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 $21.78B across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COF ($1.56B, 7.15%), CTRA ($1.30B, 5.99%), USB ($1.16B, 5.31%), VTRS ($1.06B, 4.85%), META ($983.6M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COF | Capital One Financial Corp. | $1.56B | 7.15% | 8.5M | Trimmed |
| 2 | CTRA | Coterra Energy, Inc. | $1.30B | 5.99% | 37.1M | Added |
| 3 | USB | U.S. Bancorp | $1.16B | 5.31% | 22.2M | Added |
| 4 | VTRS | Viatris Inc. | $1.06B | 4.85% | 78.2M | Added |
| 5 | META | Meta Platforms, Inc., Class A | $983.6M | 4.52% | 1.7M | Trimmed |
| 6 | MGM | MGM Resorts International | $899.2M | 4.13% | 24.3M | Trimmed |
| 7 | GOOGL | Alphabet Inc., Class A | $889.9M | 4.09% | 3.1M | Trimmed |
| 8 | CVS | CVS Health Corporation | $879.1M | 4.04% | 12.2M | Trimmed |
| 9 | TSN | Tyson Foods Inc | $838.7M | 3.85% | 13.1M | Added |
| 10 | MKL | Markel Group, Inc | $734.0M | 3.37% | 383,433 | Trimmed |
| 11 | AMZN | Amazon.com, Inc. | $713.4M | 3.28% | 3.4M | Trimmed |
| 12 | BRK/A | Berkshire Hathaway Inc., Class A | $662.8M | 3.04% | 923 | Trimmed |
| 13 | WFC | Wells Fargo & Co. | $652.1M | 2.99% | 8.2M | Trimmed |
| 14 | CI | Cigna Group | $595.9M | 2.74% | 2.2M | Added |
| 15 | TXN | Texas Instruments, Inc. | $553.2M | 2.54% | 2.8M | Trimmed |
| 16 | TECK | Teck Resources Ltd., Class B | $547.8M | 2.51% | 10.6M | Trimmed |
| 17 | JBS | JBS N.V., Class A | $471.4M | 2.16% | 26.2M | Added |
| 18 | LYB | LyondellBasell Industries N.V. | $450.9M | 2.07% | 5.6M | New |
| 19 | SOLV | Solventum Corp. | $413.4M | 1.90% | 6.3M | Added |
| 20 | AMAT | Applied Materials, Inc. | $409.2M | 1.88% | 1.2M | Trimmed |
| 21 | CB | Chubb Ltd. | $389.6M | 1.79% | 1.2M | Added |
| 22 | BRK/B | Berkshire Hathaway Inc., Class B | $359.3M | 1.65% | 749,846 | Added |
| 23 | UNH | UnitedHealth Group Inc. | $337.6M | 1.55% | 1.2M | Trimmed |
| 24 | TCOM | Trip.com Group Ltd., ADR | $326.4M | 1.50% | 6.6M | Added |
| 25 | DGX | Quest Diagnostics Inc. | $317.1M | 1.46% | 1.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31