Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Davis Selected Advisers (CIK 1036325) reported $23.29B across 112 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COF ($1.66B, 7.13%), USB ($1.30B, 5.56%), CVS ($1.23B, 5.27%), VTRS ($1.19B, 5.13%), MGM ($1.14B, 4.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COF | Capital One Financial Corp. | $1.66B | 7.13% | 8.3M | Trimmed |
| 2 | USB | U.S. Bancorp | $1.30B | 5.56% | 21.5M | Trimmed |
| 3 | CVS | CVS Health Corporation | $1.23B | 5.27% | 11.9M | Trimmed |
| 4 | VTRS | Viatris Inc. | $1.19B | 5.13% | 75.2M | Trimmed |
| 5 | MGM | MGM Resorts International | $1.14B | 4.91% | 23.9M | Trimmed |
| 6 | GOOGL | Alphabet Inc., Class A | $1.05B | 4.51% | 2.9M | Trimmed |
| 7 | DVN | Devon Energy Corp. | $1.05B | 4.49% | 25.3M | New |
| 8 | AMZN | Amazon.com, Inc. | $1.02B | 4.38% | 4.3M | Added |
| 9 | META | Meta Platforms, Inc., Class A | $928.7M | 3.99% | 1.6M | Trimmed |
| 10 | MKL | Markel Group, Inc | $794.4M | 3.41% | 406,759 | Added |
| 11 | TXN | Texas Instruments, Inc. | $726.5M | 3.12% | 2.4M | Trimmed |
| 12 | TSN | Tyson Foods Inc | $724.5M | 3.11% | 12.7M | Trimmed |
| 13 | WFC | Wells Fargo & Co. | $661.9M | 2.84% | 8.0M | Trimmed |
| 14 | BRK/A | Berkshire Hathaway Inc., Class A | $650.0M | 2.79% | 868 | Trimmed |
| 15 | CI | Cigna Group | $621.2M | 2.67% | 2.3M | Added |
| 16 | JBS | JBS N.V., Class A | $592.7M | 2.54% | 50.0M | Added |
| 17 | UNH | UnitedHealth Group Inc. | $529.8M | 2.28% | 1.3M | Added |
| 18 | TECK | Teck Resources Ltd., Class B | $497.3M | 2.14% | 8.4M | Trimmed |
| 19 | SOLV | Solventum Corp. | $486.7M | 2.09% | 6.3M | Trimmed |
| 20 | LYB | LyondellBasell Industries N.V. | $458.0M | 1.97% | 8.7M | Added |
| 21 | CB | Chubb Ltd. | $391.2M | 1.68% | 1.1M | Trimmed |
| 22 | BRKB | Berkshire Hathaway Inc., Class B | $369.5M | 1.59% | 738,433 | Trimmed |
| 23 | TCOM | Trip.com Group Ltd., ADR | $349.1M | 1.50% | 8.8M | Added |
| 24 | DGX | Quest Diagnostics Inc. | $329.8M | 1.42% | 1.6M | Trimmed |
| 25 | OC | Owens Corning | $330.7M | 1.42% | 2.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30