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 TCOM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $326,379,026 | 6,555,112 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $363,389,202 | 5,053,389 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $371,596,664 | 4,941,445 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $290,236,803 | 4,949,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $309,189,349 | 4,862,997 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $257,280,074 | 3,747,161 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $222,673,631 | 3,746,822 | Shares | Sole | 2024-11-08 | |
| 2022-03-31 | $1,135,330 | 49,106 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,593,923 | 64,741 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,441,163 | 437,111 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,316,883 | 460,149 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,089,232 | 456,453 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,686,264 | 494,701 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,292,075 | 491,075 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,728,664 | 491,075 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $11,515,708 | 491,075 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||