13F tracker › Davis Selected Advisers › Q2 2026
Davis Selected Advisers 13F holdings, Q2 2026
This is the archived Q2 2026 filing. See Davis Selected Advisers's latest 13F.
Davis Selected Advisers (investment firm led by Chris Davis) reported 112 US-listed positions worth $23.3B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 11, 2026.
Compared with Q1 2026, the filing shows 2 new positions, 16 increased, 79 reduced, and 2 exited.
Reported value$23.3B
Positions112
New / exited2 / 2
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Capital One Financial Corp. | $1.7B | 7.1% | 8,270,946 |
| U.S. Bancorp | $1.3B | 5.6% | 21,453,510 |
| Cvs Health Corporation | $1.2B | 5.3% | 11,865,916 |
| Viatris Inc. | $1.2B | 5.1% | 75,232,254 |
| Mgm Resorts International | $1.1B | 4.9% | 23,903,317 |
| Alphabet Inc., Class A | $1.0B | 4.5% | 2,937,160 |
| Devon Energy Corp. | $1.0B | 4.5% | 25,297,991 |
| Amazon.Com, Inc. | $1.0B | 4.4% | 4,276,176 |
| Meta Platforms, Inc., Class A | $928.7M | 4.0% | 1,648,172 |
| Markel Group, Inc | $794.4M | 3.4% | 406,759 |
| Texas Instruments, Inc. | $726.5M | 3.1% | 2,437,486 |
| Tyson Foods Inc | $724.5M | 3.1% | 12,653,717 |
| Wells Fargo & Co. | $661.9M | 2.8% | 8,008,728 |
| Berkshire Hathaway Inc., Class A | $650.0M | 2.8% | 868 |
| Cigna Group | $621.2M | 2.7% | 2,253,424 |
| Jbs N.V., Class A | $592.7M | 2.5% | 50,016,236 |
| Unitedhealth Group Inc. | $529.8M | 2.3% | 1,274,650 |
| Teck Resources Ltd., Class B | $497.3M | 2.1% | 8,363,497 |
| Solventum Corp. | $486.7M | 2.1% | 6,307,729 |
| Lyondellbasell Industries N.V. | $458.0M | 2.0% | 8,698,852 |
| Chubb Ltd. | $391.2M | 1.7% | 1,148,090 |
| Berkshire Hathaway Inc., Class B | $369.5M | 1.6% | 738,433 |
| Trip.Com Group Ltd., ADR | $349.1M | 1.5% | 8,761,371 |
| Owens Corning | $330.7M | 1.4% | 2,081,213 |
| Quest Diagnostics Inc. | $329.8M | 1.4% | 1,555,612 |
New positions in Q2 2026
| Company | Value | Shares |
| Devon Energy Corp. | $1.0B | 25,297,991 |
| Sba Communications Corp-Cl A | $7.2M | 40,700 |
Positions increased
| Company | Value | Share change | Shares |
| Amazon.Com, Inc. | $1.0B | +25% | 4,276,176 |
| Markel Group, Inc | $794.4M | +6% | 406,759 |
| Jbs N.V., Class A | $592.7M | +91% | 50,016,236 |
| Unitedhealth Group Inc. | $529.8M | +2% | 1,274,650 |
| Lyondellbasell Industries N.V. | $458.0M | +55% | 8,698,852 |
| Trip.Com Group Ltd., ADR | $349.1M | +34% | 8,761,371 |
| Pinterest, Inc., Class A | $264.5M | +1% | 12,574,721 |
| Sea Ltd., Class A, ADR | $192.8M | +9% | 2,011,812 |
| Netease Inc. - ADR | $78.5M | +45% | 612,955 |
| Microsoft Corp. | $34.7M | +18% | 92,973 |
| Nvidia Corp. | $31.0M | +36% | 154,727 |
| Adobe Inc. | $13.9M | +50% | 67,894 |
| American Homes 4 Rent - Class A | $10.9M | +17% | 325,590 |
| Essex Property Trust, Inc. | $8.3M | +70% | 28,501 |
| Fermi Inc. | $4.1M | +48% | 451,400 |
Positions reduced
| Company | Value | Share change | Shares |
| Capital One Financial Corp. | $1.7B | -3% | 8,270,946 |
| U.S. Bancorp | $1.3B | -4% | 21,453,510 |
| Cvs Health Corporation | $1.2B | -3% | 11,865,916 |
| Viatris Inc. | $1.2B | -4% | 75,232,254 |
| Mgm Resorts International | $1.1B | -2% | 23,903,317 |
| Alphabet Inc., Class A | $1.0B | -5% | 2,937,160 |
| Meta Platforms, Inc., Class A | $928.7M | -4% | 1,648,172 |
| Texas Instruments, Inc. | $726.5M | -14% | 2,437,486 |
| Tyson Foods Inc | $724.5M | -3% | 12,653,717 |
| Wells Fargo & Co. | $661.9M | -2% | 8,008,728 |
| Berkshire Hathaway Inc., Class A | $650.0M | -6% | 868 |
| Teck Resources Ltd., Class B | $497.3M | -21% | 8,363,497 |
| Chubb Ltd. | $391.2M | -4% | 1,148,090 |
| Berkshire Hathaway Inc., Class B | $369.5M | -2% | 738,433 |
| Quest Diagnostics Inc. | $329.8M | -4% | 1,555,612 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Coterra Energy, Inc. | $1.3B | 37,119,404 |
| Crown Castle, Inc. | $3.4M | 41,920 |
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 (Q2 2026), previous filing (Q1 2026).
