Davis Selected Advisers
Top Portfolio Positions
105 positions ·
$20,463,363,530 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 | 7.61% | |
| CTRA |
Coterra Energy Inc.
Energy
|
37,119,404 | $1,304,375,856 | 6.37% | |
| USB |
US Bancorp \De\
Financial Services
|
22,237,960 | $1,156,596,299 | 5.65% | |
| VTRS |
Viatris Inc
Healthcare
|
78,211,191 | $1,056,633,190 | 5.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,719,156 | $983,580,722 | 4.81% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
24,295,338 | $899,170,459 | 4.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,094,659 | $889,900,142 | 4.35% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
12,239,666 | $879,052,812 | 4.30% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
13,090,689 | $838,720,444 | 4.10% | |
| MKL |
Markel Group Inc.
Financial Services
|
383,433 | $733,917,563 | 3.59% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TXN
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $553,235,127 | 2,849,671 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $425,777,371 | 2,317,408 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $494,178,577 | 2,380,207 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $436,856,989 | 2,431,035 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $440,665,375 | 2,350,090 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $487,703,920 | 2,360,962 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $459,342,521 | 2,361,294 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $413,529,245 | 2,373,740 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $451,844,629 | 2,650,737 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $432,891,209 | 2,722,415 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $503,245,009 | 2,795,495 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $517,419,366 | 2,781,675 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $471,469,974 | 2,853,589 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $455,075,333 | 2,940,143 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $459,576,983 | 2,991,064 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $572,734,838 | 3,121,511 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $610,846,913 | 3,241,083 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $628,269,715 | 3,268,663 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $636,893,177 | 3,311,977 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $625,227,112 | 3,308,255 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $561,801,233 | 3,422,904 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $507,374,993 | 3,553,295 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $464,944,332 | 3,661,844 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $368,169,101 | 3,684,270 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||