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 NOAH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,113,691 | 1,021,585 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,256,713 | 1,021,585 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,840,170 | 1,021,585 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $12,197,724 | 1,021,585 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,638,020 | 1,654,817 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,505,300 | 1,665,696 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $20,544,850 | 1,666,249 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,227,922 | 1,681,650 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,669,975 | 758,528 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,688,843 | 773,993 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,806,270 | 786,389 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,147,473 | 791,724 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,325,977 | 805,195 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $12,344,169 | 796,398 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,657,682 | 806,789 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,797,353 | 830,319 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,238,082 | 860,097 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $28,065,237 | 914,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,799,238 | 937,227 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,170,683 | 957,006 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $41,570,077 | 936,263 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $46,195,934 | 966,240 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,978,970 | 958,150 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $24,426,443 | 959,028 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $23,640,513 | 914,173 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||