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SEC filer: DAVIS SELECTED ADVISERS · quarter ending 2026-03-31 · filed 2026-05-07 · $21.78B across 112 reported positions
| Applied Materials, Inc. | TRIMMED | 4,201,298 → 1,197,102 sh | $670.5M |
| LYB | NEW POSITION | 0 → 5,596,588 sh | $450.9M |
| CI | ADDED | 752,852 → 2,233,929 sh | $388.7M |
| JBS N.V., Class A | ADDED | 11,854,741 → 26,244,660 sh | $300.4M |
| Sea Ltd., Class A, ADR | ADDED | 436,534 → 1,849,831 sh | $97.5M |
| DAR | TRIMMED | 2,842,306 → 187,905 sh | $90.7M |
| Full Truck Alliance Co. Ltd., ADR | ADDED | 17,537,524 → 28,763,191 sh | $50.6M |
| SAP SE - ADR | ADDED | 56,347 → 317,422 sh | $40.7M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | COFCapital One Financial Corp. | 7.2% | $1.56B | 8,539,736 | SHARES |
| 2 | Coterra Energy, Inc.no ticker match — as filed | 6.0% | $1.30B | 37,119,404 | SHARES |
| 3 | U.S. Bancorpno ticker match — as filed | 5.3% | $1.16B | 22,237,960 | SHARES |
| 4 | VTRSViatris Inc. | 4.9% | $1.06B | 78,211,191 | SHARES |
| 5 | Meta Platforms, Inc., Class Ano ticker match — as filed | 4.5% | $983.6M | 1,719,156 | SHARES |
| 6 | MGMMGM Resorts International | 4.1% | $899.2M | 24,295,338 | SHARES |
| 7 | Alphabet Inc., Class Ano ticker match — as filed |
| 4.1% |
| $889.9M |
| 3,094,659 |
| SHARES |
| 8 | CVS Health Corporationno ticker match — as filed | 4.0% | $879.1M | 12,239,666 | SHARES |
| 9 | TSNTyson Foods Inc | 3.9% | $838.7M | 13,090,689 | SHARES |
| 10 | MKLMarkel Group, Inc | 3.4% | $734.0M | 383,433 | SHARES |
| 11 | Amazon.com, Inc.no ticker match — as filed | 3.3% | $713.4M | 3,425,252 | SHARES |
| 12 | Berkshire Hathaway Inc., Class Ano ticker match — as filed | 3.0% | $662.8M | 923 | SHARES |
| 13 | Wells Fargo & Co.no ticker match — as filed | 3.0% | $652.1M | 8,190,871 | SHARES |
| 14 | CICigna Group | 2.7% | $595.9M | 2,233,929 | SHARES |
| 15 | TXNTexas Instruments, Inc. | 2.5% | $553.2M | 2,849,671 | SHARES |
| 16 | Teck Resources Ltd., Class Bno ticker match — as filed | 2.5% | $547.8M | 10,584,663 | SHARES |
| 17 | JBS N.V., Class Ano ticker match — as filed | 2.2% | $471.4M | 26,244,660 | SHARES |
| 18 | LYBLyondellBasell Industries N.V. | 2.1% | $450.9M | 5,596,588 | SHARES |
| 19 | SOLVSolventum Corp. | 1.9% | $413.4M | 6,330,325 | SHARES |
| 20 | Applied Materials, Inc.no ticker match — as filed | 1.9% | $409.2M | 1,197,102 | SHARES |
| 21 | CBChubb Ltd. | 1.8% | $389.6M | 1,195,391 | SHARES |
| 22 | Berkshire Hathaway Inc., Class Bno ticker match — as filed | 1.6% | $359.3M | 749,846 | SHARES |
| 23 | UNHUnitedHealth Group Inc. | 1.5% | $337.6M | 1,247,476 | SHARES |
| 24 | Trip.com Group Ltd., ADRno ticker match — as filed | 1.5% | $326.4M | 6,555,112 | SHARES |
| 25 | DGXQuest Diagnostics Inc. | 1.5% | $317.1M | 1,617,813 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.