Davis Selected Advisers
Top Portfolio Positions
105 positions ·
$21,362,533,989 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MGM |
MGM Resorts International
Consumer Cyclical
|
48,590,676 | $1,798,340,918 | 8.42% | |
| COF |
Capital One Financial Corp
Financial Services
|
8,539,736 | $1,557,904,038 | 7.29% | |
| CTRA |
Coterra Energy Inc.
Energy
|
37,119,404 | $1,304,375,856 | 6.11% | |
| USB |
US Bancorp De
Financial Services
|
22,237,960 | $1,156,596,299 | 5.41% | |
| VTRS |
Viatris Inc
Healthcare
|
78,211,191 | $1,056,633,190 | 4.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,719,156 | $983,580,722 | 4.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,094,659 | $889,900,142 | 4.17% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
12,239,666 | $879,052,812 | 4.11% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
13,090,689 | $838,720,444 | 3.93% | |
| MKL |
Markel Group Inc.
Financial Services
|
383,433 | $733,917,563 | 3.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,900,560 | 2,233,929 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $207,207,455 | 752,852 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $189,183,663 | 656,318 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $216,823,785 | 655,889 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $471,539,579 | 1,433,251 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $395,376,147 | 1,431,796 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $498,828,909 | 1,439,871 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $478,046,863 | 1,446,129 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $527,776,812 | 1,453,170 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $495,075,594 | 1,653,283 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $486,453,738 | 1,700,471 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $483,234,167 | 1,722,146 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $444,125,449 | 1,738,056 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $609,698,071 | 1,840,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $858,627,862 | 3,094,489 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $826,960,808 | 3,138,133 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $805,564,746 | 3,361,983 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $773,145,150 | 3,366,917 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $669,126,873 | 3,342,960 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $276,123,726 | 1,164,735 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $280,512,920 | 1,160,391 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $157,841,867 | 758,199 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $54,591,186 | 322,243 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $60,428,554 | 322,028 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $56,033,175 | 316,250 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||