Universe · entity
DAVIS SELECTED ADVISERS
Institutional manager (13F) · CIK 1036325
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $21.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Capital One Financial Corp. | $1.6B | 8,539,736 |
| 2 | Coterra Energy, Inc. | $1.3B | 37,119,404 |
| 3 | U.S. Bancorp | $1.2B | 22,237,960 |
| 4 | Viatris Inc. | $1.1B | 78,211,191 |
| 5 | Meta Platforms, Inc., Class A | $984M | 1,719,156 |
| 6 | MGM Resorts International | $899M | 24,295,338 |
| 7 | Alphabet Inc., Class A | $890M | 3,094,659 |
| 8 | CVS Health Corporation | $879M | 12,239,666 |
| 9 | Tyson Foods Inc | $839M | 13,090,689 |
| 10 | Markel Group, Inc | $734M | 383,433 |
| 11 | Amazon.com, Inc. | $713M | 3,425,252 |
| 12 | Berkshire Hathaway Inc., Class A | $663M | 923 |
| 13 | Wells Fargo & Co. | $652M | 8,190,871 |
| 14 | Cigna Group | $596M | 2,233,929 |
| 15 | Texas Instruments, Inc. | $553M | 2,849,671 |
| 16 | Teck Resources Ltd., Class B | $548M | 10,584,663 |
| 17 | JBS N.V., Class A | $471M | 26,244,660 |
| 18 | LyondellBasell Industries N.V. | $451M | 5,596,588 |
| 19 | Solventum Corp. | $413M | 6,330,325 |
| 20 | Applied Materials, Inc. | $409M | 1,197,102 |
| 21 | Chubb Ltd. | $390M | 1,195,391 |
| 22 | Berkshire Hathaway Inc., Class B | $359M | 749,846 |
| 23 | UnitedHealth Group Inc. | $338M | 1,247,476 |
| 24 | Trip.com Group Ltd., ADR | $326M | 6,555,112 |
| 25 | Quest Diagnostics Inc. | $317M | 1,617,813 |
| 26 | Restaurant Brands International, Inc. | $266M | 3,599,127 |
| 27 | ConocoPhillips | $248M | 1,875,428 |
| 28 | AGCO Corporation | $242M | 2,086,643 |
| 29 | Full Truck Alliance Co. Ltd., ADR | $239M | 28,763,191 |
| 30 | Pinterest, Inc., Class A | $227M | 12,400,101 |
| 31 | Owens Corning | $227M | 2,100,935 |
| 32 | Alphabet Inc., Class C | $194M | 677,607 |
| 33 | Davis Select U.S. Equity ETF | $173M | 3,400,745 |
| 34 | JPMorgan Chase & Co. | $164M | 556,452 |
| 35 | Sea Ltd., Class A, ADR | $153M | 1,849,831 |
| 36 | AppLovin Corp., Class A | $134M | 335,810 |
| 37 | Fifth Third Bancorp | $131M | 2,813,525 |
| 38 | PNC Financial Services Group, Inc. | $113M | 541,922 |
| 39 | Davis Select International ETF | $105M | 3,915,748 |
| 40 | Wesco International, Inc. | $104M | 381,007 |
| 41 | IAC Inc. | $97M | 2,413,247 |
| 42 | Davis Select Financial ETF | $96M | 2,130,666 |
| 43 | Davis Select Worldwide ETF | $85M | 1,935,585 |
| 44 | RenaissanceRe Holdings Ltd | $76M | 257,190 |
| 45 | American Express Co. | $71M | 233,126 |
| 46 | Rocket Companies, Inc., Class A | $69M | 4,823,570 |
| 47 | Loews Corp. | $66M | 614,097 |
| 48 | Bank of New York Mellon Corp. | $62M | 525,228 |
| 49 | Bank of America Corp. | $57M | 1,159,204 |
| 50 | Bank of N.T. Butterfield & Son Limited | $56M | 1,073,129 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.