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DAVIS SELECTED ADVISERS

Q4 2025 13F Holdings

  • Location
    tucson, AZ
  • Num holdings

    108

  • Value ($000)

    $22,249,324

  • Date Filed
    02/02/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
COF

Capital One Financial Corp.

COMMON STOCK
14040H105
$2.09B
9 %

8,614,766

U
USB

U.S. Bancorp

COMMON STOCK
902973304
$1.18B
5 %

22,041,759

M
META

Meta Platforms, Inc., Class A

COMMON STOCK
30303M102
$1.16B
5 %

1,752,974

A
AMAT

Applied Materials, Inc.

COMMON STOCK
038222105
$1.08B
5 %

4,201,298

C
CVS

CVS Health Corporation

COMMON STOCK
126650100
$1.01B
5 %

12,760,511

M
MGM

MGM Resorts International

COMMON STOCK
552953101
$978.67M
4 %

26,820,202

G
GOOGL

Alphabet Inc., Class A

COMMON STOCK
02079K305
$976.17M
4 %

3,118,760

V
VTRS

Viatris Inc.

COMMON STOCK
92556V106
$973.32M
4 %

78,177,984

M
MKL

Markel Group, Inc

COMMON STOCK
570535104
$892.5M
4 %

415,160

C
CTRA

Coterra Energy, Inc.

COMMON STOCK
127097103
$856.39M
4 %

32,537,508

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