DAVIS SELECTED ADVISERS

Q3 2025 13F Holdings

  • Location
    tucson, AZ
  • Num holdings

    107

  • Value ($000)

    $19,154,485

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COF
COF

Capital One Financial Corp.

COMMON STOCK
$1.78 B
9 %

8,380,117

META
META

Meta Platforms, Inc., Class A

COMMON STOCK
$1.26 B
7 %

1,715,514

AMAT
AMAT

Applied Materials, Inc.

COMMON STOCK
$1.14 B
6 %

5,553,992

USB
USB

U.S. Bancorp

COMMON STOCK
$939.13 M
5 %

19,431,562

CVS
CVS

CVS Health Corporation

COMMON STOCK
$859.72 M
5 %

11,403,641

MGM
MGM

MGM Resorts International

COMMON STOCK
$830.23 M
4 %

23,953,452

BRK.A
BRK.A

Berkshire Hathaway Inc., Class A

COMMON STOCK
$752.69 M
4 %

998

MKL
MKL

Markel Group, Inc

COMMON STOCK
$713.95 M
4 %

373,528

AMZN
AMZN

Amazon.com, Inc.

COMMON STOCK
$689.01 M
4 %

3,137,986

VTRS
VTRS

Viatris Inc.

COMMON STOCK
$686.52 M
4 %

69,345,645

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