Davis Selected Advisers
Top Portfolio Positions
104 positions ·
$20,104,037,327 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COF |
Capital One Financial Corp
Financial Services
|
8,539,736 | $1,557,904,038 | 7.75% | |
| CTRA |
Coterra Energy Inc.
Energy
|
37,119,404 | $1,304,375,856 | 6.49% | |
| USB |
US Bancorp \De\
Financial Services
|
22,237,960 | $1,156,596,299 | 5.75% | |
| VTRS |
Viatris Inc
Healthcare
|
78,211,191 | $1,056,633,190 | 5.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,719,156 | $983,580,722 | 4.89% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
24,295,338 | $899,170,459 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,094,659 | $889,900,142 | 4.43% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
12,239,666 | $879,052,812 | 4.37% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
13,090,689 | $838,720,444 | 4.17% | |
| MKL |
Markel Group Inc.
Financial Services
|
383,433 | $733,917,563 | 3.65% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BXP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,310,161 | 237,190 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,784,246 | 233,910 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,823,758 | 239,760 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $14,143,736 | 209,630 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $11,362,208 | 152,800 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,294,288 | 152,800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,525,178 | 154,730 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,110,641 | 154,810 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,040,547 | 157,340 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,331,817 | 156,890 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,256,915 | 126,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,660,548 | 123,070 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,697,977 | 54,720 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,595,210 | 101,310 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,731,337 | 75,650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,402,400 | 73,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,276,834 | 71,860 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,786,031 | 71,860 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,916,989 | 95,270 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,331,327 | 141,530 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,053,392 | 116,930 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,391,888 | 116,960 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,182,210 | 112,660 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $10,390,631 | 112,660 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||