Davis Selected Advisers: 13F holdings
CIK 10363252026Q2
| Positions | 112 |
|---|
| Reported value | $23.3bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 112 (+0 vs prior quarter) |
|---|
| Reported value | $23.3bn (+6.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| COF Capital One Financial Corp. | 8,270,946 | $1.7bn | 7.1% |
| USB U.S. Bancorp | 21,453,510 | $1.3bn | 5.6% |
| CVS CVS Health Corporation | 11,865,916 | $1.2bn | 5.3% |
| VTRS Viatris Inc. | 75,232,254 | $1.2bn | 5.1% |
| MGM MGM Resorts International | 23,903,317 | $1.1bn | 4.9% |
| GOOGL Alphabet Inc., Class A | 2,937,160 | $1.0bn | 4.5% |
| DVN Devon Energy Corp. | 25,297,991 | $1.0bn | 4.5% |
| AMZN Amazon.com, Inc. | 4,276,176 | $1.0bn | 4.4% |
| META Meta Platforms, Inc., Class A | 1,648,172 | $928.7m | 4.0% |
| MKL Markel Group, Inc | 406,759 | $794.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1036325")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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