account_balance
Investment manager · 13F filer · SEC CIK 1036325
Davis Selected Advisers
Reported value$23.2Bas of Sep 30, 2026
Positions117 7 new, 2 sold out
Top 10 weight47.6%COF alone is 7%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
COFCapital One Financial Corp.
7.0%
VTRSViatris Inc.
5.5%Trimmed −4%
METAMeta Platforms, Inc., Class A
5.2%
USBU.S. Bancorp
5.2%Trimmed −3%
DVNDevon Energy Corp.
5.2%Added +3%
AMZNAmazon.com, Inc.
4.7%Added +2%
CVSCVS Health Corp.
4.4%
GOOGLAlphabet Inc., Class A
4.1%Trimmed −6%
MGMMGM Resorts International
3.2%
MKLMarkel Group Inc
3.0%
WFCWells Fargo & Co.
2.8%
TSNTyson Foods, Inc., Class A
2.7%
COFCapital One Financial Corp.
7.0%
VTRS5.5%META5.2%USB5.2%DVN5.2%AMZN4.7%CVS4.4%GOOGL4.1%MGM3.2%MKL3.0%WFC2.8%TSN2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
COF Capital One Financial Corp. 7.0% HeldVTRS Viatris Inc. 5.5% Trimmed −4%META Meta Platforms, Inc., Class A 5.2% HeldUSB U.S. Bancorp 5.2% Trimmed −3%DVN Devon Energy Corp. 5.2% Added +3%AMZN Amazon.com, Inc. 4.7% Added +2%CVS CVS Health Corp. 4.4% HeldGOOGL Alphabet Inc., Class A 4.1% Trimmed −6%MGM MGM Resorts International 3.2% HeldMKL Markel Group Inc 3.0% HeldWFC Wells Fargo & Co. 2.8% HeldTSN Tyson Foods, Inc., Class A 2.7% Held
What changed