DAVIS SELECTED ADVISERS 13F Holdings

CIK 0001036325 · TUCSON, AZ

As of Sep 30, 2025, DAVIS SELECTED ADVISERS reported 107 positions worth 9.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CAPITAL ONE FINANCIAL CORPCOFFinancial Services8,380,117 .8B9.30%
META PLATFORMS INCMETACommunication Services1,715,514 .3B6.58%
APPLIED MATERIALS INCAMATTechnology5,553,992 .1B5.94%
US BANCORPUSBFinancial Services19,431,562$939.1M4.90%
CVS HEALTH CORPCVSHealthcare11,403,641$859.7M4.49%
MGM RESORTS INTERNATIONALMGMConsumer Cyclical23,953,452$830.2M4.33%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services998$752.7M3.93%
MARKEL GROUP INCMKLFinancial Services373,528$713.9M3.73%
AMAZON.COM INCAMZNEquity3,137,986$689.0M3.60%
VIATRIS INCVTRSHealthcare69,345,645$686.5M3.58%
ALPHABET INCGOOGLEquity2,770,594$673.5M3.52%
WELLS FARGO & COMPANYWFCFinancial Services7,786,052$652.6M3.41%
TYSON FOODS INCTSNConsumer Defensive9,962,127$540.9M2.82%
TECK RESOURCES LTDTECKBasic Materials11,023,662$483.8M2.53%
COTERRA ENERGY INCCTRAEnergy19,883,481$470.2M2.46%
TEXAS INSTRUMENTS INCTXNTechnology2,317,408$425.8M2.22%
SOLVENTUM CORPSOLVHealthcare5,517,611$402.8M2.10%
UNITEDHEALTH GROUP INCUNHHealthcare1,139,303$393.4M2.05%
TRIPCOM GROUP LTDTCOMIndustrials4,941,445$371.6M1.94%
CHUBB LTDCBFinancial Services1,070,445$302.1M1.58%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services533,948$268.4M1.40%
QUEST DIAGNOSTICS INCDGXHealthcare1,361,612$259.5M1.35%
PINTEREST INCPINSCommunication Services7,892,057$253.9M1.33%
OWENS CORNINGOCBasic Materials1,777,367$251.4M1.31%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical3,542,388$227.2M1.19%