DAVIS SELECTED ADVISERS

Q2 2025 13F Holdings

  • Location
    tucson, AZ
  • Num holdings

    107

  • Value ($000)

    $18,702,347

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001036325
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COF
COF

Capital One Financial Corp.

COMMON
14040H105
$1.91 B
10 %

8,955,742

META
META

Meta Platforms, Inc., Class A

COMMON
30303M102
$1.56 B
8 %

2,107,814

AMAT
AMAT

Applied Materials, Inc.

COMMON
038222105
$907.59 M
5 %

4,957,593

USB
USB

U.S. Bancorp

COMMON
902973304
$874.76 M
5 %

19,331,637

MGM
MGM

MGM Resorts International

COMMON
552953101
$819.21 M
4 %

23,821,109

CVS
CVS

CVS Health Corporation

COMMON
126650100
$799.26 M
4 %

11,586,790

BRK.A
BRK.A

Berkshire Hathaway Inc., Class A

COMMON
084670108
$776.17 M
4 %

1,065

MKL
MKL

Markel Group, Inc

COMMON
570535104
$741.28 M
4 %

371,131

AMZN
AMZN

Amazon.com, Inc.

COMMON
023135106
$717.22 M
4 %

3,269,161

WFC
WFC

Wells Fargo & Co.

COMMON
949746101
$655.10 M
4 %

8,176,423

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