account_balance
Investment manager · 13F filer · SEC CIK 1036325
Davis Selected Advisers
Reported value$23.3Bas of Jun 30, 2026
Positions112 2 new, 2 sold out
Top 10 weight49%COF alone is 7%
FiledAug 1142 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
COF
Capital One Financial Corp.
7.1%Trimmed
USB
U.S. Bancorp
5.6%Trimmed
CVS
CVS Health Corporation
5.3%Trimmed
VTRS
Viatris Inc.
5.1%Trimmed
MGM
MGM Resorts International
4.9%
GOOGL
Alphabet Inc., Class A
4.5%Trimmed
DVN
Devon Energy Corp.
4.5%New
AMZN
Amazon.com, Inc.
4.4%Added
META
Meta Platforms, Inc., Class A
4.0%Trimmed
MKL
Markel Group, Inc
3.4%Added
102 others
51.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed