top 10 Holdings

COF
9.4%
USB
5.3%
META
5.2%
AMAT
4.9%
CVS
4.6%
MGM
4.4%
GOOGL
4.4%
VTRS
4.4%
MKL
4.0%
CTRA
3.8%
Others
49.7%
Showing top 10 of 112 total holdings

Holdings (112)

Latest 13F positions

CO
Capital One Financial Corp.
8.61M$2.09B9.4%
+3%
US
22.04M$1.18B5.3%
+13%
ME
Meta Platforms, Inc., Class A
1.75M$1.16B5.2%
+2%
AM
Applied Materials, Inc.
4.20M$1.08B4.9%
-24%
CV
CVS Health Corporation
12.76M$1.01B4.6%
+12%
MG
MGM Resorts International
26.82M$978.67M4.4%
+12%
GO
Alphabet Inc., Class A
3.12M$976.17M4.4%
+13%
VT
78.18M$973.32M4.4%
+13%
MK
Markel Group, Inc
415.2K$892.50M4.0%
+11%
CT
Coterra Energy, Inc.
32.54M$856.39M3.8%
+64%
AM
Amazon.com, Inc.
3.43M$791.54M3.6%
+9%
WF
Wells Fargo & Co.
8.26M$769.65M3.5%
+6%
TS
Tyson Foods Inc
12.83M$751.95M3.4%
+29%
BR
Berkshire Hathaway Inc., Class A
943$711.78M3.2%
-6%
TE
Teck Resources Ltd., Class B
12.02M$575.62M2.6%
+9%
TX
Texas Instruments, Inc.
2.85M$495.01M2.2%
+23%
SO
Solventum Corp.
6.22M$492.88M2.2%
+13%
UN
UnitedHealth Group Inc.
1.27M$420.37M1.9%
+12%
BR
Berkshire Hathaway Inc., Class B
739.9K$371.91M1.7%
+39%
1.19M$370.38M1.7%
+11%