Davis Selected Advisers

FundTucson · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$23.3B

Reported value of US stock holdings on Jun 30, the filing's own figure

112 positions · filed Aug 11, 42 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 11 · against the report before it

New positions

DVN Devon Energy Corp. 25.3M shares4.5% of this fund's holdings

SBAC SBA Communications Corp-CL A 40,700 sharesunder 0.1% of this fund's holdings

Sold out

CTRA Coterra Energy, Inc. All 37.1M shares

CCI Crown Castle, Inc. All 41,920 shares

Added to

15, biggest 4

AMZN Amazon.com, Inc. +851K shares+25%

MKL Markel Group, Inc +23,326 shares+6%

JBS JBS N.V., Class A +23.8M shares+91%

UNH UnitedHealth Group Inc. +27,174 shares+2%

Trimmed

75, biggest 4

COF Capital One Financial Corp. −269K shares−3%

USB U.S. Bancorp −784K shares−4%

CVS CVS Health Corporation −374K shares−3%

VTRS Viatris Inc. −3.0M shares−4%

Top holdings

Reference, not news

Top holdings · 112 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 COF Capital One Financial Corp. 8.3M 7.1% −3%

2 USB U.S. Bancorp 21.5M 5.6% −4%

3 CVS CVS Health Corporation 11.9M 5.3% −3%

4 VTRS Viatris Inc. 75.2M 5.1% −4%

5 MGM MGM Resorts International 23.9M 4.9% −2%

6 GOOGL Alphabet Inc., Class A 2.9M 4.5% −5%

7 DVN Devon Energy Corp. 25.3M 4.5% New

8 AMZN Amazon.com, Inc. 4.3M 4.4% +25%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.

Stakes filed by this fund

Schedules 13D and 13G · 8 on file

StakeStake reportNov 6

6.7% of the shares JBS JBS N.V.

Schedule 13G: passive

Amendment

StakeStake reportNov 6

9.6% of the shares MGM MGM Resorts International

Schedule 13G: passive

Amendment

StakeStake reportNov 6

6.3% of the shares VTRS Viatris Inc

Schedule 13G: passive

Amendment

StakeStake reportAug 12

6.5% of the shares JBS JBS N.V.

Schedule 13G: passive

First filing

StakeStake reportAug 12

9.3% of the shares MGM MGM Resorts International

Schedule 13G: passive

Amendment

StakeStake reportAug 12

6.5% of the shares VTRS Viatris Inc

Schedule 13G: passive

Amendment

StakeStake reportMay 5

9.5% of the shares MGM MGM Resorts International

Schedule 13G: passive

Amendment

StakeStake reportMay 5

6.8% of the shares VTRS Viatris Inc

Schedule 13G: passive

Amendment