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Davis Selected Advisers 13F holdings, Q3 2026
Davis Selected Advisers (investment firm led by Chris Davis) reported 117 US-listed positions worth $23.2B in its
Form 13F for the quarter ended September 30, 2026, filed with the SEC on November 10, 2026.
Compared with Q2 2026, the filing shows 7 new positions, 29 increased, 31 reduced, and 2 exited.
Reported value$23.2B
Positions117
New / exited7 / 2
Quarter endedQ3 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Capital One Financial Corp. | $1.6B | 7.0% | 8,389,127 |
| Viatris Inc. | $1.3B | 5.5% | 72,403,329 |
| Meta Platforms, Inc., Class A | $1.2B | 5.2% | 1,667,464 |
| U.S. Bancorp | $1.2B | 5.2% | 20,825,590 |
| Devon Energy Corp. | $1.2B | 5.2% | 26,018,896 |
| Amazon.Com, Inc. | $1.1B | 4.7% | 4,382,740 |
| Cvs Health Corp. | $1.0B | 4.4% | 11,896,069 |
| Alphabet Inc., Class A | $953.1M | 4.1% | 2,770,105 |
| Mgm Resorts International | $746.5M | 3.2% | 24,043,354 |
| Markel Group Inc | $692.5M | 3.0% | 404,348 |
| Wells Fargo & Co. | $639.7M | 2.8% | 7,990,980 |
| Tyson Foods, Inc., Class A | $635.6M | 2.7% | 12,578,127 |
| Cigna Group | $615.5M | 2.7% | 2,264,230 |
| Berkshire Hathaway Inc., Class A | $605.8M | 2.6% | 811 |
| Jbs N.V., Class A | $589.7M | 2.5% | 52,234,136 |
| Solventum Corp. | $565.4M | 2.4% | 6,414,315 |
| Lyondellbasell Industries N.V. | $559.6M | 2.4% | 9,737,827 |
| Texas Instruments Inc. | $536.5M | 2.3% | 1,915,400 |
| Unitedhealth Group Inc. | $471.8M | 2.0% | 1,285,121 |
| Teck Resources Ltd., Class B | $469.8M | 2.0% | 7,140,479 |
| Applovin Corp., Class A | $423.0M | 1.8% | 1,456,542 |
| Chubb Ltd. | $375.1M | 1.6% | 1,153,380 |
| Trip.Com Group Ltd., ADR | $364.9M | 1.6% | 9,332,952 |
| Berkshire Hathaway Inc., Class B | $363.8M | 1.6% | 730,582 |
| Quest Diagnostics Inc. | $309.0M | 1.3% | 1,325,638 |
New positions in Q3 2026
| Company | Value | Shares |
| Zoetis Inc. | $249.3M | 3,569,821 |
| Expand Energy Corp. | $172.1M | 2,046,853 |
| Pilgrim'S Pride Corp. | $32.9M | 1,216,747 |
| American Healthcare REIT, Inc. | $6.7M | 131,260 |
| Weyerhaeuser Co. | $6.4M | 333,770 |
| Salesforce, Inc. | $4.2M | 18,174 |
| Servicenow, Inc. | $3.0M | 22,615 |
Positions increased
| Company | Value | Share change | Shares |
| Capital One Financial Corp. | $1.6B | +1% | 8,389,127 |
| Meta Platforms, Inc., Class A | $1.2B | +1% | 1,667,464 |
| Devon Energy Corp. | $1.2B | +3% | 26,018,896 |
| Amazon.Com, Inc. | $1.1B | +2% | 4,382,740 |
| Jbs N.V., Class A | $589.7M | +4% | 52,234,136 |
| Solventum Corp. | $565.4M | +2% | 6,414,315 |
| Lyondellbasell Industries N.V. | $559.6M | +12% | 9,737,827 |
| Applovin Corp., Class A | $423.0M | +362% | 1,456,542 |
| Trip.Com Group Ltd., ADR | $364.9M | +7% | 9,332,952 |
| Agco Corporation | $240.2M | +2% | 2,102,526 |
| Full Truck Alliance Co., Class A, ADR | $234.5M | +3% | 28,352,133 |
| Microsoft Corp. | $50.3M | +6% | 98,114 |
| Vale S.A., ADR | $45.9M | +17% | 3,419,753 |
| Charles Schwab Corp. | $28.9M | +2% | 296,156 |
| Prologis, Inc. | $23.6M | +2% | 182,076 |
Positions reduced
| Company | Value | Share change | Shares |
| Viatris Inc. | $1.3B | -4% | 72,403,329 |
| U.S. Bancorp | $1.2B | -3% | 20,825,590 |
| Alphabet Inc., Class A | $953.1M | -6% | 2,770,105 |
| Berkshire Hathaway Inc., Class A | $605.8M | -7% | 811 |
| Texas Instruments Inc. | $536.5M | -21% | 1,915,400 |
| Teck Resources Ltd., Class B | $469.8M | -15% | 7,140,479 |
| Berkshire Hathaway Inc., Class B | $363.8M | -1% | 730,582 |
| Quest Diagnostics Inc. | $309.0M | -15% | 1,325,638 |
| Alphabet Inc., Class C | $189.3M | -2% | 555,561 |
| Jpmorgan Chase & Co. | $156.0M | -1% | 471,466 |
| Pnc Financial Services Group, Inc. | $108.3M | -2% | 487,253 |
| Netease, Inc., ADR | $73.3M | -1% | 604,813 |
| American Express Co. | $62.6M | -2% | 205,777 |
| Loews Corp. | $55.9M | -2% | 535,390 |
| Bank Of America Corp. | $53.4M | -1% | 980,648 |
Positions exited (held in Q2 2026)
| Company | Value in Q2 2026 | Shares |
| Avalonbay Communities, Inc. | $11.3M | 59,890 |
| Darling Ingredients Inc. | $9.3M | 170,846 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q3 2026), previous filing (Q2 2026). Updated 2026-11-11.
